Skip to main content
IX logo

IX · Orix Corp

Track IX — free
$40.16 -0.27 (-0.67%) At close · Aug 14
Market Cap
$43.62B
Shares
1.09B

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$40.16 Open$40.41 Day$40.06–40.41 52W close$24.22–41.31 Avg vol 30d224K Short int710K · 0.1% float · 3.6d Short vol81% Last earningsSep 30, 2025 DataFeb 2025–Aug 2026

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

Up next

FQ2-27 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Very Strong Sentiment Bullish Fundamentals Weak Quant / Vol Moderate
Market backdrop VIX 14.3 · calm Equity put/call 0.52
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +21%
above
Price vs 50-day avg +2%
above
RSI (14) 52
neutral
MACD trend Negative
52-week position 93%
near high
Volume (OBV) Bearish div.
distributing
Momentum
relative strength
Very Strong
1-month return +5%
trailing
6-month return +14%
trailing
YTD return +37%
this year
Relative strength 0%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $40 › 200d $33 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +61 funds added
Insider flow Accumulating
Net +$841 over 90 days · 0% sells
Short interest Rising
0.07% of float · ▲ +15.7% MoM · 3.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
311 holders — near 3-yr high, broad support
Squeeze score 45
elevated · 0–100
Fundamentals
Weak
Revenue growth +1%
Y/Y
EPS growth +5%
Y/Y
Balance sheet $47.9B
net debt
Quant / Vol
risk profile
Moderate
Volatility 28%
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
fiscal year ending March 2035
ROE 15%
fiscal year ending in March 2028
ROE 11%
full-year fiscal year ending March 2026
ROE 10.3%
Prior guidance period ended · from the Earnings Call filed Sep 30, 2024
ROE · full-year 9.6%

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

Technicals

trend & momentum for long-term holders Neutral
2 · 2 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+21% Bullish
Price vs 50-day avg
+2% Bullish
RSI (14)
52 Neutral
MACD trend
Negative Bearish
52-week position
93% Bullish
Volume (OBV)
Bearish div. Bearish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $40 › 200d $33 — 50d above 200d
Institutional flow Accumulating
+10% holders QoQ · +61 funds added
Insider flow Accumulating
Net +$841 over 90 days · 0% sells
Short interest Rising
0.07% of float · ▲ +15.7% MoM · 3.6 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
311 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 +21% vs 50-day avg +2%

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
$43.62B +37.4% +1.5% 0.1%
FRHC
Freedom Holding Corp.
$9.34B +20.4% +9.3% 60.5 1.7%
VOYA
Voya Financial, Inc.
$9.20B +36.3% +1.7% 17.1 2.9%
HTH
Hilltop Holdings Inc.
$2.27B +16.7% +15.5% 14.7 3.7%
TMS
Teamshares Inc
$672.52M -11.4% 0.0%

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
311
% held
3.4%
Net QoQ
+3.2M sh
Top holder
Sumitomo Mitsui Trust Gro…
Held Float
View
Held by Funds
Fund positions
14
View
Short & Settlement
Short Interest Rising
Shares short
710.2K
Days to cover
3.6d
Change
+96.5K sh
View
Short Volume
Short vol %
81%
As of
Aug 14, 2026
Short Total
View
Fails to Deliver
FTD shares
1.6K
Value
$62.3K
As of
Jul 10, 2026
View
Off-Exchange
Off-exchange %
51.1%
Week of
Jul 6, 2026
Off-exch Lit
View
Smart Money
Insider Trades Cluster buy
Net (90d)
+$841
Buyers / Sellers
3 / 0
Buyers Sellers
View
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
Aug 7, 2026
This year
26
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 +0.2% +4.6% +13.9% -0.4% +37.4%
SPY +0.4% +4.5% +13.8% +3.9% +13.9%
vs SPY -0.2% +0.1% +0.2% -4.3% +23.6%

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) 302 filings 274 filers Visit website