S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead
S&P 500   5,061.82
DOW   37,735.11
QQQ   431.06
5 Small-Cap Energy Stocks Surged in Price and Volume on Friday
Novo Nordisk Arms Wegovy to Be a Triple Threat
Vital Farms Rides the Pasture-Raised Egg Trend to the Bank
3 Energy Plays for Cash Flow: Buy 1 or Buy Them All
M&T Bank, Goldman Sachs rise; Salesforce, Tesla fall, Monday, 4/15/2024
When Will the Next Bull Market Be?
Global smartphone shipments climb nearly 8% in 1st quarter as Samsung retakes the lead

Compare Stocks

Comparative Price Performance Over Time

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Ares Management Co. stock logo
ARES
Ares Management
$129.33
-1.5%
$133.32
$77.97
$139.48
$40.04B1.171.03 million shs1.30 million shs
Eaton Vance Corp. stock logo
EV
Eaton Vance
$23.72
-0.3%
$72.69
$23.59
$75.61
$2.71B1.232.28 million shs564 shs
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$31.20
-1.7%
$31.61
$22.17
$33.25
$5.03B1.521.11 million shs712,185 shs
Morningstar, Inc. stock logo
MORN
Morningstar
$299.98
-1.9%
$297.82
$163.28
$316.05
$12.82B1.15129,637 shs111,645 shs
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$51.52
$51.52
$38.70
$53.89
$8.22B0.521.44 million shsN/A
7 AI Stocks to Invest In: An Introduction to AI Investing For Self-Directed Investors Cover

As the AI market heats up, investors who have a vision for artificial intelligence have the potential to see real returns. Learn about the industry as a whole as well as seven companies that are getting work done with the power of AI.

Get This Free Report

Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Ares Management Co. stock logo
ARES
Ares Management
-1.54%-4.32%-2.11%+10.59%+56.08%
Eaton Vance Corp. stock logo
EV
Eaton Vance
-0.26%-2.56%+0.24%-0.44%-67.54%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
-1.69%-5.24%+0.14%+8.35%+17.72%
Morningstar, Inc. stock logo
MORN
Morningstar
-1.92%-4.51%-1.39%+9.08%+43.87%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
0.00%0.00%0.00%0.00%0.00%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Ares Management Co. stock logo
ARES
Ares Management
4.7686 of 5 stars
2.23.02.52.72.53.33.8
Eaton Vance Corp. stock logo
EV
Eaton Vance
N/AN/AN/AN/AN/AN/AN/AN/A
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
3.2758 of 5 stars
0.93.03.31.02.03.31.9
Morningstar, Inc. stock logo
MORN
Morningstar
3.6651 of 5 stars
1.55.02.53.21.43.30.6
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
N/AN/AN/AN/AN/AN/AN/AN/A

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Ares Management Co. stock logo
ARES
Ares Management
2.42
Hold$126.17-2.44% Downside
Eaton Vance Corp. stock logo
EV
Eaton Vance
N/AN/AN/AN/A
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
1.89
Reduce$27.93-10.47% Downside
Morningstar, Inc. stock logo
MORN
Morningstar
3.00
Buy$320.006.67% Upside
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
N/AN/AN/AN/A

Current Analyst Ratings

Latest MORN, ARES, EV, OAK, and JHG Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
4/12/2024
Ares Management Co. stock logo
ARES
Ares Management
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetBuy ➝ Buy$156.00 ➝ $160.00
4/12/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetSell ➝ Sell$28.00 ➝ $30.00
4/9/2024
Ares Management Co. stock logo
ARES
Ares Management
JMP Securities
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingMarket Perform
4/8/2024
Ares Management Co. stock logo
ARES
Ares Management
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetOverweight ➝ Overweight$157.00 ➝ $153.00
4/2/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetSell ➝ Sell$29.00 ➝ $32.00
2/12/2024
Ares Management Co. stock logo
ARES
Ares Management
Barclays
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$146.00 ➝ $157.00
2/12/2024
Ares Management Co. stock logo
ARES
Ares Management
Royal Bank of Canada
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$135.00 ➝ $145.00
2/9/2024
Ares Management Co. stock logo
ARES
Ares Management
JPMorgan Chase & Co.
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$119.00 ➝ $141.00
2/9/2024
Ares Management Co. stock logo
ARES
Ares Management
Wells Fargo & Company
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetEqual Weight ➝ Equal Weight$112.00 ➝ $126.00
2/6/2024
Ares Management Co. stock logo
ARES
Ares Management
Royal Bank of Canada
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$120.00 ➝ $135.00
2/5/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
UBS Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetSell ➝ Sell$27.00 ➝ $28.00
(Data available from 4/16/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Ares Management Co. stock logo
ARES
Ares Management
$3.63B11.02$3.03 per share42.67$14.55 per share8.89
Eaton Vance Corp. stock logo
EV
Eaton Vance
$1.73B1.57$1.24 per share19.16$11.59 per share2.05
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$2.10B2.39$2.65 per share11.79$27.40 per share1.14
Morningstar, Inc. stock logo
MORN
Morningstar
$2.04B6.29$9.29 per share32.29$31.10 per share9.65
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$1.39B5.93$3.22 per share15.98$13.28 per share3.88

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Ares Management Co. stock logo
ARES
Ares Management
$474.33M$2.3954.1121.520.9613.06%21.01%3.73%5/2/2024 (Confirmed)
Eaton Vance Corp. stock logo
EV
Eaton Vance
$138.52M$3.2919.135.581.458.01%29.84%8.98%N/A
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$392M$2.3713.1610.951.5518.39%9.46%6.62%5/2/2024 (Confirmed)
Morningstar, Inc. stock logo
MORN
Morningstar
$141.10M$3.2891.46N/A6.92%18.54%6.81%4/24/2024 (Confirmed)
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$223.42M$2.6319.5914.232.4517.16%19.02%3.80%N/A

Latest MORN, ARES, EV, OAK, and JHG Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
5/2/2024N/A
Ares Management Co. stock logo
ARES
Ares Management
$0.94N/A-$0.94N/AN/AN/A  
5/2/2024N/A
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$0.61N/A-$0.61N/AN/AN/A  
4/24/2024N/A
Morningstar, Inc. stock logo
MORN
Morningstar
N/AN/AN/AN/AN/AN/A
2/22/2024Q4 2023
Morningstar, Inc. stock logo
MORN
Morningstar
N/A$1.97+$1.97$2.23N/A$538.70 million  
2/8/2024Q4 2023
Ares Management Co. stock logo
ARES
Ares Management
$1.10$1.21+$0.11$1.56$862.71 million$1.05 billion    
2/1/2024Q4 2023
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$0.56$0.82+$0.26$0.90$520.26 million$568.50 million    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Ares Management Co. stock logo
ARES
Ares Management
$3.722.88%+24.40%155.65%6 Years
Eaton Vance Corp. stock logo
EV
Eaton Vance
$1.506.32%N/A45.59%N/A
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
$1.173.75%+2.70%49.37%N/A
Morningstar, Inc. stock logo
MORN
Morningstar
$1.620.54%+14.09%49.39%14 Years
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
$4.208.15%N/A159.70%N/A

Latest MORN, ARES, EV, OAK, and JHG Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
3/15/2024
Morningstar, Inc. stock logo
MORN
Morningstar
quarterly$0.40500.5%4/4/20244/5/20244/30/2024
2/8/2024
Ares Management Co. stock logo
ARES
Ares Management
Quarterly$0.932.74%3/14/20243/15/20243/29/2024
1/31/2024
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
quarterly$0.395.2%2/9/20242/12/20242/28/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Ares Management Co. stock logo
ARES
Ares Management
0.69
1.02
1.02
Eaton Vance Corp. stock logo
EV
Eaton Vance
0.03
2.88
2.88
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
0.07
3.89
2.76
Morningstar, Inc. stock logo
MORN
Morningstar
0.71
0.93
0.93
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
3.02
2.52
2.52

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Ares Management Co. stock logo
ARES
Ares Management
50.03%
Eaton Vance Corp. stock logo
EV
Eaton Vance
67.43%
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
87.94%
Morningstar, Inc. stock logo
MORN
Morningstar
57.02%
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
37.03%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Ares Management Co. stock logo
ARES
Ares Management
2,850309.60 million163.04 millionOptionable
Eaton Vance Corp. stock logo
EV
Eaton Vance
1,983114.20 millionN/ANo Data
Janus Henderson Group plc stock logo
JHG
Janus Henderson Group
2,200161.25 million129.00 millionOptionable
Morningstar, Inc. stock logo
MORN
Morningstar
11,33442.74 million26.63 millionOptionable
Oaktree Capital Group LLC Unit stock logo
OAK
Oaktree Capital Group LLC Unit
950159.63 millionN/AOptionable

MORN, ARES, EV, OAK, and JHG Headlines

SourceHeadline
JA Mitsui Leasing Acquires Oakmont Capital ServicesJA Mitsui Leasing Acquires Oakmont Capital Services
monitordaily.com - April 5 at 2:29 AM
JA Mitsui Leasing Buys Oakmont CapitalJA Mitsui Leasing Buys Oakmont Capital
forconstructionpros.com - April 5 at 2:29 AM
South Florida real estate projects in the pipeline for the week of March 22South Florida real estate projects in the pipeline for the week of March 22
bizjournals.com - March 25 at 2:18 AM
Oaktree-backed insurer Utmost seeks staff for new UK bulk annuities divisionOaktree-backed insurer Utmost seeks staff for new UK bulk annuities division
msn.com - March 22 at 5:59 PM
Red Oak Capital Holdings provides $4 million bridge loan for multifamily complex in IndianapolisRed Oak Capital Holdings provides $4 million bridge loan for multifamily complex in Indianapolis
rejournals.com - March 20 at 5:13 PM
Oaktree to acquire manufacturer LPW GroupOaktree to acquire manufacturer LPW Group
pehub.com - March 19 at 9:33 AM
Joshua Tree Experts Puts Down Roots With First Multi-Unit PartnersJoshua Tree Experts Puts Down Roots With First Multi-Unit Partners
franchisetimes.com - March 16 at 10:20 AM
Equity markets cant be a one-way street, says White Oak Capitals Prashant Khemka'Equity markets can't be a one-way street,' says White Oak Capital's Prashant Khemka
msn.com - March 13 at 9:45 AM
Capital Group Issues Capital Market AssumptionsCapital Group Issues Capital Market Assumptions
tmcnet.com - February 23 at 10:50 PM
Barclays Restructure, Capital One Discovery Deal, MoreBarclays Restructure, Capital One Discovery Deal, More
bloomberg.com - February 20 at 4:11 PM
Capital One acquires Discover: Here’s what consumers need to knowCapital One acquires Discover: Here’s what consumers need to know
silive.com - February 20 at 4:11 PM
Angel Oak Capital Advisors Completes Conversion of Two Mutual Funds to ETFsAngel Oak Capital Advisors Completes Conversion of Two Mutual Funds to ETFs
tmcnet.com - February 20 at 9:46 AM
Buy Rating on Oaktree Specialty Lending Corp. Despite Mixed Quarterly Results, Future Growth AnticipatedBuy Rating on Oaktree Specialty Lending Corp. Despite Mixed Quarterly Results, Future Growth Anticipated
markets.businessinsider.com - February 7 at 10:41 AM
Oaktree Specialty Lending Shares Fall 7.1% After Performance ChallengesOaktree Specialty Lending Shares Fall 7.1% After 'Performance Challenges'
marketwatch.com - February 1 at 4:17 PM
Key Senior Team Adds Bolster Tract’s Finance and Capital Formation Functions with an Eye Toward ScaleKey Senior Team Adds Bolster Tract’s Finance and Capital Formation Functions with an Eye Toward Scale
markets.businessinsider.com - January 31 at 5:59 PM
New hire at Apposite CapitalNew hire at Apposite Capital
laingbuissonnews.com - January 31 at 5:59 PM
Oaktree Speciality Lending: 10% Yielder With A De-Risked ProfileOaktree Speciality Lending: 10% Yielder With A De-Risked Profile
seekingalpha.com - January 21 at 2:08 PM
This Weeks Atlanta Deal Sheet: Sandy Springs Office Park Changes Hands In Deed-In-Lieu TransactionThis Week's Atlanta Deal Sheet: Sandy Springs Office Park Changes Hands In Deed-In-Lieu Transaction
bisnow.com - January 6 at 11:01 PM
TORM: Oaktrees Divestment Is A Headwind, But Creates OpportunitiesTORM: Oaktree's Divestment Is A Headwind, But Creates Opportunities
seekingalpha.com - December 6 at 6:43 PM
Oaktree Specialty Lending: 3 Reasons To Buy This 11% YieldOaktree Specialty Lending: 3 Reasons To Buy This 11% Yield
seekingalpha.com - December 6 at 1:43 PM
Oaktree finally cashes in Torm shares with $85m saleOaktree finally cashes in Torm shares with $85m sale
tradewindsnews.com - December 5 at 9:33 AM
Oaktree Capital Group, LLC 6.625% PFD UT A goes ex-dividend tomorrowOaktree Capital Group, LLC 6.625% PFD UT A goes ex-dividend tomorrow
msn.com - November 30 at 3:57 AM
Oaktree Capital Group, LLC 6.550 PFD UNT B goes ex-dividend tomorrowOaktree Capital Group, LLC 6.550 PFD UNT B goes ex-dividend tomorrow
msn.com - November 30 at 3:57 AM
Oaktree tries — again — to cash in on Torm shares with $89m saleOaktree tries — again — to cash in on Torm shares with $89m sale
tradewindsnews.com - November 28 at 8:23 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Ares Management logo

Ares Management

NYSE:ARES
Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.
Eaton Vance logo

Eaton Vance

NYSE:EV
Eaton Vance Corp., through its subsidiaries, engages in the creation, marketing, and management of investment funds in the United States. It also provides investment management and counseling services to institutions and individuals. Further, the company operates as an adviser and distributor of investment companies and separate accounts. As of October 31, 2004, the company provided investment advisory or administration services to approximately 150 funds; approximately 1,300 separately managed individual and institutional accounts; and participated in approximately 40 retail-managed account broker/dealer programs. It markets and distributes shares of funds through a retail network of national and regional broker/dealers, banks, insurance companies, and financial planning firms. Eaton Vance Corp. was incorporated on January 29, 1981 and is headquartered in Boston, Massachusetts.
Janus Henderson Group logo

Janus Henderson Group

NYSE:JHG
Janus Henderson Group plc is an asset management holding entity. Through its subsidiaries, the firm provides services to institutional, retail clients, and high net worth clients. It manages separate client-focused equity and fixed income portfolios. The firm also manages equity, fixed income, and balanced mutual funds for its clients. It invests in public equity and fixed income markets, as well as invests in real estate and private equity. Janus Henderson Group plc was founded in 1934 and is based in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.
Morningstar logo

Morningstar

NASDAQ:MORN
Morningstar, Inc. provides independent investment insights in the United States, Asia. Australia, Continental Europe, the United Kingdom, and internationally. The company operates in five segments: Morningstar Data and Analytics; PitchBook; Morningstar Wealth; Morningstar Credit; and Morningstar Retirement. The company offers managing investments, including mutual funds, ETFs, separate accounts, collective investment trusts, model portfolios, equities, and fixed income securities; Morningstar Direct is an investment-analysis and reporting platform; Morningstar Advisor Workstation, a suite of tool to provide help and advice. The PitchBook segment provides data and research covering the private capital markets comprising venture capital, private equity, private credit and bank loans, and merger and acquisition activities; and pitchbook platform. It provides model portfolios and wealth platforms; Morningstar Managed Portfolios, an advisor service with model portfolios designed for fee-based independent financial advisors; and Morningstar.com that discovers, evaluates, and monitors stocks, ETFs, and mutual funds; build and monitor portfolios and markets. In addition, the company provides credit ratings, research, data, and credit analytics solutions; Morningstar DBRS which offers securitizations and other structured finance instruments, such as asset-backed securities, residential mortgage-backed securities, commercial mortgage-backed securities, and collateralized loan obligations. Further, it offers managed retirement accounts, fiduciary services, Morningstar Lifetime Allocation funds, and custom models; Morningstar Indexes offers market indexes used for performance benchmarks and as the basis for investment products and other portfolio strategies; and Morningstar Sustainalytics provides environmental, social and governance data, research, analysis, and insights. Morningstar, Inc. was incorporated in 1984 and is headquartered in Chicago, Illinois.
Oaktree Capital Group LLC Unit logo

Oaktree Capital Group LLC Unit

NYSE:OAK
Oaktree Capital Group, LLC operates as a global investment management firm that focuses on alternative markets. It manage investments in a number of strategies within six asset classes, including distressed debt; corporate debt, including high yield debt and senior loans; control investing; convertible securities; real estate; and listed equities. The company pursues these strategies through closed-end, open-end, and evergreen funds. Oaktree Capital Group, LLC was incorporated on May 15, 2007 and is headquartered in Los Angeles, California.