JFE Holdings, Inc.

TSE:5411 Stock Report

Market Cap: JP¥1.2t

JFE Holdings Management

Management criteria checks 2/4

JFE Holdings' CEO is Yoshihisa Kitano, appointed in Apr 2024, has a tenure of 1.5 years. total yearly compensation is ¥145.98M, comprised of 82.2% salary and 17.8% bonuses, including company stock and options. directly owns 0.013% of the company’s shares, worth ¥147.61M. The average tenure of the management team and the board of directors is 1.5 years and 0.8 years respectively.

Key information

Yoshihisa Kitano

Chief executive officer

JP¥146.0m

Total compensation

CEO salary percentage82.24%
CEO tenure1.5yrs
CEO ownership0.01%
Management average tenure1.5yrs
Board average tenureless than a year

Recent management updates

Recent updates

JFE Holdings (TSE:5411) Will Pay A Smaller Dividend Than Last Year

Sep 23
JFE Holdings (TSE:5411) Will Pay A Smaller Dividend Than Last Year

Why We're Not Concerned About JFE Holdings, Inc.'s (TSE:5411) Share Price

Sep 01
Why We're Not Concerned About JFE Holdings, Inc.'s (TSE:5411) Share Price

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Aug 08
JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

JFE Holdings (TSE:5411) Is Reducing Its Dividend To ¥40.00

Aug 06
JFE Holdings (TSE:5411) Is Reducing Its Dividend To ¥40.00

JFE Holdings' (TSE:5411) Dividend Will Be Reduced To ¥40.00

Jul 21
JFE Holdings' (TSE:5411) Dividend Will Be Reduced To ¥40.00

Weak Statutory Earnings May Not Tell The Whole Story For JFE Holdings (TSE:5411)

May 21
Weak Statutory Earnings May Not Tell The Whole Story For JFE Holdings (TSE:5411)

JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

May 11
JFE Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

JFE Holdings, Inc. (TSE:5411) Might Not Be As Mispriced As It Looks

Apr 10
JFE Holdings, Inc. (TSE:5411) Might Not Be As Mispriced As It Looks

JFE Holdings (TSE:5411) Seems To Be Using A Lot Of Debt

Feb 27
JFE Holdings (TSE:5411) Seems To Be Using A Lot Of Debt

JFE Holdings, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

Feb 09
JFE Holdings, Inc. Just Beat EPS By 27%: Here's What Analysts Think Will Happen Next

JFE Holdings (TSE:5411) Is Doing The Right Things To Multiply Its Share Price

Jan 11
JFE Holdings (TSE:5411) Is Doing The Right Things To Multiply Its Share Price

Some May Be Optimistic About JFE Holdings' (TSE:5411) Earnings

Nov 19
Some May Be Optimistic About JFE Holdings' (TSE:5411) Earnings

JFE Holdings, Inc. Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

Nov 08
JFE Holdings, Inc. Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next

It's A Story Of Risk Vs Reward With JFE Holdings, Inc. (TSE:5411)

Oct 29
It's A Story Of Risk Vs Reward With JFE Holdings, Inc. (TSE:5411)

JFE Holdings (TSE:5411) Has Some Way To Go To Become A Multi-Bagger

Oct 10
JFE Holdings (TSE:5411) Has Some Way To Go To Become A Multi-Bagger

CEO Compensation Analysis

How has Yoshihisa Kitano's remuneration changed compared to JFE Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

JP¥71b

Mar 31 2025JP¥146mJP¥120m

JP¥92b

Dec 31 2024n/an/a

JP¥135b

Sep 30 2024n/an/a

JP¥130b

Jun 30 2024n/an/a

JP¥165b

Mar 31 2024JP¥186mJP¥120m

JP¥197b

Dec 31 2023n/an/a

JP¥182b

Sep 30 2023n/an/a

JP¥149b

Jun 30 2023n/an/a

JP¥138b

Mar 31 2023JP¥172mJP¥119m

JP¥163b

Dec 31 2022n/an/a

JP¥209b

Sep 30 2022n/an/a

JP¥271b

Jun 30 2022n/an/a

JP¥310b

Mar 31 2022JP¥210mJP¥110m

JP¥288b

Dec 31 2021n/an/a

JP¥271b

Sep 30 2021n/an/a

JP¥225b

Jun 30 2021n/an/a

JP¥79b

Mar 31 2021JP¥107mJP¥107m

-JP¥22b

Dec 31 2020n/an/a

-JP¥294b

Sep 30 2020n/an/a

-JP¥335b

Jun 30 2020n/an/a

-JP¥257b

Mar 31 2020JP¥126mJP¥126m

-JP¥198b

Compensation vs Market: Yoshihisa's total compensation ($USD956.30K) is about average for companies of similar size in the JP market ($USD1.02M).

Compensation vs Earnings: Yoshihisa's compensation has been consistent with company performance over the past year.


CEO

Yoshihisa Kitano (67 yo)

1.5yrs
Tenure
JP¥145,977,000
Compensation

Mr. Yoshihisa Kitano is CEO and President of JFE Holdings, Inc. from April 01, 2024 and serves as its Chairman. Mr. Kitano served as President and Chief Executive Officer at JFE Steel Corporation since 201...


Leadership Team

NamePositionTenureCompensationOwnership
Yoshihisa Kitano
Chairman1.5yrsJP¥145.98m0.013%
¥ 147.6m
Masashi Terahata
CFO, Executive VP & Representative Directorno dataJP¥102.98m0.0049%
¥ 57.3m
Tsunao Takura
VP and In charge of General Administration Dept. IR & Corporate Communications Dept.1yrno datano data
Toshihiro Tanaka
MD, SVPno datano datano data
Hiroyuki Fujiwara
Senior Managing Executive Officerno datano datano data
Makoto Iwayama
MD, Senior VP & In charge of Keihin Area Land Development Dept.3.5yrsno datano data
Hitoshi Honda
Managing Officerno datano datano data
1.5yrs
Average Tenure

Experienced Management: 5411's management team is not considered experienced ( 1.5 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Yoshihisa Kitano
Chairman6.3yrsJP¥145.98m0.013%
¥ 147.6m
Masashi Terahata
CFO, Executive VP & Representative Director6.3yrsJP¥102.98m0.0049%
¥ 57.3m
Takuya Shimamura
Independent Outside Directorless than a yearno data0.00057%
¥ 6.7m
Tsuyoshi Numagami
Independent Outside Directorless than a yearno data0.0024%
¥ 28.8m
Keiichi Kobayashi
Independent Outside Director1.3yrsno data0.00020%
¥ 2.4m
Nobuya Hara
Directorless than a yearno data0.0017%
¥ 19.7m
Masayuki Hirose
Representative Director1.3yrsJP¥129.60m0.0030%
¥ 35.2m
Yoshiko Ando
Independent Outside Director5.3yrsno data0.00063%
¥ 7.4m
Nakaba Akimoto
Directorless than a yearno data0.00083%
¥ 9.8m
Kazuyoshi Fukuda
Director1.3yrsno data0.0016%
¥ 18.9m
Yoshifumi Ubagai
Directorless than a yearno datano data
Yoshifumi Ubagai
Directorless than a yearno data0.0018%
¥ 21.5m
0.8yrs
Average Tenure
65yo
Average Age

Experienced Board: 5411's board of directors are not considered experienced ( 0.8 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/09 23:30
End of Day Share Price 2025/10/09 00:00
Earnings2025/06/30
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

JFE Holdings, Inc. is covered by 28 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Toshiyuki JohnoBNP Paribas Securities (Asia)
Takashi EnomotoBofA Global Research
Minami MunakataCitigroup Inc