Caprock Group LLC Purchases 300 Shares of ORIX Co. (NYSE:IX)

Caprock Group LLC boosted its holdings in shares of ORIX Co. (NYSE:IX) by 7.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,271 shares of the real estate investment trust’s stock after buying an additional 300 shares during the period. Caprock Group LLC’s holdings in ORIX were worth $496,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in IX. Addison Advisors LLC purchased a new stake in ORIX during the 2nd quarter valued at $29,000. EverSource Wealth Advisors LLC lifted its holdings in ORIX by 44.7% in the 1st quarter. EverSource Wealth Advisors LLC now owns 453 shares of the real estate investment trust’s stock worth $46,000 after buying an additional 140 shares during the period. CWM LLC grew its position in shares of ORIX by 10.8% in the 2nd quarter. CWM LLC now owns 956 shares of the real estate investment trust’s stock worth $106,000 after buying an additional 93 shares during the last quarter. GAMMA Investing LLC increased its stake in shares of ORIX by 26.2% during the second quarter. GAMMA Investing LLC now owns 1,060 shares of the real estate investment trust’s stock valued at $118,000 after buying an additional 220 shares during the period. Finally, Whittier Trust Co. of Nevada Inc. raised its holdings in shares of ORIX by 143.7% during the second quarter. Whittier Trust Co. of Nevada Inc. now owns 1,133 shares of the real estate investment trust’s stock valued at $126,000 after acquiring an additional 668 shares in the last quarter. 1.73% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Separately, StockNews.com downgraded shares of ORIX from a “buy” rating to a “hold” rating in a research report on Wednesday.

ORIX Price Performance

IX stock opened at $107.59 on Friday. The company has a debt-to-equity ratio of 1.38, a current ratio of 1.40 and a quick ratio of 1.37. ORIX Co. has a 1 year low of $89.90 and a 1 year high of $125.84. The firm has a 50-day moving average of $111.76 and a 200 day moving average of $112.94. The company has a market cap of $24.98 billion, a P/E ratio of 9.28, a PEG ratio of 1.06 and a beta of 0.91.

ORIX Profile

ORIX Corporation provides diversified financial services in Japan, the United States, Asia, Europe, Australasia, and the Middle East. The company's Corporate Financial Services and Maintenance Leasing segment is involved in the finance and fee; leasing and rental of automobiles, electronic measuring instruments, and ICT-related equipment businesses; and provision of life insurance and environment and energy-related products and services.