Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

552.60p
   
  • Change Today:
      10.40p
  • 52 Week High: 591.80
  • 52 Week Low: 441.60
  • Currency: UK Pounds
  • Shares Issued: 1,001.54m
  • Volume: 3,660,461
  • Market Cap: £5,534m

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 9.5% 0.0%
Div Cover 0.6 0.9
Op Mrgn 5.7% 13.3%
ROCE 0.3%  
Latest F'cast
P/E 16.9 10.9
PEG 0.5 0.2
Pr/Revenue 1.1 0.9
Pr/Book 1.6  
Latest F'cast
Revenue -5.5% 34.4%
PBT n/a 4235.8%
EPS 32.4% 48.6%
DPS 3.6% 3.0%

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 6,534.33 867.17 48.59p 11.4 0.2 +49% 54.21p 0.0%
31-Dec-25 6,817.33 870.33 54.10p 10.2 0.9 +11% 56.12p 0.0%

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PHNX Company Announcements

Director/PDMR Shareholding 28-Mar-2024 17:40 RNS
Annual Financial Report 27-Mar-2024 16:20 RNS
Director/PDMR Shareholding 27-Mar-2024 14:45 RNS

Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
26-Mar-24 Sell Andrew Briggs 526.01p 40,039 £210,608.03
26-Mar-24 Exercise of option Andrew Briggs 0.000p 84,510 £0.00
05-Mar-24 Transfer From Rakesh Thakrar 0.000p 10 £0.00

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 552.60p
Change Today 10.40p
% Change 1.92 %
52 Week High 591.80
52 Week Low 441.60
Volume 3,660,461
Shares Issued 1,001.54m
Market Cap £5,534m

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
43.63% above the market average43.63% above the market average43.63% above the market average43.63% above the market average43.63% above 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
Price Trend
12.57% above the market average12.57% above the market average12.57% above the market average12.57% above the market average12.57% above the market average
25% below the sector average25% below the sector average25% below the sector average25% below the sector average25% below the sector average
Income
92.17% above the market average92.17% above the market average92.17% above the market average92.17% above the market average92.17% 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
65.11% below the market average65.11% below the market average65.11% below the market average65.11% below the market average65.11% below the market average
42.86% below the sector average42.86% below the sector average42.86% below the sector average42.86% below the sector average42.86% below the sector average

What The Brokers Say

Strong Buy 3
Buy 5
Neutral 4
Sell 1
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
  Final Interim
Ex-Div 11-Apr-24 28-Sep-23
Paid 22-May-24 23-Oct-23
Amount 26.65p 26.00p

Trades for 28-Mar-2024

Time Volume / Share Price
17:05 220,233 @ 552.99p
16:35 1,728,305 @ 552.60p
16:35 3,282 @ 552.60p
16:35 3,692 @ 552.60p
16:35 3,586 @ 552.60p

PHNX Key Personnel

Chair Nicholas Lyons
CEO Andrew Briggs

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