Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

681.00p
   
  • Change Today:
    -16.60p
  • 52 Week High: 759.80
  • 52 Week Low: 623.40
  • Currency: UK Pounds
  • Shares Issued: 999.54m
  • Volume: 2,452,712
  • Market Cap: £6,807m
  • Beta: 0.01

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 (21-01-2022)

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 7.0% 7.1%
Div Cover 1.9 1.8
Op Mrgn 32.0% n/a
ROCE 17.5%  
Latest F'cast
P/E 7.4 7.9
PEG 0.0 n/a
Pr/Revenue 1.4 n/a
Pr/Book 0.9  
Latest F'cast
Revenue 16.5% -100.0%
PBT 261.8% n/a
EPS 955.2% -6.4%
DPS 1.5% 1.6%

PHNX Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-16 999.00 (128.00) (30.84)p n/a n/a n/a 45.50p 6.9%
31-Dec-17 1,297.00 (7.00) (6.29)p n/a n/a n/a 45.14p 6.4%
31-Dec-18 2,645.00 259.00 66.80p 8.4 n/a n/a 46.00p 8.2%
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%

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-21 n/a (466.65) 85.92p 7.9 n/a -6% 48.24p 7.1%
31-Dec-22 n/a 382.87 80.10p 8.5 n/a -7% 48.58p 7.2%
31-Dec-23 n/a 351.02 76.50p 8.9 n/a -4% 49.17p 7.3%

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PHNX Company Announcements

Holding(s) in Company 18-Jan-2022 18:00 RNS
Holding(s) in Company 18-Jan-2022 18:00 RNS
Director/PDMR Shareholding 17-Jan-2022 13:00 RNS

Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
17-Jan-22 Buy Nicholas Lyons 686.29p 2,950 £20,245.55
17-Jan-22 Sell Nicholas Lyons 686.20p 2,950 £20,242.90
05-Jan-22 Buy Rakesh Thakrar 668.27p 23 £153.70

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 681.00p
Change Today -16.60p
% Change -2.38 %
52 Week High 759.80
52 Week Low 623.40
Volume 2,452,712
Shares Issued 999.54m
Market Cap £6,807m
Beta 0.01

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
93.83% above the market average93.83% above the market average93.83% above the market average93.83% above the market average93.83% above the market average
42.86% above the sector average42.86% above the sector average42.86% above the sector average42.86% above the sector average42.86% above the sector average
Price Trend
38.24% below the market average38.24% below the market average38.24% below the market average38.24% below the market average38.24% below 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
Income
97.64% above the market average97.64% above the market average97.64% above the market average97.64% above the market average97.64% above the market average
42.86% above the sector average42.86% above the sector average42.86% above the sector average42.86% above the sector average42.86% above the sector average
Growth
98.16% above the market average98.16% above the market average98.16% above the market average98.16% above the market average98.16% 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

What The Brokers Say

Strong Buy 5
Buy 0
Neutral 4
Sell 0
Strong Sell 0
Total 9
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 19-Aug-21 01-Apr-21
Paid 03-Sep-21 18-May-21
Amount 24.10p 24.10p

Trades for 21-Jan-2022

Time Volume / Share Price
14:06 32,719 @ 679.80p
16:38 27 @ 681.00p
16:35 1,001,691 @ 681.00p
16:29 211 @ 679.20p
16:29 190 @ 679.20p

PHNX Key Personnel

Chair Nicholas Lyons
CEO Andrew Briggs

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