The strong earnings beat, combined with a large buyback and increased dividend, signals management confidence. The pending ORIX Bank sale adds a near-term catalyst. Expect immediate positive price action; watch for buyback execution pace and bank sale closing in H2 2026.
Price Chart
Executive Summary
ORIX reported strong FY2026 results with revenue up 15.9% to ¥3.33 trillion and net income up 27.2% to ¥447.3 billion, beating prior year. The Board authorized a ¥250 billion share buyback (up to 9.1% of outstanding) and raised the dividend forecast to ¥187.36 per share for FY2027. Additionally, the pending sale of ORIX Bank is expected to generate a ¥124.2 billion pre-tax gain. These positive catalysts are likely to drive near-term stock appreciation.
Key Facts
- Revenue up 15.9% to ¥3,330,831 million
- Net income up 27.2% to ¥447,265 million
- Basic EPS ¥400.27 vs ¥307.74 (+30%)
- ROE improved to 10.4% from 8.8%
- Buyback authorization: up to 100 million shares for ¥250 billion (through March 2027)
- Annual dividend raised to ¥156.10 for FY2026; forecast ¥187.36 for FY2027
- ORIX Bank sale expected to close by October 2026 with ~¥124.2B pre-tax gain
Financial Impact
Revenue +¥456B, net income +¥95.6B YoY; buyback ¥250B; gain from bank sale ¥124.2B pre-tax
Risk Factors
- ORIX USA segment profit plunged 98% to ¥954 million due to impairments
- Guidance assumes ¥530B net income; Toshiba/Kioxia impact not yet reflected
- Economic or FX headwinds could affect diversified portfolio
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001193125-26-216069 |
| Document: 0001193125-26-216069-index-headers.html | 0001193125-26-216069 |
| Document: 0001193125-26-216069-index.html | 0001193125-26-216069 |
| Document: 0001193125-26-216069.txt | 0001193125-26-216069 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Jun 3, 2026 20w ago | 6-K | $38.45 $37.83 | ▼ −1.61% | ▼ −4.11% | $38.53 (+0.21%) |
May 26, 2026 22w ago | 6-K | $37.85 $38.32 | ▲ +1.24% | ▼ −1.48% | $38.53 (+1.80%) |
May 15, 2026 23w ago | 6-K | $38.46 $39.55 | ▲ +2.83% | ▼ −1.68% | $38.53 (+0.18%) |
May 11, 2026 24w ago | 6-K | $35.25 $41.15 | ▲ +16.74% | ▲ +12.35% | $38.53 (+9.30%) |
Apr 27, 2026 26w ago | 6-K | $31.84 $40.17 | ▲ +26.16% | ▲ +21.38% | $38.53 (+21.01%) |
Apr 13, 2026 28w ago | 6-K | $31.51 $38.95 | ▲ +23.61% | ▲ +14.69% | $38.53 (+22.28%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers