Should You Consider Selling Ares Management (ARES)?

1 hour ago 3

Soumya Eswaran

Mon, May 11, 2026 astatine 8:07 AM CDT 3 min read

Artisan Partners, an concern absorption company, released its first-quarter 2026 capitalist missive for the “Artisan Mid Cap Fund”. A transcript of the missive is disposable to download here. In Q1 2026, the Artisan Mid Cap Fund reported antagonistic implicit returns but somewhat outperformed the Russell Midcap® Growth Index. The marketplace favored little volatility and income-oriented equities, with worth outpacing maturation significantly. Despite challenges for maturation strategies, selective banal choices successful sectors similar industrials and healthcare provided strength, portion user discretionary faced weaknesses. Mid- and small-cap indices showed resilience amid lagging large-cap maturation stocks. The escalating struggle successful Iran influenced marketplace behavior, and AI-related investments continued to enactment superior spending and earnings. In addition, delight cheque the Fund’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Artisan Mid Cap Fund highlighted stocks specified arsenic Ares Management Corporation (NYSE:ARES). Founded successful 1997, Ares Management Corporation (NYSE:ARES) is simply a starring alternate plus manager. On May 8, 2026, Ares Management Corporation (NYSE:ARES) closed astatine $126.25 per share. One-month instrumentality of Ares Management Corporation (NYSE:ARES) was 18.34%, and its shares mislaid 26.84% implicit the past 52 weeks. Ares Management Corporation (NYSE:ARES) has a marketplace capitalization of $41.74 billion.

Artisan Mid Cap Fund stated the pursuing regarding Ares Management Corporation (NYSE:ARES) successful its Q1 2026 capitalist letter:

"We ended our concern campaigns successful Ares Management Corporation (NYSE:ARES), CCC Intelligent Solutions and Parsons during the quarter. Ares Management is an alternate plus manager with a starring presumption successful backstage recognition and beardown capabilities crossed infrastructure and backstage equity. We exited the presumption arsenic macro uncertainty, imaginable slope deregulation, expanding contention successful lending and ongoing concerns astir bundle vulnerability make a little favorable near-term risk-reward profile."

Among Stocks with Insanely High PE Ratios Insiders Are Selling

Ares Management Corporation (NYSE:ARES) is not connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 51 hedge money portfolios held Ares Management Corporation (NYSE:ARES) astatine the extremity of the 4th quarter, up from 50 successful the erstwhile quarter. While we admit the imaginable of Ares Management Corporation (NYSE:ARES) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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