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ORIX (IX) SEC Filings, Mar-May 2026

IX NYSE
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ORIX Corporation expects Toshiba Corporation’s latest results to affect its earnings for the first quarter of the fiscal year ending March 31, 2027. Toshiba’s full-year results for the year ended March 31, 2026 include income related to Kioxia Holdings Corporation of ¥2,277 billion.

ORIX indirectly owns part of Toshiba through TB Investment Limited Partnership, an equity‑method affiliate, so the partnership’s fourth‑quarter results and the Kioxia‑related income are expected to flow into ORIX’s consolidated first‑quarter figures. The impact on full‑year Net Income Attributable to ORIX Shareholders for the year ending March 31, 2027 is still under detailed review, and ORIX plans to announce more once the gain on the sale of securities and valuation gain become reasonably estimable.

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ORIX Corporation reported a strong year for the 12 months ended March 31, 2026. Total revenues rose 16% to ¥3,330,831 million and net income attributable to shareholders increased 27% to ¥447,265 million. Basic earnings per share grew to ¥400.27 and return on equity improved to 10.4%.

Total assets climbed 7% to ¥18,002,776 million and shareholders’ equity increased 10% to ¥4,482,500 million. The Board approved a share repurchase of up to approximately 9.1% of outstanding shares and set a record annual dividend of ¥156.10 per share, with a forecast of ¥187.36 for the next year. ORIX also expects an approximately ¥124.2 billion pre-tax gain in fiscal 2027 from the agreed sale of ORIX Bank Corporation and forecasts fiscal 2027 net income of ¥530,000 million, up 18.5%.

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ORIX Corporation reported management changes affecting its Infrastructure Business Unit and Osaka IR business. Nobuki Watanabe, currently Managing Executive Officer responsible for the Osaka IR business, has also been appointed Representative Director and Chairman of MGM Osaka Corporation. The filing reiterates ORIX Group’s diversified global operations across financing, insurance, real estate, energy, and other sectors, employing approximately 36,000 people in about 30 countries and regions as of September 30, 2025.

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ORIX Corporation plans to transfer all shares of its consolidated subsidiary ORIX Bank Corporation to Daiwa Next Bank, a subsidiary of Daiwa Securities Group, for 370 billion yen, under a share transfer agreement signed on April 27, 2026.

ORIX Bank, a branchless internet-focused lender with strong positions in real estate investment loans and corporate lending to sectors such as renewable energy and logistics, will become a wholly owned subsidiary of Daiwa Next Bank. ORIX expects to record approximately 124.2 billion yen of income before tax in its consolidated results and about 318.4 billion yen in gains on sales of investments in affiliates as extraordinary income in its non-consolidated results for the fiscal year ending March 31, 2027. The share transfer is scheduled to be completed by October 2026.

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ORIX Corporation reports that an affiliate has signed an equity interest transfer agreement to sell 100% of IX NTI Holdings, LLC, the holding company for U.S.-based Network Connex, to NTI Buyer LLC, an Olympus Partners–affiliated special purpose company. IX NTI Holdings, invested in 2018 via ORIX Capital Partners, has supported add‑on acquisitions, organic growth and governance improvements, with Network Connex’s revenue reaching a record high in the previous fiscal year. ORIX will transfer its membership interest from 100.00% to 0.00%, so IX NTI Holdings will cease to be a specified subsidiary after closing, which is planned promptly once conditions precedent, including Hart‑Scott‑Rodino antitrust approvals, are satisfied. ORIX states that the gain on the sale cannot yet be reasonably estimated and that there is no revision to its consolidated earnings forecast for the fiscal year ended March 31, 2026.

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ORIX Corporation plans a simplified absorption-type company split to integrate its consolidated subsidiary Tsukuba Lease Corporation into ORIX and ORIX Auto Corporation. All lease and installment sales businesses of Tsukuba Lease, which generated revenues of JPY 1,701 million for the fiscal year ended March 2025, will transfer to the successor companies.

The board decided the split and subsequent dissolution/liquidation of Tsukuba Lease on April 13, 2026, with the split scheduled to take effect on August 1, 2026. ORIX will pay consideration based on the book value of Tsukuba Lease’s lease and installment receivables as of July 31, 2026. ORIX states there will be no change to its name, capital, or fiscal year-end, and it expects the impact on consolidated financial results to be immaterial.

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ORIX CORP officer Yamada Masataka filed an initial Form 3 showing indirect holdings of share-based compensation points. The filing reports 6,228 share-based compensation points held through a Board Incentive Plan Trust, each point representing a right to receive one share of Common Stock upon retirement.

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ORIX Corporation has announced management changes and an organizational reform focused on clarifying responsibilities across business units. President and CEO Hidetake Takahashi remains in his role, continuing as Representative Executive Officer and head of the Digital Innovation Unit, while responsibility for the Corporate Strategy and Management Unit shifts to another executive.

Satoru Matsuzaki becomes Chief Operating Officer of the Japan & APAC Business Unit, and Yoshiteru Suzuki becomes Chief Operating Officer of the Infrastructure Business Unit. Shuji Irie is appointed Senior Managing Executive Officer, Chief Financial Officer and Chief Strategy Officer, and now oversees the Corporate Strategy and Management Unit.

Additional adjustments include changes in roles within the USA & Europe Business Unit and real estate operations, as well as renaming the Concession Business Development Department to the Public Infrastructure Business Department within the Infrastructure Business Unit, aligning titles more closely with their operating responsibilities.

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ORIX CORP director Stan Koyanagi has filed an initial ownership report showing that he holds 5,000 American Depositary Shares of ORIX CORP. This Form 3 filing records his existing stake as a director and does not disclose any recent share purchases or sales.

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ORIX CORP director Seki Miwa has reported initial holdings of share-based compensation in a Form 3 filing. The filing shows an indirect interest in 2,000 share-based compensation points held through a Board Incentive Plan Trust. Each point represents the right to receive one share of ORIX common stock upon retirement.

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FAQ

How many ORIX (IX) SEC filings are available on StockTitan?

StockTitan tracks 86 SEC filings for ORIX (IX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for ORIX (IX)?

The most recent SEC filing for ORIX (IX) was filed on May 15, 2026.