Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

497.60p
   
  • Change Today:
      8.00p
  • 52 Week High: 647.00p
  • 52 Week Low: 441.60p
  • Currency: UK Pounds
  • Shares Issued: 1,001.54m
  • Volume: 3,288,821
  • Market Cap: £4,983.65m
  • Beta: 1.34

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.

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Financials

Latest F'cast
Div Yield 10.2% 0.0%
Div Cover 1.6 0.8
Op Mrgn -36.8% 14.5%
ROCE n/a  
Latest F'cast
P/E 6.1 11.2
PEG 2.1 n/a
Pr/Revenue 0.7 0.8
Pr/Book 1.0  
Latest F'cast
Revenue -4.8% -11.9%
PBT n/a n/a
EPS 2.9% -45.3%
DPS 3.9% 3.7%

PHNX Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
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%
31-Dec-21 7,455.00 (430.00) 79.20p 8.2 n/a -14% 48.90p 7.5%
31-Dec-22 7,094.00 (2,840.00) 81.50p 7.5 2.5 +3% 50.80p 8.3%

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-23 6,251.67 907.11 44.60p 11.2 n/a -45% 52.68p 0.0%
31-Dec-24 6,534.33 935.26 47.10p 10.6 1.9 +6% 54.31p 0.0%
31-Dec-25 6,817.33 977.80 52.65p 9.5 0.8 +12% 56.28p 0.0%

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PHNX Company Announcements

Director/PDMR Shareholding 06-Dec-2023 16:28 RNS
Final Result of Tender Offer 05-Dec-2023 11:42 RNS
Indicative Result of Tender Offer 05-Dec-2023 10:22 RNS

PHNX ShareCast News

London close: Stocks firmer ahead of key inflati... 13-Nov-2023 ShareCast
Phoenix Group lifts FY cash generation targets 13-Nov-2023 ShareCast
Nicholas Lyons to return as Phoenix Group chair 04-Oct-2023 ShareCast

PHNX Top Newspaper Links

Text size Send this article to a frien... 22-Aug-2014 The Herald
Phoenix results expected amid Ignis sale specula... 26-Mar-2014 The Herald
Job fears as Standard Life in talks over Ignis b... 24-Mar-2014 The Herald

Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
05-Dec-23 Transfer From Rakesh Thakrar 0.000p 10 £0.00
05-Dec-23 Buy Rakesh Thakrar 473.15p 32 £151.41
05-Dec-23 Transfer From Andrew Briggs 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 497.60p
Change Today 8.00p
% Change 1.63 %
52 Week High 647.00p
52 Week Low 441.60p
Volume 3,288,821
Shares Issued 1,001.54m
Market Cap £4,983.65m
Beta 1.34

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
59.38% above the market average59.38% above the market average59.38% above the market average59.38% above the market average59.38% above the market average
33.33% below the sector average33.33% below the sector average33.33% below the sector average33.33% below the sector average33.33% below the sector average
Price Trend
25.88% below the market average25.88% below the market average25.88% below the market average25.88% below the market average25.88% below the market average
75% below the sector average75% below the sector average75% below the sector average75% below the sector average75% below the sector average
Income
97.74% above the market average97.74% above the market average97.74% above the market average97.74% above the market average97.74% 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
10.06% above the market average10.06% above the market average10.06% above the market average10.06% above the market average10.06% above the market average
Sector averageSector averageSector averageSector averageSector 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
  Interim Final
Ex-Div 28-Sep-23 30-Mar-23
Paid 23-Oct-23 10-May-23
Amount 26.00p 26.00p

Trades for 08-Dec-2023

Time Volume / Share Price
16:45 8,316 @ 497.80p
16:43 1,143,000 @ 490.00p
16:35 1,102,066 @ 497.60p
16:35 8,694 @ 497.60p
16:35 1,378 @ 497.60p

PHNX Key Personnel

Chair Nicholas Lyons
CEO Andrew Briggs

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