JFE Holdings, Inc.

TSE:5411 Stock Report

Market Cap: JP¥983.5b

JFE Holdings Management

Management criteria checks 2/4

JFE Holdings' CEO is Yoshihisa Kitano, appointed in Apr 2024, has a tenure of 2.17 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 ¥123.03M. The average tenure of the management team and the board of directors is 1.9 years and 1.5 years respectively.

Key information

Yoshihisa Kitano

Chief executive officer

JP¥146.0m

Total compensation

CEO salary percentage82.24%
CEO tenure2.2yrs
CEO ownership0.01%
Management average tenure1.9yrs
Board average tenure1.5yrs

Recent management updates

Recent updates

Analysis Article May 12

Earnings Miss: JFE Holdings, Inc. Missed EPS By 11% And Analysts Are Revising Their Forecasts

The analysts might have been a bit too bullish on JFE Holdings, Inc. ( TSE:5411 ), given that the company fell short of...
Analysis Article Feb 03

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

JFE Holdings, Inc. ( TSE:5411 ) has announced that it will pay a dividend of ¥40.00 per share on the 26th of June...
Analysis Article Jan 20

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

JFE Holdings, Inc. ( TSE:5411 ) will pay a dividend of ¥40.00 on the 26th of June. Despite the cut, the dividend yield...
Analysis Article Jan 06

JFE Holdings (TSE:5411) Is Due To Pay A Dividend Of ¥40.00

The board of JFE Holdings, Inc. ( TSE:5411 ) has announced that it will pay a dividend on the 26th of June, with...
Analysis Article Dec 23

JFE Holdings (TSE:5411) Is Due To Pay A Dividend Of ¥40.00

JFE Holdings, Inc. ( TSE:5411 ) will pay a dividend of ¥40.00 on the 26th of June. The yield is still above the...
Analysis Article Dec 05

JFE Holdings (TSE:5411) Is Due To Pay A Dividend Of ¥40.00

The board of JFE Holdings, Inc. ( TSE:5411 ) has announced that it will pay a dividend on the 26th of June, with...
Analysis Article Dec 02

Not Many Are Piling Into JFE Holdings, Inc. (TSE:5411) Just Yet

There wouldn't be many who think JFE Holdings, Inc.'s ( TSE:5411 ) price-to-earnings (or "P/E") ratio of 15.8x is worth...
Analysis Article Nov 08

JFE Holdings, Inc. Just Recorded A 35% EPS Beat: Here's What Analysts Are Forecasting Next

Last week saw the newest interim earnings release from JFE Holdings, Inc. ( TSE:5411 ), an important milestone in the...
Analysis Article Nov 04

Estimating The Intrinsic Value Of JFE Holdings, Inc. (TSE:5411)

Key Insights The projected fair value for JFE Holdings is JP¥1,479 based on 2 Stage Free Cash Flow to Equity With...
Analysis Article Sep 23

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

JFE Holdings, Inc. ( TSE:5411 ) has announced that on 8th of December, it will be paying a dividend of¥40.00, which a...
Analysis Article Sep 01

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

JFE Holdings, Inc.'s ( TSE:5411 ) price-to-earnings (or "P/E") ratio of 16.6x might make it look like a sell right now...
Analysis Article Aug 08

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

The analysts might have been a bit too bullish on JFE Holdings, Inc. ( TSE:5411 ), given that the company fell short of...
Analysis Article Aug 06

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

JFE Holdings, Inc. ( TSE:5411 ) is reducing its dividend from last year's comparable payment to ¥40.00 on the 8th of...
Analysis Article Jul 21

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

JFE Holdings, Inc. ( TSE:5411 ) is reducing its dividend from last year's comparable payment to ¥40.00 on the 8th of...

CEO Compensation Analysis

How has Yoshihisa Kitano's remuneration changed compared to JFE Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

JP¥70b

Dec 31 2025n/an/a

JP¥53b

Sep 30 2025n/an/a

JP¥76b

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 ($USD901.85K) is about average for companies of similar size in the JP market ($USD989.60K).

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


CEO

Yoshihisa Kitano (68 yo)

2.2yrs
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
Chairman2.2yrsJP¥145.98m0.013%
¥ 123.0m
Toshihiro Tanaka
MD, EVPless than a yearno datano data
Tsunao Takura
VP and In charge of General Administration Dept. IR & Corporate Communications Dept.1.7yrsno datano data
Masashi Terahata
Director & VPno dataJP¥102.98m0.0049%
¥ 47.8m
Hiroyuki Fujiwara
Senior Managing Executive Officerno datano datano data
Makoto Iwayama
MD, Senior VP & In charge of Keihin Area Land Development Dept.4.2yrsno datano data
Hitoshi Honda
Managing Officerno datano datano data
1.9yrs
Average Tenure
67yo
Average Age

Experienced Management: 5411's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Yoshihisa Kitano
Chairman7yrsJP¥145.98m0.013%
¥ 123.0m
Toshihiro Tanaka
MD, EVPno datano datano data
Masashi Terahata
Director & VP7yrsJP¥102.98m0.0049%
¥ 47.8m
Takuya Shimamura
Independent Outside Director1yrno data0.00057%
¥ 5.6m
Tsuyoshi Numagami
Independent Outside Director1yrno data0.0024%
¥ 24.0m
Keiichi Kobayashi
Independent Outside Director2yrsno data0.00020%
¥ 2.0m
Nobuya Hara
Director1yrno data0.0017%
¥ 16.4m
Masayuki Hirose
Representative Director2yrsJP¥129.60m0.0030%
¥ 29.3m
Yoshiko Ando
Independent Outside Director6yrsno data0.00063%
¥ 6.2m
Nakaba Akimoto
Director1yrno data0.00083%
¥ 8.2m
Kazuyoshi Fukuda
Director2yrsno data0.0016%
¥ 15.7m
Yoshifumi Ubagai
Director1yrno data0.0018%
¥ 17.9m
1.5yrs
Average Tenure
65.5yo
Average Age

Experienced Board: 5411's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/25 00:34
End of Day Share Price 2026/06/25 00:00
Earnings2026/03/31
Annual Earnings2026/03/31

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 22 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Takashi EnomotoBofA Global Research
Minami MunakataCitigroup Inc
null nullCLSA