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3 Financials Stocks on Our Watchlist
StockStory15d agoneutral
3 Financials Stocks on Our Watchlist

Financial firms serve as the backbone of the economy, providing essential services from lending and investment management to risk management and payment processing. But worries about economic uncertainty and potential market volatility have kept sentiment in check, and over the past six months, the industry’s 3.8% return has trailed the S&P 500 by 2.4 percentage points.

Bloomberg16d agoneutral
Revolut to Offer Clients Apollo, Ares Funds for as Little as €1

(Bloomberg) -- Revolut Ltd. will offer European customers access to funds spanning private equity, credit and infrastructure, one of the most high-profile examples of alternative asset managers teaming up with platforms to attract retail investors.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Block

Ares Management (ARES) Could Be 17% Below Fair Value Following Batibig Deal Link
Simply Wall St.19d agoneutral
Ares Management (ARES) Could Be 17% Below Fair Value Following Batibig Deal Link

Ares Management (ARES) is back in focus after being identified as the lender behind Charterhouse Capital Partners’ acquisition of Batibig, a French emergency building repairs group, which is putting fresh attention on the stock’s role in European private credit. See our latest analysis for Ares Management. At a share price of $121.28, Ares Management has seen short term share price momentum soften, with a 7 day share price return down 3.31% and year to date share price return down 27.08%...

Ares Management (ARES) Stock Looks Pricey On Earnings While Growth Stays Strong
Simply Wall St.19d agoneutral
Ares Management (ARES) Stock Looks Pricey On Earnings While Growth Stays Strong

Ares Management stock has more than doubled over the past five years, yet its current valuation checks and intrinsic value estimate now point to a premium price rather than an obvious bargain. Ares Management has returned 101.1% over five years, which puts extra focus on whether the current share price still offers an attractive entry point for new capital. The completed US$1.7b acquisition of Whitestone REIT can support long term cash flow potential. At the same time, integration execution...

Did Morgan Stanley’s Hold Call and Batibig Deal Just Reframe Ares Management’s (ARES) Private Credit Narrative?
Simply Wall St.20d agoneutral
Did Morgan Stanley’s Hold Call and Batibig Deal Just Reframe Ares Management’s (ARES) Private Credit Narrative?

Morgan Stanley recently reiterated a Hold rating on Ares Management as analysts refreshed coverage and forecasts ahead of the company’s late-July Q2 2026 earnings release. At the same time, Ares’ role financing Charterhouse Capital Partners’ acquisition of Batibig highlights its growing footprint in European private credit and sponsor-backed deals. We’ll now examine how this refreshed analyst coverage ahead of Ares’ Q2 earnings update may influence the company’s broader investment...

Bloomberg28d agoneutral
New York Yankees in Talks With Apollo Over $3 Billion Financing Deal

(Bloomberg) -- The New York Yankees are in advanced talks to raise nearly $3 billion dollars of financing from Apollo Global Management Inc., people with knowledge of the matter said, as more institutional capital flows into professional sports. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Block

Bloomberg36d agoneutral
BlackRock Sees Private Credit Taking Bigger Role in AI Buildout

(Bloomberg) -- Private credit is poised to take on an even bigger role in financing the “massive amount of infrastructure investment” for artificial intelligence as companies look for capital to fund outsized expenditures, according to the head of BlackRock Inc.’s research arm.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Slide on Worries Rally Has Run Too Far: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosof

Bloomberg37d agoneutral
Software Markdowns at Mutual Funds Hint at Private Markets’ Pain

(Bloomberg) -- Executives at some of Wall Street’s biggest names have faced a barrage of recent questions about whether artificial intelligence has crippled the value of their software investments.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trum

Ares Management (ARES) Stock Looks Reasonable On Fair Value But Rich On Earnings
Simply Wall St.40d agoneutral
Ares Management (ARES) Stock Looks Reasonable On Fair Value But Rich On Earnings

Ares Management stock is coming off a strong 113.7% gain over the last five years, yet current valuation checks show a different picture, with the intrinsic value estimate from the Excess Returns model sitting close to the market price while earnings based multiples lean expensive. Over five years, Ares Management has returned 113.7%, which puts recent weakness in context as a longer term winner that now needs its fundamentals to keep up with the share price. Fresh growth initiatives, such...

Does Ares’ Clearstream Deal and New SPAC IPO Reshape Its Distribution-Led Strategy (ARES)?
Simply Wall St.40d agoneutral
Does Ares’ Clearstream Deal and New SPAC IPO Reshape Its Distribution-Led Strategy (ARES)?

Ares Management has recently drawn attention after analysts highlighted its expanding alternative asset platform, including plans for a larger Asia-focused direct lending fund and fresh capital formation via Ares Acquisition Corporation III’s roughly US$395 million SPAC IPO. At the same time, Ares is broadening investor access to its private market strategies through a new partnership with Clearstream, underlining how distribution alliances are becoming as important as new funds in shaping...

Ares Management (ARES) Brings Private Markets To Clearstream And Backs $100 Million Lacrosse Bet
Simply Wall St.41d agoneutral
Ares Management (ARES) Brings Private Markets To Clearstream And Backs $100 Million Lacrosse Bet

Ares Management (NYSE:ARES) has partnered with Clearstream to add its private market strategies to Clearstream’s fund platform, aiming to broaden investor access in Europe. The partnership is intended to make private market investing more straightforward for Clearstream’s clients, in line with regulatory efforts to deepen capital markets. Ares has led a US$100 million investment in the Premier Lacrosse League, marking a move into professional sports assets. The firm has also backed...

Investors Seek to Pull Nearly $16 Billion From Private-Credit Funds
The Wall Street Journal41d agoneutral
Investors Seek to Pull Nearly $16 Billion From Private-Credit Funds

Despite the rising requests, fund managers returned $5.9 billion in the second quarter, down from the $7.4 billion they agreed to pay out in the prior period, according to data from investment bank Robert A. Stanger. Individual investors have awakened to the fact that they can’t exit from the funds—called business-development companies—as quickly as they entered, prompting more of them to start withdrawing. Fund managers are battening down the hatches for a prolonged period of elevated withdrawals.

Private Credit Worries Are Back
Barrons.com41d agoneutral
Private Credit Worries Are Back

Private credit is back in focus on Wall Street. Blue Owl stock is on the move, up 5.5%, after telling shareholders the firm will enforce a cap on some of its private credit funds after large withdrawal requests. In the second quarter, the Blue Owl Credit Income Corp. fund saw $3.6 billion worth of withdrawal requests, an estimated 18.8% of outstanding shares, the shareholder letter read.

TD Cowen Lifts Price Target on Ares Management (ARES) Following Meetings with Management
Insider Monkey43d agoneutral
TD Cowen Lifts Price Target on Ares Management (ARES) Following Meetings with Management

With an annual dividend yield of 4.95%, Ares Management Corporation (NYSE:ARES) is included among the 12 Best NYSE Stocks to Buy for Dividends. Ares Management Corporation (NYSE:ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate, and infrastructure asset classes. On June 23, […]