Research analysts who have asked questions during ORIX earnings calls.
KS
Koki Sato
JPMorgan Chase & Co.
5 questions for IX
Also covers: DSEEY, NMR, SMPNY
MM
Masao Muraki
SMBC Nikko Securities Inc.
5 questions for IX
Also covers: DSEEY, NMR, SMPNY
NS
Naruhiko Sakamaki
Mizuho Securities Co., Ltd.
5 questions for IX
Also covers: SMPNY
KW
Kazuki Watanabe
Daiwa Securities Co. Ltd.
4 questions for IX
Also covers: NMR, SMPNY
KS
Kiyoaki Suzuki
Nomura Securities Co., Ltd.
3 questions for IX
KN
Koichi Niwa
Citigroup Inc.
3 questions for IX
Also covers: DSEEY, NMR
FS
Futoshi Sasaki
Nomura Securities Co., Ltd.
2 questions for IX
Also covers: DSEEY, SMPNY
WO
Wataru Otsuka
SBI SECURITIES Co., Ltd.
2 questions for IX
Also covers: DSEEY, NMR
M
Muraki
SMBC Nikko Securities Inc.
1 question for IX
Also covers: NMR
NT
Natsumu Tsujino
BofA Securities
1 question for IX
Also covers: DSEEY, NMR, SMPNY
O
Otsuka
ACBI Securities
1 question for IX
Also covers: NMR, SMPNY
S
Sasaki
Nubanken Securities
1 question for IX
Also covers: SMPNY
S
Sato
JPMorgan Security
1 question for IX
Also covers: NMR, TM
TO
Taiki Okada
UBS Securities
1 question for IX
T
Tsujino
BofA Securities
1 question for IX
Also covers: NMR
YY
Yuki Yaginuma
Bank of America
1 question for IX
Recent press releases and 8-K filings for IX.
ORIX Corporation Announces January 2026 Share Repurchase Status
IX
Share Buyback
- ORIX Corporation announced the status of its share repurchase for the period from January 1, 2026, to January 31, 2026.
- During January 2026, the company repurchased 4,407,600 common shares for a total purchase price of JPY 20,814,569,100.
- As of January 31, 2026, the cumulative number of shares repurchased under the current resolution reached 34,024,800 shares for a total of JPY 128,084,631,200.
- The ongoing share repurchase program, authorized by resolutions on May 12, 2025, and November 12, 2025, allows for the repurchase of up to 60,000,000 shares or up to 150 billion yen by March 31, 2026.
3 days ago
ORIX Subsidiary Completes Tender Offer for I-NET Corp., Plans Delisting
IX
M&A
Delisting/Listing Issues
New Projects/Investments
- ORIX Corporation's subsidiary, OFI 01 Corporation, successfully completed its tender offer for I-NET Corp. on November 17, 2025, acquiring 12,907,969 shares.
- The number of tendered shares exceeded the minimum required of 10,171,800 shares, leading to the purchase of all tendered shares.
- OFI 01 Corporation intends to implement a squeeze-out procedure to become the sole shareholder of I-NET Corp., which will result in I-NET's delisting from the Tokyo Stock Exchange by early March 2026.
- ORIX views the acquisition as a strategic move to enhance I-NET's corporate value by combining its expertise in data centers, cloud, and digital transformation with the ORIX Group's business know-how, aligning with ORIX's focus on the IT and information services sector.
Nov 18, 2025, 11:01 AM
ORIX Corporation Reports Strong Half-Year Financial Results for Period Ended September 30, 2025
IX
Earnings
Revenue Acceleration/Inflection
Accounting Changes
- For the six months ended September 30, 2025, ORIX Corporation reported total revenues of ¥1,564,497 million, an 11% increase year-on-year, and net income attributable to shareholders of ¥271,096 million, a 48% increase year-on-year.
- Basic earnings per share (EPS) rose 51% year-on-year to ¥240.42 for the six months ended September 30, 2025.
- The company's financial condition improved, with total assets increasing 4% to ¥17,604,283 million and shareholders' equity increasing 9% to ¥4,441,677 million as of September 30, 2025.
- Key drivers for the revenue and profit growth included gains on investment securities and dividends, notably from the transfer of Greenko Energy Holdings shares, as well as increases in life insurance premiums and service income.
- ORIX Corporation believes it may have been a "passive foreign investment company" (PFIC) for U.S. federal income tax purposes in the year to which these results relate and may be a PFIC for the foreseeable future, which could subject U.S. holders to special tax rules.
Nov 13, 2025, 11:05 AM
ORIX Corporation Announces Q2 2026 Financial Results, Revised Forecast, Interim Dividend, and Expanded Share Buyback
IX
Earnings
Guidance Update
Dividends
Share Buyback
- ORIX Corporation reported total revenues of ¥1,564,497 million and net income attributable to shareholders of ¥271,096 million for the six months ended September 30, 2025, with basic earnings per share of ¥240.42.
- The company revised its consolidated earnings forecast for the fiscal year ending March 31, 2026, projecting net income attributable to shareholders of ¥440,000 million, a 25.1% year-on-year increase.
- An interim dividend of ¥93.76 per share was declared for the fiscal year ending March 31, 2026, with an expected annual dividend of ¥153.67 per share if the revised net income forecast is met.
- ORIX expanded its share repurchase program, increasing the limit to up to 60 million shares and the total purchase price to up to ¥150 billion. As of October 31, 2025, 22,739,700 shares had been repurchased for ¥78,031,748,500.
Nov 12, 2025, 11:22 AM
ORIX Corporation Reports Record First-Half Net Income, Raises Guidance, and Announces Strategic Initiatives
IX
Earnings
Guidance Update
Share Buyback
- ORIX Corporation reported a record high first-half net income of JPY 271.1 billion for the fiscal year ending March 2026, an increase of 48% year-on-year, with an annualized ROE of 12.7%.
- The company raised its full-year net profit forecast from JPY 380 billion to JPY 440 billion and increased its share buyback program from JPY 100 billion to JPY 150 billion. The four-year dividend forecast per share was also revised upward from JPY 132.13 to JPY 153.67.
- ORIX established a new PE fund with the Qatar Investment Authority (QIA) with a total scale of $2.5 billion, where ORIX will contribute 60%. This fund is aimed at investing in Japanese companies, including large-scale projects.
- The company acquired U.S. company Hilco Global in September to expand its asset management business and strengthen its private credit capabilities.
- Total Group Assets Under Management (AUM) reached JPY 88 trillion as of the end of September 2025, moving closer to the medium-term target of JPY 100 trillion by March 2028.
Nov 12, 2025, 7:30 AM
ORIX Group Raises Earnings Guidance and Expands Share Buyback in Q2 2026
IX
Earnings
Guidance Update
Share Buyback
- ORIX Group raised its net profit forecast for the fiscal year ending March 2026 from JPY 380 billion to JPY 440 billion, and increased the four-year dividend forecast per share from JPY 132.13 to JPY 153.67.
- The company expanded its share buyback program from JPY 100 billion to JPY 150 billion, with JPY 78 billion already repurchased by the end of October.
- ORIX established a $2.5 billion Private Equity (PE) fund with the Qatar Investment Authority (QIA), with ORIX contributing 60%, to invest in Japanese companies, and acquired Hilco Global to expand its private credit business.
- For the first half of the fiscal year ending March 2026, ORIX achieved a record-high net income of JPY 271.1 billion, a 48% increase year-on-year, and an annualized ROE of 12.7%.
- Total Group Assets Under Management (AUM) reached JPY 88 trillion by the end of September 2025, progressing towards the medium-term target of JPY 100 trillion by March 2028.
Nov 12, 2025, 7:30 AM
ORIX Group Raises FY2026 Net Profit and Dividend Forecasts, Expands Share Buyback, and Announces Strategic Investments
IX
Earnings
Guidance Update
Share Buyback
- ORIX Group raised its net profit forecast for the fiscal year ending March 2026 from JPY 380 billion to JPY 440 billion, following a record-high net income of JPY 271.1 billion in the first half, an increase of 48% year-over-year.
- The company increased its four-year dividend forecast per share from JPY 132.13 to JPY 153.67 and expanded its share buyback program from JPY 100 billion to JPY 150 billion.
- Strategic initiatives include establishing a $2.5 billion Private Equity (PE) fund with the Qatar Investment Authority and acquiring Hilco Global to enhance asset management and private credit capabilities. The company's Assets Under Management (AUM) reached JPY 88 trillion as of September 2025, progressing towards its JPY 100 trillion target by March 2028.
Nov 12, 2025, 7:30 AM
ORIX Corporation Subsidiary Amends I-NET Corp. Tender Offer Documents
IX
M&A
New Projects/Investments
- ORIX Corporation's subsidiary, OFI 01 Corporation, commenced a tender offer for the common shares of I-NET Corp. on October 3, 2025.
- On October 8, 2025, ORIX announced corrections to the "Notice Regarding Commencement of Tender Offer for Shares of I-NET Corp." and the Public Notice of Commencement of the Tender Offer.
- These corrections were made after the Offeror received a "Notice of Non-Issuance of Cease and Desist Order" and a "Notice of Shortening of Non-Acquisition Period" from the Japan Fair Trade Commission on October 3, 2025.
- The amendments do not change the terms of purchase of the Tender Offer.
Oct 8, 2025, 10:13 AM
ORIX Subsidiary Commences Tender Offer for I-NET Corp.
IX
M&A
Takeover Bid
New Projects/Investments
- ORIX Corporation's subsidiary, OFI 01 Corporation, announced on October 2, 2025, the commencement of a tender offer for the common shares of I-NET Corp..
- The objective of the tender offer is to acquire all common shares of I-NET (excluding treasury shares) to make it a wholly owned subsidiary and enhance its corporate value.
- The tender offer price is JPY 2,530 per share, which represents a 53.52% premium over I-NET's closing price on October 1, 2025.
- I-NET's board of directors has resolved to support the tender offer and recommends that its shareholders tender their shares.
- The total purchase price for the planned 15,257,622 shares is JPY 38,601,783,660.
Oct 2, 2025, 5:55 PM
Quarterly earnings call transcripts for ORIX.
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