POSCO Holdings stock gained 1.11 percent as Q2 profit rose on October 5, 2026

Published on 10/05/2026 at 22:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

POSCO Holdings stock was last at USD 58.23 on October 5, 2026, while market value reached USD 17.6 billion. Q2 revenue rose 9.7 percent year over year.

PKX, US6934831099, Illustration mit AI erstellt.

POSCO Holdings stock (ISIN US6934831099) was last at USD 58.23 on NYSE trading on October 5, 2026, up 1.11 percent from the prior close. The move followed a period in which the group combined stronger quarterly earnings with continuing pressure to turn its lithium investments into sustained profit growth.

Quarterly profit gains weight

POSCO Holdings reported Q2 2026 revenue of KRW 19.3 trillion, up 9.7 percent from the year-earlier quarter, while operating profit reached KRW 819 billion and net income KRW 761 billion, according to ATS View. Revenue increased from KRW 17.9 trillion in Q1 2026, and operating profit rose from KRW 707 billion.

The figures give the stock a concrete earnings anchor. Operating margin improved to 4.3 percent in Q2 from 4.0 percent in Q1, while net income advanced from KRW 543 billion to KRW 761 billion over the same period.

Lithium remains the key test

Shinhan Investment Securities maintained a Buy rating and a KRW 490,000 price target on October 1, 2026, but tied a sustained recovery to the conversion of POSCO Holdings' lithium assets into recurring earnings, as KBI Intelligence reported.

The same analysis projected Q3 2026 consolidated operating profit of KRW 804.5 billion, down 1.8 percent from Q2. It also forecast standalone steel operating profit of KRW 394.6 billion, up 44.0 percent quarter over quarter, showing how steel improvement and battery-material uncertainty pull in opposite directions.

For the lithium business, the report described POSCO Argentina's first plant as operating at 70 percent capacity and close to break-even. Pilbara Lithium Solutions faced higher raw-material costs, leaving the timing of a broader battery-material earnings recovery as the central operating question.

Analysts remain divided

MarketBeat shows a Hold consensus from three Wall Street analysts, with two Hold ratings and one Buy rating. A separate Korean-market overview from Investing.com lists a Strong Buy consensus from 20 analysts, with an average target of KRW 463,700, a high of KRW 610,000 and a low of KRW 300,000.

Stock value and earnings date

At USD 58.23 on October 5, 2026, POSCO Holdings had a market capitalization of USD 17.6 billion. The NYSE ADR traded within a 52-week range of USD 44.99 to USD 92.40, placing the latest price USD 34.17 below the yearly high.

Investing.com identifies October 26, 2026, as the next earnings date. That report will test whether the Q2 improvement in revenue and operating profit is extending into the steel, energy and green-materials businesses.