The July 28 update lifted Orix's target well above the 10-analyst consensus of ¥6,545; the same brokerage also kept an Overweight rating on Mitsubishi HC Capital and raised its target to ¥1,870 from ¥1,690.
A major U.S. brokerage on July 28 maintained its "Equal-Weight" rating on Orix (8591.T) and raised its target price to ¥6,900 from ¥5,300, above the 10-analyst consensus target of ¥6,545 and against an average rating of 4, described in the source as moderately bullish. The same brokerage also kept its top-tier "Overweight" rating on Mitsubishi HC Capital (8593.T) and increased its target price to ¥1,870 from ¥1,690, far above the seven-analyst consensus target of ¥1,414, while consensus rating stood at 3.29, which the source described as neutral. The target increases suggest a constructive view on earnings power and capital policy as interest-rate conditions shift, while also highlighting widening divergence in analyst views on Japan's major leasing and financial-services groups.