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8591: Expanded Buybacks And Dividend Policy Will Support Balanced Future Outlook

Capital Recycling And Renewable Energy Investments Will Drive Sustainable Futures

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8591
AnalystConsensusTarget
Not Invested
Published 10 Nov 2024

Update shared on 03 Dec 2025

Fair value Increased 6.59%
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1Y
35.6%
7D
0.2%

Analysts have raised their price target on ORIX from ¥4,227.50 to ¥4,506.25, citing slightly higher expected revenue growth, modestly better profit margins, and a marginally richer future P/E multiple as key drivers of the upward revision.

What's in the News

  • Raised consolidated net income guidance for fiscal year ending March 31, 2026 to JPY 440,000 million from JPY 380,000 million, reflecting strong first half performance and steady outlook across business segments (company guidance).
  • Expanded share repurchase authorization to 60,000,000 shares, or 5.4% of outstanding shares, for up to JPY 150,000 million, up from 40,000,000 shares for JPY 100,000 million (buyback plan update).
  • Declared an interim dividend of JPY 93.76 per share for the six months ended September 30, 2025, with a total payout of JPY 104,883 million, payable on December 9, 2025, funded from retained earnings (dividend announcement).
  • Completed repurchase of 21,059,600 shares, or 1.86% of outstanding shares, for JPY 71,679.53 million under the buyback program launched on May 12, 2025 (buyback execution update).

Valuation Changes

  • The Fair Value Estimate has risen slightly from ¥4,227.50 to ¥4,506.25, reflecting a modestly more optimistic outlook for the shares.
  • The Discount Rate has edged up marginally from 5.42 percent to 5.45 percent, indicating a slightly higher required return applied in the valuation model.
  • Revenue growth has increased from 4.13 percent to 4.89 percent, incorporating expectations for stronger top-line expansion.
  • The net profit margin has improved slightly from 13.72 percent to 13.87 percent, suggesting modest operating leverage and efficiency gains.
  • The future P/E has moved up from 11.23 times to 11.60 times, implying a marginally richer valuation multiple on projected earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.