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ORIX Corporation (IX) Stock Analysis

HoldVALUE-TRAP 1/5Moderate Confidence

Financial Services · Financial Conglomerates

Hold if already holding. Not a fresh buy at $37.22, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.5% away).

ORIX Corporation provides financial services in Japan, the United States, Asia, Europe, and Australasia. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; and leasing and rental of automobiles, electronic measuring... Read more

$37.22+1.5% A.UpsideScore 6.6/10#1 of 4 Financial Conglomerates
QualityF-score8 / 9FCF yield-4054.96%
IncomeYield2.72%(5y avg 3.36%)Payout22.28%sustainable
Stop $35.10Target $37.79(resistance)A.R:R -1.3:1
Analyst target$35.30-5.2%1 analysts
Range unavailable (1 analysts)

Hold if already holding. Not a fresh buy at $37.22, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.5% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Score 6.6/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 79d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Recent Developments — ORIX Corporation

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
Sector modifier (Financial Services): +1.0
Attractive valuation
Strong growth profile
Risks
Analyst target reached - limited upside remaining
Near 52-week high (3.5% away)
V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1)

Key Metrics

P/E (TTM)14.6
P/E (Fwd)3.1
Mkt Cap$40.5B
EV/EBITDA5.4
Profit Mgn13.4%
ROE10.4%
Rev Growth28.0%
Beta0.71
Dividend2.72%
Rating analysts16

Quality Signals

Piotroski F8/9MoatNarrow

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 ceiling hits

GatesA.R:R -1.3=NEGATIVEMomentum 5.0<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.0>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 79d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Moderate
RSI
72 · Overbought
20D MA 50D MA 200D MAGOLDEN CROSSSupport $30.10Resistance $38.56

Price Targets

$35
$38
A.Upside+1.5%
A.R:R-1.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-19.4% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-06 (79d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is IX stock a buy right now?

Hold if already holding. Not a fresh buy at $37.22, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (3.5% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. Target $37.79 (+1.5%), stop $35.10 (−6.0%), A.R:R -1.3:1. Score 6.6/10, moderate confidence.

What is the IX stock price target?

Take-profit target: $37.79 (+1.5% upside). Target $37.79 (+1.5%), stop $35.10 (−6.0%), A.R:R -1.3:1. Stop-loss: $35.10.

What are the risks of investing in IX?

Analyst target reached - limited upside remaining; Near 52-week high (3.5% away); V7 low-quality RISK_OFF penalty: -0.5 (Q=5.1).

Is IX overvalued or undervalued?

ORIX Corporation trades at a P/E of 14.6 (forward 3.1). TrendMatrix value score: 9.6/10. Verdict: Hold.

What do analysts say about IX?

16 analysts cover IX with a consensus score of 3.9/5. Average price target: $35.

What does ORIX Corporation do?ORIX Corporation provides financial services in Japan, the United States, Asia, Europe, and Australasia. The company's...

ORIX Corporation provides financial services in Japan, the United States, Asia, Europe, and Australasia. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; and leasing and rental of automobiles, electronic measuring instruments, and ICT-related equipment businesses. Its Real Estate segment develops, rents, and manages real estate properties; operates facilities; provides real estate asset management services. The company's PE Investment and Concession segment engages in the private equity investment and concession businesses. Its Environment and Energy segment provides ESCO, and recycling and waste management services; retails electric power; sells solar panels; and generates renewable energy power. The company's Insurance segment sells life insurance products through agents, banks, and other financial institutions, as well as face-to-face and online. Its Banking and Credit segment provides banking and consumer finance services. The company's Aircraft and Ships segment engages in the aircraft investment and management, ship-related finance and investment, maritime asset management, and ship brokerage businesses. Its ORIX USA segment offers finance, investment, and asset management services. The company's ORIX Europe segment provides asset management services for equity and fixed income. Its Asia and Australia segment engages in the finance and investment businesses. The company was formerly known as Orient Leasing Co., Ltd. and changed its name to ORIX Corporation in 1989. ORIX Corporation was incorporated in 1950 and is headquartered in Tokyo, Japan.

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