ORIX CORP(IX)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
IX Stock Analysis & AI Quality Score
AI stock analysis and institutional research for ORIX CORP (IX), a Financials sector company. IX is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. 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 /DE/, 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.
Revenue
FY 2012
$11.8B
Net Income
FY 2012
$1.0B
Free Cash Flow
FY 2012
$4.1B
Operating Margin
FY 2012
12.9%
ROIC
FY 2012
2.2%
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:
Top Institutional Holders of IX
FMR LLC
$178.3M5,944,003 shMORGAN STANLEY
$150.2M5,007,215 shBANK OF AMERICA CORP /DE/
$86.8M2,893,892 shTODD ASSET MANAGEMENT LLC
$55.2M1,840,058 shNORTHERN TRUST CORP
$39.3M1,309,408 shCullen Capital Management, LLC
$32.4M1,080,361 shClearbridge Investments, LLC
$31.5M1,049,544 shAMERICAN CENTURY COMPANIES INC
$28.9M962,400 shBlackRock, Inc.
$28.2M938,967 shQuantinno Capital Management LP
$27.7M924,415 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $178.3M | 5,944,003 |
| MORGAN STANLEY | $150.2M | 5,007,215 |
| BANK OF AMERICA CORP /DE/ | $86.8M | 2,893,892 |
| TODD ASSET MANAGEMENT LLC | $55.2M | 1,840,058 |
| NORTHERN TRUST CORP | $39.3M | 1,309,408 |
| Cullen Capital Management, LLC | $32.4M | 1,080,361 |
| Clearbridge Investments, LLC | $31.5M | 1,049,544 |
| AMERICAN CENTURY COMPANIES INC | $28.9M | 962,400 |
| BlackRock, Inc. | $28.2M | 938,967 |
| Quantinno Capital Management LP | $27.7M | 924,415 |
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Popular Research
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.
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.