Welcome to our dedicated page for Orix SEC filings (Ticker: IX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
ORIX Corporation (NYSE: IX) files detailed reports with the U.S. Securities and Exchange Commission that give investors insight into its diversified financial and operating businesses. As a foreign private issuer, ORIX submits annual reports on Form 20-F and current reports on Form 6-K, in addition to other required disclosures. The company has announced the submission of its annual Form 20-F for fiscal years ended March 31, and these filings present U.S. GAAP financial information for ORIX Corporation and its subsidiaries.
In its consolidated financial results for the six months ended September 30, 2025, filed via Form 6-K, ORIX provides total revenues, total expenses, income before income taxes, net income attributable to ORIX Corporation shareholders, earnings per share, return on equity and return on assets. The filing also includes segment information for areas such as Corporate Financial Services and Maintenance Leasing, Real Estate and PE Investment and Concession, with segment profits and segment assets, and explains key drivers such as operating lease revenues, finance revenues, service income and gains on investment securities and dividends.
Other 6-K filings document capital management actions, including notices regarding share repurchase status. These filings specify the class of shares repurchased (common shares), total numbers of shares repurchased, total purchase prices, repurchase periods and authorization limits approved by the Board of Directors. Additional 6-Ks cover topics such as interim dividends, revisions to earnings and dividend forecasts, and partial amendments to repurchase programs.
ORIX also files 6-Ks on corporate governance and strategic transactions, including changes in Representative Executive Officers and Chief Executive Officer, management changes and organizational reform, and tender offers conducted by subsidiaries such as OFI 01 Corporation for I-NET Corp. For investors analyzing IX, these filings provide primary data on segment performance, capital allocation, corporate structure and significant investments.
On this SEC filings page, Stock Titan surfaces ORIX’s Form 20-F and 6-K submissions as they appear on EDGAR and enhances them with AI-powered summaries. AI-generated overviews highlight the main points of lengthy documents, real-time updates show new filings as they are released, and insider and ownership-related disclosures can be reviewed alongside financial statements and segment notes. This helps investors quickly understand how ORIX’s financing, investment, life insurance, banking, asset management, real estate, environment and energy, and transportation-related activities are reflected in its official regulatory reporting.
ORIX CORP officer Suzuki Yoshiteru filed an initial ownership report showing indirect rights to share-based compensation in the company. The filing lists share-based compensation points held through a Board Incentive Plan Trust, which represent the right to receive 180,010 shares of Common Stock upon retirement. Each point corresponds to one share, and the exercise price is shown as 0.0000 per share, highlighting this as a compensation arrangement rather than market trading.
ORIX CORP Managing Executive Officer Takashi Otsuka reported his initial ownership in a Form 3. He holds 45,289 share-based compensation points indirectly through a Board Incentive Plan Trust, each point representing a right to receive one share of Common Stock upon retirement. He also directly owns 2,279 shares of ORIX CORP Common Stock.
ORIX Corporation executive officer Tomohiko Ishihara has filed an initial statement of ownership showing both direct and indirect interests in the company’s stock. He directly holds 366 shares of Common Stock and indirectly holds share-based compensation points through a Board Incentive Plan Trust.
These derivative awards represent the right to receive 45,793 shares of Common Stock upon retirement, with each point equaling one share under ORIX’s share-based compensation program.
ORIX CORP director Matsuzaki Satoru has filed an initial ownership report detailing his equity interests in the company. He holds 10,692 shares of Common Stock directly. In addition, a Board Incentive Plan Trust holds share-based compensation points that are tied to his retirement benefits.
The trust-related position consists of share-based compensation points that entitle him to receive 248,440 shares of Common Stock upon retirement, with each point representing the right to one share. These awards function as long-term, share-based compensation rather than recent market purchases or sales.
ORIX CORP director Hodo Chikatomo filed an initial ownership report showing 9,500 Share-based Compensation Points held indirectly through a Board Incentive Plan Trust. These derivative securities are share-based compensation that entitle him to receive 9,500 shares of Common Stock upon retirement, with each point equal to one share.
ORIX CORP director Kato Mami filed an initial ownership statement reporting deferred share-based compensation. The filing shows an indirect holding of 2000 share-based compensation points through a Board Incentive Plan Trust. Each point represents a right to receive one share of ORIX common stock upon retirement.
ORIX CORP director Yanagawa Noriyuki filed an initial ownership report showing indirect rights to 8,000 share-based compensation points under a Board Incentive Plan Trust. Each point represents the right to receive one share of common stock upon retirement, so this reflects deferred equity-based compensation rather than a current stock transaction.
ORIX Corporation director Hiroshi Watanabe filed an initial ownership report showing indirect rights to 11,000 share-based compensation points. These are held through a Board Incentive Plan Trust. Each point represents a right to receive one share of ORIX common stock, generally deliverable upon retirement, with no exercise price.
ORIX CORP director Takahashi Hidetake has filed an initial ownership report detailing his equity interests in the company. The filing shows an indirect interest in share-based compensation points that correspond to 182,486 shares of Common Stock, held through a Board Incentive Plan Trust and deliverable upon retirement. It also reports direct ownership of 7,100 ORIX Common Stock shares.
ORIX Corporation plans to transfer all of its equity interest in IX PUSG Holdings, LLC, the holding company for Peak Utility Services Group, Inc., to Seahawk Buyer, LLC, an entity affiliated with Greenbelt Capital Partners. An affiliate of ORIX signed the equity interest transfer agreement on March 10, 2026 (U.S. time), with the effective date tentatively set for April 2026, subject to customary conditions precedent including Hart-Scott-Rodino antitrust approval.
IX PUSG Holdings, a consolidated subsidiary established in 2018, had paid-in capital of USD 312.7 million and generated revenue of USD 351.3 million in FY24. Following the transaction, ORIX’s membership interest in IX PUSG Holdings will decrease from 100.00% to 0.00%, so the entity will cease to be a specified subsidiary. ORIX states that the impact of this divestment on its consolidated results for the current and next fiscal year is expected to be immaterial.