ORIX CORPORATION's share price fell from ¥6,376 to ¥6,021 over 5 trading days in August. Several brokerages also raised their target prices, while key points from the earnings announcement and the outlook were reported.
The share price fell from the previous day in August, closing at ¥6,021 and declining approximately 5.6% over 5 trading days. With the market correction continuing, recent price movements are attracting attention.
Target price increases by Japanese mid-sized and major brokerages, including Tokai Tokyo, followed one after another, with a move to ¥9,100 seen on 20 August. Daiwa Securities revised its valuation on 14 August, followed by a valuation revision from a major Japanese brokerage on 13 August.
According to a summary of the earnings report announced on 6 August 2026, quarterly net income attributable to the company's shareholders for the first quarter of the fiscal year ending March 2027 rose 161.8% year on year to ¥280.8 billion, supported in part by the contribution from equity-method investment gains and losses, while operating revenue increased to ¥876.6 billion. The full-year net income forecast is ¥530.0 billion, up 18.5% from the previous fiscal year.
Performance has been trending upward over the past 12 quarters, with improvements in net profit margin and operating profit margin, higher ROE and ROA, and a modest increase in the equity ratio. Key points to monitor going forward include growth in investment and equity-method gains and losses, higher insurance revenue, and progress in asset replacement.