IX ORIX Corporation

XNYS
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

IX — —
Key stats
About
Industry (SIC)
MISCELLANEOUS BUSINESS CREDIT INSTITUTION (6159) · industry map
Exchange
XNYS
Market Cap
$36.6B
Employees
56,177
List Date
1998-09-16
CIK
0001070304
Homepage
https://www.orix.co.jp

ORIX Corp is a diversified financial services company with operations in Corporate Financial Services, Maintenance Leasing, Real Estate, PE Investment and Concession, Environment and Energy, Insurance, Banking and Credit, Aircraft and Ships, ORIX USA, ORIX Europe, Asia, and Australia and engages in various other fee businesses by providing products and services aligned with customer needs to its core customer base of domestic small and medium-sized enterprises. Orix's numerous divisions finance leases of large-ticket items like ships, airplanes, and technology equipment. The company generates …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart

Markers: E earnings, with the move options implied and the move that happened (amber when the stock moved more than implied) · ▲ ▼ insider open-market buys and sales, sized by dollar value · S splits. Intraday times are New York time; shaded bars are pre-market and after-hours.

Seasonality
'21'22'23'24'25'26Avg
Jan6.66%1.16%8.50%3.42%-0.20%3.53%3.85%
Feb3.37%-5.29%2.02%8.73%-3.16%16.33%3.67%
Mar-0.60%-2.49%-8.46%4.01%0.63%-12.03%-3.16%
Apr-4.04%-10.87%2.05%-2.25%-3.70%10.38%-1.41%
May8.49%5.48%-0.96%8.08%5.88%18.06%7.50%
Jun-5.45%-11.80%5.73%0.46%5.93%-1.98%-1.19%
Jul3.89%4.82%5.08%9.04%-0.92%4.59%4.42%
Aug4.62%-8.28%-2.60%11.04%13.44%-2.50%2.62%
Sep-1.00%-12.50%-0.36%-6.65%-0.23%-3.70%-4.07%
Oct4.89%0.87%-0.78%-8.98%-5.11%-1.42%-1.76%
Nov-2.67%10.18%0.48%6.31%11.68%-6.45%*3.25%
Dec3.42%-0.52%1.10%-6.98%7.23%--0.85%
Total22.56%-27.95%11.30%26.28%33.86%22.56%14.77%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $35.88
SMA 50: $37.35
SMA 200: $36.30
Current: $34.39
EMA 12: $34.95
EMA 26: $35.91
MACD: -0.9570 | Signal: -0.2066
BEARISH
ADX (14): 25.15
TREND
+DI: 21.51
−DI: 40.82

Momentum Oscillators

RSI (14): 38.47
NEUTRAL
Stoch %K: 30.32
Stoch %D: 19.53
Williams %R: -61.73

Volume & Volatility

BB Upper: $38.59
BB Lower: $33.18
NEUTRAL
OBV: 1,822,779
Vol SMA 20: 264,427
Vol ROC: 24.01%
ATR: $0.75
True Range: $0.45
HV 20: 28.2%
HV 30: 23.7%
HV 60: 24.6%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-11-15T00:00:00 – 2026-11-13T00:00:00
AI Analysis

LLM Stock Analysis Report: IX

Executive Summary

BULLISH (Confidence Level: 7/10)

Key Drivers:

  • Technical indicators suggesting a potential uptrend
  • Positive news sentiment from recent headlines

Primary Risks:

  • Volatility regime indicating moderate risk
  • Beta close to market average, suggesting some correlation with the broader market

Investment Thesis: IX has shown signs of strength in its technical indicators and positive news sentiment. While there are risks present, the potential for a continued uptrend makes it an attractive investment opportunity.

Recent News Sentiment Impact: The recent news headlines have contributed positively to the overall sentiment, suggesting IX may continue its upward momentum.

Technical Analysis

Trend Direction: Short-term: NEUTRAL, Medium-term: BULLISH, Long-term: BEARISH

Support/Resistance Levels: SMA 20 ($39.70), SMA 50 ($39.57)

Momentum Signals:

  • RSI interpretation: Neutral (46.38)
  • MACD signal: Bearish
  • Bollinger Bands position: Neutral

Volume Analysis:

  • Volume trends suggest a gradual increase in trading activity
  • Institutional interest signals are neutral

News & Sentiment Analysis

Recent Headlines Summary: Positive news sentiment from Ormat's public offering announcement and Nikkei Index's surge.

Sentiment Assessment: POSITIVE (60% positive, 20% neutral, 20% negative)

Catalyst Identification: Upcoming earnings season may provide further catalysts for the stock.

Market Narrative: News aligns with technical signals suggesting a potential uptrend.

Risk & Volatility Assessment

Beta Interpretation: Moderate risk relative to market (beta: 0.95)

Volatility Regime: Moderate volatility - stock generally follows market

Options Market Signals: No options data available

Downside Protection: Support levels at SMA 20 ($39.70) and SMA 50 ($39.57)

Market Context & Positioning

Sector Performance: IX is outperforming the broader market sector

Institutional Activity: Neutral volume patterns suggest institutional interest

Correlation Analysis: Moderate correlation with the broader market (R-squared: 0.43)

Relative Valuation: IX is relatively valued within its trading range

Key Levels & Action Items

Critical Price Levels: SMA 20 ($39.70), SMA 50 ($39.57)

Breakout/Breakdown Levels: Upper Bollinger Band ($41.70), Lower Bollinger Band ($37.70)

Time-Sensitive Catalysts: Upcoming earnings season

Risk Management: Stop-loss levels at $38.00 and position sizing considerations at 2% of total portfolio.

Note: This analysis is based on the provided data and does not constitute investment advice. It's essential to consider additional factors, such as fundamental analysis and market conditions, before making investment decisions.

Generated
News
All IX news →

IX Options Activity & IV Rank

Loading options activity...
Spread Scanner
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Scanning bull put, bear call, iron condor and calendar spreads…

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Put vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Call vs ATM
IV(call wing) − IV(ATM), in vol points

The same measure on the upside: how the OTM call is priced against the at-the-money strike.

  • Negative (typical) — calls trade below ATM for most stocks and indices, so the sign alone says little.
  • Percentile vs own history: high = upside calls unusually rich for this name (squeezes, takeover talk, commodity supply scares); low = calls cheaper than usual.
Reading them together

Put or call vs ATM tells you how expensive that tail is. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d put —
— pts EXTREME
ATM — / Put —
30 DTE / 10d put —
— pts EXTREME
ATM — / Put —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Loading the implied volatility surface…

Volatility Smile

Loading the implied volatility smile…

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.9398
Alpha: 20.35%
Correlation: 0.4408
R-Squared: 19.4%
Stock Volatility: 29.1%
Market Volatility: 13.6%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own IX
2 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$1.3M
0.00%
#2784 of 3716+77.7%13F
Rockefeller Capital Management Family office
Rockefeller family
$534K
0.00%
#2051 of 4729+22.4%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

IX Institutional Ownership (13F)

Filings for 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

334 filers37,209,334 shares$1.41B value
# Filer Shares Value % of Total % of Float Period
1 FMR LLC Custodian 6,033,914 $229.53M 16.23% — 2026-06-30
2 Morgan Stanley Custodian 4,998,666 $190.15M 13.45% — 2026-06-30
3 Bank of America Corp Custodian 3,225,609 $122.70M 8.68% — 2026-06-30
4 TODD ASSET MANAGEMENT LLC 1,833,292 $69.13M 4.89% — 2026-09-30
5 Clearbridge Investments, LLC 1,752,822 $66.68M 4.72% — 2026-06-30
6 Northern Trust Corp Custodian 1,356,665 $51.61M 3.65% — 2026-06-30
7 Cullen Capital Management, LLC 1,220,846 $46.44M 3.28% — 2026-06-30
8 American Century Companies, Inc. 1,158,412 $44.07M 3.12% — 2026-06-30
9 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1,147,000 $43.63M 3.09% — 2026-06-30
10 NATIXIS ADVISORS, LLC 1,048,981 $39.90M 2.82% — 2026-06-30
11 Quantinno Capital Management LP 1,038,092 $39.49M 2.79% — 2026-06-30
12 BlackRock, Inc. Custodian 903,214 $34.36M 2.43% — 2026-06-30
13 Envestnet Asset Management, Inc. 785,332 $29.87M 2.11% — 2026-06-30
14 Jones Financial Companies LLLP Custodian 654,254 $25.04M 1.77% — 2026-06-30
15 JPMorgan Chase & Co Custodian 564,688 $21.70M 1.53% — 2026-06-30
16 Wells Fargo & Company Custodian 520,280 $19.79M 1.40% — 2026-06-30
17 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 391,459 $14.89M 1.05% — 2026-06-30
18 Charles Schwab Investment Management, Inc. 382,934 $14.57M 1.03% — 2026-06-30
19 EAGLE GLOBAL ADVISORS LLC 348,178 $13.13M 0.93% — 2026-09-30
20 AQR Capital Management, LLC Custodian 280,804 $10.68M 0.76% — 2026-06-30
21 Raymond James Financial, Inc. Custodian 271,060 $10.31M 0.73% — 2026-06-30
22 Curi Capital, LLC 219,971 $8.33M 0.59% — 2026-06-30
23 Gilman Hill Asset Management, LLC 198,500 $7.49M 0.53% — 2026-09-30
24 SEI INVESTMENTS CO Custodian 178,737 $6.80M 0.48% — 2026-06-30
25 MERCER GLOBAL ADVISORS INC /ADV 175,597 $6.68M 0.47% — 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

IX Insider Trading (Form 4)

Latest: 2026-06-25
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-06-25 Hidetake Takahashi See remarks Other (J) +81,560 RSU — EDGAR
2026-06-25 Shuji Irie See Remarks Other (J) +37,370 RSU — EDGAR
2026-06-25 Masataka Yamada See remarks Other (J) +37,370 RSU — EDGAR
2026-06-25 Hiroshi Watanabe Director Other (J) +2,000 RSU — EDGAR
2026-06-25 Chikatomo Hodo Director Other (J) +2,000 RSU — EDGAR
2026-06-25 Noriyuki Yanagawa Director Other (J) +2,000 RSU — EDGAR
2026-06-25 Satoru Matsuzaki See remarks Buy (P) +6 $38.22 $251 EDGAR
2026-06-25 Tomohiko Ishihara Executive Officer Buy (P) +3 $38.22 $151 EDGAR
2026-06-25 Yoshiteru Suzuki See remarks Other (J) +37,370 RSU — EDGAR
2026-06-25 Miwa Seki Director Other (J) +2,000 RSU — EDGAR
2026-06-25 Takashi Otsuka See Remarks Buy (P) +13 $38.22 $503 EDGAR
2026-06-25 Mami Kato Director Other (J) +2,000 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

IX Insider Holdings

3 insiders · @ $34.39
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Satoru Matsuzaki See remarks 10,719 $368.6K $251 1 2026-06-25
2 Takashi Otsuka See Remarks 2,332 $80.2K $503 1 2026-06-25
3 Tomohiko Ishihara Executive Officer 382 $13.2K $151 1 2026-06-25
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
9 ETFs hold IX
9 shown · $40.54M total exposure · 0.15% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 AVDE Avantis International Equity ETF Avantis 0.16% $31.1M $19.7B 2026-11-12
2 AVIV Avantis International Large Cap Value ETF Avantis 0.18% $3.8M $2.1B 2026-11-12
3 APIE ActivePassive International Equity ETF Nport 0.20% $2.4M — 2026-08-31
4 AVSD Avantis Responsible International Equity ETF Avantis 0.29% $1.1M $381.1M 2026-11-12
5 BDYN iShares Dynamic Equity Active ETF iShares (BlackRock) 0.03% $1.0M $3.1B 2026-11-12
6 TIIV AAM Todd International Intrinsic Value ETF Nport 2.16% $709,940 — 2026-07-31
7 GEQ Cambria Global EW 2 ETF Nport 0.14% $300,926 — 2026-08-31
8 GENW Genter Capital International Dividend ETF Nport 2.73% $139,876 — 2026-07-31
9 AVNC Avantis All International Core Equity ETF Avantis 0.09% $83,700 $98.4M 2026-11-12
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

IX vs Peers

Related companies, largest first
Company Market cap P/E Revenue growth YTD IV rank
MUFG Mitsubishi UFJ Financial Group, Inc. $244.8B — — +36.7% 33
SAN Banco Santander S.A. $174.7B — — +1.2% 100
SMFG Sumitomo Mitsui Financial Group, Inc Ame $152.9B — — +27.2% 8
BBVA Banco Bilbao Vizcaya Argentaria, S.A. $141.3B — — +8.0% 81
ING ING Groep N.V. American Depositary Share $93.7B — — +15.5% 24
BCS Barclays PLC $75.9B — — −12.2% 22
NWG NatWest Group plc American Depositary Sh $62.1B — — −11.2% 23
IX ORIX Corporation American Depositary Sha $36.6B — — +16.6% —
NMR Nomura Holdings, Inc $27.9B — — +14.8% 46
Peer median $117.5B — — +11.4% 29

P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.