POSCO HOLDINGS SEC Filings

POSCO HOLDINGS INC. plans a major equity investment in a new electric arc furnace steel mill in Louisiana, USA, as part of a joint project with Hyundai Motor Group to support sustainable automotive steel production and respond to changes in the North American steel market.

POSCO will establish a wholly owned special purpose company, POS-Louisiana (tentative), in Delaware, which will be 100% owned after the transaction and will acquire a 20% stake in Hyundai Steel Louisiana LLC. The company’s total contribution is expected to be about USD 582 million (approximately KRW 858.6 billion, equal to 2.6% of equity capital and 1.7% of total assets based on the latest figures). The acquisition will be made in cash, with a scheduled acquisition date of December 31, 2027, following a board resolution dated December 16, 2025.

POSCO HOLDINGS INC. announced a change in how it determines which shareholders are entitled to receive year-end dividends for fiscal year 2025. Following a 2023 amendment to its Articles of Incorporation, the record date for year-end dividends is no longer automatically the last day of the fiscal year, but instead is a date set by a resolution of the Board of Directors.

For FY2025, the Board plans to determine the year-end dividend record date at a meeting in February 2026. Being listed as a shareholder on the last day of FY2025 will not, by itself, give the right to receive the year-end dividend. Only shareholders recorded on the company’s shareholder registry as of the specific year-end dividend record date for FY2025 will be eligible.

The record date for determining shareholders who can exercise voting rights at general meetings remains December 31, as set in the Articles of Incorporation. Whether dividends will be paid and the dividend amount will be decided at the Annual General Shareholders’ Meeting after the Board’s resolution.

POSCO Holdings Inc. submitted a report responding to market speculation about a potential acquisition of HMM. The rumor, carried by the Maeil Business Newspaper, stated that Kim Jae-Chul is seeking to win a 10 trillion won HMM acquisition deal, described as the crown jewel of his business ambitions. POSCO classifies its response to these rumors as "undetermined," meaning it has not provided a confirming or denying explanation at this time. The company indicates it plans to provide a further update with a re-disclosure date set for January 2, 2026, signaling that investors may receive more clarity then.

POSCO HOLDINGS INC. announced a cash acquisition plan to obtain a 30% stake in an intermediate holding company to be incorporated by Mineral Resources Ltd. to operate a lithium business. The planned investment totals KRW 1,112,080,500,000 (USD 765,000,000 at KRW 1,453.70 per USD), representing 1.8% of POSCO HOLDINGS’ equity capital.

The board approved the transaction on November 11, 2025. The purpose is to invest in prominent assets to enhance the cost-competitiveness of the lithium business. Completion timing may change based on merger filings in Australia and/or China, FIRB approval in Australia, and agreement between the parties. No put or call options are part of the agreement.

POSCO Holdings declared a 3rd‑quarter cash dividend for fiscal 2025. The board approved a distribution of KRW 2,500 per share, reflecting a 0.8% dividend yield.

The record date is November 26, 2025, and the provisional payment date is December 11, 2025. The filing lists a total cash dividend amount of KRW 189,051,947,500, indicating the aggregate payout to shareholders based on eligible shares as of the record date.

POSCO Holdings announced the record date for its 3rd‑quarter 2025 dividend. Shareholders of record on November 26, 2025 (Seoul Time) will be eligible to receive the Q3 dividend, in line with Article 56-2 on quarterly dividends.

The record date is used to finalize the shareholder list for the upcoming dividend. This update was provided via a Form 6‑K notice.

POSCO Holdings reported a serious industrial accident at a subsidiary facility. The incident occurred at the stainless steel annealing and pickling plant in Pohang Works and involved presumed inhalation of acidic fumes from a pipe leak while moving between work areas. The accident resulted in 1 fatality and 3 injured on November 5, 2025.

The company reported the incident to the Ministry of Employment and Labor on the same day. A site inspection was conducted by the police and the Ministry, and the company stated it will establish measures to prevent recurrence.

POSCO Holdings (PKX) reported provisional Q3 2025 results in trillions of KRW. Revenue was 17.26, down 1.7% from Q2 2025 and 5.8% from Q3 2024. Operating profit reached 0.64, up 4.9% quarter over quarter but down 13.5% year over year.

Profit before income tax was 0.52, rising 126.1% from Q2 but falling 24.6% from a year ago. Profit was 0.39, up 387.5% sequentially and down 22.0% year over year. Profit attributable to owners of the controlling company was 0.42, increasing 162.5% from Q2 and decreasing 6.7% from Q3 2024.

Year-to-date, revenue was 52.25 and operating profit was 1.81, compared to 54.88 and 2.08 for the prior-year period. These figures show sequential recovery in profitability alongside continued year-over-year pressure on revenue and earnings.