Phoenix Holdings Ltd. (IL:PHOE)
TASE:PHOE
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PHOE Stock Chart & Stats
13500.00
-0.07(-0.12%)
At close: 4:00 PM EST
13500.00
-0.07(-0.12%)
Day’s Range― - ―
52-Week Range7,109.13 - 20,130.00
Previous CloseN/A
Volume766.17K
Average Volume (3M)1.33M
Market Cap
₪43.49B
Enterprise Value32.81B
Total Cash (Recent Filing)₪24.75B
Total Debt (Recent Filing)₪10.18B
Price to Earnings (P/E)12.9
Beta1.54
Next Earnings
Aug 20, 2026EPS Estimate
325.7Next Dividend Ex-DateN/A
Dividend Yield4.19%
Share Statistics
EPS (TTM)13.37
Shares Outstanding252,858,100
10 Day Avg. Volume1,003,045
30 Day Avg. Volume1,333,724
Financial Highlights & Ratios
PEG Ratio0.13
Price to Book (P/B)2.66
Price to Sales (P/S)1.10
P/FCF Ratio8.46
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)13.3
Revenue Forecast (FY)₪10.06B
Bulls Say, Bears Say
Bulls Say
Improved Profitability / MarginsTrailing-twelve-month profitability and improved operating/net margins indicate underwriting and expense control gains. Durable margin expansion strengthens internal capital generation, supports reinvestment and dividends, and reduces sensitivity to short-term premium volatility over the next several months.
High Returns On EquitySustained ROE in the mid-to-high twenties reflects efficient use of capital and competitive underwriting/investment returns. High ROE tends to compound shareholder value, enabling organic growth and supporting payout policies even when balance sheet leverage is elevated.
Positive Revenue Growth TrendNearly 10% reported revenue growth signals demand expansion and scale benefits for the insurance franchise. Persistent top-line growth supports diversification across lines, improves operating leverage, and provides a broader base for underwriting and investment results over the medium term.
Bears Say
Elevated LeverageDebt running above equity (D/E ~1.24) makes the balance sheet more sensitive to underwriting losses or market stress. Elevated leverage increases interest and refinancing risk, constraining capital flexibility and raising the bar for sustaining investments and dividends during adverse cycles.
Volatile Cash GenerationSharp declines and past negative operating/free cash flow indicate inconsistent cash conversion. This variability undermines self-funding capacity for claims and growth, may force reliance on external financing, and raises the risk that capital returns or investments are harder to sustain through cycles.
Revenue Volatility / Recent TTM DeclineHistoric large year-to-year revenue swings and a recent sharp TTM decline reduce predictability of underwriting volumes and premium income. This impairs forward-looking pricing, reserve adequacy, and capital planning, increasing earnings volatility and strategic uncertainty over coming quarters.
Phoenix News
PHOE FAQ
What was Phoenix Holdings Ltd.’s price range in the past 12 months?
Phoenix Holdings Ltd. lowest stock price was 7109.13 and its highest was 20130.00 in the past 12 months.
What is Phoenix Holdings Ltd.’s market cap?
Phoenix Holdings Ltd.’s market cap is ₪43.49B.
When is Phoenix Holdings Ltd.’s upcoming earnings report date?
Phoenix Holdings Ltd.’s upcoming earnings report date is Aug 20, 2026 which is in 76 days.
How were Phoenix Holdings Ltd.’s earnings last quarter?
Phoenix Holdings Ltd. released its earnings results on May 28, 2026. The company reported 280 earnings per share for the quarter, missing the consensus estimate of 313 by -33.
Is Phoenix Holdings Ltd. overvalued?
According to Wall Street analysts Phoenix Holdings Ltd.’s price is currently Overvalued.
Does Phoenix Holdings Ltd. pay dividends?
Phoenix Holdings Ltd. pays a Quarterly dividend of 125.894 which represents an annual dividend yield of 4.19%. See more information on Phoenix Holdings Ltd. dividends here
What is Phoenix Holdings Ltd.’s EPS estimate?
Phoenix Holdings Ltd.’s EPS estimate is 325.7.
How many shares outstanding does Phoenix Holdings Ltd. have?
Phoenix Holdings Ltd. has 252,858,100 shares outstanding.
What happened to Phoenix Holdings Ltd.’s price movement after its last earnings report?
Phoenix Holdings Ltd. reported an EPS of 280 in its last earnings report, missing expectations of 313. Following the earnings report the stock price went down -4.898%.
Which hedge fund is a major shareholder of Phoenix Holdings Ltd.?
Currently, no hedge funds are holding shares in IL:PHOE
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Company Description
Phoenix Holdings Ltd.
The Phoenix Holdings Ltd. provides various insurance and pension products in Israel. It offers life and disability insurance; flight cancellation; and property and casualty insurance, including motor vehicle, motor property, home and business, third-party liability, employers' liability, directors' and officers' liability, product liability, building, contract works, and marine insurance products, as well as health insurance products, such as long-term care and critical illness, travel, sick leave, illness and hospitalization, and dental insurance. The company also provides mechanical-engineering equipment, mechanical breakdown, refrigerated inventory, cargo in transit and shippers' liability, short-term personal accident, fidelity, agricultural, and electronic equipment insurance; investment insurance for home buyers; insurance covering production and cancellation of events; and clinical trials, money, goods in transit, works of art, aviation, terrorism acts, and cyber insurance. In addition, it offers financial asset management services comprising marketing and management of investments, underwriting and investment banking, mutual funds management, and stock exchange and trading services; and pension, education, and provident funds, as well as savings products. The company was formerly known as The Israel Phoenix Assurance Company Limited. The Phoenix Holdings Ltd. was incorporated in 1949 and is headquartered in Givatayim, Israel.