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ORIX CORP (IX) SEC Filings, Jun-Sep 2025

IX NYSE

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ORIX's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ORIX's regulatory disclosures and financial reporting.

Rhea-AI Summary

ORIX Corporation filed a Form 6-K as a foreign private issuer, primarily to add new exhibits to its existing shelf registration on Form F-3. The filing incorporates these materials by reference into the related prospectus.

The exhibits include the form of Global Note for ORIX’s 4.450% Notes due 2030, along with legal opinions from Mitsui Company and Davis Polk & Wardwell LLP and their related consents. The report is signed on behalf of ORIX by Yasuaki Mikami, a board member and Senior Managing Executive Officer.

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Rhea-AI Summary

ORIX Corporation disclosed a share repurchase program in an American current report. The company authorized repurchases of common shares up to 100 billion yen, with purchases to occur from May 19, 2025 through March 31, 2026. Under a market purchase arrangement based on a discretionary dealing contract, ORIX bought 17,626,200 shares for a total of JPY 58,252,180,900. The filing specifies the authorization limit, the authorized period, the method (market purchases under a discretionary contract) and the actual repurchased amount and cost.

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ORIX Corporation filed a prospectus supplement describing its debt securities offering and recent business and financial trends. For the three months ended June 30, 2025, total revenues reached (reported as in the filing) with a year-on-year increase of 9%. Operating income grew 29% to and income before income taxes rose 34.4% year-on-year. Net income attributable to ORIX shareholders for the period increased 24% to and basic earnings per share rose to (an increase of 26%).

Total assets were reported at and total ORIX shareholders' equity at , producing a shareholders' equity ratio of 24.4%. The debt-to-equity ratio including deposits remained near 2.1x-2.2x. The supplement discloses (i) ORIX Corporation USA's prior acquisition of Boston Capital's LIHTC portfolio and (ii) a pending agreement for ORIX Corporation USA to acquire a majority stake in Hilco Global, subject to regulatory approvals. The prospectus also details Japanese tax withholding rules applicable to non-resident holders and customary lender collateral and offset rights.

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Rhea-AI Summary

ORIX Corp filed a Form 13F disclosing institutional holdings with a reported Form 13F information table value of $249,276,210 and 1 table entry. The filing is a 13F Combination Report signed by Stan Koyanagi on 08-13-2025.

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Overview: OPI18 Corporation, a subsidiary of ORIX Corporation, conducted a tender offer for Ascentech K.K. (TSE: 3565) from June 17, 2025 to August 4, 2025 at JPY 1,680 per share. The Offeror set a minimum purchase condition of 9,546,000 shares and a maximum of 14,318,978 shares.

Result: A total of 9,259,301 shares were tendered, which did not meet the minimum threshold, and therefore the Offeror will not purchase any Tendered Shares. Public notice of the results was made at the Tokyo Stock Exchange on August 5, 2025. Tendered share records will be reverted on August 6, 2025. Further details are available in the Offeror's separate notice dated August 5, 2025.

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Rhea-AI Summary

ORIX Corporation (NYSE: IX) has entered into a definitive agreement for its U.S. subsidiary, ORIX Corporation USA (OCU), to acquire 71.4% of Hilco Trading, LLC ("Hilco Global") for USD 776 million. Completion is targeted for the end of September 2025, pending Hart-Scott-Rodino and FINRA clearances and other customary conditions.

Strategic rationale: OCU manages USD 89.8 billion in assets and is pivoting toward an asset-management model. Hilco adds world-leading valuation, liquidation and asset-based lending expertise, positioning OCU to originate asset-based loans in a U.S. market that has expanded from USD 400 billion in 2018 to USD 550 billion in 2025, with mid-single-digit growth expected. Hilco will gain access to ORIX capital to broaden financing solutions for its clients.

Hilco financial profile (unaudited):

  • 2024 revenue USD 326.3 million, up 29% versus 2022.
  • 2024 net income USD 53.1 million.
  • Capital USD 307.5 million; total assets USD 612.4 million.

Transaction details:

  • Equity purchased: 71.4 units (71.4% voting rights).
  • Purchase price: USD 776 million (~2.5× 2024 revenue, ~14.6× 2024 net income).
  • Acquisition via a new wholly-owned vehicle under OCU.

Impact guidance: ORIX states the effect on consolidated FY 2025/26 earnings will be "immaterial"; however, the deal advances its U.S. alternative-asset franchise and fee-based income diversification.

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FAQ

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

StockTitan tracks 84 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 September 10, 2025.