Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

494.80p
   
  • Change Today:
      6.80p
  • 52 Week High: 576.50
  • 52 Week Low: 463.70
  • Currency: UK Pounds
  • Shares Issued: 1,001.61m
  • Volume: 3,941,270
  • Market Cap: £4,955.94m
  • Beta: 1.32

PHNX Overview

The purpose of FTSE250 Phoenix Group is to decommission closed life funds 'safely, innovatively and profitably' – improving returns for customers and delivering value for its shareholders. A fund is defined as ‘closed’ if no new policies are being sold. The group has £68.5bn of assets under management and serves more that six million policy holders. It has two core segments: life assurance (Phoenix Life) and asset management (Ignis Asset Management), which together employ around 1,200 people across the UK and Channel Islands.

1 Day Chart

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 10.8% 0.0%
Div Cover 0.6 0.8
Op Mrgn 5.7% 13.1%
ROCE 0.3%  
Latest F'cast
P/E 14.9 10.8
PEG 0.5 0.3
Pr/Revenue 1.0 0.9
Pr/Book 1.4  
Latest F'cast
Revenue -5.5% 16.5%
PBT n/a 3611.5%
EPS 32.4% 38.4%
DPS 3.6% 2.5%

PHNX Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-19 4,038.00 351.00 8.70p 86.1 n/a -87% 46.80p 6.2%
31-Dec-20 4,706.00 1,270.00 91.80p 7.6 0.0 +955% 47.50p 6.8%
31-Dec-21 7,455.00 (430.00) 79.20p 8.2 n/a -14% 48.90p 7.5%
31-Dec-22 5,142.00 (4,089.00) 24.70p 24.6 n/a -69% 50.80p 8.3%
31-Dec-23 4,861.00 20.00 32.70p 16.4 0.5 +32% 52.65p 9.8%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

PHNX Forecasts

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-24 5,665.00 742.31 45.27p 10.9 0.3 +38% 53.96p 0.0%
31-Dec-25 6,590.00 790.73 55.08p 9.0 0.4 +22% 55.59p 0.0%
31-Dec-26 7,113.00 881.94 62.31p 7.9 0.6 +13% 57.22p 0.0%

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PHNX Company Announcements

Director/PDMR Shareholding 06-Nov-2024 17:48 RNS
Directorate Change 06-Nov-2024 07:00 RNS
Director/PDMR Shareholding 05-Nov-2024 09:22 RNS

Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
05-Nov-24 Transfer From Andrew Briggs 0.000p 10 £0.00
05-Nov-24 Buy Andrew Briggs 498.26p 31 £154.46
31-Oct-24 Buy Dividends Andrew Briggs 498.80p 112 £558.65

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 3: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 4: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 5: Forecast figures based on normalised accounts.

 

PHNX Market Data

Currency UK Pounds
Share Price 494.80p
Change Today 6.80p
% Change 1.39 %
52 Week High 576.50
52 Week Low 463.70
Volume 3,941,270
Shares Issued 1,001.61m
Market Cap £4,955.94m
Beta 1.32

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
62.85% above the market average62.85% above the market average62.85% above the market average62.85% above the market average62.85% above the market average
71.43% below the sector average71.43% below the sector average71.43% below the sector average71.43% below the sector average71.43% below the sector average
Price Trend
15.33% below the market average15.33% below the market average15.33% below the market average15.33% below the market average15.33% below the market average
50% below the sector average50% below the sector average50% below the sector average50% below the sector average50% below the sector average
Income
92.99% above the market average92.99% above the market average92.99% above the market average92.99% above the market average92.99% above the market average
100.00% above the sector average100.00% above the sector average100.00% above the sector average100.00% above the sector average100.00% above the sector average
Growth
62.22% below the market average62.22% below the market average62.22% below the market average62.22% below the market average62.22% below the market average
14.29% below the sector average14.29% below the sector average14.29% below the sector average14.29% below the sector average14.29% below the sector average

What The Brokers Say

Strong Buy 3
Buy 4
Neutral 4
Sell 2
Strong Sell 0
Total 13
buy
Broker recommendations should not be taken as investment advice, and are provided by the authorised brokers listed on this page.

PHNX Dividends

  Latest Previous
  Interim Final
Ex-Div 03-Oct-24 11-Apr-24
Paid 31-Oct-24 22-May-24
Amount 26.65p 26.65p

Trades for 14-Nov-2024

Time Volume / Share Price
16:35 219 @ 494.80p
16:35 2,528 @ 494.80p
16:35 590 @ 494.80p
16:35 3,261 @ 494.80p
16:35 5,159 @ 494.80p

PHNX Key Personnel

Chair Nicholas Lyons
CEO Andrew Briggs

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