What is the 13F Pro Quality Score for IX?

13F Pro ranks ORIX CORP (IX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View IX's current score at https://13fpro.ai/company/IX (free sign-up required for the full ranking).

Which hedge funds own the most IX stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of IX include FMR, MORGAN STANLEY, BANK OF AMERICA /DE/. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/IX as soon as new 13F filings post.

Where does 13F Pro source IX data?

All ORIX CORP fundamentals and ownership data come directly from SEC EDGAR. ORIX CORP files with the SEC under CIK 1070304. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is IX in?

ORIX CORP (IX) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is IX research updated on 13F Pro?

IX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

ORIX CORP(IX)Stock Analysis

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13F Pro Quality Score

63.0/100

Rank #663 of 2,962 stocksTOP 25%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

20.8/100

Profitability

61.3/100

Balance Sheet

50.2/100

Earnings Quality

30.0/100

Free Cash Flow

30.0/100

Institutional Flow

88.9/100

Revenue Scale

100.0/100

Dilution Risk

94.7/100

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Why IX Scores 63/100

exact factor attribution · 2026-09-11

IX's composite is driven by scale and shareholder dilution, held back by revenue growth and free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+10.0 pts

100th pct

Shareholder dilution

+3.0 pts

95th pct

Earnings growth

+2.9 pts

93th pct

Institutional flow

+2.6 pts

89th pct

Profitability

+2.3 pts

61th pct

Capital efficiency

+0.0 pts

50th pct

Earnings quality

-2.0 pts

30th pct

Free cash flow

-3.0 pts

30th pct

Revenue growth

-7.8 pts

21th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

IX Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for ORIX CORP (IX), a Financials sector company. 13F Pro's AI-powered ranking engine scores IX at 63.0/100 on a 32-signal composite quality model, placing it at rank #663 of 2,962 stocks — the top 25% of the AI-ranked universe. IX scores in the top quartile across revenue scale (100.0), institutional flow (88.9). Areas of concern include revenue growth (20.8) and free cash flow (30.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (FY 2012), ORIX CORP reports quarterly revenue of $11.8B, net income of $1.0B, an operating margin of 12.9%. Top institutional holders of IX by reported 13-F value include FMR, MORGAN STANLEY, BANK OF AMERICA, based on the most recent SEC filings. IX trades on the NYSE exchange and files with the SEC under CIK 1070304. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for ORIX CORP directly from SEC EDGAR.

✦

Fun facts about ORIX CORP

Quirks, history, and lore behind IX — the kind of stuff that makes a stock memorable.

1
The Basics
Japanese diversified financial services conglomerate · listed in New York and Tokyo · operates across leasing, banking, insurance, and real estate.
2
The Numbers
Total assets in the range of $100 billion+, with operations spanning 30+ countries — a financial octopus that rarely fits neatly into any one box.
3
The History
Founded in 1964 in Osaka as a leasing company during Japan's postwar economic boom, it quietly expanded far beyond its origins into a global financial empire.
4
The Secret
It once owned a Major League Baseball team — the Kintetsu Buffaloes dissolved, leading to a restructuring of Japanese pro baseball that made headlines across the country.
5
The Lore
It has stakes in everything from solar power plants to senior care facilities to an airport — Kansai International Airport concession — suggesting someone had a very busy weekend with a checkbook.
6
The Giveaway
This Osaka-born leasing giant trades on the NYSE under a two-letter ticker and is one of Japan's most internationally diversified non-bank financial conglomerates.

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Revenue

FY 2012

$11.8B

Net Income

FY 2012

$1.0B

Operating Margin

FY 2012

12.9%

ROIC

FY 2012

2.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+15.9% YoY

$3.33TFY 2026

FY23 $2.66TFY24 $2.81TFY25 $2.87TFY26 $3.33T

Net Income

+27.2% YoY

$447.26BFY 2026

FY23 $290.34BFY24 $346.13BFY25 $351.63BFY26 $447.26B

Operating Income

+37.5% YoY

$456.25BFY 2026

FY23 $335.92BFY24 $360.71BFY25 $331.83BFY26 $456.25B

Total Assets

+6.7% YoY

$18.00TFY 2026

FY23 $15.29TFY24 $16.32TFY25 $16.87TFY26 $18.00T

Total Debt

+4.1% YoY

$6.54TFY 2026

FY23 $5.72TFY24 $6.20TFY25 $6.28TFY26 $6.54T

Op. Cash Flow

+5.3% YoY

$1.37TFY 2026

FY23 $913.09BFY24 $1.24TFY25 $1.30TFY26 $1.37T

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$3.33T +15.9%	$2.87T +2.1%	$2.81T +5.7%	$2.66T +6.2%	$2.51T +9.4%	$2.29T
Net Income	$447.26B +27.2%	$351.63B +1.6%	$346.13B +19.2%	$290.34B -8.5%	$317.38B +65.0%	$192.38B
Operating Income	$456.25B +37.5%	$331.83B -8.0%	$360.71B +7.4%	$335.92B +14.7%	$292.88B +13.2%	$258.81B
Total Assets	$18.00T +6.7%	$16.87T +3.3%	$16.32T +6.8%	$15.29T +7.1%	$14.28T +5.3%	$13.56T
Total Debt	$6.54T +4.1%	$6.28T +1.3%	$6.20T +8.4%	$5.72T +17.5%	$4.87T +3.0%	$4.72T
Operating Cash Flow	$1.37T +5.3%	$1.30T +4.6%	$1.24T +36.2%	$913.09B -17.2%	$1.10T +0.1%	$1.10T

AI Insight: IX Financial Trends

ORIX equity base strengthened 26% since Q1 2023, but debt rose 14% — leverage ratio stable as growth accelerates.

• Equity grew from $3.54T (Q1 2023) to $4.48T (Q1 2026), a 26% expansion over three years.

• Total debt increased from $5.72T to $6.54T (+14%), outpacing equity growth slightly.

• Net income surged 62% from $78.4M (Q1 2023) to $126.9M (Q1 2024), last reported quarter.

⚠ Operating cash flow declined from $333.5M (Q1 2023) to $316.8M (Q1 2024) — monitor for sustained weakness.

⚠ Lack of recent P&L data (Q2–Q4 2025, Q1 2026) limits visibility into current profitability trends.

AI Insight: IX Ratio Trends

Leverage has compressed 9% since Q1 2023, but profitability metrics remain sparse and latest quarters lack complete data.

• Debt-to-equity declined from 1.61 in Q1 2023 to 1.46 in TTM (Q1 2026), signaling consistent deleveraging.

• ROE spiked to 12.9% in Q1 2024 from 8.8% in Q1 2023, though Q1 2024 also showed net profit margin reach 16.4%.

⚠ Operating margin declined from 14.4% (Q1 2023) to 12.9% (Q1 2024); no recent data to assess current trend.

⚠ ROIC flat at 4.0% in Q4 2023–Q1 2024, down from 4.2% in Q1 2023; latest quarters lack profitability metrics.

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Available Research

13F Pro tracks comprehensive data for ORIX CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of IX

FMR LLC
$229.5M6,033,914 sh
MORGAN STANLEY
$190.1M4,998,666 sh
BANK OF AMERICA CORP /DE/
$122.7M3,225,609 sh
TODD ASSET MANAGEMENT LLC
$69.3M1,822,511 sh
Clearbridge Investments, LLC
$66.7M1,752,822 sh
NORTHERN TRUST CORP
$51.6M1,356,665 sh
Cullen Capital Management, LLC
$46.4M1,220,846 sh
AMERICAN CENTURY COMPANIES INC
$44.1M1,158,412 sh
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
$43.6M1,147,000 sh
NATIXIS ADVISORS, LLC
$39.9M1,048,981 sh

Fund	Value	Shares
FMR LLC	$229.5M	6,033,914
MORGAN STANLEY	$190.1M	4,998,666
BANK OF AMERICA CORP /DE/	$122.7M	3,225,609
TODD ASSET MANAGEMENT LLC	$69.3M	1,822,511
Clearbridge Investments, LLC	$66.7M	1,752,822
NORTHERN TRUST CORP	$51.6M	1,356,665
Cullen Capital Management, LLC	$46.4M	1,220,846
AMERICAN CENTURY COMPANIES INC	$44.1M	1,158,412
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	$43.6M	1,147,000
NATIXIS ADVISORS, LLC	$39.9M	1,048,981

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Is IX a good stock to buy?

13F Pro's AI-powered analysis of ORIX CORP (IX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IX are available on the IX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. IX is classified as a large company.

Which hedge funds own IX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of ORIX CORP's investment landscape.