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What smart money is saying about ORIX CorporationJapan flag

8591.T · Financial Services · Financial Conglomerates · Market cap $39.03B

1 fund in our archive has pitched ORIX Corporation — most recently Hennessy Japan Fund in April 2026.

Company profile

ORIX Corporation provides financial services in Japan, the United States, and internationally. It operates through Corporate Financial Services and Maintenance Leasing; Real Estate; PE Investment and Concession; Environment and Energy; Insurance; Banking and Credit; Aircraft and Ships; ORIX USA; ORIX Europe; and Asia and Australia. The Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; and leasing and rental of automobiles, electronic measuring instruments, and ICT-related equipment businesses. Its Real Estate segment develops, rents, and manages real estate properties; operates facilities; provides real estate asset management services. The PE Investment and Concession segment engages in the private equity investment and concession businesses. Its Environment and Energy segment provides ESCO, and recycling and waste management services; retails electric power; sells solar panels; and generates renewable energy power. The Insurance segment sells life insurance products through agents, banks, and other financial institutions, as well as face-to-face and online. Its Banking and Credit segment provides banking and consumer finance services. The Aircraft and Ships segment engages in the aircraft investment and management, ship-related finance and investment, maritime asset management, and ship brokerage businesses. Its ORIX USA segment offers finance, investment, asset management, and advisory services. The ORIX Europe segment provides asset management services for equity and fixed income. Its Asia and Australia segment engages in the finance and investment businesses. The company was formerly known as Orient Leasing Co., Ltd. and changed its name to ORIX Corporation in 1989. ORIX Corporation was incorporated in 1950 and is headquartered in Minato, Japan.

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4
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q2 2026 and Q3 2026, 4 fund letters reported a position in ORIX Corporation, with no move described.

Fund letters reporting a position in ORIX Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262000
Q2 20262001

Fund activity · 4 positions

  • September 2026

    Listed in Hennessy Japan Fund’s reported holdings.

    ORIX Corporation
  • August 2026
    “This value-oriented stock selection— exemplified by our holdings in ORIX and the three major non-life insurers—is essential for achieving sustained, long-term investment success, in our view.”
    ORIX Corporation
  • May 2026
    “Among the best performers were our investments in SoftBank Group Corp., the telecommunications and Internet conglomerate, ORIX Corporation, Japan’s largest non-bank comprehensive financial services company, and Recruit Holdings Co., Ltd., Japan’s unique print & online media giant”
    ORIX Corporation
  • April 2026
    “Among the best performers were our investments in SoftBank Group Corp., the telecom and Internet conglomerate, ORIX Corporation, Japan’s largest non‑bank comprehensive financial services company, and Tokyo Electron Limited, one of the world's largest manufacturers of semiconductor production equipment.”
    ORIX Corporation

Fund coverage · 1 thesis

  • ORIX Corporation is repositioning toward asset-light, fee-based earnings and higher ROE, which could drive a valuation re-rating and long-term share price upside.

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