IX ORIX Corporation American Depositary Shares
NYSE · Financial Services · Ver en SEC EDGAR ↗ cerrar Oct 2, 2026 10-K/10-Q Jun 22, 2026IX Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
IX Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
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| Fecha ex-dividendo | División | Tipo |
|---|---|---|
| 28 de febrero de 2025 | 5-for-1 | Adelante |
| 6 de junio de 2000 | 6-for-5 | Adelante |
Acerca de ORIX Corporation American Depositary Shares Descripción general de la empresa de 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.
Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Aún no hay datos fundamentales para este ticker.
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
| Métrica | Tendencia a 5 años | IX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Operating Margin (Margen Operativo) | 13.7%promedio 5A ≈12.4% | ≈12.4% | · | · | |
| EBITDA Margin (Margen EBITDA) | 13.7%promedio 5A ≈12.4% | ≈12.4% | · | · | |
| Pretax Margin (Margen antes de impuestos) | 20.8%promedio 5A ≈17.6% | ≈17.6% | · | · | |
| Net Profit Margin (Margen de Beneficio Neto) | 13.4%promedio 5A ≈12.1% | ≈12.1% | · | · | |
| ROA | 2.6%promedio 5A ≈2.2% | ≈2.2% | · | · | |
| ROE | 10.4%promedio 5A ≈9.3% | ≈9.3% | · | · | |
| ROIC | 6.0%promedio 5A ≈5.7% | ≈5.7% | · | · |
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
| Métrica | Tendencia a 5 años | IX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Debt / Equity (Deuda / Patrimonio) | 0.1promedio 5A ≈0.1 | ≈0.1 | · | · | |
| Interest Coverage (Cobertura de Intereses) | 2.4promedio 5A ≈2.6 | ≈2.6 | · | · |
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Aún no hay datos fundamentales para este ticker.
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
| Métrica | Tendencia a 5 años | IX | promedio 5A | Mediana de Pares | Veredicto |
|---|---|---|---|---|---|
| Asset Turnover (Rotación de Activos) | 0.2promedio 5A ≈0.2 | ≈0.2 | · | · | |
| Revenue / Employee (Ingresos / Empleado) | ≈$89.3M | · | · | · |
valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto | Moneda | Rendimiento |
|---|---|---|---|
| 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% |
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | Informe | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|---|
| 31 de marzo de 2027 | $256.07 | $186.78 | 37.1% | |
| 30 de junio de 2026 | $256.07 | $186.78 | 37.1% | |
| 31 de marzo de 2026 | $53.13 | $55.65 | -4.5% | |
| 31 de diciembre de 2025 | $106.62 | $80.35 | 32.7% | |
| 30 de junio de 2025 | $95.80 | $78.83 | 21.5% | |
| 31 de marzo de 2025 | $70.28 | $95.53 | -26.4% | |
| 31 de diciembre de 2024 | $78.04 | $83.75 | -6.8% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados
| Métrica | Tendencia | 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 general
| Métrica | Tendencia | 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 |
Flujo de Efectivo
| Métrica | Tendencia | 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 | · | · | · | · | · | · | · | · | · | · | · |
Rentabilidad
| Métrica | Tendencia | 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% |
Liquidez y Solvencia
| Métrica | Tendencia | 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 |
Eficiencia
| Métrica | Tendencia | 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 |
Por Acción
| Métrica | Tendencia | 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 |
Valoración (TTM)
| Métrica | Tendencia | 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 |
Por Acción
| Métrica | Tendencia | 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 | · | · | · | · | · | · | · | · | · |
Valoración (TTM)
| Métrica | Tendencia | 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 | · | · | · | · | · | · | · | · | · |
Período más reciente a la izquierda · valores nulos mostrados como ·
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Ingresos | $3.33T | $2.87T | $2.81T | $2.66T | $2.51T |
| Margen Operativo % | 13.7% | 11.5% | 12.8% | 11.8% | 12.0% |
| Beneficio neto | $447.26B | $351.63B | $346.13B | $290.34B | $317.38B |
| Métrica | 2026-03-31 | 2025-03-31 | 2024-03-31 | 2023-03-31 | 2022-03-31 |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.1 | 0.1 | 0.1 | 0.2 | 0.1 |
Aún no hay suficientes datos fundamentales para generar este estado.
Propietarios institucionales (13F) 331 declarantes · $1.3B total · A fecha de 30 de septiembre de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 61 (-2 vs trimestre anterior) | 23 (+7 vs trimestre anterior) | 144 (+11 vs trimestre anterior) | 56 (+26 vs trimestre anterior) | +3.1M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| FMR LLC | $229 530 121 | 6 033 914 | 17,16% | Acciones |
| MORGAN STANLEY | $190 149 343 | 4 998 666 | 14,22% | Acciones |
| BANK OF AMERICA CORP /DE/ | $122 702 161 | 3 225 609 | 9,17% | Acciones |
| TODD ASSET MANAGEMENT LLC | $69 328 561 | 1 822 511 | 5,18% | Acciones |
| Clearbridge Investments, LLC | $66 677 347 | 1 752 822 | 4,99% | Acciones |
| NORTHERN TRUST CORP | $51 607 536 | 1 356 665 | 3,86% | Acciones |
| Cullen Capital Management, LLC | $46 440 997 | 1 220 846 | 3,47% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $44 065 992 | 1 158 412 | 3,29% | Acciones |
| Quantinno Capital Management LP | $39 489 035 | 1 038 092 | 2,95% | Acciones |
| BlackRock, Inc. | $34 358 278 | 903 214 | 2,57% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $29 872 943 | 785 332 | 2,23% | Acciones |
| JONES FINANCIAL COMPANIES LLLP | $25 044 828 | 654 254 | 1,87% | Acciones |
| JPMORGAN CHASE & CO | $21 701 057 | 564 688 | 1,62% | Acciones |
| WELLS FARGO & COMPANY/MN | $19 791 455 | 520 280 | 1,48% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $14 566 809 | 382 934 | 1,09% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14 183 518 | 372 858 | 1,06% | Acciones |
| EAGLE GLOBAL ADVISORS LLC | $13 243 550 | 348 148 | 0,99% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $10 681 796 | 280 804 | 0,80% | Acciones |
| RAYMOND JAMES FINANCIAL INC | $10 311 127 | 271 060 | 0,77% | Acciones |
| Curi Capital, LLC | $8 326 618 | 219 971 | 0,62% | Acciones |
| Gilman Hill Asset Management, LLC | $7 583 827 | 199 365 | 0,57% | Acciones |
| Calamos Wealth Management LLC | $6 920 299 | 181 922 | 0,52% | Acciones |
| SEI INVESTMENTS CO | $6 798 290 | 178 737 | 0,51% | Acciones |
| MERCER GLOBAL ADVISORS INC /ADV | $6 679 720 | 175 597 | 0,50% | Acciones |
| Bank of New York Mellon Corp | $6 582 611 | 173 045 | 0,49% | Acciones |
| OPPENHEIMER ASSET MANAGEMENT INC. | $6 480 989 | 170 373 | 0,48% | Acciones |
| QRG CAPITAL MANAGEMENT, INC. | $6 329 650 | 166 395 | 0,47% | Acciones |
| Boston Common Asset Management, LLC | $6 312 700 | 165 949 | 0,47% | Acciones |
| Gradient Investments LLC | $6 282 344 | 165 151 | 0,47% | Acciones |
| Connor, Clark & Lunn Investment Management Ltd. | $6 183 782 | 162 560 | 0,46% | Acciones |
| Crossmark Global Holdings, Inc. | $5 430 666 | 142 762 | 0,41% | Acciones |
| Vanguard Personalized Indexing Management, LLC | $5 307 493 | 139 524 | 0,40% | Acciones |
| Cerity Partners LLC | $4 992 200 | 131 236 | 0,37% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $4 897 168 | 128 737 | 0,37% | Acciones |
| ROYAL BANK OF CANADA | $4 605 000 | 121 062 | 0,34% | Acciones |
| Pathstone Holdings, LLC | $4 588 601 | 120 625 | 0,34% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $4 351 776 | 114 400 | 0,33% | Acciones |
| Orion Porfolio Solutions, LLC | $4 277 991 | 112 461 | 0,32% | Acciones |
| MML INVESTORS SERVICES, LLC | $4 074 418 | 107 109 | 0,30% | Acciones |
| BTC Capital Management, Inc. | $4 058 790 | 106 698 | 0,30% | Acciones |
| Callan Family Office, LLC | $3 999 308 | 105 134 | 0,30% | Acciones |
| NAPLES GLOBAL ADVISORS, LLC | $3 561 191 | 93 617 | 0,27% | Acciones |
| US BANCORP \DE\ | $3 520 073 | 92 534 | 0,26% | Acciones |
| Vise Technologies, Inc. | $3 444 565 | 90 551 | 0,26% | Acciones |
| Mariner, LLC | $3 371 480 | 88 625 | 0,25% | Acciones |
| Henry James International Management Inc. | $3 353 949 | 88 169 | 0,25% | Acciones |
| Artemis Investment Management LLP | $3 254 740 | 85 561 | 0,24% | Acciones |
| Qube Research & Technologies Ltd | $3 197 338 | 84 052 | 0,24% | Acciones |
| LPL Financial LLC | $3 157 053 | 82 993 | 0,24% | Acciones |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2 911 609 | 97 086 | 0,22% | Acciones |
Activistas y propietarios del %+ 5 1 tenencia
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| ORIX Corporation ×6 presentaciones | 13 de diciembre de 2024 | · | Presentación inicial | Estructura de capital | 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.
Informantes de la empresa 12 insiders · 7 directivos · 9 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Yoshiteru Suzuki | Senior Managing Executive Officer Chief Operating Officer, USA & Europe Business Unit, President and Chief Executive Officer, OR | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Hidetake Takahashi | Representative Executive Officer, President and Chief Executive Officer Responsible for Digital Innovation Unit | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Masataka Yamada | Senior Managing Executive Officer, Chief Financial Officer and Chief Strategy Officer Responsible for Corporate Strategy and Man | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Satoru Matsuzaki | Representative Executive Officer Deputy President Chief Operating Officer, Japan & APAC Business Unit | 23 de junio de 2026 J | 10 719 | 1 | 0 | $268 |
| Shuji Irie | Senior Managing Executive Officer Chief Operating Officer, Infrastructure Business Unit | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Takashi Otsuka | Managing Executive Officer, Chief Risk Officer | 23 de junio de 2026 J | 2 332 | 1 | 0 | $497 |
| Tomohiko Ishihara | Executive Officer | 23 de junio de 2026 J | 383 | 1 | 0 | $153 |
| Chikatomo Hodo | Consejero | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Hiroshi Watanabe | Consejero | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Noriyuki Yanagawa | Consejero | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Mami Kato | Consejero | 23 de junio de 2026 J | · | 0 | 0 | $0 |
| Miwa Seki | Consejero | 23 de junio de 2026 J | · | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Propiedad de ETFs Mantenido por 3 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
IX Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
Precio objetivo a 12 meses
1 analistas · 2026-10-01Objetivo medio $41.38 +11,5%
Últimas noticias Noticias recientes que mencionan a esta empresa
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