Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

547.00p
   
  • Change Today:
      9.50p
  • 52 Week High: 587.00
  • 52 Week Low: 476.00
  • Currency: UK Pounds
  • Shares Issued: 1,003.16m
  • Volume: 3,432,592
  • Market Cap: £5,487m
  • Beta: 0.04

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 10.0% 0.0%
Div Cover 0.8 1.1
Op Mrgn -15.9% 13.1%
ROCE n/a  
Latest F'cast
P/E 11.8 9.0
PEG 0.3 0.3
Pr/Revenue 1.0 0.8
Pr/Book 2.4  
Latest F'cast
Revenue 5.7% 30.2%
PBT n/a n/a
EPS 40.1% 31.4%
DPS 2.6% 3.2%

PHNX Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
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 4,861.00 262.00 32.40p 16.5 0.5 +31% 52.65p 9.8%
31-Dec-24 5,139.00 (1,107.00) 45.40p 11.2 0.3 +40% 54.00p 10.6%

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-25 6,692.00 878.88 59.65p 9.0 0.3 +31% 55.74p 0.0%
31-Dec-26 3,609.00 1,041.68 71.14p 7.6 0.4 +19% 57.37p 0.0%
31-Dec-27 3,699.50 1,197.52 79.88p 6.7 0.5 +12% 58.88p 0.0%

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PHNX Company Announcements

Director/PDMR Shareholding 10-Apr-2025 14:37 RNS
Director/PDMR Shareholding 08-Apr-2025 15:10 RNS
Notice of AGM 03-Apr-2025 13:35 RNS

Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
09-Apr-25 Buy Nicolaos Nicandrou 513.86p 144,000 £739,954.06
07-Apr-25 Transfer From Nicolaos Nicandrou 0.000p 10 £0.00
07-Apr-25 Buy Nicolaos Nicandrou 509.09p 29 £147.64

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 547.00p
Change Today 9.50p
% Change 1.77 %
52 Week High 587.00
52 Week Low 476.00
Volume 3,432,592
Shares Issued 1,003.16m
Market Cap £5,487m
Beta 0.04

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
46.95% above the market average46.95% above the market average46.95% above the market average46.95% above the market average46.95% 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
43.19% above the market average43.19% above the market average43.19% above the market average43.19% above the market average43.19% above the market average
25.00% above the sector average25.00% above the sector average25.00% above the sector average25.00% above the sector average25.00% above the sector average
Income
92.11% above the market average92.11% above the market average92.11% above the market average92.11% above the market average92.11% 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
10.29% below the market average10.29% below the market average10.29% below the market average10.29% below the market average10.29% below the market average
14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average

What The Brokers Say

Strong Buy 3
Buy 4
Neutral 5
Sell 3
Strong Sell 0
Total 15
neutral
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 03-Apr-25 03-Oct-24
Paid 21-May-25 31-Oct-24
Amount 27.35p 26.65p

Trades for 11-Apr-2025

Time Volume / Share Price
16:29 630 @ 548.50p
16:29 794 @ 548.50p
16:29 202 @ 548.50p
16:29 878 @ 548.50p
16:27 330 @ 548.50p

PHNX Key Personnel

Chair Nicholas Lyons

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