Raymond James vs ORIX
This page compares Raymond James and ORIX, examining business models, financial performance, and market context to help readers understand how each company operates and positions itself in its respective markets. The content is neutral and accessible, presenting facts and framing questions for thoughtful analysis. Educational content, not financial advice.
This page compares Raymond James and ORIX, examining business models, financial performance, and market context to help readers understand how each company operates and positions itself in its respect...
Why It's Moving
Raymond James lifts dividends and boosts buyback amid record fiscal 2025 results
- Fiscal 2025 net revenues reached a record $14.07 billion, with net income available to common shareholders rising to $2.13 billion, reflecting robust growth across the business.
- The Board approved an 8% increase in the quarterly common dividend to $0.54, payable January 16, 2026, alongside a new $2 billion stock buyback plan replacing the prior $1.5 billion authorization.
- Though earnings per share beat expectations with adjusted Q4 EPS of $3.11, concerns over declining profit margins have led to mixed investor sentiment despite several analysts raising price targets.
- Record client assets under administration hit $1.73 trillion, with fee-based assets in the Private Client Group up 15% year-over-year, supporting the firm’s revenue stability and growth outlook.
ORIX Accelerates Share Buybacks Amid Strategic Capital Deployment
- In November 2025, ORIX bought back approximately 2.56 million shares for ¥10.3 billion as part of a program allowing repurchases of up to 60 million shares or ¥150 billion by March 2026, reaching a cumulative 25.3 million shares repurchased so far.
- The ongoing buyback program, representing about 5.4% of total outstanding shares, underscores ORIX’s strategy to optimize shareholder value amid stable earnings performance surpassing analyst expectations in the recent quarter.
- Recent leadership changes announced by ORIX aim to support its long-term growth initiatives while balancing capital returns, including dividends and targeted investments in renewable energy and asset management subsidiaries.
Raymond James lifts dividends and boosts buyback amid record fiscal 2025 results
- Fiscal 2025 net revenues reached a record $14.07 billion, with net income available to common shareholders rising to $2.13 billion, reflecting robust growth across the business.
- The Board approved an 8% increase in the quarterly common dividend to $0.54, payable January 16, 2026, alongside a new $2 billion stock buyback plan replacing the prior $1.5 billion authorization.
- Though earnings per share beat expectations with adjusted Q4 EPS of $3.11, concerns over declining profit margins have led to mixed investor sentiment despite several analysts raising price targets.
- Record client assets under administration hit $1.73 trillion, with fee-based assets in the Private Client Group up 15% year-over-year, supporting the firm’s revenue stability and growth outlook.
ORIX Accelerates Share Buybacks Amid Strategic Capital Deployment
- In November 2025, ORIX bought back approximately 2.56 million shares for ¥10.3 billion as part of a program allowing repurchases of up to 60 million shares or ¥150 billion by March 2026, reaching a cumulative 25.3 million shares repurchased so far.
- The ongoing buyback program, representing about 5.4% of total outstanding shares, underscores ORIX’s strategy to optimize shareholder value amid stable earnings performance surpassing analyst expectations in the recent quarter.
- Recent leadership changes announced by ORIX aim to support its long-term growth initiatives while balancing capital returns, including dividends and targeted investments in renewable energy and asset management subsidiaries.
Which Baskets Do They Appear In?
Anti-Fragile Systems
Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Anti-Fragile Systems
Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.
Published: June 17, 2025
Explore BasketInvestment Analysis
Pros
- Raymond James reported record client assets of $1.73 trillion, reflecting strong market share and client confidence.
- The company achieved robust year-on-year revenue growth of 8% and maintained a high gross profit margin above 93%.
- Raymond James has consistently increased dividends for 41 consecutive years, demonstrating reliable shareholder returns.
Considerations
- The stock trades at a premium valuation relative to peers, with a forward P/E above the sector average.
- Revenue and earnings are highly sensitive to US capital markets activity, exposing the company to cyclical risks.
- Recent analyst price targets suggest limited upside, with some forecasts indicating only modest growth over the next year.
ORIX
IX
Pros
- ORIX maintains a diversified global business model spanning leasing, banking, insurance, and asset management.
- The company has a strong balance sheet with low leverage and consistent cash flow generation from core operations.
- ORIX benefits from exposure to high-growth sectors such as renewable energy and infrastructure in Asia and the Americas.
Considerations
- ORIX's earnings are exposed to fluctuations in foreign exchange rates due to its international operations.
- The company faces competitive pressures in its core leasing and financial services markets, particularly in Japan.
- Regulatory changes in key markets, including Japan and the US, could impact profitability and expansion plans.
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