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Phoenix Group Holdings
(LSE:PHNX)
Phoenix Group Holdings (PHNX) vs. iShares MSCI United Kingdom ETF (EWC)
Phoenix Group Holdings Business Overview & Revenue Model
Phoenix Group Holdings Earnings Call Summary
Phoenix Group Holdings Financial Statement Overview
| Breakdown | ||||
| Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|
| Income Statement | Total Revenue | |||
| 14.43B | 16.70B | 8.20B | 7.00B | 13.26B |
| Gross Profit | ||||
| 14.43B | 15.45B | 8.20B | 10.34B | 13.26B |
| EBIT | ||||
| 3.04B | 184.00M | -1.25B | -688.00M | 1.15B |
| EBITDA | ||||
| -870.00M | 305.00M | -3.16B | -150.00M | 58.00M |
| Net Income Common Stockholders | ||||
| -1.09B | 56.00M | -2.72B | -837.00M | 798.00M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | |||
| 198.00M | 174.00M | 242.00M | 405.00M | 414.00M |
| Total Assets | ||||
| 307.86B | 299.31B | 279.03B | 325.21B | 324.78B |
| Total Debt | ||||
| 3.60B | 3.88B | 4.57B | 4.82B | 5.14B |
| Net Debt | ||||
| -5.86B | -3.29B | -4.31B | -4.29B | -5.85B |
| Total Liabilities | ||||
| 305.61B | 295.77B | 274.33B | 318.94B | 317.40B |
| Stockholders Equity | ||||
| 1.71B | 2.99B | 4.16B | 5.82B | 7.04B |
| Cash Flow | Free Cash Flow | |||
| 3.34B | -863.00M | -3.28B | -1.26B | 6.58B |
| Operating Cash Flow | ||||
| 3.37B | -863.00M | -3.28B | -1.26B | 6.58B |
| Investing Cash Flow | ||||
| -29.00M | -20.00M | 0.00 | 304.00M | -988.00M |
| Financing Cash Flow | ||||
| -1.08B | -769.00M | -966.00M | -857.00M | 942.00M |
Phoenix Group Holdings Technical Analysis
Phoenix Group Holdings Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | £5.79B | 6.87 | 26.32% | 2.66% | 7.79% | 9.99% | |
70 Outperform | £23.18B | 13.65 | 12.68% | 2.74% | -17.12% | 30.62% | |
66 Neutral | £6.56B | ― | -60.34% | 8.36% | -6.33% | ― | |
64 Neutral | $12.93B | 9.70 | 7.85% | 78.03% | 12.07% | -7.83% | |
64 Neutral | £5.87B | 15.17 | 35.30% | 2.18% | 36.14% | ― | |
56 Neutral | £1.53B | 22.48 | 5.55% | 2.51% | 4.58% | -42.10% | |
| $8.22B | 31.80 | -10.00% | 10.19% | ― | ― |
Phoenix Group Holdings Corporate Events
Phoenix Group Holdings has announced the approval of its £5 billion Euro Medium Term Note Programme by the UK Financial Conduct Authority. This development is expected to enhance the company’s financial flexibility and strengthen its position in the financial services sector, potentially impacting stakeholders positively by providing more investment opportunities.
The most recent analyst rating on (GB:PHNX) stock is a Buy with a £7.30 price target. To see the full list of analyst forecasts on Phoenix Group Holdings stock, see the GB:PHNX Stock Forecast page.
Phoenix Group Holdings, a prominent player in the financial services sector, announced the latest transactions under its Share Incentive Plan (SIP). The plan allows employees to purchase ‘Partnership Shares’ with contributions from their monthly salaries, which the company matches up to a certain limit. This initiative is part of Phoenix Group’s strategy to enhance employee engagement and align their interests with those of the company. The announcement, which complies with the UK Markets Abuse Regulation, detailed the share transactions conducted by several key executives, reflecting the company’s commitment to transparency and regulatory compliance.
The most recent analyst rating on (GB:PHNX) stock is a Buy with a £7.30 price target. To see the full list of analyst forecasts on Phoenix Group Holdings stock, see the GB:PHNX Stock Forecast page.
Phoenix Group Holdings PLC announced that as of May 31, 2025, its issued share capital consists of 1,003,205,884 ordinary shares, each with a nominal value of 10 pence. Each share carries one vote, and the company holds no shares in treasury. This total number of voting rights is crucial for shareholders to determine their notification obligations under the Disclosure Guidance and Transparency Rules.
The most recent analyst rating on (GB:PHNX) stock is a Buy with a £7.30 price target. To see the full list of analyst forecasts on Phoenix Group Holdings stock, see the GB:PHNX Stock Forecast page.
Phoenix Group Holdings announced the acquisition of ordinary shares as part of its Share Incentive Plan (SIP) through the Dividend Reinvestment Plan (DRIP). This transaction, involving key managerial personnel, highlights the company’s ongoing efforts to align managerial interests with shareholder value, potentially enhancing stakeholder confidence and market positioning.
The most recent analyst rating on (GB:PHNX) stock is a Buy with a £7.30 price target. To see the full list of analyst forecasts on Phoenix Group Holdings stock, see the GB:PHNX Stock Forecast page.
Phoenix Group Holdings announced the appointment of Karen Green, an Independent Non-Executive Director of the company, as an Independent Non-Executive Director of Hamilton Insurance Group Ltd. This move reflects Phoenix Group’s ongoing commitment to strengthening its leadership team and enhancing its strategic influence in the insurance sector.
The most recent analyst rating on (GB:PHNX) stock is a Buy with a £6.50 price target. To see the full list of analyst forecasts on Phoenix Group Holdings stock, see the GB:PHNX Stock Forecast page.
Phoenix Group Holdings announced the successful passing of all resolutions at its Annual General Meeting held on May 13, 2025. The resolutions included the approval of the company’s annual report, directors’ remuneration report, and a final dividend, as well as the re-election and election of various directors. The outcome of the AGM reflects strong shareholder support for the company’s strategic direction and governance, potentially reinforcing its position in the industry and positively impacting stakeholder confidence.
The most recent analyst rating on (GB:PHNX) stock is a Buy with a £6.50 price target. To see the full list of analyst forecasts on Phoenix Group Holdings stock, see the GB:PHNX Stock Forecast page.
Phoenix Group Holdings PLC announced the monthly investment details under its Share Incentive Plan (SIP), where eligible employees can purchase ‘Partnership Shares’ with contributions from their salaries, matched by the company. This initiative, which involves key managerial figures, underscores the company’s commitment to employee engagement and aligns their interests with shareholders, potentially enhancing market confidence and stakeholder value.
Phoenix Group Holdings PLC announced that as of April 30, 2025, its issued share capital consists of 1,003,181,705 ordinary shares, each with a nominal value of 10 pence and one vote per share. The company does not hold any shares in treasury, resulting in a total of 1,003,181,705 voting rights. This information is crucial for shareholders to calculate their interests and obligations under the Disclosure Guidance and Transparency Rules.
Phoenix Group Holdings PLC announced that Nicolaos Nicandrou, the Group Chief Financial Officer, purchased 144,000 ordinary shares of the company on April 9, 2025. This transaction is part of the company’s ongoing compliance with the UK Markets Abuse Regulation, highlighting the confidence of its leadership in the company’s future prospects.
Phoenix Group Holdings PLC announced the acquisition of ordinary shares under its Share Incentive Plan (SIP) on April 8, 2025. The plan allows eligible employees to purchase ‘Partnership Shares’ with contributions from their monthly salary, which the company matches up to £50. This initiative reflects Phoenix Group’s commitment to employee engagement and investment in its workforce, potentially enhancing stakeholder confidence and reinforcing its market position.
Phoenix Group Holdings PLC has distributed its 2024 Annual Report and Accounts, along with the Notice of the 2025 Annual General Meeting (AGM) and the Form of Proxy to its shareholders. The AGM is scheduled for May 13, 2025, in London, and the Notice of Meeting is accessible on the company’s website and for inspection at the UK Listing Authority’s national storage mechanism. This announcement underscores the company’s commitment to transparency and shareholder engagement, potentially impacting stakeholder confidence and company governance.
Phoenix Group Holdings PLC has announced the grant of awards under its 2018 Deferred Bonus Share Scheme (DBSS) and Long Term Incentive Plan (LTIP) to key managerial personnel. These awards, which are structured as nil cost options, are part of the company’s strategy to align managerial interests with long-term performance goals. The awards will vest in 2028, with a holding period extending to 2030 for the LTIP, highlighting the company’s commitment to sustained growth and performance. This move is likely to strengthen the company’s operational focus and enhance stakeholder confidence in its long-term strategic direction.
Phoenix Group Holdings PLC announced that as of 31 March 2025, its issued share capital consists of 1,003,164,885 ordinary shares, each with a nominal value of 10 pence and carrying one vote per share. This update on voting rights and share capital is significant for shareholders as it provides the denominator for calculating their interests in the company, ensuring transparency and compliance with the Disclosure Guidance and Transparency Rules.
Phoenix Group Holdings announced the exercise of nil-cost options under its Long Term Incentive Plan and Deferred Bonus Share Scheme by Michael Eakins, the Group Chief Investment Officer. The exercise involved a significant number of shares, with some sold to cover tax liabilities, reflecting the company’s ongoing commitment to rewarding its executives based on performance criteria. This move highlights the company’s strategic focus on aligning managerial incentives with shareholder interests, potentially impacting its operational dynamics and market positioning.
Phoenix Group Holdings announced that Andrew Curran, Chief Executive Officer of Standard Life, exercised nil-cost options over ordinary shares under the Deferred Bonus Share Scheme. This exercise involved acquiring shares, including dividend equivalents, and selling a portion to cover tax and employee national insurance liabilities, reflecting the company’s ongoing executive compensation practices.
Phoenix Group Holdings plc announced that Claire Hawkins, Director of Corporate Affairs & Brand, and her closely associated person, Steven Hawkins, have conducted several transactions involving the company’s ordinary shares. Claire Hawkins exercised options under the Deferred Bonus Share Scheme and sold shares to cover tax liabilities, while both Claire and Steven Hawkins purchased shares. These transactions were conducted on the London Stock Exchange and are part of the company’s regulatory compliance with the UK Markets Abuse Regulation.
Phoenix Group Holdings PLC announced that several key executives exercised their nil-cost options under the company’s Long Term Incentive Plan (LTIP) and Deferred Bonus Share Scheme (DBSS). The transactions involved the acquisition and subsequent sale of shares to cover tax liabilities, reflecting the company’s ongoing commitment to aligning management incentives with performance metrics. This move highlights the company’s robust performance over the past few years and may have implications for its market positioning and stakeholder confidence.
Phoenix Group Holdings PLC announced that Tom Ground, the Chief Executive Officer of Retirement Solutions, sold 92,360 ordinary shares at a price of 582.570 pence each on March 18, 2025. This transaction was disclosed in compliance with the UK Markets Abuse Regulation, highlighting transparency in managerial dealings and potentially impacting stakeholder perceptions.
Phoenix Group Holdings reported robust financial performance for 2024, achieving significant progress in its strategic goals and financial metrics. The company surpassed its Operating Cash Generation target two years ahead of schedule, enabling debt repayment and investment in business growth. With a 31% increase in IFRS adjusted operating profit, Phoenix Group has upgraded its financial targets through 2026, enhancing its market positioning and shareholder value. The company’s strong cash generation and strategic execution have allowed for a recommended dividend increase, reflecting confidence in its growth trajectory and commitment to delivering sustainable returns to stakeholders.
Phoenix Group Holdings plc, a company involved in the financial services sector, has announced the appointment of Sherry Coutu CBE as an independent Non-Executive Director and member of the Remuneration Committee, effective 1 May 2025. Sherry Coutu brings extensive experience from her roles in technology, investment, and financial services, having served on various boards and committees, including Pearson plc and Raspberry Pi plc. Her appointment is expected to enhance the board’s expertise, particularly in technology and digital sectors, and contribute to Phoenix’s strategic direction.