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IX · Orix Corp

Track IX — free
$40.11 +1.02 (+2.61%) At close · Sep 11
Market Cap
$40.65B
Shares
1.04B

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$40.11 Open$39.98 Day$39.89–40.13 52W close$24.22–41.31 Avg vol 30d305K Short int564K · 0.1% float · 1.6d Short vol69% Last earningsSep 30, 2025 DataFeb 2025–Sep 2026

Raw chart and full-history price indicators begin at the captured split on Feb 28, 2025; bars on opposite sides are not compared.

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
Trailing 12 months
Net income (TTM)
Trailing 12 months
Revenue growth YoY
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
+46.6%
Trailing year
Short interest
0.1%
Latest settlement · 1.6 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Weak Quant / Vol Low
Market backdrop VIX 15.8 · calm Equity put/call 0.60
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +16%
above
Price vs 50-day avg +1%
above
RSI (14) 54
neutral
MACD trend Positive
52-week position 93%
near high
Momentum
relative strength
Very Strong
1-month return −1%
trailing
6-month return +36%
trailing
YTD return +37%
this year
Relative strength +18%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $40 › 200d $35 — 50d above 200d
Institutional flow Accumulating
+13% holders QoQ · +63 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.05% of float · ▼ -32.7% MoM · 1.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
319 holders — near 3-yr high, broad support
Squeeze score 26
low risk · 0–100
Fundamentals
Weak
Revenue growth +1%
Y/Y
EPS growth +5%
Y/Y
Balance sheet $47.9B
net debt
Quant / Vol
risk profile
Low
Volatility 29%
annualized · 1-yr
Max drawdown −20%
past year
ATR 2.0%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Sep 30, 2025
full year
Full-year ROE 10.3%
fiscal year ending March 2028
ROE Initiated 11%
fiscal year ending March 2035
ROE Initiated 15%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+16% Bullish
Price vs 50-day avg
+1% Bullish
RSI (14)
54 Neutral
MACD trend
Positive Bullish
52-week position
93% Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $40 › 200d $35 — 50d above 200d
Institutional flow Accumulating
+13% holders QoQ · +63 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.05% of float · ▼ -32.7% MoM · 1.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
319 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $24 Now $40 · 93% Range high $41
vs 200-day avg +16% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Financial Conglomerates — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IX
Orix Corp
this stock
$40.65B +37.3% +1.5% 0.1%
FRHC
Freedom Holding Corp.
$10.56B +36.0% +9.3% 68.4 1.4%
VOYA
Voya Financial, Inc.
$9.32B +38.8% +1.7% 17.3 3.2%
HTH
Hilltop Holdings Inc.
$2.22B +14.0% +15.5% 14.3 4.0%
TMS
Teamshares Inc
$544.72M -28.6% 0.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
319
% held
3.6%
Net QoQ
+3.2M sh
Top holder
FMR LLC
Held Float
View
Held by Funds
Fund positions
14
View
Short & Settlement
Short Interest Falling
Shares short
564.1K
Days to cover
1.6d
Change
-274.1K sh
View
Short Volume
Short vol %
69%
As of
Sep 11, 2026
Short Total
View
Fails to Deliver
FTD shares
12.9K
Value
$512.1K
As of
Aug 12, 2026
View
Off-Exchange
Off-exchange %
51.5%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Congressional Trades Buy
Member
Alan Armstrong
Amount
$1.0K–$15.0K
Traded
Mar 30, 2026
View
Financials
Financials
Revenue (FY)
JPY 3330.8B
Net income (FY)
JPY 447.3B
EPS diluted
JPY 41.74
View
Filings
SEC Filings
Latest
6-K
Filed
Sep 3, 2026
This year
29
View
Exempt Offerings
Offering
Indefinite
Filed
Jul 6, 2026
View
Earnings & Events
Earnings Calls
Last call
Sep 30, 2025
View

Performance

Raw-price comparisons begin at the captured split on Feb 28, 2025; windows that need an earlier baseline remain unavailable.

5D 20D 120D MTD YTD
IX -2.6% -0.8% +36.1% +2.9% +37.3%
SPY -1.2% -1.8% +17.8% -0.4% +12.1%
vs SPY -1.5% +1.0% +18.2% +3.3% +25.2%

Capital returns

Latest dividend
$0.403 / share · ex Mar 31, 2025
Cut 2%
Paid (TTM)
$0.00 / share · 0 payouts
Dividend yield (TTM, derived)
· no payout in the trailing year

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1070304 CUSIP 686330101 13F (30d) 90 filings 89 filers Visit website