Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

476.00p
   
  • Change Today:
    -8.80p
  • 52 Week High: 591.80
  • 52 Week Low: 441.60
  • Currency: UK Pounds
  • Shares Issued: 1,001.56m
  • Volume: 3,842,646
  • Market Cap: £4,767.40m

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 (17-04-2024)

1 Day Chart

6 Month Chart

6 Month Chart
Barclays logo

Digital Look Charts Sponsored by Barclays Stockbrokers

Financials

Latest F'cast
Div Yield 11.1% 0.0%
Div Cover 0.6 1.0
Op Mrgn 5.7% 13.0%
ROCE 0.3%  
Latest F'cast
P/E 14.6 9.5
PEG 0.4 0.2
Pr/Revenue 1.0 0.8
Pr/Book 1.3  
Latest F'cast
Revenue -5.5% 38.0%
PBT n/a 4267.0%
EPS 32.4% 64.8%
DPS 3.6% 3.2%

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 6,709.50 873.39 53.88p 8.8 0.1 +65% 54.34p 0.0%
31-Dec-25 7,235.00 939.06 59.54p 8.0 0.8 +10% 56.19p 0.0%
31-Dec-26 6,938.00 901.00 62.33p 7.6 1.6 +5% 57.59p 0.0%

Copyright © 2024 FactSet Research Systems Inc. All rights reserved.

PHNX Company Announcements

Supplemental Circular to the 2024 Notice of AGM 12-Apr-2024 16:41 RNS
Director/PDMR Shareholding 10-Apr-2024 09:43 RNS
Director/PDMR Shareholding 09-Apr-2024 08:33 RNS

PHNX ShareCast News

London close: Stocks mixed as Bailey hints at ra... 22-Mar-2024 ShareCast
Phoenix Group jumps on strong results as it sets... 22-Mar-2024 ShareCast
Friday preview: UK retail sales, Phoenix Group i... 21-Mar-2024 ShareCast

PHNX Top Newspaper Links

Phoenix Holdings cash machine looks sustainable 09-Apr-2024 Times
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

Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
05-Apr-24 Transfer From Rakesh Thakrar 0.000p 9 £0.00
05-Apr-24 Buy Rakesh Thakrar 547.51p 27 £147.83
05-Apr-24 Transfer From Andrew Briggs 0.000p 9 £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 476.00p
Change Today -8.80p
% Change -1.82 %
52 Week High 591.80
52 Week Low 441.60
Volume 3,842,646
Shares Issued 1,001.56m
Market Cap £4,767.40m

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
71.98% above the market average71.98% above the market average71.98% above the market average71.98% above the market average71.98% 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
15.42% below the market average15.42% below the market average15.42% below the market average15.42% below the market average15.42% below the market average
50% below the sector average50% below the sector average50% below the sector average50% below the sector average50% below the sector average
Income
93.73% above the market average93.73% above the market average93.73% above the market average93.73% above the market average93.73% 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
64.66% below the market average64.66% below the market average64.66% below the market average64.66% below the market average64.66% 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 17-Apr-2024

Time Volume / Share Price
17:11 83,029 @ 483.34p
17:11 16,570 @ 484.53p
16:38 5,000 @ 476.00p
16:38 4,749 @ 476.00p
16:38 251 @ 476.00p

PHNX Key Personnel

Chair Nicholas Lyons
CEO Andrew Briggs

Top of Page