POSCO Holdings Inc.

KOSE:A005490 Stock Report

Market Cap: ₩24.5t

POSCO Holdings Management

Management criteria checks 2/4

POSCO Holdings' CEO is In-Hwa Chang, appointed in Mar 2024, has a tenure of 2.42 years. directly owns 0.001% of the company’s shares, worth ₩203.67M. The average tenure of the management team and the board of directors is 2.4 years and 2.4 years respectively.

Key information

In-Hwa Chang

Chief executive officer

₩2.1b

Total compensation

CEO salary percentagen/a
CEO tenure2.4yrs
CEO ownership0.0008%
Management average tenure2.4yrs
Board average tenure2.4yrs

Recent management updates

Recent updates

Narrative Update • Aug 10

A005490: Future Returns Will Rely On Dividend Outlook And Lithium Execution

Analysts have adjusted their view on POSCO Holdings, with the implied fair value price target moving from about ₩492,300 to about ₩462,444. This reflects updated assumptions for the discount rate, revenue growth, profit margins and future P/E.
Narrative Update • Jul 27

A005490: Clean Iron Partnership And Dividend Policy Will Shape Constructive Risk Profile

Analysts have adjusted their price target for POSCO Holdings from ₩430,000 to about ₩366,992, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. What’s in the News for POSCO Holdings POSCO Holdings held an Analyst/Investor Day, giving the market updated insight into its business outlook and key priorities for shareholders.
Narrative Update • Jul 13

A005490: Future Returns Will Depend On Constructive Lithium Upside Execution

Analysts have trimmed their fair value estimate for POSCO Holdings from ₩519,476 to ₩492,300, reflecting updated assumptions for discount rate, revenue growth, profit margins, and future P/E, in light of more constructive views on the company's lithium exposure. Analyst Commentary Recent research on POSCO Holdings highlights a more constructive view on the company, particularly around its lithium exposure and how that could influence long term growth expectations and valuation multiples.
Narrative Update • Jun 29

A005490: Lithium Exposure Will Shape Constructive Future Risk Profile

Analysts have lifted their fair value estimate for POSCO Holdings to ₩430,000 from ₩349,007, supported by a higher assumed future P/E multiple, as they grow more constructive on the company’s lithium exposure and related growth drivers. Analyst Commentary Recent research on POSCO Holdings highlights growing interest in the company’s lithium exposure, but not all commentary is uniformly positive.
Narrative Update • Jun 15

A005490: Lithium Execution Will Drive Re Rating And Support Higher Fair Value

Analysts lifted their fair value estimate for POSCO Holdings to ₩620,000, citing updated expectations for revenue growth, profit margins and a lower future P/E. Recent research has also highlighted a more constructive stance on the company's lithium exposure.
Narrative Update • Jun 01

A005490: Future Returns Will Rely On Lithium Execution Under Lower Required Returns

Narrative Update on POSCO Holdings The updated analyst price target for POSCO Holdings moves from approximately ₩436,391 to about ₩519,476. Analysts cite revised assumptions for revenue growth, profit margins and a lower future P/E in light of more constructive views on the company’s lithium exposure.
Analysis Article • May 28

Some Investors May Be Willing To Look Past POSCO Holdings' (KRX:005490) Soft Earnings

POSCO Holdings Inc.'s ( KRX:005490 ) stock was strong despite it releasing a soft earnings report last week. However...
Narrative Update • May 06

A005490: Lithium Execution And Higher Future P E Will Drive Re Rating

Analysts have lifted their price target for POSCO Holdings from about ₩500,000 to roughly ₩606,897, citing updated assumptions for revenue growth, profit margin, discount rate and future P/E, as well as a more positive stance on the company’s lithium exposure in recent research. Analyst Commentary Recent research highlights a clear tilt toward a more constructive view on POSCO Holdings, with bullish analysts emphasizing the company’s exposure to lithium alongside updated valuation assumptions.
Narrative Update • Apr 19

A005490: Future Returns Will Rely On Execution Under Higher Discount Rate

Analysts have adjusted their price target on POSCO Holdings to ₩436,391 from ₩434,652, reflecting updated views on fair value, a higher discount rate, modestly different revenue growth and profit margin assumptions, and a revised future P/E outlook following recent research, including the Morgan Stanley report. Analyst Commentary Bullish Takeaways Bullish analysts see the revised ₩436,391 fair value estimate as consistent with POSCO Holdings maintaining solid execution against updated revenue and margin assumptions, even with a higher discount rate applied.
Narrative Update • Apr 05

A005490: Cautious Downgrade And Governance Changes Will Shape Balanced Future Risk Profile

Analysts now place POSCO Holdings' fair value at approximately ₩349,007, up from about ₩312,076, citing updated views on discount rates, revenue growth, profit margins, and future P/E following recent Street research, including a downgrade at Morgan Stanley. Analyst Commentary Recent Street research on POSCO Holdings highlights a more cautious tone, with some price targets being reset and ratings adjusted to reflect updated views on risk and return.
Narrative Update • Mar 22

A005490: Future Earnings Will Be Underpinned By Lower P/E Expectations After Downgrade

Analysts now place POSCO Holdings' fair value at about ₩434,652, up from roughly ₩432,375, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E following recent research, including a downgrade highlighted by Morgan Stanley. Analyst Commentary Recent research, including the highlighted downgrade, focuses on how updated assumptions for discount rates, earnings power, and future P/E multiples feed into the revised fair value estimate of about ₩434,652.
Narrative Update • Mar 07

A005490: Higher Future P/E And Earnings Mix Will Support Upside

Analysts have trimmed their price target on POSCO Holdings to around ₩500,000 from about ₩512,870, citing more conservative assumptions for revenue growth, profit margins and a higher future P/E in line with recent cautious Street research. Analyst Commentary Even with a trimmed price target around ₩500,000, recent Street research still highlights several constructive points for POSCO Holdings that many investors may be underappreciating.
Narrative Update • Feb 21

A005490: Future Earnings Will Be Balanced By Downgrade Risks And Higher P/E Assumptions

Narrative Update on POSCO Holdings The analyst price target for POSCO Holdings has been adjusted from ₩429,875 to ₩432,375. Analysts point to modest refinements in fair value assumptions, the discount rate, and longer term P/E expectations following recent research updates.
Narrative Update • Feb 07

A005490: Future Earnings Will Be Supported By Updated P/E Assumptions Despite Downgrade

Analysts have adjusted their price target for POSCO Holdings from ₩411,166.67 to ₩429,875.00, citing updated views on discount rates, revenue growth, profit margins, and future P/E expectations following recent research, including the Morgan Stanley downgrade. Analyst Commentary Bullish Takeaways Bullish analysts view the revised target of ₩429,875.00 as still allowing room for upside if POSCO Holdings executes on its revenue plans and maintains the profit margins implied in recent research.
Analysis Article • Feb 05

POSCO Holdings' (KRX:005490) Dividend Will Be ₩2500.00

POSCO Holdings Inc. ( KRX:005490 ) will pay a dividend of ₩2500.00 on the 1st of January. This payment means that the...
Narrative Update • Jan 24

A005490: Future Work Suspension Risk Will Likely Pressure Overvalued Shares

Narrative Update on POSCO Holdings Analysts have lifted their fair value estimate for POSCO Holdings from ₩265,907 to ₩312,076. This reflects updated assumptions for revenue growth, profit margins, a lower future P/E multiple, and a reduced discount rate.
Narrative Update • Jan 09

A005490: Future Earnings Will Be Supported Despite Section 4-2 Work Suspension

Analysts have trimmed their fair value estimate for POSCO Holdings slightly to ₩411,166.67, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E multiples. What's in the News On December 18, 2025, the Seoul Regional Employment and Labor Office, Seoul Southern Branch, issued POSCO Holdings with a partial work suspension order covering all lining operations in Section 4-2 following a site inspection.
Analysis Article • Jan 03

POSCO Holdings (KRX:005490) Might Be Having Difficulty Using Its Capital Effectively

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Narrative Update • Dec 22

A005490 Stronger Profit Margins Will Support Future Upside Despite Safety Headwinds

Analysts have raised their price target on POSCO Holdings to approximately 512,870 KRW from about 508,720 KRW, citing expectations for stronger profit margins and a lower future price to earnings multiple, despite a modest uptick in the assumed discount rate. What's in the News Seoul Regional Employment and Labor Office orders partial work suspension for all lining operations in Section 4-2, following a site inspection by police and the Ministry of Employment and Labor (Regulatory filing) POSCO Holdings to develop and implement measures to prevent recurrence of safety and compliance issues identified at the affected operations (Regulatory filing) Valuation Changes Fair Value Estimate has risen slightly to approximately ₩512,870 from about ₩508,722, reflecting a modest upward revision in intrinsic value.
Analysis Article • Dec 13

POSCO Holdings Inc.'s (KRX:005490) Earnings Haven't Escaped The Attention Of Investors

With a price-to-earnings (or "P/E") ratio of 52.9x POSCO Holdings Inc. ( KRX:005490 ) may be sending very bearish...
Narrative Update • Dec 08

A005490: Future Earnings Will Be Supported By Resilient Profitability Metrics

Analysts have nudged their price target on POSCO Holdings slightly higher to approximately ₩411,600 from about ₩409,700, citing modestly improved long term valuation assumptions despite slightly higher discount rates and marginally lower profit margin forecasts. Valuation Changes Fair Value Estimate has risen slightly, increasing from about ₩409,700 to roughly ₩411,600 per share.
Narrative Update • Nov 23

A005490: Future Margins Are Expected To Significantly Lift Earnings

Narrative Update: POSCO Holdings Price Target Revised Upward Analysts have raised their price target for POSCO Holdings from ₩400,375 to ₩409,708. They cite improved expectations for revenue growth and profit margins, even with a higher discount rate.
Analysis Article • Nov 21

There May Be Some Bright Spots In POSCO Holdings' (KRX:005490) Earnings

The market for POSCO Holdings Inc.'s ( KRX:005490 ) shares didn't move much after it posted weak earnings recently. We...
Analysis Article • Nov 08

POSCO Holdings (KRX:005490) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Narrative Update • Oct 28

Global Energy Shifts Will Drive Steel Expansion and Sustainability Partnerships

Narrative Update: POSCO Holdings Price Target Adjustment Analysts have slightly increased their price target for POSCO Holdings from ₩399,913 to ₩400,375. This adjustment is due to small improvements in projected revenue growth, which offset modest reductions in profit margin expectations.
Analysis Article • Oct 17

Estimating The Fair Value Of POSCO Holdings Inc. (KRX:005490)

Key Insights POSCO Holdings' estimated fair value is ₩280,288 based on 2 Stage Free Cash Flow to Equity Current share...
Narrative Update • Oct 14

Global Energy Trends Will Transform Steel And Battery Sectors

Analysts have lowered their price target for POSCO Holdings from ₩404,478 to ₩399,913. They cite modestly reduced revenue growth and profit margin expectations, along with a slightly higher discount rate in their updated assessment.
Analysis Article • Sep 26

Some Investors May Be Worried About POSCO Holdings' (KRX:005490) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Narrative Update • Aug 27

Global Energy Trends Will Transform Steel And Battery Sectors

Analysts have raised POSCO Holdings’ price target to ₩406,652, citing improved expectations for steel price support from China’s production cuts, anticipated anti-dumping measures, and a stronger earnings and margin recovery outlook. Analyst Commentary Increased optimism regarding China’s steel production cuts, which are expected to support regional steel prices.
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New Narrative • Nov 07

A Journey Through Renewable Energy And EV Markets

Strategic partnerships and new lithium production plants aim to increase revenue and earnings by expanding in India's steel and battery markets.

CEO Compensation Analysis

How has In-Hwa Chang's remuneration changed compared to POSCO Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2026n/an/a

₩1t

Mar 31 2026n/an/a

₩823b

Dec 31 2025₩2bn/a

₩658b

Sep 30 2025n/an/a

₩455b

Jun 30 2025n/an/a

₩486b

Mar 31 2025n/an/a

₩856b

Dec 31 2024₩1bn/a

₩1t

Sep 30 2024n/an/a

₩1t

Jun 30 2024n/an/a

₩1t

Mar 31 2024n/an/a

₩2t

Dec 31 2023n/an/a

₩2t

Sep 30 2023n/an/a

₩1t

Jun 30 2023n/an/a

₩1t

Mar 31 2023n/an/a

₩2t

Dec 31 2022n/an/a

₩3t

Sep 30 2022n/an/a

₩5t

Jun 30 2022n/an/a

₩7t

Mar 31 2022n/an/a

₩7t

Dec 31 2021₩3b₩150m

₩7t

Sep 30 2021n/an/a

₩6t

Jun 30 2021n/an/a

₩4t

Mar 31 2021n/an/a

₩2t

Dec 31 2020₩2b₩1b

₩2t

Sep 30 2020n/an/a

₩950b

Jun 30 2020n/an/a

₩914b

Mar 31 2020n/an/a

₩1t

Dec 31 2019₩1b₩600m

₩2t

Compensation vs Market: In-Hwa's total compensation ($USD1.48M) is about average for companies of similar size in the KR market ($USD1.47M).

Compensation vs Earnings: In-Hwa's compensation has increased by more than 20% in the past year.

CEO

In-Hwa Chang (71 yo)

2.4yrs
Tenure
₩2,082,000,000
Compensation

Mr. In-Hwa Chang serves as Representative Director of POSCO Holdings Inc. from March 21, 2024 and served as Chief Executive Officer from March 21, 2024. Mr. Chang served as the President of POSCO since Jan...

Leadership Team

NamePositionTenureCompensationOwnership
In-Hwa Chang
CEO & Representative Director2.4yrs₩2.08b0.00083%
₩ 203.7m
Ju-Tae Lee
Presidentno data₩1.08b0.0020%
₩ 495.7m
Ki-Soo Kim
Senior EVP2.4yrs₩1.04b0.00075%
₩ 184.0m
Seung-Jun Kim
Head of Finance & IR Divisionno datano data0.00017%
₩ 41.7m
In-Hwan Oh
Chief Operating Officer9.4yrs₩1.45bno data
Jeong-Bin Park
Executive Officerno datano datano data
Young-Ah Han
Head of Investor Relations Officeno datano data0.0014%
₩ 353.4m
Sung-Wook Lee
Head of Corporate Compliance Divisionno datano data0.00053%
₩ 130.1m
Young-Jong Kim
Executive Officer & Head of Corporate Legal Teamno datano datano data
Won-Jun Yang
Executive Officer & Head of Communication Divisionno datano datano data
Seung-Dae Park
Executive Officer & Head of Human Resources Management Teamno datano datano data
Byeong-Og Yoo
Senior EVP and Head of Green Materials & Energy Business Teamno data₩2.43bno data
2.4yrs
Average Tenure
61yo
Average Age

Experienced Management: A005490's management team is considered experienced (2.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
In-Hwa Chang
CEO & Representative Director2.4yrs₩2.08b0.00083%
₩ 203.7m
Ju-Tae Lee
President1.4yrs₩1.08b0.0020%
₩ 495.7m
Ki-Soo Kim
Senior EVP2.4yrs₩1.04b0.00075%
₩ 184.0m
Hee-Geun Lee
Representative Director & President of POSCOno datano data0.00061%
₩ 149.7m
Seok-Mo Chung
Inside Directorless than a yearno data0.00022%
₩ 54.0m
Sung-Wook Park
Independent Outside Director2.4yrsno datano data
Tae-Kyun Kwon
Independent Chairperson5.4yrsno datano data
Young-Sook Yoo
Independent Outside Director5.4yrsno data0.00025%
₩ 61.3m
Jin-Nyong Yoo
Independent Outside Director4.4yrsno datano data
Sung-Kyu Sohn
Independent Outside Director4.4yrsno data0.016%
₩ 3.9b
Joon-Gi Kim
Independent Outside Director3.4yrsno data0.00057%
₩ 139.9m
Jooyoun Kim
Independent Outside Directorless than a yearno datano data
2.4yrs
Average Tenure
65.5yo
Average Age

Experienced Board: A005490's board of directors are not considered experienced ( 2.4 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/18 16:41
End of Day Share Price 2026/08/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

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

POSCO Holdings Inc. is covered by 35 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ephrem RaviBarclays
Bik Yun LauBernstein
Kyung Jae HwangBofA Global Research