ORIX Corporation is reshaping its leadership and structure. The Board has decided to appoint Hidetake Takahashi, currently President and Chief Operating Officer, as President and Chief Executive Officer effective January 1, 2026. Makoto Inoue, now Chairman and Chief Executive Officer, will step down from these roles and is expected to become Corporate Advisor after the 63rd Annual General Meeting of Shareholders scheduled for June 2026.
Alongside these changes, ORIX is implementing a wide-ranging organizational reform. The Group Strategy Business Unit, Corporate Function Unit and Legal Function Unit will be abolished, and new groupings such as the Japan & APAC Business Unit, Infrastructure Business Unit, USA & Europe Business Unit, Digital Innovation Unit, Corporate Strategy and Management Unit, HR and Administration Unit, Risk Management Unit and Legal and Compliance Unit will be established, realigning regional, functional and risk oversight responsibilities to support long-term growth.
ORIX Corporation reported the latest status of its ongoing share repurchase program. From November 1 to November 30, 2025, the company repurchased 2,555,500 common shares for a total of JPY 10,301,571,500 through market purchases under a discretionary dealing contract. This buyback is part of a broader program authorizing repurchases of up to 60,000,000 common shares, or approximately 5.4% of total outstanding shares excluding treasury shares, for up to 150 billion yen between May 19, 2025 and March 31, 2026. As of this update, ORIX has repurchased a cumulative total of 25,295,200 shares for JPY 88,333,320,000 under the program.
ORIX Corporation reported that its subsidiary OFI • 01 Corporation successfully completed a tender offer for common shares of I-NET Corp.. Investors tendered 12,907,969 shares, above the minimum 10,171,800 shares required, at a price of JPY 2,530 per share, so all tendered shares will be purchased. After the tender offer, OFI • 01 holds voting rights corresponding to 84.60% of I-NET’s total voting rights. The Offeror plans a share consolidation as a squeeze-out procedure to become I-NET’s sole shareholder, followed by delisting of I-NET shares from the Prime Market of the Tokyo Stock Exchange. Completion of the remaining procedures is scheduled for early March 2026. ORIX views IT and information services as a key focus area and aims to enhance I-NET’s corporate value by combining I-NET’s data center, cloud, DX, and space-related expertise with the ORIX Group’s broader business platform and relationships.
ORIX Corp filed a Form 13F Combination Report listing 1 holding valued at $36,552,574. The filing is signed by Stan Koyanagi and shows the report type as a 13F Combination Report with a single information-table entry. The report value total is $36,552,574.
ORIX Corp filed an amended Form 13F (Amendment No. 1) restating its prior report and adding new holdings entries. The amendment lists 1 Form 13F information table with a total value of $230,569,084. The report is signed by Stan Koyanagi and dated 11-13-2025.
ORIX (IX) provides detailed updates on fair value measurements, insurance contracts, investments, and financing assets. Certain subsidiaries elected the fair value option on variable annuity and variable life insurance contracts, with policy liabilities and account balances of ¥136,257 million as of March 31, 2025 and ¥142,700 million as of September 30, 2025. Reinsurance contracts measured at fair value were ¥2,586 million and ¥1,515 million on those dates.
Fair value elections also apply to investment funds (aggregate fair value ¥24,960 million as of March 31, 2025 and ¥24,488 million as of September 30, 2025) and select debt securities, with recognized gains for the six months ended September 30, 2025 including ¥1,206 million on investment funds, ¥90 million on foreign government bonds, and ¥365 million on foreign corporate debt. Life insurance–related investment income included a net unrealized holding gain of ¥30,360 million on equity securities for the six months ended September 30, 2025, versus a loss of ¥997 million a year earlier. Loans held for sale elected for fair value recorded a loss of ¥1,077 million for the six months ended September 30, 2025; unpaid principal and fair value were ¥85,865 million and ¥85,724 million as of September 30, 2025. Allowances rose to ¥771 million for available-for-sale debt securities and ¥11,953 million for off-balance sheet credit exposure. Assets of most VIEs are only available to settle VIE liabilities.
ORIX Corporation (IX) reported stronger first-half results. For the six months ended September 30, 2025, total revenues were ¥1,564,497 million, up 11%. Income before income taxes rose 52% to ¥391,482 million, and net income attributable to ORIX shareholders increased 48% to ¥271,096 million. Basic EPS was ¥240.42. Comprehensive income attributable to shareholders was ¥488,394 million.
Dividends and outlook: An interim dividend of ¥93.76 per share was approved, applying a 39% payout ratio to first-half EPS. For the fiscal year ending March 31, 2026, ORIX forecasts income before income taxes of ¥640,000 million and net income attributable to shareholders of ¥440,000 million. The annual dividend will be the higher of a 39% payout or ¥120.01 per share; if net income reaches ¥440 billion, the annual dividend is expected to be ¥153.67.
Capital actions and segments: The share repurchase limit was raised to up to 60 million shares and up to ¥150 billion; 22,739,700 shares had been repurchased for ¥78,031,748,500 as of October 31, 2025. Segment profits were led by Environment and Energy at ¥119,685 million. ORIX noted it may be a PFIC for U.S. tax purposes.
ORIX Corporation reported progress on its share repurchase program, buying 1,680,100 common shares for JPY 6,352,222,000 via market purchases during October 1–31, 2025.
The buyback was authorized by the Board on May 12, 2025 for up to 40,000,000 shares and up to JPY 100 billion, with a scheduled window from May 19, 2025 to March 31, 2026. Cumulatively through October 31, 2025, ORIX has repurchased 22,739,700 shares for JPY 78,031,748,500.
ORIX Corporation announced that it submitted an Amendment Statement to its tender offer registration for shares of I-NET Corp. (Securities Code: 9600). The amendment, filed with the Director General of the Kanto Local Finance Bureau on October 8, 2025, corrects certain items in the original registration statement and the Public Notice of Commencement that were submitted on October 3, 2025. The amendment attaches two notices received on October 3, 2025 from the Japan Fair Trade Commission: a "Non-Issuance of Cease and Desist Order" and a "Notice of Shortening of Non-Acquisition Period". The filing states these corrections do not change the terms of the tender offer and explains that the Offeror may withdraw the Tender Offer under specified legal conditions if facts equivalent to material disclosure issues arise.
ORIX Corporation disclosed a share repurchase program allowing purchases of common shares up to 100 billion yen executed via market purchases under a discretionary dealing contract. The buyback window runs from May 19, 2025 to March 31, 2026. The report shows 21,059,600 shares were repurchased for a total of JPY 71,679,526,500.
The filing lists the method as market purchases based on a discretionary dealing contract and specifies the maximum authorized amount and the precise executed share count and yen value recorded in the report.