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Phoenix Group Holdings (PHNX)
531.00p
- Change Today: -11.50p
- 52 Week High: 587.00
- 52 Week Low: 476.00
- Currency: UK Pounds
- Shares Issued: 1,003.16m
- Volume: 7,809,153
- Market Cap: £5,327m
- Beta: 0.00
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.
Financials
| Latest | F'cast | |
|---|---|---|
| Div Yield | 10.2% | 0.0% |
| Div Cover | 0.8 | 1.1 |
| Op Mrgn | -15.9% | 13.2% |
| ROCE | n/a |
| Latest | F'cast | |
|---|---|---|
| P/E | 11.7 | 9.3 |
| PEG | 0.3 | 0.5 |
| 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% | 32.0% |
| DPS | 2.6% | 3.3% |
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 | 886.52 | 59.94p | 8.9 | 0.3 | +32% | 55.79p | 0.0% |
| 31-Dec-26 | 3,609.00 | 1,007.92 | 70.27p | 7.6 | 0.4 | +17% | 57.42p | 0.0% |
Copyright © 2025 FactSet Research Systems Inc. All rights reserved.
PHNX Company Announcements
| Notice of AGM | 03-Apr-2025 | 13:35 | RNS |
| Director/PDMR Shareholding | 01-Apr-2025 | 14:52 | RNS |
| Total Voting Rights | 01-Apr-2025 | 14:42 | RNS |
PHNX ShareCast News
PHNX Top Newspaper Links
Latest PHNX Director Deals
| Traded | Action | Notifier | Price | Amount | Value |
|---|---|---|---|---|---|
| 18-Mar-25 | Sell | Andrew Briggs | 581.53p | 151,586 | £881,522.62 |
| 18-Mar-25 | Exercise of option | Andrew Briggs | 0.000p | 319,953 | £0.00 |
| 05-Mar-25 | Transfer From | Andrew Briggs | 0.000p | 10 | £0.00 |
PHNX Market Data
| Currency | UK Pounds |
| Share Price | 531.00p |
| Change Today | -11.50p |
| % Change | -2.12 % |
| 52 Week High | 587.00 |
| 52 Week Low | 476.00 |
| Volume | 7,809,153 |
| Shares Issued | 1,003.16m |
| Market Cap | £5,327m |
| Beta | 0.00 |
PHNX Star Ratings
| Value |
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| Price Trend |
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| Income |
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| Growth |
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What The Brokers Say
| Strong Buy | 3 |
| Buy | 4 |
| Neutral | 5 |
| Sell | 3 |
| Strong Sell | 0 |
| Total | 15 |
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 04-Apr-2025
| Time | Volume / Share Price |
| 14:36 | 37 @ 530.50p |
| 17:32 | 53,214 @ 542.66p |
| 14:35 | 1 @ 531.00p |
| 16:36 | 3,041 @ 531.00p |
| 16:35 | 10,280 @ 531.00p |
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London EC3R 6EN