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8591: Expanded Capital Returns And Leadership Transition Will Support Steady 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 17 Dec 2025

Fair value Increased 1.30%
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AnalystConsensusTarget's Fair Value
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1Y
35.6%
7D
0.2%

Analysts have modestly raised their price target on ORIX, lifting fair value from ¥4,506.25 to ¥4,565.00, as incremental improvements in forecast discount rate, revenue growth, profit margin, and future P E multiples support a slightly more optimistic outlook.

What’s in the News

  • The board has appointed Hidetake Takahashi as Chief Executive Officer, effective January 1, 2026, succeeding Makoto Inoue and adding responsibility for the Digital Innovation and Corporate Strategy and Management units (company announcement).
  • The board has approved an interim dividend of JPY 93.76 per share for the six months ended September 30, 2025, totaling JPY 104,883 million, with payment effective December 9, 2025 (company announcement).
  • ORIX has raised its consolidated net income guidance for the fiscal year ending March 31, 2026 to JPY 440,000 million from JPY 380,000 million, reflecting strong first-half performance and a steady outlook across business segments (company guidance).
  • The company has increased its share repurchase authorization from 40,000,000 shares for ¥100,000 million to 60,000,000 shares for ¥150,000 million, lifting the maximum to 5.4% of outstanding shares (company announcement).
  • ORIX reports the completion of the repurchase of 21,059,600 shares, representing 1.86% of shares outstanding, for a total of ¥71,679.53 million under the buyback program announced on May 12, 2025 (company disclosure).

Valuation Changes

  • The fair value estimate has risen slightly, increasing from ¥4,506.25 to ¥4,565.00 per share.
  • The discount rate has edged down marginally, moving from 5.448411 percent to 5.448196907203471 percent.
  • The revenue growth assumption is effectively unchanged, at approximately 4.89288 percent before and after the update.
  • The net profit margin forecast has risen fractionally, from 13.873087 percent to 13.873172182363321 percent.
  • The future P/E multiple assumption has increased modestly, from 11.60x to about 11.75x.

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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.