Orix (IX) Investments at Fair Value (2009 - 2026)
Orix (IX) posted Long-Term Investments of $13.16 billion for fiscal Q2 2027 (quarter ended Sep 30, 2026), down 42.4% from $22.84 billion a year earlier but up 42.3% from the prior quarter.
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Analysis
Orix (IX) Investments at Fair Value (2009 - 2026) Analysis & Trends
At the end of FY2026 (ended Mar 31, 2026), Orix's Long-Term Investments came in at $20.7 billion, down 4.2% from FY2025.
- Annual Long-Term Investments shows a five-year compound annual growth rate of -3.0% (FY2021 to FY2026).
- In prior fiscal years, Orix's Long-Term Investments was $21.62 billion in FY2025 (+0.3%), $21.55 billion in FY2024 (+0.6%), $21.41 billion in FY2023 (-8.4%) and $23.38 billion in FY2022 (-3.1%).
- Quarterly Long-Term Investments has run from a low of $14.31 million in fiscal Q3 2026 to a high of $24.58 billion in fiscal Q3 2022 over five years.
- On a year-over-year basis, Long-Term Investments increased in four of the last eight quarters, with an average decline of 24.9%.
- The strongest year-over-year quarter for Long-Term Investments in the past five years was fiscal Q1 2025, with growth of 18.7%; the weakest was fiscal Q3 2026, with a decline of 99.8%.
- According to Business Quant data, Long-Term Investments for the three prior fiscal quarters was $9.25 billion (Q1 2027), $20.7 billion (Q4 2026) and $14.31 million (Q3 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Royalty Pharma | 39.80 Bn | 40.13 Bn | - |
| 2 | Rocket Companies | 38.90 Bn | 27.72 Bn | - |
| 3 | Orix | 38.66 Bn | 9.30 Bn | 13.83 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 26.46 Bn | -16,107.65 Bn | - |
| 5 | Synchrony Financial | 22.47 Bn | -45.15 Bn | - |
| 6 | Affirm Holdings | 22.07 Bn | 15.11 Bn | - |
| 7 | Royal Gold | 21.71 Bn | 20.92 Bn | 402.46 Mn |
| 8 | Ares Capital | 13.84 Bn | 11.59 Bn | - |
| 9 | Annaly Capital Management | 13.83 Bn | 4.86 Bn | - |
| 10 | Federal Home Loan Mortgage | 12.64 Bn | -328.33 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 13.16 Bn |
| Jun 30, 2026 | 9.25 Bn |
| Mar 31, 2026 | 20.70 Bn |
| Dec 31, 2025 | 14.31 Mn |
| Sep 30, 2025 | 22.84 Bn |
| Jun 30, 2025 | 9.10 Bn |
| Mar 31, 2025 | 21.62 Bn |
| Dec 31, 2024 | 8.59 Bn |
| Sep 30, 2024 | 22.31 Bn |
| Jun 30, 2024 | 8.62 Bn |
| Mar 31, 2024 | 21.55 Bn |
| Dec 31, 2023 | 23.15 Bn |
| Sep 30, 2023 | 21.35 Bn |
| Jun 30, 2023 | 7.26 Bn |
| Mar 31, 2023 | 21.41 Bn |
| Dec 31, 2022 | 20.96 Bn |
| Sep 30, 2022 | 20.16 Bn |
| Jun 30, 2022 | 7.67 Bn |
| Mar 31, 2022 | 23.38 Bn |
| Dec 31, 2021 | 24.58 Bn |
API Access
Orix Investments at Fair Value API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=investments-at-fair-value&ticker=IX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "investments-at-fair-value", "ticker": "IX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=investments-at-fair-value&ticker=IX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();