ORIX CORP
IX, ORXCF · Miscellaneous Business Credit Institution · EDGAR filings ↗
Reference price $38.22 — last insider purchase, 2026-05-20 (estimated from the dated SEC Form 4 price — not a live quote)
Grade
C68Diversified Japanese financial-services group with decent, mid-pack returns and strong cash generation but no standout return metric.
Strengths
- Strong OCF margin (91.2nd) and EBITDA margin (83rd), solid net margin (13.4%, 75.9th) and net income +19% (65th)
- Diversified, scaled franchise with large liquidity (96th) and tangible book (96.5th)
Risks
- Mid-pack ROE (~10%, 60th) and ROIC (3.4%, 43rd) below top-quartile, with revenue −20.8% (15.7th)
- Elevated leverage (net debt/EBITDA 5.4, 87th) and broad credit/asset-value/market risk across diverse holdings
Notable findings
- Insider buyingInsider buying — 3 open-market buy(s) by 3 insider(s) (cluster of 3 insiders, last 6mo) Form 4 ↗
- Revenue declineRevenue -20.8% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
13.7%
Net margin
13.4%
Return on equity
10.0%
Return on assets
2.5%
ROIC
3.4%
Revenue growth (QoQ)
-20.8%
Net-income growth
19.2%
Debt / equity
1.3×
Net debt / EBITDA
5.4×
Interest coverage
2.4×
EBITDA
$5.4B
Tangible book value
$19.7B
Cash & investments
$8.4B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-20 | Otsuka Takashi | Buy | 13 | $38.22 |
| 2026-05-20 | Matsuzaki Satoru | Buy | 7 | $38.22 |
| 2026-05-20 | Ishihara Tomohiko | Buy | 4 | $38.22 |
All non-derivative Form 4 activity (SEC), newest first.
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 20-F | 2026-06-22 | 2026-03-31 | 0001193125-26-276640 ↗ |
| 20-F | 2025-06-24 | 2025-03-31 | 0001193125-25-145217 ↗ |
| 20-F | 2024-06-27 | 2024-03-31 | 0001193125-24-169594 ↗ |
| 20-F | 2023-06-26 | 2023-03-31 | 0001193125-23-174371 ↗ |
| 20-F | 2022-06-29 | 2022-03-31 | 0001193125-22-184321 ↗ |
| 20-F | 2021-06-29 | 2021-03-31 | 0001193125-21-202586 ↗ |
| 20-F | 2020-06-29 | 2020-03-31 | 0000950123-20-006565 ↗ |
| 20-F | 2019-06-25 | 2019-03-31 | 0001193125-19-180632 ↗ |
| 20-F | 2018-06-28 | 2018-03-31 | 0001193125-18-206495 ↗ |
| 20-F | 2017-06-29 | 2017-03-31 | 0001193125-17-217352 ↗ |
| 20-F | 2016-06-23 | 2016-03-31 | 0001193125-16-629442 ↗ |
| 20-F | 2015-06-25 | 2015-03-31 | 0001193125-15-234171 ↗ |