IX ORIX Corporation American Depositary Shares
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jun 22, 2026IX Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| Feb. 28, 2025 | 5-for-1 | Forward |
| June 6, 2000 | 6-for-5 | Forward |
About ORIX Corporation American Depositary Shares Company overview from Wikipedia
ORIX Corporation (オリックス株式会社, Orikkusu Kabushiki-gaisha), styled as ORIX, is a Japanese diversified financial services group headquartered in Minato, Tokyo, and Osaka, Japan.
ORIX offers leasing, lending, rentals, life insurance, real estate financing and development, venture capital, investment and retail banking, commodities funds and securities brokering. In addition to expanding its offerings, ORIX has also expanded globally, offering financial services in North America, Asia, the Middle East and Northern Africa. Divisions include Japan-based ORIX Auto Leasing Corporation, which operates in other countries through subsidiaries such as ORIX Auto Leasing (Thailand) Co., Ltd. It is also known for being the majority owner of the ORIX Buffaloes baseball team in Nippon Professional Baseball.
## History
ORIX was established April 17, 1964 as Orient Leasing Co., Ltd. The company's name was changed to ORIX Corporation in 1989.
ORIX was originally a subsidiary of the trading house Nichimen (now Sojitz). Yoshihiko Miyauchi transferred to the company from Nichimen and went on to serve as its chairman and CEO, taking a key role in expanding its leasing business into a global player. Following his retirement in 2014, he was paid a 4.4 billion yen retirement bonus, an amount generally unheard of in the Japanese corporate world.
In 2006, Orix USA acquired a majority stake in the investment bank Houlihan Lokey to address the growing international demand for middle-market investment banking services. Houlihan Lokey opened offices in Hong Kong and Tokyo in 2007.
As of 2007, ORIX was Japan's largest leasing and leading diversified financial services conglomerate with assets in excess of US$69 billion and subsidiaries & associates in 24 countries worldwide.
In early 2009, ORIX management advised employees worldwide that due to suffering a series of losses because of the economic downturn, a retrenchment of 10% of its employees would occur. In turn this resulted in the termination of approx 600 individuals' employment contracts.
On July 1, 2013 ORIX has acquired approximately 90.01% of the equity in Dutch asset manager Robeco from Rabobank also from the Netherlands. The total sale price was €1,937 million (JPY 250.7 billion). Robeco will help Orix to pursue its growth ambitions in global asset management.
ORIX and Vinci SA won a 45-year contract in 2015 to operate Itami Airport and Kansai International Airport in Osaka Prefecture, at a price of around US$18 billion.
In 2025, ORIX USA acquired a majority stake in the financial services holding company Hilco Global.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | IX | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin | 13.7%5Y avg ≈12.4% | ≈12.4% | · | · | |
| EBITDA Margin | 13.7%5Y avg ≈12.4% | ≈12.4% | · | · | |
| Pretax Margin | 20.8%5Y avg ≈17.6% | ≈17.6% | · | · | |
| Net Profit Margin | 13.4%5Y avg ≈12.1% | ≈12.1% | · | · | |
| ROA | 2.6%5Y avg ≈2.2% | ≈2.2% | · | · | |
| ROE | 10.4%5Y avg ≈9.3% | ≈9.3% | · | · | |
| ROIC | 6.0%5Y avg ≈5.7% | ≈5.7% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | IX | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 0.15Y avg ≈0.1 | ≈0.1 | · | · | |
| Interest Coverage | 2.45Y avg ≈2.6 | ≈2.6 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | IX | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.25Y avg ≈0.2 | ≈0.2 | · | · | |
| Revenue / Employee | ≈$89.3M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Mar 31, 2025 | $0.40 | USD | ≈3.9% |
| Sep 30, 2024 | $0.41 | USD | ≈3.3% |
| Mar 27, 2024 | $0.36 | USD | ≈1.6% |
| Mar 27, 2008 | $0.24 | USD | ≈1.8% |
| Mar 28, 2007 | $0.11 | USD | ≈0.41% |
| Mar 29, 2005 | $0.02 | USD | ≈0.18% |
| Mar 29, 2004 | $0.02 | USD | ≈0.20% |
| Mar 27, 2003 | $0.01 | USD | ≈0.24% |
| Mar 26, 2002 | $0.01 | USD | ≈0.16% |
| Mar 28, 2001 | $0.01 | USD | ≈0.13% |
| Mar 29, 2000 | $0.01 | USD | ≈0.09% |
| Mar 29, 1999 | $0.00 | USD | ≈0.04% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| March 31, 2027 | $256.07 | $186.78 | 37.1% | |
| June 30, 2026 | $256.07 | $186.78 | 37.1% | |
| March 31, 2026 | $53.13 | $55.65 | -4.5% | |
| Dec. 31, 2025 | $106.62 | $80.35 | 32.7% | |
| June 30, 2025 | $95.80 | $78.83 | 21.5% | |
| March 31, 2025 | $70.28 | $95.53 | -26.4% | |
| Dec. 31, 2024 | $78.04 | $83.75 | -6.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.33T | $2.87T | $2.81T | $2.66T | $2.51T | $2.29T | $2.28T | $2.43T | $2.86T | $2.68T | $2.37T | $2.17T | |
| Cost of Revenue | · | · | · | · | · | · | $483.91B | $508.32B | $482.80B | $451.28B | $641.72B | $308.72B | |
| SG&A Expense | $711.77B | $646.05B | $627.63B | $559.41B | $522.78B | $456.80B | $460.20B | $437.03B | $431.59B | $418.75B | $422.69B | $427.82B | |
| Operating Expenses | $2.87T | $2.54T | $2.45T | $2.33T | $2.22T | $2.03T | $2.01T | $2.11T | $2.53T | $2.35T | $2.08T | $1.92T | |
| Operating Income | $456.25B | $331.83B | $360.71B | $335.92B | $292.88B | $258.81B | $269.68B | $329.44B | $336.19B | $329.22B | $287.74B | $256.83B | |
| Interest Expense | $193.89B | $169.05B | $188.33B | $127.62B | $68.23B | $78.07B | $99.14B | $93.34B | $76.81B | $72.91B | $72.82B | $72.65B | |
| Interest Income | $211.38B | $188.29B | $205.73B | $194.24B | $176.60B | $169.40B | $166.97B | $148.86B | $134.21B | $127.13B | $118.98B | $110.39B | |
| Pretax Income | $691.43B | $480.46B | $469.98B | $392.18B | $509.45B | $287.56B | $412.56B | $395.73B | $435.50B | $424.96B | $391.30B | $344.02B | |
| Income Tax | $233.10B | $128.83B | $131.39B | $95.25B | $186.59B | $90.75B | $105.84B | $68.69B | $113.91B | $144.04B | $120.31B | $89.06B | |
| Net Income | $447.26B | $351.63B | $346.13B | $290.34B | $317.38B | $192.38B | $302.70B | $323.75B | $313.13B | $273.24B | $260.17B | $234.95B | |
| EPS (Basic) | · | · | · | · | · | · | · | · | · | $208.88 | $198.73 | $179.47 | |
| EPS (Diluted) | · | · | · | · | · | · | · | · | · | $208.68 | $198.52 | $179.21 | |
| Shares (Basic) | 1,117,160,000 | 1,142,503,000 | 1,159,367,000 | 1,180,356,000 | 1,203,452,000 | 1,236,897,000 | 1,275,166,000 | 1,280,020,000 | 1,281,238,000 | 1,308,105,000 | 1,309,136,000 | 1,309,144,000 | |
| Shares (Diluted) | 1,119,852,000 | 1,144,778,000 | 1,161,310,000 | 1,181,945,000 | 1,204,852,000 | 1,238,094,000 | 1,276,319,000 | 1,281,127,000 | 1,282,552,000 | 1,309,382,000 | 1,310,513,000 | 1,311,009,000 | |
| EBITDA | $456.25B | $331.83B | $360.71B | $313.99B | $302.08B | $258.81B | $269.68B | $329.44B | $336.19B | $329.22B | $287.74B | $256.83B |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.33T | $1.21T | $1.03T | $1.23T | $954.83B | $951.24B | $982.67B | $1.16T | $1.32T | $1.04T | $730.42B | $827.52B | |
| Inventory | $269.19B | $229.23B | $227.36B | $169.02B | $139.56B | $142.16B | $126.01B | $115.69B | $111.00B | $117.86B | $139.95B | $165.54B | |
| Goodwill | $773.59B | $621.86B | $631.77B | $627.68B | $488.86B | $495.28B | $443.82B | $430.68B | $368.62B | $341.18B | $332.15B | $372.62B | |
| Intangibles | $576.07B | $525.41B | $532.95B | $518.14B | $403.62B | $425.55B | $404.49B | $427.10B | $439.10B | $396.05B | $386.33B | $425.01B | |
| Total Assets | $18.00T | $16.87T | $16.32T | $15.29T | $14.28T | $13.56T | $13.07T | $12.17T | $11.43T | $11.23T | $10.99T | $11.44T | |
| Short-term Debt | $572.24B | $549.68B | $574.10B | $508.80B | $439.64B | $307.27B | $336.83B | $309.55B | $306.75B | $283.47B | $349.62B | $284.79B | |
| Total Liabilities | $13.38T | $12.69T | $12.30T | $11.67T | $10.90T | $10.46T | $9.99T | $9.21T | $8.62T | $8.58T | $8.51T | $9.06T | |
| Long-term Debt | $5.97T | $5.73T | $5.63T | $5.21T | $4.43T | $4.42T | $4.28T | $4.19T | $3.83T | $3.85T | $3.94T | $4.13T | |
| Total Debt | $572.24B | $549.68B | $574.10B | $508.80B | $439.64B | $307.27B | $336.83B | $309.55B | $306.75B | $283.47B | $349.62B | $284.79B | |
| Common Stock | $221.11B | $221.11B | $221.11B | $221.11B | $221.11B | $221.11B | $221.11B | $221.11B | $220.96B | $220.52B | $220.47B | $220.06B | |
| Retained Earnings | $3.50T | $3.35T | $3.26T | $3.05T | $2.91T | $2.74T | $2.75T | $2.56T | $2.32T | $2.08T | $1.86T | $1.67T | |
| Treasury Stock | $81.47B | $61.73B | $129.98B | $121.26B | $113.45B | $111.95B | $121.07B | $75.90B | $75.55B | $37.17B | $25.69B | $26.41B | |
| AOCI | $605.11B | $341.30B | $357.15B | $156.13B | $-16.04B | $-84.65B | $-118.53B | $-61.34B | $-45.57B | $-21.27B | $-6.22B | $30.37B | |
| Stockholders' Equity | $4.48T | $4.09T | $3.94T | $3.54T | $3.26T | $3.03T | $2.99T | $2.90T | $2.68T | $2.51T | $2.31T | $2.15T | |
| Liabilities + Equity | $18.00T | $16.87T | $16.32T | $15.29T | $14.27T | $13.56T | $13.07T | $12.17T | $11.43T | $11.23T | $10.99T | $11.44T |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $404.79B | $399.53B | $364.24B | $340.25B | $320.34B | $315.95B | $304.20B | $295.59B | $279.92B | $253.68B | $244.85B | $229.58B | |
| Deferred Tax | $90.39B | $23.35B | $20.00B | $36.95B | $11.54B | $25.52B | $14.89B | $-35.13B | $5.59B | $25.32B | $42.53B | $41.34B | |
| Amort. of Intangibles | $41.40B | $41.40B | $39.21B | $34.21B | $32.23B | $28.75B | $32.19B | $31.75B | $30.96B | $26.25B | $25.85B | $23.16B | |
| Operating Cash Flow | $1.37T | $1.30T | $1.24T | $913.09B | $1.10T | $1.10T | $1.04T | $587.68B | $568.79B | $583.80B | $510.56B | $257.61B | |
| Investing Cash Flow | $-1.11T | $-1.31T | $-1.37T | $-1.10T | $-808.85B | $-1.21T | $-1.47T | $-873.95B | $-439.12B | $-225.26B | $-552.53B | $-467.80B | |
| Stock Repurchased | $150.00B | $53.52B | $50.00B | $52.07B | $50.00B | $55.44B | $45.72B | $707M | $39.11B | $12.13B | $2M | · | |
| Net Stock Activity | $-150.00B | $-53.52B | $-50.00B | $-52.07B | $-50.00B | $-55.44B | $-45.72B | $-707M | $-39.11B | · | · | · | |
| Dividends Paid | $170.80B | $135.59B | $99.90B | $106.29B | $99.39B | $95.16B | $103.82B | $88.44B | $72.76B | $61.30B | $76.03B | $30.12B | |
| Financing Cash Flow | $-160.53B | $149.32B | $-85.48B | $438.31B | $-306.62B | $39.88B | $288.70B | $166.65B | $141.01B | $-33.73B | $-48.00B | $213.43B | |
| Net Change in Cash | $129.12B | $136.68B | $-181.60B | $275.10B | $12.24B | $-55.71B | $-148.30B | $-121.54B | $271.90B | $321.81B | $-97.10B | $9.48B | |
| Taxes Paid | $114.75B | · | · | · | · | · | · | · | · | · | · | · |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 13.7% | 11.5% | 12.8% | 11.8% | 12.0% | 11.3% | 11.8% | 13.5% | 11.7% | 12.3% | 12.2% | 11.8% | |
| Net Margin | 13.4% | 12.2% | 12.3% | 10.2% | 12.4% | 8.4% | 13.3% | 13.3% | 10.9% | 10.2% | 11.0% | 10.8% | |
| Pretax Margin | 20.8% | 16.7% | 16.7% | 13.8% | 20.0% | 12.5% | 18.1% | 16.2% | 15.2% | 15.9% | 16.5% | 15.8% | |
| EBITDA Margin | 13.7% | 11.5% | 12.8% | 11.8% | 12.0% | 11.3% | 11.8% | 13.5% | 11.7% | 12.3% | 12.2% | 11.8% | |
| ROA | 2.6% | 2.1% | 2.2% | 1.8% | 2.2% | 1.4% | 2.4% | 2.7% | 2.8% | 2.5% | 2.3% | 2.3% | |
| ROE | 10.4% | 8.8% | 9.2% | 8.2% | 9.9% | 6.4% | 10.3% | 11.6% | 12.1% | 11.3% | 11.7% | 11.5% | |
| ROIC | 6.0% | 5.2% | 5.8% | 6.2% | 5.1% | 5.3% | 6.0% | 8.5% | 8.3% | 7.8% | 7.5% | 7.8% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 | |
| Interest Coverage | 2.4 | 2.0 | 1.9 | 2.5 | 4.4 | 3.3 | 2.7 | 3.5 | 4.4 | 4.5 | 4.0 | 3.5 |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | 0.3 | 0.2 | 0.2 | 0.2 | |
| Inventory Turnover | · | · | · | · | · | · | 4.0 | 4.5 | 7.8 | 6.5 | 4.2 | 2.3 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $2974.35 | $2511.25 | $2423.44 | $2255.92 | $2091.85 | $1851.80 | $1786.64 | $1900.56 | $2232.09 | $2045.74 | $1807.84 | $1658.48 | |
| Cash Flow / Share | $1222.99 | $1135.76 | $1070.69 | $772.53 | $915.77 | $884.97 | $816.78 | $458.72 | $426.20 | $445.98 | $389.59 | $196.50 | |
| Dividend Paid / Share | $151.60 | $117.97 | $85.60 | $89.40 | $82.00 | $76.00 | $81.00 | $69.00 | $56.25 | $46.75 | $58.00 | $23.00 | |
| EPS (TTM) | · | · | · | · | · | · | · | · | · | $208.68 | $198.52 | $179.21 |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.33T | $2.87T | $2.81T | $2.66T | $2.51T | $2.29T | $2.28T | $2.43T | $2.86T | $2.68T | $2.37T | $2.17T | |
| Net Income TTM | $447.26B | $351.63B | $346.13B | $290.34B | $317.38B | $192.38B | $302.70B | $323.75B | $313.13B | $273.24B | $260.17B | $234.95B | |
| P/E | · | · | · | · | · | · | · | · | · | 0.1 | 0.1 | 0.1 | |
| Earnings Yield | · | · | · | · | · | · | · | · | · | 1403.7% | 1390.4% | 1273.9% | |
| Payout Ratio | 38.2% | 38.6% | 28.9% | 38.9% | 31.8% | 49.5% | 34.3% | 27.3% | 23.2% | 22.4% | 29.2% | 12.8% | |
| Annual Payout | $170.80B | $135.59B | $99.90B | $106.29B | $99.39B | $95.16B | $103.82B | $88.44B | $72.76B | $61.30B | $76.03B | $30.12B |
Per Share
| Metric | Trend | Q4 2017 | Q4 2009 | Q4 2008 | Q4 2007 | Q4 2006 | Q4 2005 | Q4 2004 | Q4 2003 | Q4 2002 | Q4 2001 | Q4 2000 | Q4 1999 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EPS (TTM) | $208.68 | $233.81 | $1817.81 | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q4 2017 | Q4 2009 | Q4 2008 | Q4 2007 | Q4 2006 | Q4 2005 | Q4 2004 | Q4 2003 | Q4 2002 | Q4 2001 | Q4 2000 | Q4 1999 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.68T | $1.03T | $1.14T | · | · | · | · | · | · | · | · | · | |
| Net Income TTM | $273.24B | $21.92B | $169.60B | · | · | · | · | · | · | · | · | · | |
| P/E | 0.1 | 0.0 | 0.0 | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 1403.7% | 7098.1% | 13295.9% | · | · | · | · | · | · | · | · | · | |
| Annual Payout | $61.30B | $23.53B | $11.86B | · | · | · | · | · | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Revenue | $3.33T | $2.87T | $2.81T | $2.66T | $2.51T |
| Operating Margin % | 13.7% | 11.5% | 12.8% | 11.8% | 12.0% |
| Net Income | $447.26B | $351.63B | $346.13B | $290.34B | $317.38B |
| Metric | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 |
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 331 filers · $1.3B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 61 (-2 vs prior Q) | 23 (+7 vs prior Q) | 144 (+11 vs prior Q) | 56 (+26 vs prior Q) | +3.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FMR LLC | $229,530,121 | 6,033,914 | 17.16% | Shares |
| MORGAN STANLEY | $190,149,343 | 4,998,666 | 14.22% | Shares |
| BANK OF AMERICA CORP /DE/ | $122,702,161 | 3,225,609 | 9.17% | Shares |
| TODD ASSET MANAGEMENT LLC | $69,328,561 | 1,822,511 | 5.18% | Shares |
| Clearbridge Investments, LLC | $66,677,347 | 1,752,822 | 4.99% | Shares |
| NORTHERN TRUST CORP | $51,607,536 | 1,356,665 | 3.86% | Shares |
| Cullen Capital Management, LLC | $46,440,997 | 1,220,846 | 3.47% | Shares |
| AMERICAN CENTURY COMPANIES INC | $44,065,992 | 1,158,412 | 3.29% | Shares |
| Quantinno Capital Management LP | $39,489,035 | 1,038,092 | 2.95% | Shares |
| BlackRock, Inc. | $34,358,278 | 903,214 | 2.57% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $29,872,943 | 785,332 | 2.23% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $25,044,828 | 654,254 | 1.87% | Shares |
| JPMORGAN CHASE & CO | $21,701,057 | 564,688 | 1.62% | Shares |
| WELLS FARGO & COMPANY/MN | $19,791,455 | 520,280 | 1.48% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14,566,809 | 382,934 | 1.09% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14,183,518 | 372,858 | 1.06% | Shares |
| EAGLE GLOBAL ADVISORS LLC | $13,243,550 | 348,148 | 0.99% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $10,681,796 | 280,804 | 0.80% | Shares |
| RAYMOND JAMES FINANCIAL INC | $10,311,127 | 271,060 | 0.77% | Shares |
| Curi Capital, LLC | $8,326,618 | 219,971 | 0.62% | Shares |
| Gilman Hill Asset Management, LLC | $7,583,827 | 199,365 | 0.57% | Shares |
| Calamos Wealth Management LLC | $6,920,299 | 181,922 | 0.52% | Shares |
| SEI INVESTMENTS CO | $6,798,290 | 178,737 | 0.51% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $6,679,720 | 175,597 | 0.50% | Shares |
| Bank of New York Mellon Corp | $6,582,611 | 173,045 | 0.49% | Shares |
| OPPENHEIMER ASSET MANAGEMENT INC. | $6,480,989 | 170,373 | 0.48% | Shares |
| QRG CAPITAL MANAGEMENT, INC. | $6,329,650 | 166,395 | 0.47% | Shares |
| Boston Common Asset Management, LLC | $6,312,700 | 165,949 | 0.47% | Shares |
| Gradient Investments LLC | $6,282,344 | 165,151 | 0.47% | Shares |
| Connor, Clark & Lunn Investment Management Ltd. | $6,183,782 | 162,560 | 0.46% | Shares |
| Crossmark Global Holdings, Inc. | $5,430,666 | 142,762 | 0.41% | Shares |
| Vanguard Personalized Indexing Management, LLC | $5,307,493 | 139,524 | 0.40% | Shares |
| Cerity Partners LLC | $4,992,200 | 131,236 | 0.37% | Shares |
| RITHOLTZ WEALTH MANAGEMENT | $4,897,168 | 128,737 | 0.37% | Shares |
| ROYAL BANK OF CANADA | $4,605,000 | 121,062 | 0.34% | Shares |
| Pathstone Holdings, LLC | $4,588,601 | 120,625 | 0.34% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4,351,776 | 114,400 | 0.33% | Shares |
| Orion Porfolio Solutions, LLC | $4,277,991 | 112,461 | 0.32% | Shares |
| MML INVESTORS SERVICES, LLC | $4,074,418 | 107,109 | 0.30% | Shares |
| BTC Capital Management, Inc. | $4,058,790 | 106,698 | 0.30% | Shares |
| Callan Family Office, LLC | $3,999,308 | 105,134 | 0.30% | Shares |
| NAPLES GLOBAL ADVISORS, LLC | $3,561,191 | 93,617 | 0.27% | Shares |
| US BANCORP \DE\ | $3,520,073 | 92,534 | 0.26% | Shares |
| Vise Technologies, Inc. | $3,444,565 | 90,551 | 0.26% | Shares |
| Mariner, LLC | $3,371,480 | 88,625 | 0.25% | Shares |
| Henry James International Management Inc. | $3,353,949 | 88,169 | 0.25% | Shares |
| Artemis Investment Management LLP | $3,254,740 | 85,561 | 0.24% | Shares |
| Qube Research & Technologies Ltd | $3,197,338 | 84,052 | 0.24% | Shares |
| LPL Financial LLC | $3,157,053 | 82,993 | 0.24% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2,911,609 | 97,086 | 0.22% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| ORIX Corporation ×6 filings | Dec. 13, 2024 | · | Initial filing | Capital structure | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 12 insiders · 7 officers · 9 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Yoshiteru Suzuki | Senior Managing Executive Officer Chief Operating Officer, USA & Europe Business Unit, President and Chief Executive Officer, OR | June 23, 2026 J | · | 0 | 0 | $0 |
| Hidetake Takahashi | Representative Executive Officer, President and Chief Executive Officer Responsible for Digital Innovation Unit | June 23, 2026 J | · | 0 | 0 | $0 |
| Masataka Yamada | Senior Managing Executive Officer, Chief Financial Officer and Chief Strategy Officer Responsible for Corporate Strategy and Man | June 23, 2026 J | · | 0 | 0 | $0 |
| Satoru Matsuzaki | Representative Executive Officer Deputy President Chief Operating Officer, Japan & APAC Business Unit | June 23, 2026 J | 10,719 | 1 | 0 | $268 |
| Shuji Irie | Senior Managing Executive Officer Chief Operating Officer, Infrastructure Business Unit | June 23, 2026 J | · | 0 | 0 | $0 |
| Takashi Otsuka | Managing Executive Officer, Chief Risk Officer | June 23, 2026 J | 2,332 | 1 | 0 | $497 |
| Tomohiko Ishihara | Executive Officer | June 23, 2026 J | 383 | 1 | 0 | $153 |
| Chikatomo Hodo | Director | June 23, 2026 J | · | 0 | 0 | $0 |
| Hiroshi Watanabe | Director | June 23, 2026 J | · | 0 | 0 | $0 |
| Noriyuki Yanagawa | Director | June 23, 2026 J | · | 0 | 0 | $0 |
| Mami Kato | Director | June 23, 2026 J | · | 0 | 0 | $0 |
| Miwa Seki | Director | June 23, 2026 J | · | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 3 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
IX Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
1 analysts · 2026-10-01Mean target $41.38 +11.5%
Latest News Recent headlines mentioning this company
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