JFE Holdings Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Yoshihisa Kitano

Chief executive officer

JP¥172.3m

Total compensation

CEO salary percentage	69.1%
CEO tenure	less than a year
CEO ownership	0.005%
Management average tenure	no data
Board average tenure	5.4yrs

Recent management updates

Recent updates

Earnings Working Against JFE Holdings, Inc.'s (TSE:5411) Share Price

Apr 29

JFE Holdings (TSE:5411) Has Announced A Dividend Of ¥50.00

Mar 21

These 4 Measures Indicate That JFE Holdings (TSE:5411) Is Using Debt Extensively

Feb 28

CEO Compensation Analysis

How has Yoshihisa Kitano's remuneration changed compared to JFE Holdings's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	JP¥182b
Sep 30 2023	n/a	n/a	JP¥149b
Jun 30 2023	n/a	n/a	JP¥138b
Mar 31 2023	JP¥172m	JP¥119m	JP¥163b
Dec 31 2022	n/a	n/a	JP¥209b
Sep 30 2022	n/a	n/a	JP¥271b
Jun 30 2022	n/a	n/a	JP¥310b
Mar 31 2022	JP¥210m	JP¥110m	JP¥288b
Dec 31 2021	n/a	n/a	JP¥271b
Sep 30 2021	n/a	n/a	JP¥225b
Jun 30 2021	n/a	n/a	JP¥79b
Mar 31 2021	JP¥107m	JP¥107m	-JP¥22b
Dec 31 2020	n/a	n/a	-JP¥294b
Sep 30 2020	n/a	n/a	-JP¥335b
Jun 30 2020	n/a	n/a	-JP¥257b
Mar 31 2020	JP¥126m	JP¥126m	-JP¥198b

Compensation vs Market: Yoshihisa's total compensation ($USD1.09M) is about average for companies of similar size in the JP market ($USD1.03M).

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

CEO

Yoshihisa Kitano (65 yo)

less than a year

Tenure

JP¥172,303,000

Compensation

Mr. Yoshihisa Kitano served as President and Chief Executive Officer at JFE Steel Corporation since 2019 until April 01, 2024. He has been a Director at JFE Steel Corporation since 2018. He has been a Repr...

Board Members

Name	Position	Tenure	Compensation	Ownership
Yoshihisa Kitano	President & Representative Director	4.9yrs	JP¥172.30m	0.0049% ¥ 73.0m
Masashi Terahata	CFO, Executive VP & Representative Director	4.9yrs	JP¥114.22m	0.0039% ¥ 57.7m
Masami Yamamoto	Outside Independent Director	6.9yrs	no data	0.0034% ¥ 49.7m
Nobumasa Kemori	Outside Independent Director	5.9yrs	no data	0.0027% ¥ 39.3m
Takuya Shimamura	Outside Audit & Supervisory Board Member	1.9yrs	no data	0.00019% ¥ 2.8m
Tsuyoshi Numagami	Outside Audit & Supervisory Board Member	5.9yrs	no data	0.0018% ¥ 26.5m
Isao Saiki	Outside Audit & Supervisory Board Member	6.9yrs	no data	0.0021% ¥ 31.2m
Hajime Oshita	Director	6.9yrs	JP¥110.71m	0.0051% ¥ 74.8m
Toshinori Kobayashi	Director	2.9yrs	JP¥113.05m	0.0050% ¥ 74.1m
Nobuya Hara	Full-Time Audit & Supervisory Board Member	6.9yrs	no data	0.0014% ¥ 20.8m
Yoshiko Ando	Outside Independent Director	3.9yrs	no data	0.00041% ¥ 6.1m
Nakaba Akimoto	Full-Time Audit & Supervisory Board Member	1.9yrs	no data	0.00064% ¥ 9.5m

5.4yrs

Average Tenure

64.5yo

Average Age

Experienced Board: 5411's board of directors are considered experienced (5.4 years average tenure).

JFE Holdings Management

Management criteria checks 3/4

Key information

Recent management updates

JFE Holdings, Inc. Announces Executive Changes

JFE Holdings, Inc., Annual General Meeting, Jun 27, 2023

Less than half of directors are independent

JFE Holdings, Inc., Annual General Meeting, Jun 24, 2022

Less than half of directors are independent

Recent updates

Earnings Working Against JFE Holdings, Inc.'s (TSE:5411) Share Price

Price target increased by 8.4% to JP¥2,711

Upcoming dividend of JP¥50.00 per share

JFE Holdings (TSE:5411) Has Announced A Dividend Of ¥50.00

JFE Holdings, Inc. to Report Fiscal Year 2024 Results on May 07, 2024

These 4 Measures Indicate That JFE Holdings (TSE:5411) Is Using Debt Extensively

Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

JFE Holdings, Inc. Announces Executive Changes

JFE Holdings, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024

JFE Holdings, Inc. to Report Q3, 2024 Results on Feb 06, 2024

Second quarter 2024 earnings: EPS and revenues exceed analyst expectations

Now 21% undervalued after recent price drop

JFE Holdings, Inc. to Report Q2, 2024 Results on Nov 06, 2023

New minor risk - Shareholder dilution

Upcoming dividend of JP¥50.00 per share at 4.4% yield

First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

JFE Holdings, Inc. to Report Q1, 2024 Results on Aug 03, 2023

Full year 2023 earnings: EPS and revenues exceed analyst expectations

JFE Holdings, Inc. Announces Year End Dividend for the Fiscal 2022, Payable on June 28, 2023

Consensus EPS estimates increase by 11%

JFE Holdings, Inc., Annual General Meeting, Jun 27, 2023

Upcoming dividend of JP¥30.00 per share at 5.0% yield

Price target increased by 7.1% to JP¥1,769

Consensus EPS estimates fall by 10%, revenue upgraded

Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023

JFE Holdings, Inc. Revises Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023

JFE Holdings, Inc. to Report Q3, 2023 Results on Feb 06, 2023

Less than half of directors are independent

Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Ending March 31, 2023

JFE Holdings, Inc. to Report Q2, 2023 Results on Nov 04, 2022

Upcoming dividend of JP¥40.00 per share

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half and Full Year of Fiscal Ending March 31, 2023

JFE Holdings, Inc. to Report Q1, 2023 Results on Aug 03, 2022

Full year 2022 earnings: EPS exceeds analyst expectations

JFE Holdings, Inc., Annual General Meeting, Jun 24, 2022

Less than half of directors are independent

JFE Holdings, Inc. to Report Fiscal Year 2022 Results on May 06, 2022

Upcoming dividend of JP¥80.00 per share

Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022

Price target decreased to JP¥1,897

Price target decreased to JP¥1,993

Second quarter 2022 earnings released: EPS JP¥137 (vs JP¥116 loss in 2Q 2021)

Price target increased to JP¥2,089

Investor sentiment improved over the past week

Consensus forecasts updated

First quarter 2022 earnings released: EPS JP¥108 (vs JP¥68.07 loss in 1Q 2021)

JFE Holdings, Inc. Provides Consolidated Earnings Guidance for the First Half Ending September 30, 2021

Price target increased to JP¥1,918

Full year 2021 earnings released: JP¥37.98 loss per share (vs JP¥343 loss in FY 2020)

JFE Holdings, Inc. Announces Dividend for the Year Ended Mar. 31, 2021, Payable on June 28, 2021

Price target raised to JP¥1,358

New 90-day high: JP¥1,142

Third quarter 2021 earnings released: EPS JP¥62.58 (vs JP¥8.70 loss in 3Q 2020)

Revenue and earnings beat expectations

JFE Holdings, Inc. Revises Earnings Guidance for the Year Ending March 31, 2021

Price target raised to JP¥1,236

New 90-day high: JP¥1,093

JFE Holdings, Inc. to Report Q3, 2021 Results on Feb 09, 2021

New 90-day high: JP¥1,002

Analysts update estimates

JFE Holdings, Inc. to Report Q2, 2021 Results on Nov 09, 2020

CEO Compensation Analysis

CEO

Tenure

Compensation

Board Members