ORIX (ADR) (IX)
Combines finance, investment, and operating businesses across a diversified international portfolio.
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Combines leasing and loans with asset management, real estate, energy, insurance, banking, and transportation businesses. Earnings come from finance, operations, and investments, with capital repeatedly moved into adjacent fields and international platforms.
Combines leasing and loans with investment, asset management, infrastructure, energy, real estate, insurance, banking, and transportation businesses. The portfolio spans Finance, Operations, and Investments across ten reportable segments and extends from Japan into international markets.
Builds adjacent businesses through capital participation, platform acquisitions, and operating ownership. Specialized management teams, delegated responsibility, due diligence, and transaction documentation support a model that joins financing expertise with asset operations and investment management.
Depends on access to diversified funding, disciplined asset selection, and the value and performance of loans, securities, real estate, and operating companies. The New York listing adds SEC disclosure obligations, while foreign-private-issuer status permits Japanese home-country governance practices in specified areas.
Company facts
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $6.15B · Total debt $40.04B · Total assets $115.87B · Shareholders' equity $29.90B
- Revenue
- $5.56B
- Operating income
- $850.0M
- Net income
- $1.78B
Reported in JPY, converted at the latest exchange rate
HistoryDividendAnnual yield
| Institutions | ≈ 3.31% | 37.15M ADS | |
|---|---|---|---|
| 321 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.02% | 262.1K ADS | |
| 7 holders · as of Jun 25, 2026 | |||
| Strategic holders | 29.37% | 330.16M ADS | |
| 1 holder · as of Feb 4, 2022 | |||
| Other | ≈ 67.30% | 756.54M ADS | |
| remainder | |||
1.12B ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Sumitomo Mitsui Trust Holdings, Inc.Strategic | 29.37% | 330.16M | filed Feb 4, 2022 |
FMR LLCInstitution | 0.54% | 6.03M ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 0.44% | 5.00M ADS | as of Jun 30, 2026 |
Bank of America Corp /DE/Institution | 0.29% | 3.23M ADS | as of Jun 30, 2026 |
Todd Asset Management LLCInstitution | 0.16% | 1.82M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 20, 2026 | Tomohiko Ishihara | officer: Executive Officer | +4 | $38.22 |
| May 20, 2026 | Satoru Matsuzaki | director, officer: See remarks | +7 | $38.22 |
| May 20, 2026 | Takashi Otsuka | officer: See Remarks | +13 | $38.22 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ORIX (ADR) | $39.46 | −0.53% | $44.04B | 11.2 | 19.7 | 2.0 | +6.8% |
| Brookfield | $37.93 | −0.13% | $84.83B | 68.1 | 12.0 | 1.1 | +9.3% |
| AerCap | $143.40 | +0.28% | $22.55B | 7.0 | 8.4 | 2.7 | +14.9% |
| Median | 37.6 | 10.2 | 1.9 | +12.1% |