# ORIX Corporation (IX)

> Source: Nexqual · https://nexqual.com/IX · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, ORIX Corporation (IX), nexqual.com/IX" · informational, not investment advice.

**Price:** USD 36.72 (-0.78% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 37.01 · day 36.48–36.83 · 52w 24.19–42.39 · market cap $39.5B · NYQ

## Key facts
- Insider open-market purchases, last ~7 months: 3 Form 4 filings, $1K; 0 by opportunistic insiders, 0 by routine insiders.
- Analysts: Hold (mean 3.00 on a 1–5 scale) (1 analysts), mean target USD 41.09 (range 41.09–41.09).
- Total return with dividends: 1Y +46.0% vs S&P 500 +14.9%; 5Y +104.2% vs S&P 500 +80.3%.
- Next earnings: 2026-11-09, EPS estimate USD —, revenue estimate $0K.

## Insider purchases (SEC Form 4, open-market, last ~7 months)
3 purchases, $1K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-05-20 | Otsuka Takashi | See Remarks | 13 | $1K | 38.22 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-20 | Matsuzaki Satoru | See remarks | 7 | $0K | 38.22 | Too little history (no open-market trades in 2023–2025) |
| 2026-05-20 | Ishihara Tomohiko | Executive Officer | 4 | $0K | 38.22 | Too little history (no open-market trades in 2023–2025) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

## Analysts
Consensus Hold (mean 3.00 on a 1–5 scale), 1 analysts; mean target USD 41.09 (low 41.09, high 41.09).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | +46.0% | +104.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +46.1% | +15.3% |
| Volatility (annualized) | 28.7% | 24.5% |
| Max drawdown | -20.3% (Feb 2026→Mar 2026) | -37.5% (Jan 2022→Oct 2022) |

## Peers (Financial Conglomerates)
FRHC (Freedom Holding Corp.) USD 167.49 -2.76% · VOYA (Voya Financial, Inc.) USD 98.42 +2.16% · HTH (Hilltop Holdings Inc.) USD 37.28 +2.14% · TMS (Teamshares Inc.) USD 5.01 +1.73%

## More
Full page: https://nexqual.com/IX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)


Other companies that name IX in their own reports (relationship from IX's side):

| Relationship | Company | Their filing | Sentence |
|---|---|---|---|
| partner | Lument Finance Trust, Inc. (LFT) | 10-K 2026-03-23 | "We entered into a new Management Agreement with Lument IM, while another affiliate of ORIX USA purchased an ownership stake of approximately 5.0% through a privately placed stock issuance." |
| partner | Melco Resorts & Entertainment LTD (MLCO) | 20-F 2026-03-13 | "In Japan, a proposed project in Osaka was awarded to MGM Resorts International and its joint venture partner Orix Corporation which is currently scheduled to open in 2030." |
| partner | STUDIO CITY INTERNATIONAL HOLDINGS Ltd (MSC) | 20-F 2026-03-13 | "In Japan, a proposed project in Osaka was awarded to MGM Resorts International and its joint venture partner Orix Corporation which is currently slated to open in 2030." |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter | — | — | — | $0 | — |
| Current fiscal year (ends 2027-03-31) | $5.15 | $3.14 | +64.3% | $3.45T | 1 |
| Next fiscal year (ends 2028-03-31) | $3.01 | $2.98 | +0.9% | $3.65T | 1 |