ARES Class A Ares Management Corporation Class A Common Stock
NYSE · Financial Services · View on SEC EDGAR ↗ close Sep 28, 2026 10-K/10-Q Aug 7, 2026
$118.34
· of 52w range
· above low
· to high
$95.8052w low
$181.1952w high
Revenue
$4.76B
your badges
52W Range
$96–$181
Analyst Rating
BUY
Price Target
$148
P/E
·
ROE
13.5%
Net Profit Margin
12.0%
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ARES Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$118.34
Revenue
$4.76B
ROE
13.5%
52W Range
$96–$181
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$4.76B2017-12-31 → 2025-12-31
Free Cash Flow·2017-12-31 → 2018-12-31
Net margin12.0%2017-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ARES | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Price / Tangible Book | 28.1 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ARES | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin (TTM) | 29.4%5Y avg ≈30.1% | ≈30.1% | 36.5% | Weak | |
| Net Profit Margin (TTM) | 12.0%5Y avg ≈11.0% | ≈11.0% | 24.5% | Weak | |
| ROA | 2.0%5Y avg ≈1.7% | ≈1.7% | 2.0% | In line | |
| ROE | 13.5%5Y avg ≈16.7% | ≈16.7% | 13.5% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ARES | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 28.9%5Y avg ≈20.3% | ≈20.3% | · | · | |
| Revenue CAGR 3Y | 18.2%5Y avg ≈19.4% | ≈19.4% | · | · | |
| Revenue CAGR 5Y | 22.1% | · | · | · | |
| Net Income YoY | 13.7%5Y avg ≈33.9% | ≈33.9% | · | · | |
| Net Income CAGR 3Y | 46.6%5Y avg ≈32.3% | ≈32.3% | · | · | |
| Net Income CAGR 5Y | 28.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ARES | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.25Y avg ≈0.1 | ≈0.1 | 0.2 | In line | |
| Revenue / Employee | ≈$1.1M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Annualized Payout≈$5.40
5Y Div CAGR≈22.9%
Growth Streak≈9
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 16, 2026 | $1.35 | USD | ≈4.2% |
| Jun 16, 2026 | $1.35 | USD | ≈3.7% |
| Mar 17, 2026 | $1.35 | USD | ≈4.5% |
| Dec 17, 2025 | $1.12 | USD | ≈2.7% |
| Sep 16, 2025 | $1.12 | USD | ≈2.4% |
| Jun 16, 2025 | $1.12 | USD | ≈2.5% |
| Mar 17, 2025 | $1.12 | USD | ≈2.7% |
| Dec 17, 2024 | $0.93 | USD | ≈2.1% |
| Sep 16, 2024 | $0.93 | USD | ≈2.4% |
| Jun 14, 2024 | $0.93 | USD | ≈2.6% |
| Mar 14, 2024 | $0.93 | USD | ≈2.4% |
| Dec 14, 2023 | $0.77 | USD | ≈2.7% |
| Sep 14, 2023 | $0.77 | USD | ≈2.8% |
| Jun 15, 2023 | $0.77 | USD | ≈2.9% |
| Mar 16, 2023 | $0.77 | USD | ≈3.4% |
| Dec 15, 2022 | $0.61 | USD | ≈3.5% |
| Sep 15, 2022 | $0.61 | USD | ≈3.0% |
| Jun 15, 2022 | $0.61 | USD | ≈3.7% |
| Mar 16, 2022 | $0.61 | USD | ≈2.7% |
| Dec 16, 2021 | $0.47 | USD | ≈2.5% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-3.4%
Next Report
Nov 02, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 30, 2026 | $1.29 | $1.32 | -2.3% |
| March 31, 2026 | $1.24 | $1.36 | -9.0% | |
| Dec. 31, 2025 | $1.45 | $1.73 | -16.0% | |
| Sept. 30, 2025 | $1.19 | $1.18 | 0.92% | |
| June 30, 2025 | $1.03 | $1.11 | -7.0% | |
| March 31, 2025 | $1.09 | $0.96 | 13.0% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $4.76B | $3.69B | $3.24B | $2.88B | $2.29B | $1.75B | $1.43B | $1.22B | $1.09B | $965M | $814M | $604M | |
| SG&A Expense | $996M | $737M | $660M | $695M | $444M | $259M | · | · | · | · | · | · | |
| Operating Expenses | $4.71B | $2.94B | $2.80B | $2.75B | $3.41B | $1.45B | $1.46B | $870M | $1.50B | $1.02B | $769M | $860M | |
| Interest Expense | · | · | · | $71M | $37M | $25M | · | · | $21M | $18M | $19M | · | |
| Other Non-op | $394M | $329M | $499M | $204M | $264M | $11M | $123M | $96M | $175M | $60M | $36M | $813M | |
| Pretax Income | $1.29B | $1.28B | $1.33B | $511M | $1.07B | $379M | $425M | $184M | $150M | $298M | $81M | $557M | |
| Income Tax | $199M | $165M | $173M | $72M | $147M | $55M | $52M | $32M | $-23M | $11M | $19M | $11M | |
| Net Income | $527M | $464M | $474M | $168M | $409M | $152M | $149M | $57M | $76M | $112M | $19M | $35M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $110M | $119M | · | · | · | |
| Goodwill | $3.45B | $1.16B | $1.12B | $1000M | $788M | $371M | $144M | $144M | $144M | $144M | $144M | $86M | |
| Intangibles | $798M | $408M | $491M | $640M | $769M | $222M | $8M | $31M | $40M | $58M | $85M | $41M | |
| Total Assets | $28.63B | $24.88B | $24.73B | $22.00B | $21.61B | $15.17B | $12.01B | $10.15B | $8.56B | $5.83B | $4.32B | $21.64B | |
| Total Liabilities | $19.93B | $17.49B | $19.71B | $17.10B | $16.69B | $12.60B | $10.16B | $8.76B | $7.10B | $4.45B | $3.33B | $14.88B | |
| Paid-in Capital | $4.24B | $2.94B | $2.39B | $1.97B | $1.91B | $1.04B | $525M | $326M | $0 | · | · | · | |
| Retained Earnings | $-1.45B | $-837M | $-495M | $-369M | $-89M | $-152M | $-51M | $-29M | $0 | · | · | · | |
| AOCI | $22M | $-18M | $-6M | $-15M | $-2M | $483.0K | $-6M | $-9M | $-4M | $-9M | $-5M | $-1M | |
| Stockholders' Equity | $4.28B | $3.54B | $1.89B | $1.59B | $1.83B | $1.19B | $768M | $588M | $1.46B | $293M | $247M | $284M | |
| Liabilities + Equity | $28.63B | $24.88B | $24.73B | $22.00B | $21.61B | $15.17B | $12.01B | $10.15B | $8.56B | $5.83B | $4.32B | $21.64B | |
| Shares Outstanding | · | 313,170,171 | 307,585,576 | 294,614,235 | 290,451,548 | 259,631,180 | 115,243,029 | 101,595,096 | 0 | · | · | · |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Tax | $83M | $63M | $98M | $7M | $83M | $15M | $8M | $4M | $-8M | $-20M | $648.0K | $-13M | |
| Amort. of Intangibles | $193M | $116M | $126M | $134M | · | · | · | $9M | $18M | · | · | $28M | |
| Operating Cash Flow | $3.27B | $2.79B | $-233M | $-734M | $-2.60B | $-426M | $-2.08B | $-1.42B | $-1.86B | $-626M | $-528M | $1.53B | |
| CapEx | · | · | · | · | · | · | · | $18M | $33M | $12M | $11M | $17M | |
| Investing Cash Flow | $-1.80B | $-159M | $-111M | $-337M | $-1.08B | $-137M | $-17M | $-18M | $-33M | $-12M | $-75M | $-77M | |
| Financing Cash Flow | $-2.43B | $-1.43B | $292M | $1.13B | $3.50B | $944M | $2.12B | $1.41B | $1.65B | $881M | $582M | $-1.36B | |
| Net Change in Cash | $-1.02B | $1.16B | $-42M | $46M | $-196M | $401M | $28M | $-9M | $-224M | · | · | · | |
| Taxes Paid | $91M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | · | · | · | · | · | · | $-1.44B | $-1.90B | $-638M | $-539M | $1.52B | |
| Levered FCF | · | · | · | · | · | · | · | · | $-1.92B | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 11.1% | 12.6% | 14.7% | 5.8% | 17.9% | 8.7% | 10.4% | 4.7% | 5.4% | 9.3% | 2.4% | 5.8% | |
| Pretax Margin | 27.1% | 34.6% | 41.2% | 17.7% | 46.6% | 21.6% | 29.7% | 15.1% | 10.6% | 24.8% | 10.0% | 92.2% | |
| ROA | 2.0% | 1.9% | 2.0% | 0.77% | 2.2% | 1.1% | 1.3% | 0.61% | 1.1% | 2.2% | 0.15% | 0.16% | |
| ROE | 13.5% | 17.1% | 26.6% | 9.8% | 27.1% | 15.5% | 22.0% | 5.6% | 26.8% | 41.4% | 7.3% | 24.7% |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.1 | 0.0 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | $11.32 | $6.16 | $5.39 | $6.28 | $4.60 | $6.67 | $5.79 | · | · | · | · | |
| Dividend / Share | · | · | · | · | $1.88 | · | $1.28 | $1.33 | $1.13 | $0.83 | $0.88 | $0.42 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 28.9% | 14.0% | 12.4% | 25.8% | 30.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.2% | 17.3% | 22.7% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 22.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 13.7% | -2.2% | 183.1% | -59.0% | 168.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 46.6% | 4.3% | 46.1% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 28.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $4.76B | $3.69B | $3.24B | $2.88B | $2.29B | $1.75B | $1.43B | $1.22B | $1.09B | $965M | $814M | $604M | |
| Net Income TTM | $527M | $464M | $474M | $168M | $409M | $152M | $149M | $57M | $76M | $112M | $19M | $35M | |
| Market Cap | · | $55.44B | $36.58B | $20.16B | $23.60B | $12.22B | $4.11B | $1.81B | · | · | · | · | |
| P/S | · | 15.0 | 11.3 | 7.0 | 10.3 | 7.0 | 2.9 | 1.5 | · | · | · | · | |
| P/B | · | 15.6 | 19.3 | 12.7 | 12.9 | 10.2 | 5.4 | 3.1 | · | · | · | · | |
| P / Tangible Book | · | 28.1 | 131.2 | · | 87.9 | 20.3 | · | · | · | · | · | · | |
| P / Cash Flow | · | 19.9 | -156.8 | -27.5 | -9.1 | -28.7 | -2.0 | -1.3 | · | · | · | · | |
| P / FCF | · | · | · | · | · | · | · | -1.3 | · | · | · | · | |
| Dividend Yield | · | 0.12% | · | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $85M | $65M | · | · | · | · | · | · | · | · | · | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.29B | $1.30B | $1.56B | $1.15B | $1.04B | $1.00B | $1.24B | $842M | $875M | $736M | $678M | $785M | $654M | $603M | $612M | $553M | |
| SG&A Expense | $256M | $240M | $290M | $246M | $232M | $228M | $199M | $197M | $169M | $171M | $212M | $141M | $148M | $319M | $123M | $121M | |
| Operating Expenses | $1.18B | $1.17B | $1.25B | $1.31B | $1.14B | $1.01B | $981M | $855M | $565M | $538M | $561M | $838M | $629M | $898M | $553M | $612M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $26M | $26M | $25M | $18M | $17M | $16M | |
| Other Non-op | $137M | $85M | $-50M | $303M | $74M | $67M | $122M | $52M | $93M | $62M | $117M | $126M | $56M | $3M | $6M | $2M | |
| Pretax Income | $386M | $313M | $207M | $652M | $287M | $141M | $400M | $327M | $317M | $231M | $227M | $382M | $241M | $-60M | $67M | $161M | |
| Income Tax | $73M | $60M | $8M | $112M | $61M | $18M | $50M | $46M | $41M | $27M | $30M | $50M | $34M | $-12M | $13M | $20M | |
| Net Income | $151M | $143M | $54M | $289M | $137M | $47M | $177M | $118M | $95M | $73M | $117M | $265M | $181M | $-49M | $54M | $141M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Goodwill | $3.46B | $3.46B | $3.45B | $3.44B | $3.44B | $3.50B | $1.16B | $1.13B | $1.13B | $1.13B | $998M | $998M | · | $997M | $998M | $1.00B | |
| Intangibles | $731M | $777M | $798M | $849M | $903M | $959M | $408M | $402M | $433M | $462M | $466M | $563M | · | $670M | $800M | $837M | |
| Total Assets | $29.63B | $28.39B | $28.63B | $27.03B | $27.26B | $27.18B | $24.88B | $24.52B | $24.19B | $24.41B | $23.38B | $23.12B | · | $21.21B | $21.23B | $21.13B | |
| Total Liabilities | $21.00B | $20.01B | $19.93B | $18.40B | $18.43B | $18.39B | $17.49B | $18.64B | $18.44B | $19.38B | $18.34B | $18.10B | · | $16.64B | $16.46B | $16.37B | |
| Paid-in Capital | $4.35B | $4.20B | $4.24B | $4.20B | $4.09B | $4.04B | $2.94B | $2.86B | $2.72B | $2.39B | $2.26B | $2.18B | · | $1.91B | $1.88B | $1.85B | |
| Retained Earnings | $-1.85B | $-1.66B | $-1.45B | $-1.22B | $-1.22B | $-1.07B | $-837M | $-792M | $-713M | $-613M | $-515M | $-426M | · | $-374M | $-227M | $-155M | |
| AOCI | $13M | $14M | $22M | $30M | $32M | $24M | $-18M | $8M | $-10M | $-10M | $-17M | $-10M | · | $-29M | $-17M | $-6M | |
| Stockholders' Equity | $3.97B | $4.03B | $4.28B | $4.47B | $4.36B | $4.45B | $3.54B | $2.08B | $2.00B | $1.77B | $1.73B | $1.75B | · | $1.51B | $1.64B | $1.69B | |
| Liabilities + Equity | $29.63B | $28.39B | $28.63B | $27.03B | $27.26B | $27.18B | $24.88B | $24.52B | $24.19B | $24.41B | $23.38B | $23.12B | · | $21.21B | $21.23B | $21.13B | |
| Shares Outstanding | · | · | · | · | · | · | · | 313,000,741 | 312,512,682 | 309,668,984 | 305,984,552 | 304,397,040 | · | 294,168,505 | 293,776,408 | 293,416,994 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amort. of Intangibles | $48M | $47M | $51M | $52M | $53M | $37M | $29M | $29M | $29M | $29M | $31M | $30M | $34M | $33M | · | · | |
| Operating Cash Flow | $-351M | $407M | $-484M | $1.34B | $416M | $1.99B | $808M | $841M | $432M | $710M | $318M | $-699M | $708M | $25M | $-792M | $224M | |
| Investing Cash Flow | $-33M | $-7M | $-21M | $-15M | $-23M | $-1.74B | $-64M | $-33M | $-29M | $-34M | $-23M | $-12M | $-9M | $-10M | $-10M | $-310M | |
| Dividends Paid | $25M | $25M | $21M | $21M | $21M | $21M | $16M | $16M | $16M | $16M | · | · | · | · | · | · | |
| Financing Cash Flow | $371M | $-293M | $543M | $-1.23B | $-567M | $-1.18B | $478M | $-784M | $-459M | $-667M | $-244M | $724M | $-821M | $112M | $722M | $93M | |
| Net Change in Cash | $-12M | $80M | $-8M | $-13M | $-109M | $-889M | $1.16B | $66M | $-62M | $-2M | $35M | $5M | $-118M | $109M | $-93M | $2M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 11.6% | 11.0% | · | 25.1% | 13.2% | 4.7% | · | 25.7% | 19.5% | 18.6% | 29.1% | 42.3% | 31.7% | -5.9% | 6.5% | 8.3% | |
| Pretax Margin | 29.8% | 24.1% | · | 56.6% | 27.6% | 14.0% | · | 38.9% | 36.3% | 31.4% | 33.5% | 48.6% | 36.9% | -10.0% | 11.0% | 29.1% | |
| ROA | 0.53% | 0.51% | · | 1.1% | 0.53% | 0.18% | · | 0.90% | 0.72% | 0.60% | 0.88% | 1.5% | · | -0.17% | 0.20% | 0.24% | |
| ROE | 3.6% | 3.4% | · | 8.8% | 4.3% | 1.5% | · | 11.4% | 9.1% | 7.9% | 12.1% | 19.6% | · | -2.2% | 2.4% | 3.2% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | · | · | $6.63 | $6.41 | $5.71 | $5.66 | $5.75 | · | $5.14 | $5.58 | $5.77 | |
| Dividend / Share | $1.35 | $1.35 | $1.12 | $1.12 | $1.12 | $1.12 | $0.93 | $0.93 | $0.93 | $0.93 | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q3 2023 | Q2 2023 | Q1 2023 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.30B | $5.05B | · | $4.44B | $4.13B | $3.96B | · | $3.57B | $3.41B | $3.32B | $3.23B | $3.15B | $2.98B | $2.63B | $2.54B | $2.43B | |
| Net Income TTM | $636M | $623M | · | $650M | $480M | $438M | · | $199M | $197M | $367M | $584M | $418M | $207M | $270M | $403M | $491M | |
| Market Cap | · | · | · | · | · | · | · | $48.78B | $41.65B | $41.18B | $31.48B | $29.33B | · | $18.22B | $16.70B | $23.83B | |
| P/S | · | · | · | · | · | · | · | 13.7 | 12.2 | 12.4 | 9.8 | 9.3 | · | 6.9 | 6.6 | 9.8 | |
| P/B | · | · | · | · | · | · | · | 23.5 | 20.8 | 23.3 | 18.2 | 16.8 | · | 12.1 | 10.2 | 14.1 | |
| P / Tangible Book | · | · | · | · | · | · | · | 90.2 | 95.1 | 235.1 | 116.8 | 155.1 | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | · | · | · | · | 58.0 | · | · | · | · | · | 106.3 | |
| Payout Ratio | 16.7% | 17.8% | · | 7.3% | 15.3% | 45.6% | · | 7.5% | · | 11.9% | · | · | · | · | · | · | |
| Annual Payout | $93M | $89M | · | $80M | $75M | $70M | · | · | · | · | · | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-03-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Revenue | $4.76B | $3.69B | $3.24B | · | $2.88B |
| Net Income | $527M | $464M | $474M | · | $168M |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 910 filers · $28.9B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
910
Value held
$28.9B
New positions
138
Exited positions
105
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 138 (-38 vs prior Q) | 105 (-49 vs prior Q) | 357 (+54 vs prior Q) | 247 (-24 vs prior Q) | +10.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $4,210,530,193 | 26,050,425 | 14.59% | Shares |
| BlackRock, Inc. | $1,879,194,124 | 16,882,527 | 6.51% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,530,538,992 | 13,750,238 | 5.30% | Shares |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $1,487,629,209 | 13,364,740 | 5.15% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,319,646,445 | 11,855,596 | 4.57% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,216,016,113 | 10,924,590 | 4.21% | Shares |
| Capital World Investors | $1,184,786,423 | 10,644,025 | 4.10% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $1,060,347,631 | 9,526,077 | 3.67% | Shares |
| STATE STREET CORP | $999,421,435 | 8,978,721 | 3.46% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $751,156,279 | 6,748,327 | 2.60% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $740,181,224 | 6,649,728 | 2.56% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $647,948,130 | 5,843,445 | 2.24% | Shares |
| JPMORGAN CHASE & CO | $580,195,971 | 5,392,155 | 2.01% | Shares |
| FRANKLIN RESOURCES INC | $528,462,607 | 4,747,665 | 1.83% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $449,749,929 | 4,040,482 | 1.56% | Shares |
| MORGAN STANLEY | $432,063,383 | 3,881,619 | 1.50% | Shares |
| Capital International Investors | $318,467,098 | 2,861,215 | 1.10% | Shares |
| UBS Group AG | $293,423,512 | 2,636,093 | 1.02% | Shares |
| NORGES BANK | $272,116,663 | 2,444,674 | 0.94% | Shares |
| FMR LLC | $262,383,876 | 2,357,236 | 0.91% | Shares |
| GOLDMAN SACHS GROUP INC | $260,294,790 | 2,338,467 | 0.90% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $241,455,847 | 2,166,904 | 0.84% | Shares |
| LRI Investments, LLC | $230,936,196 | 2,335,268 | 0.80% | Shares |
| Invesco Ltd. | $220,595,024 | 1,981,808 | 0.76% | Shares |
| NORTHERN TRUST CORP | $218,115,174 | 1,959,529 | 0.76% | Shares |
| Vulcan Value Partners, LLC | $211,776,180 | 1,902,580 | 0.73% | Shares |
| M&G PLC | $181,379,661 | 1,634,051 | 0.63% | Shares |
| BROWN ADVISORY INC | $180,934,244 | 1,625,481 | 0.63% | Shares |
| JANUS HENDERSON GROUP PLC | $180,342,552 | 1,653,078 | 0.62% | Shares |
| Clearbridge Investments, LLC | $166,576,867 | 1,496,513 | 0.58% | Shares |
| Curated Wealth Partners LLC | $163,637,724 | 1,470,108 | 0.57% | Shares |
| CIBC Private Wealth Group LLC | $161,145,458 | 1,007,852 | 0.56% | Shares |
| Boston Partners | $151,050,060 | 1,356,720 | 0.52% | Shares |
| RAYMOND JAMES FINANCIAL INC | $137,196,432 | 1,232,562 | 0.48% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $134,560,767 | 1,208,883 | 0.47% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $134,184,205 | 1,205,500 | 0.46% | Put option |
| Bank of New York Mellon Corp | $123,453,969 | 1,109,100 | 0.43% | Shares |
| DEUTSCHE BANK AG\ | $118,041,917 | 1,060,479 | 0.41% | Shares |
| Legal & General Group Plc | $117,983,925 | 1,059,958 | 0.41% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $110,223,513 | 1,010,298 | 0.38% | Shares |
| CITIGROUP INC | $110,073,233 | 988,889 | 0.38% | Shares |
| Hamlin Capital Management, LLC | $106,816,861 | 959,634 | 0.37% | Shares |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $105,970,698 | 952,032 | 0.37% | Shares |
| AMERICAN CENTURY COMPANIES INC | $100,850,921 | 906,036 | 0.35% | Shares |
| CITIGROUP INC | $96,260,888 | 864,800 | 0.33% | Put option |
| ENVESTNET ASSET MANAGEMENT INC | $95,332,342 | 856,458 | 0.33% | Shares |
| Quilter Plc | $92,729,578 | 833,075 | 0.32% | Shares |
| RDST Capital LLC | $88,081,384 | 791,316 | 0.31% | Shares |
| TRUIST FINANCIAL CORP | $82,129,354 | 737,843 | 0.28% | Shares |
| CAT ROCK CAPITAL MANAGEMENT LP | $73,909,840 | 664,000 | 0.26% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Undisclosed reporting person | July 22, 2002 | · | Initial filing | · | SEC |
| Undisclosed reporting person | July 1, 2002 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 19 insiders · 12 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michael J Arougheti | Co-Founder and CEO | June 30, 2026 F | 1,364,548 | 0 | 18 | $-90,655,129 |
| Jarrod Phillips | Chief Financial Officer | July 1, 2026 F | 325,226 | 0 | 0 | $0 |
| Michael R Mcferran | COO & CFO | July 30, 2021 M | 965,984 | 0 | 0 | $0 |
| Daniel F Nguyen | EVP, CFO & Treasurer | May 1, 2014 A | 28,947 | 0 | 0 | $0 |
| Blair Jacobson | Co-President | Aug. 20, 2026 G | 1,095,221 | 0 | 0 | $0 |
| Kipp R. Deveer | Co-President | June 30, 2026 F | 1,165,599 | 0 | 0 | $0 |
| Aghili Naseem Sagati | General Counsel | Feb. 4, 2026 S | 326,889 | 0 | 15 | $-4,103,641 |
| David B Kaplan | Co-Founder | Dec. 16, 2025 G | 985,052 | 0 | 0 | $0 |
| Antony P Ressler | Co-Founder & Exec. Chairman | Sept. 10, 2025 S | 0 | 0 | 0 | $0 |
| Ryan Berry | Chief Mktg. & Strategy Officer | Jan. 31, 2025 F | 221,802 | 0 | 0 | $0 |
| Michael D Weiner | EVP, CLO & Secretary | June 7, 2019 M | 95,874 | 0 | 0 | $0 |
| John H. Kissick | Co-Founder & Partner | Dec. 2, 2015 P | 125,000 | 0 | 0 | $0 |
| Michael Lynton | Director | July 30, 2026 A | 34,196 | 0 | 0 | $0 |
| Judy D. Olian | Director | July 30, 2026 A | 31,462 | 1 | 0 | $59,726 |
| Paul G. Joubert | Director | July 30, 2026 A | 44,196 | 0 | 0 | $0 |
| Eileen Naughton | Director | July 30, 2026 A | 8,586 | 0 | 0 | $0 |
| Ashish Bhutani | Director | July 30, 2026 A | 35,799 | 1 | 0 | $1,266,100 |
| Antoinette Cook Bush | Director | July 30, 2026 A | 24,168 | 0 | 0 | $0 |
| Bennett Rosenthal | · | Dec. 16, 2025 G | 1,061,052 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 210 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| GPZ · VanEck ETF Trust | 6.33% | 127,648 NS | June 30, 2026 | N-PORT |
| AAUM · Tema ETF Trust | 5.34% | 963 NS | May 31, 2026 | N-PORT |
| LBO · EA Series Trust | 3.77% | 2,748 NS | April 30, 2026 | N-PORT |
| XUDV · Franklin Templeton ETF Trust | 3.09% | 20,398 NS | June 30, 2026 | N-PORT |
| MVFD · Northern Lights Fund Trust IV | 2.84% | 23,999 NS | May 31, 2026 | N-PORT |
| EQRR · ProShares Trust | 2.10% | 10,119 NS | May 31, 2026 | N-PORT |
| BASG · ADVISORS' INNER CIRCLE FUND III | 1.68% | 74,457 NS | June 30, 2026 | N-PORT |
| TGLB · T. Rowe Price Exchange-Traded Funds… | 1.65% | 3,382 NS | July 31, 2026 | N-PORT |
| KCE · SPDR SERIES TRUST | 1.38% | 52,085 NS | June 30, 2026 | N-PORT |
| RSPF · Invesco Exchange-Traded Fund Trust | 1.26% | 38,648 SH | Sept. 28, 2026 | Daily |
| FDFF · Fidelity Covington Trust | 1.22% | 3,971 NS | May 31, 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 1.03% | 30,262 | Sept. 28, 2026 | Daily |
| FCTR · First Trust Exchange-Traded Fund | 0.83% | 4,259 NS | June 30, 2026 | N-PORT |
| IWP · iShares Trust | 0.76% | 1,109,482 SH | Sept. 11, 2026 | Daily |
| SPHB · Invesco Exchange-Traded Fund Trust … | 0.72% | 56,317 SH | Sept. 28, 2026 | Daily |
| SCHD · SCHWAB STRATEGIC TRUST | 0.67% | 4,920,772 NS | May 31, 2026 | N-PORT |
| FDL · First Trust Exchange-Traded Fund | 0.64% | 419,332 NS | June 30, 2026 | N-PORT |
| PFF · iShares Trust | 0.61% | 1,837,067 SH | Sept. 11, 2026 | Daily |
| CDL · Victory Portfolios II | 0.60% | 21,118 NS | June 30, 2026 | N-PORT |
| CDC · Victory Portfolios II | 0.60% | 38,635 NS | June 30, 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 0.51% | 3,449 NS | April 30, 2026 | N-PORT |
| DIVN · Horizon Funds | 0.51% | 6,190 NS | May 31, 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0.51% | 1,615,825 SH | Aug. 19, 2026 | Daily |
| TFNS · T. Rowe Price Exchange-Traded Funds… | 0.50% | 624 NS | June 30, 2026 | N-PORT |
| FWD · AB Active ETFs, Inc. | 0.48% | 107,161 NS | May 31, 2026 | N-PORT |
| CGBL · Capital Group Core Balanced ETF | 0.47% | 293,467 NS | June 30, 2026 | N-PORT |
| IYF · iShares Trust | 0.39% | 130,929 SH | Sept. 11, 2026 | Daily |
| MCDS · J.P. Morgan Exchange-Traded Fund Tr… | 0.38% | 281 NS | June 30, 2026 | N-PORT |
| IYG · iShares Trust | 0.38% | 64,092 SH | Sept. 11, 2026 | Daily |
| IMCG · iShares Trust | 0.38% | 116,033 SH | Sept. 11, 2026 | Daily |
| DHS · WisdomTree Trust | 0.32% | 42,817 NS | June 30, 2026 | N-PORT |
| XLF · SELECT SECTOR SPDR TRUST | 0.31% | 1,426,679 NS | June 30, 2026 | N-PORT |
| GSY · Invesco Actively Managed Exchange-T… | 0.31% | 12,000,000 | Sept. 28, 2026 | Daily |
| TCAF · T. Rowe Price Exchange-Traded Funds… | 0.30% | 198,832 NS | June 30, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.30% | 55,140 NS | July 31, 2026 | N-PORT |
| VFH · VANGUARD WORLD FUND | 0.27% | 341,366 SH | Aug. 19, 2026 | Daily |
| GINN · Goldman Sachs ETF Trust | 0.25% | 4,183 NS | May 31, 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0.25% | 133 NS | May 31, 2026 | N-PORT |
| DGRO · iShares Trust | 0.25% | 830,477 SH | Sept. 11, 2026 | Daily |
| UYG · ProShares Trust | 0.24% | 12,700 NS | May 31, 2026 | N-PORT |
| FAS · Direxion Shares ETF Trust | 0.23% | 39,414 NS | April 30, 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.23% | 4,570,965 SH | Aug. 19, 2026 | Daily |
| JAVA · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 137,427 NS | June 30, 2026 | N-PORT |
| FEMG · Fidelity Covington Trust | 0.23% | 136 NS | June 30, 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0.22% | 22,483 NS | July 31, 2026 | N-PORT |
| FLDZ · Elevation Series Trust | 0.22% | 79 NS | June 30, 2026 | N-PORT |
| CVMC · Morgan Stanley ETF Trust | 0.21% | 1,915 NS | June 30, 2026 | N-PORT |
| SIZE · iShares Trust | 0.21% | 6,742 SH | Sept. 11, 2026 | Daily |
| GSEW · Goldman Sachs ETF Trust | 0.20% | 28,062 NS | May 31, 2026 | N-PORT |
| IMCB · iShares Trust | 0.19% | 24,594 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.19% | 807,079 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 1,454,812 SH | Sept. 28, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 27,267 SH | Sept. 11, 2026 | Daily |
| IXG · iShares Trust | 0.17% | 9,183 SH | Sept. 11, 2026 | Daily |
| STXD · EA Series Trust | 0.16% | 953 NS | June 30, 2026 | N-PORT |
| XOEF · iShares Trust | 0.15% | 264 SH | Sept. 11, 2026 | Daily |
| NBCR · Neuberger Berman ETF Trust | 0.14% | 9,702 NS | May 31, 2026 | N-PORT |
| CFA · Victory Portfolios II | 0.14% | 6,732 NS | June 30, 2026 | N-PORT |
| CFO · Victory Portfolios II | 0.14% | 5,202 NS | June 30, 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.12% | 4,058,000 | Sept. 28, 2026 | Daily |
| USXF · iShares Trust | 0.11% | 12,470 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.11% | 4,888 NS | July 31, 2026 | N-PORT |
| UDIV · Franklin Templeton ETF Trust | 0.11% | 1,334 NS | June 30, 2026 | N-PORT |
| JFLI · J.P. Morgan Exchange-Traded Fund Tr… | 0.10% | 389 NS | April 30, 2026 | N-PORT |
| MPLY · Strategy Shares | 0.10% | 110 NS | April 30, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.10% | 67,582 NS | May 31, 2026 | N-PORT |
| ESGU · iShares Trust | 0.09% | 126,712 SH | Sept. 11, 2026 | Daily |
| IVE · iShares Trust | 0.09% | 350,000 SH | Sept. 11, 2026 | Daily |
| GGUS · Goldman Sachs ETF Trust | 0.09% | 3,316 NS | May 31, 2026 | N-PORT |
| TSPA · T. Rowe Price Exchange-Traded Funds… | 0.09% | 33,721 NS | June 30, 2026 | N-PORT |
| EVUS · iShares Trust | 0.09% | 2,684 SH | Sept. 11, 2026 | Daily |
| URSP · ProShares Trust | 0.09% | 217 NS | May 31, 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0.09% | 785,544 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.09% | 184,125 SH | Sept. 11, 2026 | Daily |
| SCHV · SCHWAB STRATEGIC TRUST | 0.09% | 103,820 NS | May 31, 2026 | N-PORT |
| ILCG · iShares Trust | 0.09% | 20,290 SH | Sept. 11, 2026 | Daily |
| DLN · WisdomTree Trust | 0.08% | 46,351 NS | June 30, 2026 | N-PORT |
| SPYV · SPDR SERIES TRUST | 0.08% | 256,593 NS | June 30, 2026 | N-PORT |
| GPIX · Goldman Sachs ETF Trust | 0.08% | 34,243 NS | June 30, 2026 | N-PORT |
| SUSL · iShares Trust | 0.08% | 7,445 SH | Sept. 11, 2026 | Daily |
| VUG · VANGUARD INDEX FUNDS | 0.08% | 2,709,895 SH | Aug. 19, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.08% | 48,481 SH | Aug. 19, 2026 | Daily |
| IWF · iShares Trust | 0.08% | 739,709 SH | Sept. 11, 2026 | Daily |
| USSG · DBX ETF Trust | 0.08% | 3,439 NS | May 29, 2026 | N-PORT |
| DTD · WisdomTree Trust | 0.08% | 11,024 NS | June 30, 2026 | N-PORT |
| NXTI · Simplify Exchange Traded Funds | 0.07% | 273 NS | June 30, 2026 | N-PORT |
| PRXG · Praxis Funds | 0.07% | 563 NS | June 30, 2026 | N-PORT |
| SFY · Tidal Trust I | 0.07% | 3,800 NS | May 31, 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.07% | 312,613 SH | Aug. 19, 2026 | Daily |
| SSPY · Exchange Listed Funds Trust | 0.07% | 790 NS | June 30, 2026 | N-PORT |
| DIVB · iShares Trust | 0.07% | 10,348 SH | Sept. 11, 2026 | Daily |
| SPXT · ProShares Trust | 0.07% | 1,378 NS | May 31, 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0.07% | 6 NS | April 30, 2026 | N-PORT |
| SNPE · DBX ETF Trust | 0.07% | 13,995 NS | May 29, 2026 | N-PORT |
| SHE · SPDR SERIES TRUST | 0.07% | 1,901 NS | June 30, 2026 | N-PORT |
| EGLE · Global X Funds | 0.06% | 11 NS | April 30, 2026 | N-PORT |
| XMAG · Tidal Trust II | 0.06% | 684 NS | May 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 3,985 SH | Sept. 28, 2026 | Daily |
| EFIV · SPDR SERIES TRUST | 0.06% | 5,735 NS | June 30, 2026 | N-PORT |
| MODL · Victory Portfolios II | 0.06% | 5,218 NS | June 30, 2026 | N-PORT |
| DSPY · Tema ETF Trust | 0.06% | 3,871 NS | May 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.05% | 129 SH | Sept. 11, 2026 | Daily |
| XVV · iShares Trust | 0.05% | 2,418 SH | Sept. 11, 2026 | Daily |
| CVLC · Morgan Stanley ETF Trust | 0.05% | 3,557 NS | June 30, 2026 | N-PORT |
| CATH · Global X Funds | 0.04% | 4,640 NS | April 30, 2026 | N-PORT |
| SPXV · ProShares Trust | 0.04% | 139 NS | May 31, 2026 | N-PORT |
| GXLC · Global X Funds | 0.04% | 15 NS | May 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.04% | 1,332 SH | Sept. 28, 2026 | Daily |
| IVV · iShares Trust | 0.04% | 2,658,353 SH | Sept. 11, 2026 | Daily |
| SPXE · ProShares Trust | 0.04% | 275 NS | May 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.04% | 17,902 NS | July 31, 2026 | N-PORT |
| GSUS · Goldman Sachs ETF Trust | 0.04% | 10,325 NS | May 31, 2026 | N-PORT |
| ONOF · Global X Funds | 0.04% | 464 NS | May 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.04% | 3,546 NS | July 31, 2026 | N-PORT |
| ILCB · iShares Trust | 0.04% | 4,062 SH | Sept. 11, 2026 | Daily |
| CHRI · Global X Funds | 0.04% | 18 NS | April 30, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.04% | 5,482,108 SH | Aug. 19, 2026 | Daily |
| VV · VANGUARD INDEX FUNDS | 0.04% | 246,349 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.04% | 44,498 SH | Aug. 19, 2026 | Daily |
| STXF · EA Series Trust | 0.04% | 3,535 NS | June 30, 2026 | N-PORT |
| STXG · EA Series Trust | 0.04% | 548 NS | June 30, 2026 | N-PORT |
| XYLG · Global X Funds | 0.04% | 217 NS | April 30, 2026 | N-PORT |
| NTSD · WisdomTree Trust | 0.04% | 127 NS | June 30, 2026 | N-PORT |
| XTR · Global X Funds | 0.04% | 12 NS | April 30, 2026 | N-PORT |
| IYY · iShares Trust | 0.04% | 9,059 SH | Sept. 11, 2026 | Daily |
| XYLD · Global X Funds | 0.04% | 10,417 NS | April 30, 2026 | N-PORT |
| XRMI · Global X Funds | 0.04% | 164 NS | April 30, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.04% | 10,672 NS | April 30, 2026 | N-PORT |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.04% | 36,422 SH | Sept. 28, 2026 | Daily |
| GUSA · Goldman Sachs ETF Trust II | 0.04% | 7,103 NS | May 31, 2026 | N-PORT |
| SCHX · SCHWAB STRATEGIC TRUST | 0.04% | 217,905 NS | May 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.04% | 25,637 NS | April 30, 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0.04% | 18 NS | April 30, 2026 | N-PORT |
| VLU · SPDR SERIES TRUST | 0.04% | 2,453 NS | June 30, 2026 | N-PORT |
| ITOT · iShares Trust | 0.04% | 274,450 SH | Sept. 11, 2026 | Daily |
| USPX · Franklin Templeton ETF Trust | 0.04% | 6,666 NS | June 30, 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.04% | 16,631 NS | May 31, 2026 | N-PORT |
| SPYX · SPDR SERIES TRUST | 0.04% | 9,080 NS | June 30, 2026 | N-PORT |
| IWB · iShares Trust | 0.04% | 135,842 SH | Sept. 11, 2026 | Daily |
| SPLG · SPDR SERIES TRUST | 0.04% | 502,690 NS | June 30, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.04% | 122,053 NS | May 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.04% | 10 NS | April 30, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.04% | 691 NS | April 30, 2026 | N-PORT |
| GSPY · Tidal Trust I | 0.04% | 2,294 NS | June 30, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.04% | 4,682 NS | April 30, 2026 | N-PORT |
| IWV · iShares Trust | 0.04% | 54,072 SH | Sept. 11, 2026 | Daily |
| PHDG · Invesco Actively Managed Exchange-T… | 0.03% | 176 SH | Sept. 28, 2026 | Daily |
| ISPY · ProShares Trust | 0.03% | 3,501 NS | May 31, 2026 | N-PORT |
| SPYI · NEOS ETF Trust | 0.03% | 32,422 NS | June 30, 2026 | N-PORT |
| JHML · John Hancock Exchange-Traded Fund T… | 0.03% | 3,638 NS | June 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.03% | 54,035 NS | July 31, 2026 | N-PORT |
| SPTM · SPDR SERIES TRUST | 0.03% | 40,264 NS | June 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.03% | 5,790 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.03% | 25,963 SH | Sept. 28, 2026 | Daily |
| TACU · T. Rowe Price Exchange-Traded Funds… | 0.03% | 42 NS | June 30, 2026 | N-PORT |
| KOKU · DBX ETF Trust | 0.03% | 2,021 NS | May 29, 2026 | N-PORT |
| TOK · iShares Trust | 0.03% | 562 SH | Sept. 11, 2026 | Daily |
| WAMA · WisdomTree Trust | 0.03% | 515 NS | June 30, 2026 | N-PORT |
| URTH · iShares, Inc. | 0.03% | 19,002 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.03% | 6,699,736 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.03% | 32,470 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.03% | 16,587 SH | Aug. 19, 2026 | Daily |
| STXV · EA Series Trust | 0.03% | 233 NS | June 30, 2026 | N-PORT |
| AAUS · EA Series Trust | 0.03% | 1,529 NS | June 30, 2026 | N-PORT |
| TOV · EA Series Trust | 0.03% | 657 NS | April 30, 2026 | N-PORT |
| GEW · EA Series Trust | 0.03% | 356 NS | May 29, 2026 | N-PORT |
| APUE · Trust for Professional Managers | 0.03% | 5,813 NS | May 31, 2026 | N-PORT |
| FB · ProShares Trust | 0.03% | 4 NS | May 31, 2026 | N-PORT |
| GDE · WisdomTree Trust | 0.03% | 1,330 NS | May 31, 2026 | N-PORT |
| MFUS · PIMCO Equity Series | 0.03% | 736 NS | June 30, 2026 | N-PORT |
| ZZZ · CYBER HORNET TRUST | 0.03% | 18 NS | June 30, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.03% | 26,899 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.03% | 13,943 NS | April 30, 2026 | N-PORT |
| SPYH · NEOS ETF Trust | 0.03% | 80 NS | June 30, 2026 | N-PORT |
| ACWI · iShares Trust | 0.03% | 69,461 SH | Sept. 11, 2026 | Daily |
| LGH · Northern Lights Fund Trust III | 0.03% | 1,424 NS | June 30, 2026 | N-PORT |
| NTSX · WisdomTree Trust | 0.03% | 3,321 NS | June 30, 2026 | N-PORT |
| SSO · ProShares Trust | 0.03% | 17,461 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.03% | 4,266 NS | July 31, 2026 | N-PORT |
| MSLC · MORGAN STANLEY PATHWAY FUNDS | 0.02% | 7,346 NS | May 31, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.02% | 769 NS | May 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 162,366 SH | Aug. 19, 2026 | Daily |
| EPS · WisdomTree Trust | 0.02% | 2,839 NS | June 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 4,880 NS | July 31, 2026 | N-PORT |
| UPRO · ProShares Trust | 0.02% | 7,906 NS | May 31, 2026 | N-PORT |
| EQL · ALPS ETF Trust | 0.02% | 1,790 NS | May 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 13,020 SH | Sept. 28, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.02% | 729 NS | April 30, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 57,525 NS | July 31, 2026 | N-PORT |
| USNZ · DBX ETF Trust | 0.01% | 340 NS | May 29, 2026 | N-PORT |
| NUMV · Nushares ETF Trust | 0.01% | 415 NS | July 31, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.01% | 1,190 NS | May 31, 2026 | N-PORT |
| ONEO · SPDR SERIES TRUST | 0.01% | 30 NS | June 30, 2026 | N-PORT |
| DEUS · DBX ETF Trust | 0.01% | 242 NS | May 29, 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.01% | 959 NS | May 31, 2026 | N-PORT |
| QUS · SPDR SERIES TRUST | 0.01% | 794 NS | June 30, 2026 | N-PORT |
| FNDX · SCHWAB STRATEGIC TRUST | 0.00% | 9,796 NS | May 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.00% | 368 SH | Sept. 11, 2026 | Daily |
| QWLD · SPDR INDEX SHARES FUNDS | 0.00% | 43 NS | June 30, 2026 | N-PORT |
| MMTM · SPDR SERIES TRUST | 0.00% | 24 NS | June 30, 2026 | N-PORT |
| JUSA · J.P. Morgan Exchange-Traded Fund Tr… | 0.00% | 2 NS | June 30, 2026 | N-PORT |
| CLSE · Trust for Professional Managers | -0.28% | -13,307 NS | May 31, 2026 | N-PORT |
| BTAL · AGF Investments Trust | -0.34% | -8,602 NS | June 30, 2026 | N-PORT |
| CBLS · Elevation Series Trust | -0.79% | -3,560 NS | April 30, 2026 | N-PORT |
| HDGE · AdvisorShares Trust | -1.35% | -8,000 NS | June 30, 2026 | N-PORT |
| NLSI · NEOS ETF Trust | -1.65% | -682 NS | June 30, 2026 | N-PORT |
| MKTN · Federated Hermes ETF Trust | -2.11% | -20,286 NS | June 30, 2026 | N-PORT |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
ARES Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 25 analysts
BUY
Median target
$149.00
+25.9%
6 24.0%
Strong Buy
12 48.0%
Buy
7 28.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
18 analysts · 2026-09-23Mean target $147.78 +24.9%
← Below all targets
Current price $118.34
Low$122.00
Mean$147.78
High$168.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ARES | · | · | 28.9% | 11.1% | 13.5% | · |
| BAM | · | · | 21.0% | 49.8% | 26.6% | · |
| STT | $36.00B | 13.7 | 7.3% | 21.1% | 10.7% | · |
| KKR | $113.64B | · | -11.0% | 12.2% | 8.7% | · |
| AMP | $44.75B | 13.5 | 5.5% | 18.8% | 56.4% | · |
| NTRS | · | · | · | · | · | · |
| PS | · | · | · | · | · | · |
| TROW | $22.38B | 11.1 | 3.1% | 28.5% | 19.7% | · |
| TPG | · | · | · | · | · | · |
| BEN | $12.05B | 25.4 | 3.5% | 6.0% | 4.3% | · |
| OWL | · | 149.4 | 7.6% | 13.9% | 3.6% | · |
Latest News Recent headlines mentioning this company
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Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Aug 7, 2026