ORIX Corporation (IX) AI Stock Analysis

Established in 1950 and headquartered in Tokyo, Japan, ORIX Corporation provides diversified financial services across Japan, the Americas, Asia, Europe, Australasia, and the Middle East. Its Corporate Financial Services and Maintenance Leasing unit offers finance, leasing, and rentals for automobiles, electronics, and ICT equipment, as well as life insurance and energy-related products. The Real Estate segment manages property development, residential and commercial management, and construction contracting. ORIX also operates in private equity investments and concessions, alongside an Environment and Energy division focused on renewable power, retail electricity, solar panels, and battery storage. In addition, it provides banking, consumer finance, aircraft and ship leasing, and global asset management.

ORIX Corporation grew its revenue from $2.51T in FY2022 to $3.53T in FY2026, reflecting a 5-year revenue CAGR of 9.0%. Growth accelerated in FY2026 with a 22.8% increase in revenue, while operating margin climbed to 21.8% from 11.5% in FY2025. Net income rose from $317.38B in FY2022 to $475.04B in FY2026, despite net profit margin adjusting from 37.5% gross margin in FY2022 to 32.1% in FY2026. For the trailing twelve months ended June 30, 2026, revenue stood at $3.46T with an operating margin of 21.5% and a profit margin of 17.9%. In the latest quarter, quarterly revenue grew 17.4% year-over-year while quarterly earnings surged 170.6%.

As of June 30, 2026, ORIX held $968.92B in cash and short-term investments against total debt of $6.31T, resulting in net debt of $5.34T. Shareholders' equity was $4.71T against total assets of $18.26T, yielding a debt-to-equity ratio of 1.34 and a current ratio of 1.68. Operating cash flow reached $1.37T in FY2026, with free cash flow standing at $37.13B after capital expenditures of $1.33T. In FY2026, the company allocated $150.00B to share buybacks and paid $170.80B in dividends, contributing to an 8.3% reduction in share count over 5 years.

At its last close of $36.89 on October 16, 2026, ORIX traded at a trailing P/E of 10.2x and a forward P/E of 14.2x, compared to the median of its US-listed Financial Services peers of 12.1x trailing and 10.8x forward. Its price-to-book ratio is 1.4x and enterprise value stands at $5.51T. Over the past year, IX returned 50.5%, outperforming the S&P 500 (SPY) return of 16.8%. Over a 5-year span, the stock returned 179.9% versus 83.0% for the index.

ORIX pays a semiannual dividend with an annualized forward payout of $0.99 per share, representing a 2.68% dividend yield and a 29.4% payout ratio. The company has paid consecutive dividends for 28 years, though its 5-year annualized dividend growth stands at -18.6%. Its last ex-dividend date was March 31, 2026.

Wall Street coverage includes 1 analyst rating the stock as Hold, with 0 Buy and 0 Sell recommendations. The mean price target is $41.09, representing an 11.4% premium over the last close of $36.89. For the fiscal year ending March 31, 2027, consensus estimates project revenue of $3.45T and EPS of $5.15. For the subsequent year, 1 analyst models revenue of $3.65T, reflecting 5.7% growth. ORIX beat EPS estimates in 3 of the last 4 quarters, and its next earnings release is scheduled for November 11, 2026.

This page is an AI-written research summary of ORIX Corporation (IX). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: IX income statement, IX balance sheet, IX key metrics, IX analyst forecast, IX chart. See the IX stock overview for the latest quote and news.