PKX · NYSE · Steel

POSCO (ADR) (PKX)

Manages steel, infrastructure, and battery-materials businesses through a Korean holding-company structure.

$56.42
vs last close−2.63 (−4.45%)
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POSCO Holdings Inc.PKX
Materials

Manages a consolidated group spanning steel, infrastructure, rechargeable-battery materials, and new-business investments. Steel remains the largest revenue pillar, while the holding-company structure separates portfolio management from domestic steel production at wholly owned POSCO.

Manages a Korean industrial group spanning Steel, Infrastructure, Rechargeable Battery Materials, and Other investments. Steel remains the largest revenue pillar, with products ranging from hot-rolled and cold-rolled sheet to stainless, plate, wire rod, coated, and electrical steel.

Infrastructure combines trading, power and energy activities, construction, logistics, and digital operating services. Battery-materials operations cover lithium, nickel, cathode and anode materials, and recycling, while group businesses extend beyond Korea through overseas steelmakers, processing centers, trading, and materials operations.

Following the vertical spin-off, the listed parent has focused on portfolio development and group management while wholly owned POSCO carries domestic steel production. The business therefore depends heavily on the Pohang and Gwangyang works and on coordination across specialized subsidiaries.

Company facts

CEOIn Hwa Chang
ListedOct 14, 1994
ExchangeNYSE
HeadquartersPohang, South Korea
CountrySouth Korea
Employees42,873
CIK0000889132
ISINUS6934831099

Market cap$17.86B
EPS (ttm)$3.75
P/E (ttm)15.76
ROE2.4%
P/B0.4241
P/S0.3424
Dividend yieldDiv yield2.75%
Beta1.39vs XLB 0.29

Price target$77.00+30.4%Average of 9 analysts
ConsensusBuy4 of 9 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Apr 27, 2026UBSUpgrade
Rating: Neutral
Rating: Buy

Next report
Oct 26, 26
in 33 days
EPS estimate
$1.16
Revenue estimate
$12.89B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Jul '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported−$1.19$0.64$0.35$0.94−$0.61$0.99$1.35Pending
Estimate$0.74$0.79$0.90$1.03$0.80$0.85$1.16
Surprise−259.9%−55.4%+4.9%−159.2%+24.4%+58.8%

RevenueReportedEstimate

Feb '25Jul '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Reported$11.98B$11.96B$12.84B$12.24B$11.81B$12.05B$13.40BPending
Estimate$12.48B$18.33T$13.21B$12.61B$11.86B$11.73B$11.96B$12.89B
Surprise−4.0%−99.9%−2.8%−3.0%−0.4%+2.8%+12.0%
Estimate$1.16
ReportedDue Oct 26, 2026
Estimate$12.89B
ReportedDue Oct 26, 2026
View details

Debt to equity55.40%
Current ratio198.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$13.40B$13.03B$12.76B$12.84B$12.63B$12.24B$13.08B$14.09B
Net income$331.1M−$313.4M$221.1M$117.0M$308.0M−$140.7M$341.8M$500.9M
Net margin2.5%0.0%1.7%0.9%2.4%0.0%2.6%3.6%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$602.2M$120.1M$486.1M$512.5M$467.3M$40.5M$584.4M$599.2M
YoY growth−35.6%+27.0%+1.0%−18.4%−22.4%−66.3%+20.2%+16.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $10.46B · Total debt $23.28B · Total assets $80.26B · Shareholders' equity $42.02B

Revenue
$14.09B
Operating income
$599.2M
Net income
$500.9M

Reported in KRW, converted at the latest exchange rate

View details

Dividend yield
2.75%
Next ex-date
Nov 27, 26
estimated · in 65 days
Annual dividend
$1.62
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Jun '24Sep '24Feb '25May '25Aug '25Nov '25Feb '26May '26
Dividend$0.4666$0.4465$0.4391$0.455$0.4492$0.4247$0.421$0.3288
Annual yield2.83%2.61%1.92%3.96%3.39%3.22%2.51%2.27%
Ex-dateJun 28Sep 30Feb 28May 28Aug 28Nov 26Feb 27May 27
Payment dateSep 6Nov 29Apr 25Sep 19Dec 18May 1Jun 22
View details

Institutions≈ 4.35%13.17M ADS
188 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Other≈ 95.65%289.31M ADS
remainder

302.48M ADS (1 ADS = 0 ordinary shares) as of Sep 15, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

The share count is from the company's Dec 2022 annual report; nothing newer is on file here.

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
0.94%2.85M ADSas of Jun 30, 2026
Morgan StanleyInstitution
0.56%1.69M ADSas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.32%969,912 ADSas of Jun 30, 2026
State Street CorpInstitution
0.30%899,068 ADSas of Jun 30, 2026
American Century Companies IncInstitution
0.24%721,639 ADSas of Jun 30, 2026

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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Compare

CompanyPriceChange
POSCO (ADR)$56.42−4.45%$17.86B15.815.30.3+4.3%
ArcelorMittal (ADR)$72.13−2.24%$56.15B31.30.9+5.2%
Nucor$248.58+1.19%$55.95B19.611.71.5+23.0%
Albemarle$114.37−2.08%$13.77B11.62.3+31.1%
Median25.411.71.5+23.0%