Orix Corp Ads (NYSE:IX) Posts Quarterly Earnings Results, Misses Expectations By $0.01 EPS

Orix Corp Ads (NYSE:IX) announced its quarterly earnings data on Monday. The real estate investment trust reported $0.34 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.01), Zacks reports. Orix Corp Ads had a net margin of 15.04% and a return on equity of 10.69%. The firm had revenue of $5.85 billion during the quarter, compared to the consensus estimate of $2.63 billion.

Here are the key takeaways from Orix Corp Ads’ conference call:

• ORIX reported a record FY2026 net income of JPY 447.3 billion and ROE rose to 10.4%, marking the third consecutive year of record profits.
• Management guided FY2027 net income of JPY 530 billion (ROE 11.7%) and boosted shareholder returns — DPS set at JPY 187.36 and a JPY 250 billion buyback, implying a ~85.9% total return ratio.
• ORIX agreed to sell ORIX Bank to Daiwa Next Bank (?JPY 370 billion), with an expected pre-tax gain of ~JPY 124.2 billion in FY2027 to support capital recycling and targeted investments.
• The company introduced a new CXO management structure, expanded business-unit authority, hired an external CFO, and emphasized portfolio optimization and a shift toward asset-management/fee-income models.
• Investment-side headwinds persist — Q4 included JPY 97.2 billion impairments (mainly ORIX USA), management is phasing withdrawals from some PE positions, and U.S. private-credit/market recovery could take several years.

Orix Corp Ads Trading Up 2.5%

IX opened at $37.65 on Tuesday. The company has a debt-to-equity ratio of 1.29, a current ratio of 1.82 and a quick ratio of 1.77. Orix Corp Ads has a fifty-two week low of $19.90 and a fifty-two week high of $38.56. The company’s 50 day moving average price is $31.38 and its two-hundred day moving average price is $30.01. The firm has a market capitalization of $41.79 billion, a price-to-earnings ratio of 13.47, a PEG ratio of 0.77 and a beta of 0.84.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on IX. Weiss Ratings reiterated a “buy (b)” rating on shares of Orix Corp Ads in a research note on Friday. Wall Street Zen lowered Orix Corp Ads from a “buy” rating to a “hold” rating in a research note on Saturday, February 7th. One investment analyst has rated the stock with a Buy rating, Based on data from MarketBeat.com, the company has a consensus rating of “Buy”.

Institutional Trading of Orix Corp Ads

Institutional investors have recently added to or reduced their stakes in the stock. Atlas Capital Advisors Inc. acquired a new position in shares of Orix Corp Ads in the 4th quarter worth approximately $28,000. Kestra Advisory Services LLC bought a new position in Orix Corp Ads during the fourth quarter worth $35,000. Geneos Wealth Management Inc. lifted its holdings in Orix Corp Ads by 4,325.5% in the first quarter. Geneos Wealth Management Inc. now owns 2,080 shares of the real estate investment trust’s stock valued at $43,000 after buying an additional 2,033 shares during the period. Russell Investments Group Ltd. lifted its holdings in Orix Corp Ads by 217.4% in the third quarter. Russell Investments Group Ltd. now owns 4,497 shares of the real estate investment trust’s stock valued at $117,000 after buying an additional 3,080 shares during the period. Finally, Jones Financial Companies Lllp boosted its position in Orix Corp Ads by 8,083.8% during the first quarter. Jones Financial Companies Lllp now owns 5,565 shares of the real estate investment trust’s stock valued at $116,000 after acquiring an additional 5,497 shares during the last quarter. 1.73% of the stock is currently owned by institutional investors.

Orix Corp Ads Company Profile

ORIX Corporation ADS (NYSE: IX) is the American depositary share listing of ORIX Corporation, a diversified financial services group headquartered in Tokyo, Japan. The company operates across multiple business lines that include leasing and lending, real estate, investment and asset management, and a range of retail and corporate financial services. ORIX’s ADS program allows U.S. investors to access ownership in the Tokyo-based group through shares traded on the New York Stock Exchange.

Core activities include equipment leasing and installment financing for corporate customers, corporate lending and structured finance, and real estate development and property management.