🇺🇸 SECORIX CORPCodex · 实盘不做把握 6/10不做原因:无增量信息
北京时间·🕒 发布 18:05:27·⟳ 抓取 18:06:16 +49s·⚡ 决策 09-03 18:26:21 +20m05s·54.2 天前
欧力士披露8月股份回购执行进展，未新增回购授权
回购本身偏正面，但本次6-K仅披露已批准计划的8月执行进度，核心授权、上限、期限和方式均来自2026年5月11日既有决议，缺少可交易的新预期差。
📄 原文ORIX CORP↗ 原文
----- d139695d6k.htm ----- 6-K 1 d139695d6k.htm FORM 6-K Form 6-K SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 2…
不做 欧力士（8591.JP）
不做欧力士（8591.JP）：月度回购执行进展偏正面但无新增授权、扩额或加速承诺，短线edge不足。
不做 欧力士ADR（IX.US）
不做欧力士ADR（IX.US）：ADR映射同一事件，但当前只是既有回购计划执行披露，且美股仍处盘前不可成交时段。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
欧力士披露8月买回566.7万股、356.37亿日元，累计执行约1140.86亿日元，相当于2500亿日元上限的约46%。这确认公司继续执行回购，但不是新增回购、扩额、加速承诺或股东回报政策变化；在美股盘前、日本股市已收盘的时点，单靠月度进展不足以形成明确短线正期望。
🔎 新鲜度:最早出现 2026-09-03 · 扩散 low · price-in 风险 medium ↗
关键理由
- 持续回购减少流通股并体现资本返还执行，方向上对每股权益温和正面。
- 累计回购金额约1140.86亿日元，占2500亿日元授权上限约46%，说明计划仍在推进。
主要风险
- 本次不是新增授权或扩额，只是月度执行披露，市场大概率已预期公司按计划回购。
- 金融控股类公司股价更受利率、信用成本、投资收益和日本市场风险偏好影响，月度回购进展的边际定价权有限。
反向证据
- 做多前查反向 · 来源 filing · 日期 2026-09-03 · 影响 weakens
原文显示回购上限、期限和方式均来自2026年5月11日董事会决议，本次未新增授权或扩额。
检索:ORIX 2026年8月股份回购状态 是否新增授权 扩额 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足未改变结论；最终因无新增事实和预期差不足而回避。
方向:未使用先例；本事件文本已足以判断为既有回购计划的执行进展而非新增资本配置事件。
涨幅量级:缺少新增授权金额或回购加速承诺，无法用高相似先例校准可交易涨幅。
形态:常规月度回购状态披露更容易被视为已知计划执行，缺少独立重定价触发。
原文全文
展开原文 · 4,525 字
----- d139695d6k.htm -----
6-K
1
d139695d6k.htm
FORM 6-K
Form 6-K
SECURITIES AND EXCHANGE
COMMISSION
WASHINGTON, D.C. 20549
FORM
6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE
13a-16
OR
15d-16
OF
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File Number:
001-14856
ORIX Corporation
(Translation of Registrant’s Name into English)
World Trade Center Bldg., SOUTH TOWER,
2-4-1
Hamamatsu-cho,
Minato-ku,
Tokyo, JAPAN
(Address of Principal Executive Offices)
(Indicate by check mark whether the registrant files or will file annual reports under cover of Form
20-F
or Form
40-F.)
Form
20-F ☒ Form
40-F ☐
Table of Contents
Material Contained in this Report
1.
“Notice regarding Share Repurchase Status”
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
ORIX Corporation
Date: September 3, 2026
By
/s/ Masataka Yamada
Masataka Yamada
Member of the Board of Directors
Senior Managing Executive Officer
Chief Financial Officer and Chief Strategy Officer
Responsible for Corporate Strategy and Management Unit
ORIX Corporation
Notice regarding Share Repurchase Status
TOKYO, Japan - September 3, 2026 - ORIX Corporation announced today the status regarding its share repurchase pursuant to the provisions
of its Articles of Incorporation and Article 459, Paragraph 1 of the Companies Act, which were resolved at its Board of Directors meeting held on May 11, 2026, as follows.
1. Class of shares repurchased
Common shares
2. Total number of shares repurchased
5,667,000 shares
3. Total purchase price of shares repurchased
JPY 35,637,406,000
4. Repurchase Period
From August 1, 2026 to August 31, 2026
5. Method of share repurchase
Market purchases based on the discretionary dealing contract regarding repurchase of own shares
(Reference)
1. Details of the resolution reached at the Board of
Directors meeting held on May 11, 2026
(1) Class of shares to be repurchased
Common shares
(2) Total number of shares to be repurchased
Up to 100,000,000 shares
(approx. 9.1% of the total outstanding shares (excluding treasury shares))
(3) Total purchase price of shares to be repurchased
Up to 250 billion yen
(4) Repurchase Period
From May 22, 2026 to March 31, 2027
(5) Method of share repurchase
Market purchases based on the discretionary dealing contract regarding repurchase of own shares
2. Cumulative number of shares repurchased based on the
above resolution at the Board of Directors Meeting (as of August 31, 2026)
(1) Total number of shares repurchased
18,052,000 shares
(2) Total purchase price of shares repurchased
JPY 114,085,732,300
Contact Information:
Investor Relations Department
ORIX Corporation
Tel:
+81-3-3435-3121
About ORIX Group:
ORIX Group (ORIX
Corporation TSE: 8591; NYSE: IX) was established in 1964 and has grown from its roots in leasing in Japan to become a global, diverse, and unique corporate group. Today, it is active around the world in financing and investment, life insurance,
banking, asset management, real estate, concession, environment and energy, automobile-related services, industrial/ICT equipment, ships and aircraft. Since expanding outside of Japan in 1971, ORIX Group has grown its business globally and now
operates in around 30 countries and regions across the world with approximately 37,000 people. ORIX Group unites globally around its Purpose: “Finding Paths. Making Impact.” combining diverse expertise and innovative thinking to help our
world develop in a sustainable way.
For more details, please visit our website: https://www.orix.co.jp/grp/en/
(As of March 31, 2026)
Caution Concerning Forward-Looking Statements:
These documents may contain forward-looking statements about expected future events and financial results that involve risks and uncertainties.
Such statements are based on our current expectations and are subject to uncertainties and risks that could cause actual results that differ materially from those described in the forward-looking statements. Factors that could cause such a
difference include, but are not limited to, those described under “Risk Factors” in the Company’s annual report on Form
20-F
filed with the United States Securities and Exchange Commission
and under “(4) Risk Factors” of the “1. Summary of Consolidated Financial Results” of the “Consolidated Financial Results April 1, 2025 – March 31, 2026” furnished on Form
6-K.
6-K
1
d139695d6k.htm
FORM 6-K
Form 6-K
SECURITIES AND EXCHANGE
COMMISSION
WASHINGTON, D.C. 20549
FORM
6-K
REPORT OF FOREIGN PRIVATE ISSUER
PURSUANT TO RULE
13a-16
OR
15d-16
OF
THE SECURITIES EXCHANGE ACT OF 1934
For the month of September 2026
Commission File Number:
001-14856
ORIX Corporation
(Translation of Registrant’s Name into English)
World Trade Center Bldg., SOUTH TOWER,
2-4-1
Hamamatsu-cho,
Minato-ku,
Tokyo, JAPAN
(Address of Principal Executive Offices)
(Indicate by check mark whether the registrant files or will file annual reports under cover of Form
20-F
or Form
40-F.)
Form
20-F ☒ Form
40-F ☐
Table of Contents
Material Contained in this Report
1.
“Notice regarding Share Repurchase Status”
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by
the undersigned, thereunto duly authorized.
ORIX Corporation
Date: September 3, 2026
By
/s/ Masataka Yamada
Masataka Yamada
Member of the Board of Directors
Senior Managing Executive Officer
Chief Financial Officer and Chief Strategy Officer
Responsible for Corporate Strategy and Management Unit
ORIX Corporation
Notice regarding Share Repurchase Status
TOKYO, Japan - September 3, 2026 - ORIX Corporation announced today the status regarding its share repurchase pursuant to the provisions
of its Articles of Incorporation and Article 459, Paragraph 1 of the Companies Act, which were resolved at its Board of Directors meeting held on May 11, 2026, as follows.
1. Class of shares repurchased
Common shares
2. Total number of shares repurchased
5,667,000 shares
3. Total purchase price of shares repurchased
JPY 35,637,406,000
4. Repurchase Period
From August 1, 2026 to August 31, 2026
5. Method of share repurchase
Market purchases based on the discretionary dealing contract regarding repurchase of own shares
(Reference)
1. Details of the resolution reached at the Board of
Directors meeting held on May 11, 2026
(1) Class of shares to be repurchased
Common shares
(2) Total number of shares to be repurchased
Up to 100,000,000 shares
(approx. 9.1% of the total outstanding shares (excluding treasury shares))
(3) Total purchase price of shares to be repurchased
Up to 250 billion yen
(4) Repurchase Period
From May 22, 2026 to March 31, 2027
(5) Method of share repurchase
Market purchases based on the discretionary dealing contract regarding repurchase of own shares
2. Cumulative number of shares repurchased based on the
above resolution at the Board of Directors Meeting (as of August 31, 2026)
(1) Total number of shares repurchased
18,052,000 shares
(2) Total purchase price of shares repurchased
JPY 114,085,732,300
Contact Information:
Investor Relations Department
ORIX Corporation
Tel:
+81-3-3435-3121
About ORIX Group:
ORIX Group (ORIX
Corporation TSE: 8591; NYSE: IX) was established in 1964 and has grown from its roots in leasing in Japan to become a global, diverse, and unique corporate group. Today, it is active around the world in financing and investment, life insurance,
banking, asset management, real estate, concession, environment and energy, automobile-related services, industrial/ICT equipment, ships and aircraft. Since expanding outside of Japan in 1971, ORIX Group has grown its business globally and now
operates in around 30 countries and regions across the world with approximately 37,000 people. ORIX Group unites globally around its Purpose: “Finding Paths. Making Impact.” combining diverse expertise and innovative thinking to help our
world develop in a sustainable way.
For more details, please visit our website: https://www.orix.co.jp/grp/en/
(As of March 31, 2026)
Caution Concerning Forward-Looking Statements:
These documents may contain forward-looking statements about expected future events and financial results that involve risks and uncertainties.
Such statements are based on our current expectations and are subject to uncertainties and risks that could cause actual results that differ materially from those described in the forward-looking statements. Factors that could cause such a
difference include, but are not limited to, those described under “Risk Factors” in the Company’s annual report on Form
20-F
filed with the United States Securities and Exchange Commission
and under “(4) Risk Factors” of the “1. Summary of Consolidated Financial Results” of the “Consolidated Financial Results April 1, 2025 – March 31, 2026” furnished on Form
6-K.
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每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。