Mount Yale Investment Advisors LLC Invests $238,000 in ORIX Co. (IX)

Mount Yale Investment Advisors LLC acquired a new stake in shares of ORIX Co. (NYSE:IX) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 2,646 shares of the real estate investment trust’s stock, valued at approximately $238,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Clearbridge Investments LLC boosted its holdings in shares of ORIX by 9.8% during the 4th quarter. Clearbridge Investments LLC now owns 300,571 shares of the real estate investment trust’s stock valued at $25,482,000 after purchasing an additional 26,852 shares during the last quarter. Todd Asset Management LLC boosted its holdings in shares of ORIX by 4.5% during the 1st quarter. Todd Asset Management LLC now owns 283,224 shares of the real estate investment trust’s stock valued at $25,451,000 after purchasing an additional 12,187 shares during the last quarter. Northern Trust Corp boosted its holdings in shares of ORIX by 4.5% during the 1st quarter. Northern Trust Corp now owns 268,062 shares of the real estate investment trust’s stock valued at $24,088,000 after purchasing an additional 11,486 shares during the last quarter. Wells Fargo & Company MN boosted its holdings in shares of ORIX by 4.6% during the 4th quarter. Wells Fargo & Company MN now owns 199,453 shares of the real estate investment trust’s stock valued at $16,910,000 after purchasing an additional 8,682 shares during the last quarter. Finally, William Blair Investment Management LLC boosted its holdings in shares of ORIX by 27.5% during the 4th quarter. William Blair Investment Management LLC now owns 80,340 shares of the real estate investment trust’s stock valued at $6,811,000 after purchasing an additional 17,344 shares during the last quarter. 1.92% of the stock is owned by institutional investors and hedge funds.

Shares of ORIX opened at $79.01 on Friday, according to MarketBeat. The company has a debt-to-equity ratio of 1.37, a quick ratio of 1.47 and a current ratio of 1.50. The stock has a market cap of $20.48 billion, a PE ratio of 81.45, a price-to-earnings-growth ratio of 0.87 and a beta of 1.47. ORIX Co. has a 12-month low of $77.52 and a 12-month high of $100.03.

Several research analysts have commented on IX shares. Zacks Investment Research raised shares of ORIX from a “hold” rating to a “buy” rating and set a $97.00 price objective for the company in a report on Tuesday, March 27th. UBS Group raised shares of ORIX from a “neutral” rating to a “buy” rating in a report on Wednesday, April 25th. They noted that the move was a valuation call.

ORIX Company Profile

ORIX Corporation provides financial services. It operates through six segments: Corporate Financial Services, Maintenance Leasing, Real Estate, Investment and Operation, Retail, and Overseas Business. The Corporate Financial Services segment engages in lending, leasing, and fee businesses. The Maintenance Leasing segment is involved in leasing, automobile rental, and car sharing activities; lease and rental of precision measuring, information technology related, and medical equipment; and the sale of software packages, as well as the provision of technical support, equipment calibration, and asset management services.

Institutional Ownership by Quarter for ORIX (NYSE:IX)

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