POSCO HOLDINGS SEC Filings

POSCO HOLDINGS INC. submitted a report describing the publication of its 2025 POSCO HOLDINGS Sustainability Report, which presents the company’s sustainable management and ESG strategies and performance. The report was verified by KPMG Samjong Accounting Corp. and follows GRI Standards (Core), the SASB industry classification, and TCFD recommendations, with financial information prepared under K-IFRS.

The sustainability report is filed on the POSCO Holdings website and covers areas such as corporate overview, key businesses, business portfolio strategy, ESG strategic and governance frameworks, risk management, double materiality assessment, material topics, and a fact and policy book. The filing notes a verification date of July 10, 2026 (Seoul Time).

POSCO Holdings outlines a mid- to long-term strategy to transform its business portfolio and financial policy. The group plans a “Triple-Core” portfolio across Industrial, Strategic, and Energy Resources, including overseas crude steel capacity of 10 million tons per year by 2031 and lithium production capacity of 173,000 tons by 2033.

For 2028, the company targets consolidated revenue of KRW 87.9 trillion and operating profit of KRW 6.7 trillion, supported by total investments of KRW 29.1 trillion between 2026 and 2028. Management aims to achieve a price-to-book ratio of at least 1.0x by 2028 through growth in lithium and energy, expansion of LNG and renewables, and technology such as hydrogen-reduction ironmaking.

The financial strategy focuses on shareholder returns and narrowing the holding company discount. From fiscal 2026, POSCO Holdings plans a performance-linked shareholder return policy targeting 35–40% of adjusted net profit attributable to controlling interests via dividends and share buybacks and cancellations. It also intends to monetize listed subsidiary stakes to around 50% by the end of 2027, reinvesting proceeds into strategic resource businesses and additional buybacks.

POSCO Holdings Inc. filed a Form 6-K responding to a disclosure inquiry about media reports on a potential acquisition of HMM. The company states that POSCO Group is conducting a preliminary assessment to see if such a deal would create strategic synergies and fit its long-term business objectives, but no decision has been made on participating in the acquisition. POSCO plans to provide another update when specific matters are decided or by December 29, 2026.

POSCO HOLDINGS INC. reported a change in the ownership position of its largest shareholder, the National Pension Service of Korea. As of June 18, 2026, National Pension Service held 6,576,661 common shares, representing 8.30% of the company’s issued common shares. This filing simply updates the market on the current stake size of the largest shareholder and does not describe any related transactions or strategic actions.

POSCO HOLDINGS INC. plans to hold a CEO Investor Day in Seoul on July 2, 2026 at 14:00 KST. The event targets analysts, institutional investors, and the press, and will present the POSCO group’s portfolio transformation strategy across lithium and new businesses, energy, steel, R&D, and financial strategy.

The decision to hold the event was made on June 22, 2026. Presentation materials will be published on the company’s website on July 2, and additional CEO Investor Day sessions are scheduled in Singapore on July 6 and Hong Kong on July 8.

POSCO HOLDINGS INC. reported a serious industrial accident at its subsidiary POSCO E&C’s Shinansan Line Section 3-2 construction site. One worker died after a fall from height in a vertical shaft during electrical work preparation, with the cause still under investigation.

The accident occurred and was reported to the Ministry of Employment and Labor on June 9, 2026. Authorities have completed site inspections, and accident prevention measures are being prepared. The Seoul Regional Employment and Labor Office (Gwanak Branch) issued a partial work suspension order for all vertical cable lining operations in Section 3-2.

POSCO HOLDINGS INC. reported consolidated Q1 2026 revenue of W 17,876,106 million and operating profit of W 706,832 million, reflecting solid profitability across its diversified steel and infrastructure portfolio. Profit attributable to owners was W 467,206 million, with earnings per share of W 6,178.

Total assets reached W 108,345,623 million and equity W 63,393,155 million, indicating a strong balance sheet. Steel remained the core segment, generating W 149,642 (100 million units) in gross sales, while Infrastructure and Rechargeable Battery Materials added meaningful diversification despite weaker margins in some sub-segments.

Operating cash flow was negative W 359,297 million as inventory and working capital expanded, while investing cash outflows of W 409,688 million reflected continued capex and portfolio activity. The group also maintained sizable currency swaps totaling USD 700 million, with a valuation gain of W 77,689 million supporting finance income.

POSCO HOLDINGS INC. has approved a first-quarter 2026 cash dividend of KRW 2,000 per share. This dividend equals a 0.4% dividend yield, calculated against the arithmetic average closing share price over the week before the May 12, 2026 board resolution.

The record date for shareholders entitled to receive the dividend is May 27, 2026, with a provisional payment date of June 12, 2026. The total cash dividend amount is KRW 151,241,558,000. The company notes that its shareholder return ratio target of 35%–40% of adjusted net income attributable to controlling interests is assessed on an annual basis.

POSCO HOLDINGS INC. has set the record date for its first-quarter 2026 dividend. The company designated May 27, 2026 (Seoul Time) as the record date under Article 56-2 on quarterly dividends in its Articles of Incorporation. This date will be used to finalize the list of shareholders eligible to receive the first-quarter 2026 dividend.