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ORIX Corporation (IX) Stock Price & Analysis

ORIX Corporation (IX) — MoonshotScore 59/100 (Fair band), calculated Oct 26, 2026. Price $36.64 (+0.44%), as of the Oct 26, 2026 trading session; market cap $40.7B. Expected results Nov 9, 2026.

Educational signal · not a buy or sell recommendation · How to read this

$36.64 +$0.16 (+0.44%) Market Cap $40.7B

ORIX Corporation · IX · NYSE · Financial Services · Financial - Credit Services

ORIX Corporation, a diversified global financial services firm, traces its origins to Tokyo, Japan, where it was founded in 1950.

Price as of Oct 26, 2026

Key Statistics

59 of 100

MoonshotScore v2 · ORIX (IX)

Fair
Business Quality Solid (72)
Financial Safety Sound (64)
Valuation Cheap (83)
Growth Durability Compounding (93)
Momentum Rising (78)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

High quality and elite growth, at a cheap price. The score also carries a risk penalty for reported profit not backed by cash flow. Business Quality: Solid; Financial Safety: Sound; Valuation: Cheap; Growth Durability: Compounding; Momentum: Rising.

  • quarterly revenue $5.56B (Q1 FY2027, quarter ended Jun 30, 2026)
  • EPS beat 5 of 8
  • Altman Z 1.12 · Piotroski F 8

Helping: business quality, an attractive price, durable growth, positive momentum

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for IX (41 recorded, newest six shown)
RecordedScoreBand
58Fair
58Fair
60Fair
59Fair
59Fair
59Fair

The score was 59 in the stored Oct 24, 2026 snapshot and remains 59 in the current publication computed Oct 26, 2026 (0); the largest pillar moves were Momentum -3 and Financial Safety +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

Dates shown where recorded
MeasureValueAs of
Latest provided price$36.64
Change on the day+0.44%
52-week range$24.19 – $42.39
Market capitalisation$40.7B
Price / earnings (trailing)10.20
Shares traded on the day78.3K
Beta (volatility vs the S&P 500)0.72
Dividends per share (last 12 months)$1.05
Dividend yield (last 12 months)2.88%

Price & events

Weekly closing price with reported quarters marked Weekly closing price from Sep 26, 2025 to Oct 26, 2026: low $24, high $40, latest $37. 4 reported quarters marked, 3 above and 1 below the recorded estimate. $40 $24 high $40 Nov 12, 2025 · Earnings results · reported above the recorded estimate · close $261Feb 9, 2026 · Earnings results · reported above the recorded estimate · close $322May 11, 2026 · Earnings results · reported below the recorded estimate · close $343Aug 6, 2026 · Earnings results · reported above the recorded estimate · close $404 Sep 26, 2025 Oct 26, 2026 · $37 $27Sep 26, 2025$24Oct 10, 2025$25Oct 24, 2025$25Nov 7, 2025$26Nov 21, 2025$28Dec 5, 2025$29Dec 19, 2025$29Jan 2, 2026$31Jan 16, 2026$31Jan 30, 2026$36Feb 13, 2026$36Feb 27, 2026$30Mar 13, 2026$29Mar 27, 2026$31Apr 10, 2026$30Apr 24, 2026$34May 8, 2026$39May 22, 2026$38Jun 5, 2026$40Jun 18, 2026$39Jul 2, 2026$38Jul 17, 2026$40Jul 31, 2026$40Aug 14, 2026$39Aug 28, 2026$40Sep 11, 2026$39Sep 25, 2026$37Oct 9, 2026$36Oct 23, 2026

Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.

Events behind the price

  • · Earnings results · above the recorded estimate
  • · Earnings results · above the recorded estimate
  • · Earnings results · below the recorded estimate
  • · Earnings results · above the recorded estimate

Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.

Upcoming events

As of

  1. Next results dueProvider estimate

The provider's estimated date can change.

What to watch next

Other perspectives

Council score for ORIX (IX): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

5-Factor Breakdown

Growth Durability Strong
Momentum Strong
Business Quality Moderate
Financial Safety Moderate
Valuation Strong

Legends Council

3 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Dalio-style lens (simulated) Ray Dalio Favorable read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Neutral read

Read on: Oct 6, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Moderate
Margin of Safety Undervalued
Profit Margin Moderate
Revenue Growth Strong
Debt/Equity Negative
ROE Moderate
Gross Margin Moderate

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.

Readings on this page are from Oct 26, 2026, except a card that shows its own read date.

Watch the IX film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is ORIX (IX), and what does it report?

Short answer · as of

ORIX Corporation, a diversified global financial services firm, traces its origins to Tokyo, Japan, where it was founded in 1950. ORIX Corporation (IX) is listed on NYSE. Financial Services / Financial Credit Services SEC filing business address: World Trade Center Bldg., South Tower, 2-4-1 Hamamatsu-CHO, Minato-KU, Tokyo, 105 0013. It employs 37,286 people and is led by Hidetake Takahashi. In Q1 FY2027 it reported revenue of $5.56B and net income of $1.78B. The market values it at $40.7B.

2 · Latest results

What do the latest results show for ORIX (IX)?

Short answer · as of

The most recent reported quarter, Q1 FY2027, carried revenue of $5.56B. Against analyst estimates the company has EPS beat 5 of 8 reports.

Did results meet expectations?

Reported earnings and revenue alongside the estimates recorded by the provider.

Latest report · revenue
$5.55B Aug 6, 2026
Latest report · revenue estimate
$7.37B Aug 6, 2026
Latest report · revenue vs estimate
Below estimate Aug 6, 2026
Latest report · EPS vs estimate
Above estimate Aug 6, 2026
Did results meet expectations? — reported evidence
Report dateRevenue · reportedRevenue · estimateEPS · reportedEPS · estimate
Aug 6, 2026$5.55B$7.37B$1.5700$1.1600
May 11, 2026$5.85B$2.63B$0.3400$0.3461
Feb 9, 2026$5.48B$4.39B$0.6900$0.5080
Nov 12, 2025$5.16B$4.96B$0.9460$0.5680

Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter (converted from JPY)
PeriodRevenueNet incomeEPS
Q1 FY2027$5.56B$1.78B$1.60 (diluted)
Q4 FY2026$5.96B$372M$0.34 (diluted)
Q3 FY2026$5.33B$753M$0.68 (diluted)
Q2 FY2026$5.05B$1.04B$0.92 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for ORIX (IX)?

Short answer

The MoonshotScore pillars rate business quality, an attractive price, durable growth, positive momentum as strengths. The distress and quality screens read Altman Z 1.12 · Piotroski F 8. Trailing ratios: ROE 10.1% · ROA 2.5% · current ratio 10.56 · earnings yield 6.7%.

4 · What to check next?

What should you watch next at ORIX (IX)?

Short answer · as of

The next earnings report is expected on Nov 9, 2026.

What the records here don't tell us

  • Detailed statement figures are not shown because their conversion to USD has not been verified.

Checked against the records this page reads, on the dates shown above.

5 · Peer comparison

How does ORIX compare with its peers?

Short answer

ORIX's score ranks 10th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Shinhan Financial Group Co., Ltd. (SHG) Named competitor$65.24 Oct 26, 2026$30.6B93 5-pillar Oct 26, 2026
PayPal Holdings, Inc. (PYPL) Same industry, near in market value$54.99 Oct 26, 2026$47.0B80 5-pillar Oct 26, 2026
Capital One Financial Corporation (COF) Same industry, near in market value$202.35 Oct 26, 2026$124B80 5-pillar Oct 26, 2026
M&T Bank Corporation (MTB) Named competitor$221.80 Oct 26, 2026$32.0B79 5-pillar Oct 26, 2026
Synchrony Financial (SYF) Named competitor$74.83 Oct 26, 2026$24.0B78 5-pillar Oct 26, 2026
American Express Company (AXP) Same industry, near in market value$315.05 Oct 26, 2026$213B77 5-pillar Oct 26, 2026
Sunbelt Rentals Holdings Inc (SUNB) Same industry, near in market value$79.40 Oct 26, 2026$32.5B73 5-pillar Oct 26, 2026
Fifth Third Bancorp (FITB) Named competitor$53.10 Oct 26, 2026$48.2B65 5-pillar Oct 26, 2026
FirstCash Holdings, Inc (FCFS) Same industry, near in market value$175.27 Oct 26, 2026$7.49B64 5-pillar Oct 26, 2026
ORIX (IX) — this page$36.64$40.7B59
Ally Financial Inc. (ALLY) Same industry, near in market value$38.81 Oct 26, 2026$11.8B50 5-pillar Oct 26, 2026
Aegon Funding Company LLC (AEFC) Same industry, near in market value$17.30 Oct 26, 2026$13.5B45 5-pillar Oct 26, 2026
Brookfield Finance, Inc. (BNH) Same industry, near in market value$14.11 Oct 26, 2026$85.0B43 5-pillar Oct 26, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

Screen more Financial Services stocks

The records behind this page

Insider activity

Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Jun 23, 2026

Transactions
15
Identified insiders
12
Purchases
3
Sales
0
Other transactions
12

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

Who holds the shares?

Institutional ownership reported through 13F filings.

Institutional ownership
3.4% Period end Jun 30, 2026
Previous quarter · ownership
3.1% Prior to period end Jun 30, 2026
Reporting holders
322 Period end Jun 30, 2026
Previous quarter · holders
284 Prior to period end Jun 30, 2026
Who holds the shares? — reported evidence
Holders in provider snapshotShares
Fmr LLC6,033,914
Morgan Stanley4,998,666
Bank Of America Corp /De/3,225,609
Todd Asset Management LLC1,822,511
Clearbridge Investments, LLC1,752,822

Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.

What has been published about ORIX (IX)?

Read these with our analysis →

ORIX Financial Services Stock: Key Questions Answered

These answers are editorial: 1 of these 9 answers is drawn from the IX research dossier (written May 9, 2026 by gemini-2.0-flash); the other 8 are question templates that restate figures shown above. Figures in this section are not part of the source register.

What does the MoonshotScore mean for IX?

IX carries the MoonshotScore stated above — the Fair band. This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers. ORIX Corporation is a diversified financial services company operating globally.

Is IX a good stock to buy?

Stock Expert AI does not rate IX buy, sell or hold. ORIX Corporation carries a MoonshotScore, in the Fair band, a research rating against its peers rather than a forecast. Whether it fits is your call: check what it sells, whether it earns and what the price assumes. This is educational content, not investment advice.

What is the IX stock price today?

The last price recorded on this page for ORIX Corporation (IX) is $36.64, as of the Oct 26, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What is ORIX Corporation's credit quality and risk management approach?

As a financial services company, ORIX is exposed to credit risk through its lending and leasing activities. The company's loan portfolio quality, provision levels, and risk management frameworks are critical to its financial stability.

What are the key factors to evaluate for IX?

ORIX Corporation (IX) holds a MoonshotScore in the moderate range. P/E: 10.20x. ORIX can leverage its expertise and network to identify and invest in promising private companies. Not financial advice.

How frequently does IX data refresh on this page?

IX's price is the last quote we recorded, from the Oct 26, 2026 trading session. Pages are served from a cache, so the copy you are reading can lag that quote. The quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 is recalculated from the most recent completed US trading session; the score's own date shows its last successful run.

What has driven IX's recent stock price performance?

ORIX Corporation (IX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified business model across multiple sectors. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider IX overvalued or undervalued right now?

ORIX Corporation (IX) trades at 10.20x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

How do I research IX before investing?

Before investing in ORIX Corporation (IX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 9, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources — records for every figure on this page (53 figures)

The 53 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

OFFICIAL — 1 fact from SEC filings and earnings calls

OFFICIAL facts used on this page
Fact IDFactValue as shownAs ofTierSource
id.hqSEC filing business addressWorld Trade Center Bldg., South Tower, 2-4-1 Hamamatsu-CHO, Minato-KU, Tokyo, 105 0013OFFICIALSEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "South Tower, Tokyo, TY, 105-5135, JP".

FMP — 41 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$36.64FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-26T16:44:42.120Z.
px.changeChange on the day+0.44%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$40.7BFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-26. FMP quote timestamp: 2026-10-26T16:43:34.000Z. Captured from FMP at 2026-10-26T16:44:40.216Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
earn.nextNext earnings dateNov 9, 2026FMPFinancial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it.
id.business_summaryBusiness description (FMP excerpt)ORIX Corporation, a diversified global financial services firm, traces its origins to Tokyo, Japan, where it was founded in 1950.FMPFinancial Modeling Prep (FMP) company profile — Deterministic excerpt derived from id.description; source and date describe the input fact, not a new provider observation
px.change_absChange on the day, in dollars+$0.16FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q1 FY2027$5.56BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)10.20FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day78.3KFMPFinancial Modeling Prep (FMP) · quote
px.betaBeta0.72FMPFinancial Modeling Prep (FMP) company profile
id.sectorSector / industry (provider taxonomy)Financial Services / Financial Credit ServicesFMPFinancial Modeling Prep (FMP) company profile — The company's SEC filings classify it under SIC 6159 — Miscellaneous Business Credit Institution.
id.employeesEmployees37,286FMPFinancial Modeling Prep (FMP) employee count, from the company's filing
id.ceoChief executiveHidetake TakahashiFMPFinancial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it.
fin.q_incomeNet income, Q1 FY2027$1.78BFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
earn.history.depth.2026-08-06.revenue_actualRevenue · reported — report date 2026-08-06$5.55BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.revenue_estimatedRevenue · estimate — report date 2026-08-06$7.37BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.eps_actualEPS · reported — report date 2026-08-06$1.5700Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-08-06.eps_estimatedEPS · estimate — report date 2026-08-06$1.1600Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-11.revenue_actualRevenue · reported — report date 2026-05-11$5.85BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-11.revenue_estimatedRevenue · estimate — report date 2026-05-11$2.63BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-11.eps_actualEPS · reported — report date 2026-05-11$0.3400Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-05-11.eps_estimatedEPS · estimate — report date 2026-05-11$0.3461Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-09.revenue_actualRevenue · reported — report date 2026-02-09$5.48BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-09.revenue_estimatedRevenue · estimate — report date 2026-02-09$4.39BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-09.eps_actualEPS · reported — report date 2026-02-09$0.6900Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2026-02-09.eps_estimatedEPS · estimate — report date 2026-02-09$0.5080Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.revenue_actualRevenue · reported — report date 2025-11-12$5.16BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.revenue_estimatedRevenue · estimate — report date 2025-11-12$4.96BReport date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.eps_actualEPS · reported — report date 2025-11-12$0.9460Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
earn.history.depth.2025-11-12.eps_estimatedEPS · estimate — report date 2025-11-12$0.5680Report date · FMPFinancial Modeling Prep (FMP) earnings — Earnings-history note
fin.q_tableQuarterly income statement4 quarters through Q1 FY2027FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
own.insidersInsider transactions via FMP15 transactions · 3 purchases, 0 sales, 12 other transactions · 12 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Jun 23, 2026FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
own.institutions.depth.ownership_pctInstitutional ownership3.4%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.ownership_pct_previous_quarterPrevious quarter · ownership3.1%FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.institutions.depth.holdersReporting holders322FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026
own.institutions.depth.holders_previous_quarterPrevious quarter · holders284FMPFinancial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026
own.top_holders.depth.holder_0.sharesFmr LLC — shares in provider snapshot6,033,914FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_1.sharesMorgan Stanley — shares in provider snapshot4,998,666FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_2.sharesBank Of America Corp /De/ — shares in provider snapshot3,225,609FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_3.sharesTodd Asset Management LLC — shares in provider snapshot1,822,511FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.
own.top_holders.depth.holder_4.sharesClearbridge Investments, LLC — shares in provider snapshot1,752,822FMPFinancial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied.

UNRECORDED — 4 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 5 of 8UNRECORDEDStored earnings-history observation — Captured 2026-10-03 · Expired observation
fin.scoresDistress and quality screensAltman Z 1.12 · Piotroski F 8UNRECORDEDStored financial-scores observation — Captured 2026-10-26
px.range5252-week range$24.19 – $42.39UNRECORDEDStored company-profile observation — Captured 2026-10-26
fin.ratiosReturn and yield ratios (trailing twelve months)ROE 10.1% · ROA 2.5% · current ratio 10.56 · earnings yield 6.7%—UNRECORDEDStored key metrics — Date unknown

COMPUTED — 4 facts from our arithmetic, formula restated

COMPUTED facts used on this page
Fact IDFactValue as shownAs ofTierSource
div.ttm_per_shareDividends per share, last 12 months (split-adjusted)$1.05COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history — Sum of 2 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-26, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate.
div.ttm_yieldDividend yield, last 12 months2.88%COMPUTEDFinancial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate.
earn.history.depth.2026-08-06.revenue_actual.comparisonLatest report · revenue vs estimateBelow estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($5.55B) with the recorded estimate ($7.37B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.
earn.history.depth.2026-08-06.eps_actual.comparisonLatest report · EPS vs estimateAbove estimateReport date · COMPUTEDComputed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.5700) with the recorded estimate ($1.1600) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns.

OURS — 3 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v259 of 100 · Fair · pillars 72 / 64 / 83 / 93 / 78OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement59 (stored snapshot Oct 24, 2026) → 59 (current publication computed Oct 26, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive.
gap.statement_currencyStatement currency limitationDetailed statement figures are not shown because their conversion to USD has not been verified.OURSStock Expert AI currency-basis check

Fact-family notes

  1. Earnings-history note. Source series as of 2026-08-06. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs: earn.history.depth.2026-08-06.revenue_actual, earn.history.depth.2026-08-06.revenue_estimated, earn.history.depth.2026-08-06.revenue_actual.comparison, earn.history.depth.2026-08-06.eps_actual.comparison, earn.history.depth.2026-08-06.eps_actual, earn.history.depth.2026-08-06.eps_estimated, earn.history.depth.2026-05-11.revenue_actual, earn.history.depth.2026-05-11.revenue_estimated, earn.history.depth.2026-05-11.eps_actual, earn.history.depth.2026-05-11.eps_estimated, earn.history.depth.2026-02-09.revenue_actual, earn.history.depth.2026-02-09.revenue_estimated, earn.history.depth.2026-02-09.eps_actual, earn.history.depth.2026-02-09.eps_estimated, earn.history.depth.2025-11-12.revenue_actual, earn.history.depth.2025-11-12.revenue_estimated, earn.history.depth.2025-11-12.eps_actual, earn.history.depth.2025-11-12.eps_estimated.
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Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
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Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.