§ FINANCIAL SERVICES
USD · Financial ServicesIX
ORIX - SPONSORED ADR
USDSector · Financial ServicesBeta · 1.21
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 30.29HIGH 30.71LOW 30.1052W 2950.50 — 6438.00
EVENTSDEC 31 · EARNINGS +32.7%
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
210 increased/new, 59 decreased/exited (13F)
AC 13F Analysis
ANALYST
11 buy, 5 hold, 0 sell
Finnhub
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.6 | P/B | 0.88 |
| EPS (TTM) | 416.63 | Dividend | 3.00% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 5.9M | 0.0% | +8% |
| Morgan Stanley | 5.0M | 0.0% | −51% |
| Bank of America Corp | 2.9M | 0.0% | +1% |
| TODD ASSET MANAGEMENT LLC | 1.8M | 1.1% | +1% |
| Northern Trust Corp | 1.3M | 0.0% | +23% |
| Cullen Capital Management, LLC | 1.1M | 0.3% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for IX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER100.0% · 18 holders
DEALER / BANK0.0% · 29 holders
OTHER0.0% · 222 holders
QUALITY / COMPOUNDER0.0% · 10 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IX in the last 180 days.