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Trade Phoenix Group Holdings - PHNX CFD

5.015
1.57%
Market Trading Hours* (UTC) Opens on Monday at 07:00

Mon - Fri: 07:00 - 11:00 11:03 - 15:30

  • Summary
  • Historical Data
  • Events
  • Income Statement
  • Balance Sheet
  • Cash Flow
Trading сonditions
Spread 0.035
Long position overnight fee

Long position overnight fee


Margin. Your investment $1,000.00
Overnight fee -0.025288 %
Charges from full value of position ($-4.80)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
-0.025288%
Short position overnight fee

Short position overnight fee


Margin. Your investment $1,000.00
Overnight fee 0.00337 %
Charges from full value of position ($0.64)
Trade size with leverage ~ $20,000.00
Money from leverage ~ $19,000.00

Go to platform
0.00337%
Overnight fee time 21:00 (UTC)
Min traded quantity 1
Currency GBP
Margin 5%
Stock exchange United Kingdom of Great Britain and Northern Ireland
Commission on trade 0%

*Information provided by Capital.com

Phoenix Group Holdings PLC ESG Risk Ratings

High Medium Low Negligible

‘A’ score indicates excellent relative ESG performance and high degree of transparency in reporting material ESG data publicly

More ESG coverage

Key Stats
Prev. Close* 5.095
Open* 5.13
1-Year Change* -8.15%
Day's Range* 5.015 - 5.13
52 wk Range 4.36-6.47
Average Volume (10 days) 1.93M
Average Volume (3 months) 53.32M
Market Cap 5.07B
P/E Ratio -100.00K
Shares Outstanding 1.00B
Revenue 4.96B
EPS -1.20
Dividend (Yield %) 10.2686
Beta 0.94
Next Earnings Date Mar 22, 2024

All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

  • Last Week
  • Last Month
  • Last Year
  • Last two Years
  • Max
  • Daily
  • Weekly
  • Monthly
Date Close Change Change (%) Open High Low
Apr 11, 2024 5.095 -0.055 -1.07% 5.150 5.200 5.020
Apr 10, 2024 5.440 -0.060 -1.09% 5.500 5.560 5.390
Apr 9, 2024 5.510 -0.035 -0.63% 5.545 5.575 5.490
Apr 8, 2024 5.550 0.125 2.30% 5.425 5.560 5.425
Apr 5, 2024 5.465 0.035 0.64% 5.430 5.485 5.410
Apr 4, 2024 5.500 0.055 1.01% 5.445 5.560 5.445
Apr 3, 2024 5.475 0.070 1.30% 5.405 5.510 5.400
Apr 2, 2024 5.510 0.020 0.36% 5.490 5.590 5.460
Mar 28, 2024 5.490 0.085 1.57% 5.405 5.500 5.395
Mar 27, 2024 5.425 0.085 1.59% 5.340 5.435 5.325
Mar 26, 2024 5.355 0.115 2.19% 5.240 5.365 5.225
Mar 25, 2024 5.210 -0.075 -1.42% 5.285 5.335 5.195
Mar 22, 2024 5.295 0.230 4.54% 5.065 5.395 5.065
Mar 21, 2024 4.860 -0.015 -0.31% 4.875 4.920 4.820
Mar 20, 2024 4.850 0.025 0.52% 4.825 4.850 4.780
Mar 19, 2024 4.840 0.045 0.94% 4.795 4.865 4.775
Mar 18, 2024 4.820 -0.175 -3.50% 4.995 5.010 4.785
Mar 15, 2024 5.010 -0.010 -0.20% 5.020 5.075 5.010
Mar 14, 2024 5.035 -0.005 -0.10% 5.040 5.105 5.010
Mar 13, 2024 5.080 -0.025 -0.49% 5.105 5.160 5.075

Phoenix Group Holdings Events

Time (UTC) Country Event
Friday, May 3, 2024

Time (UTC)

10:59

Country

GB

Event

Phoenix Group Holdings PLC Annual Shareholders Meeting
Phoenix Group Holdings PLC Annual Shareholders Meeting

Forecast

-

Previous

-
Monday, September 16, 2024

Time (UTC)

10:59

Country

GB

Event

Half Year 2024 Phoenix Group Holdings PLC Earnings Release
Half Year 2024 Phoenix Group Holdings PLC Earnings Release

Forecast

-

Previous

-
View all events
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Total revenue -32092 24089 21435 28866 -7122
Other Revenue, Total -40039 13549 7969 17519 -13034
Total Operating Expense -29252 24519 20165 28515 -7381
Selling/General/Admin. Expenses, Total 2393 2038 1661 1372 1056
Depreciation / Amortization 528 575 515 420 214
Interest Expense (Income) - Net Operating 230 242 234 162 142
Unusual Expense (Income) 17 0 -472 159 -141
Other Operating Expenses, Total -14546 16610 8102 14322 -8245
Operating Income -2840 -430 1270 351 259
Net Income Before Taxes -2840 -430 1270 351 259
Net Income After Taxes -1762 -709 834 116 410
Minority Interest -67 -128 -36 -31 -31
Net Income Before Extra. Items -1829 -837 798 85 379
Net Income -1829 -837 798 85 379
Income Available to Common Excl. Extra. Items -1851 -860 775 62 367
Income Available to Common Incl. Extra. Items -1851 -860 775 62 367
Dilution Adjustment 0 0
Diluted Net Income -1851 -860 775 62 367
Diluted Weighted Average Shares 999 998 846 722 551
Diluted EPS Excluding Extraordinary Items -1.85285 -0.86172 0.91608 0.08587 0.66606
Dividends per Share - Common Stock Primary Issue 0.508 0.489 0.475 0.468 0.46
Diluted Normalized EPS -1.5451 -0.75752 0.68631 0.24522 0.68376
Total Premiums Earned 6400 6453 4825 4288 2586
Net Investment Income 8254 6995 5817 5802 3200
Losses, Benefits, and Adjustments, Total -17874 5054 10125 12080 -407
Total Adjustments to Net Income -22 -23 -23 -23 -12
Realized Gains (Losses) -6707 -2908 2824 1257 126
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Total revenue 7813 -2852 -13121 14208 10246
Total Operating Expense 8185 -1662 -10974 14184 10700
Selling/General/Admin. Expenses, Total 759 1290 709 1093 963
Depreciation / Amortization 161 307 175 272 285
Interest Expense (Income) - Net Operating 134 114 116 119 123
Unusual Expense (Income) -66 -42 0 92 -92
Other Operating Expenses, Total 4557 559 -14683 7239 9736
Operating Income -372 -1190 -2147 24 -454
Net Income Before Taxes -372 -1190 -2147 24 -454
Net Income After Taxes -245 -886 -1258 -42 -667
Minority Interest -16 -36 -31 -77 -51
Net Income Before Extra. Items -261 -922 -1289 -119 -718
Net Income -261 -922 -1289 -119 -718
Total Adjustments to Net Income -11 -10 -12 -11 -12
Income Available to Common Excl. Extra. Items -272 -932 -1301 -130 -730
Income Available to Common Incl. Extra. Items -272 -932 -1301 -130 -730
Diluted Net Income -272 -932 -1301 -130 -730
Diluted Weighted Average Shares 999 1000 998 998 998
Diluted EPS Excluding Extraordinary Items -0.27227 -0.932 -1.30361 -0.13026 -0.73146
Dividends per Share - Common Stock Primary Issue 0.26 0.26 0.248 0.248 0.241
Diluted Normalized EPS -0.27292 -0.8449 -1.30361 -0.02149 -0.73602
Total Premiums Earned 3288 3691 2988 4312 2141
Net Investment Income 5087 -6543 -31602 9896 8105
Losses, Benefits, and Adjustments, Total 2640 -3890 2709 5369 -315
Dilution Adjustment
Other Revenue, Total -562 15493
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Cash 5246 6355 2706 2124
Cash & Equivalents 8839 3866 4643 1760 2802
Total Receivables, Net 4455 1384 1109 819 687
Total Assets 281040 333799 334325 242677 229980
Property/Plant/Equipment, Total - Net 125 130 119 109 48
Goodwill, Net 10 10 57 57 57
Intangibles, Net 2289 4555 5184 3922 4254
Long Term Investments 239614 284239 289944 211859 202221
Note Receivable - Long Term 519 419 263 75 145
Other Long Term Assets, Total 16442 19964 9570 9195 5672
Other Assets, Total 8747 13739 16765 12037 11840
Accrued Expenses 544 567 521 384 337
Notes Payable/Short Term Debt 0 0 0 0 0
Other Current Liabilities, Total 1407 740 1266 1043 893
Total Liabilities 277335 327490 326794 237398 224325
Total Long Term Debt 4072 4314 4640 2192 2186
Long Term Debt 3980 4225 4567 2119 2186
Deferred Income Tax 309 1399 1036 873 843
Minority Interest 532 460 341 314 294
Other Liabilities, Total 158108 176749 168425 123547 116529
Total Equity 3705 6309 7531 5279 5655
Additional Paid-In Capital 10 6 4 2 3077
Retained Earnings (Accumulated Deficit) 3027 5650 6837 4651 1923
Treasury Stock - Common -13 -12 -6 -7 -6
Unrealized Gain (Loss) 5 5
Other Equity, Total 581 565 596 556 584
Total Liabilities & Shareholders’ Equity 281040 333799 334325 242677 229980
Total Common Shares Outstanding 1000.35 997.65 998.279 720.901 720.011
Common Stock 100 100 100 72 72
Property/Plant/Equipment, Total - Gross 184 167 129 50
Accumulated Depreciation, Total -54 -48 -20 -2
Current Port. of LT Debt/Capital Leases 10 11 11
Capital Lease Obligations 92 89 73 73
Jun 2023 Dec 2022 Jun 2022 Dec 2021 Jun 2021
Cash & Equivalents 8055 8839 10738 9112 9112
Total Receivables, Net 4856 4455 4383 1805 3361
Total Assets 288791 281040 297706 333799 332123
Property/Plant/Equipment, Total - Net 114 125 126 130 131
Goodwill, Net 10 10 10 10 57
Intangibles, Net 2158 2289 4299 4555 4843
Long Term Investments 248858 239614 247752 283926 278298
Note Receivable - Long Term 509 519 456 419 451
Other Long Term Assets, Total 16144 16442 18138 19964 22407
Other Assets, Total 8087 8747 11662 13739 13081
Accrued Expenses 545 544 501 567 507
Notes Payable/Short Term Debt 0 0 0 0 0
Other Current Liabilities, Total 3110 1407 2050 740 2543
Total Liabilities 285541 277335 292084 327490 325531
Total Long Term Debt 4000 4072 4485 4324 4416
Long Term Debt 3919 3980 4388 4225 4318
Capital Lease Obligations 81 92 97 99 98
Deferred Income Tax 102 309 735 1399 1319
Minority Interest 543 532 486 460 387
Other Liabilities, Total 162712 158108 161498 176749 174239
Total Equity 3250 3705 5622 6309 6592
Common Stock 100 100 100 100 100
Additional Paid-In Capital 14 10 8 6 5
Retained Earnings (Accumulated Deficit) 2550 3027 4947 5650 5930
Treasury Stock - Common -12 -13 -13 -12 -9
Unrealized Gain (Loss)
Other Equity, Total 598 581 580 565 566
Total Liabilities & Shareholders’ Equity 288791 281040 297706 333799 332123
Total Common Shares Outstanding 1001.08 1000.35 999.99 997.65 999.385
  • Annual
  • Quarterly
2022 2021 2020 2019 2018
Net income/Starting Line -2840 -430 1270 351 260
Cash From Operating Activities 833 -1096 6754 68 -353
Amortization 526 644 487 402 214
Non-Cash Items 46700 -10540 -10708 -18724 12941
Cash Taxes Paid 153 149 562 205 29
Cash Interest Paid 216 237 176 103 94
Changes in Working Capital -43553 9230 15705 18039 -13768
Cash From Investing Activities 0 304 -979 0 1607
Other Investing Cash Flow Items, Total 0 304 -979 0 1607
Cash From Financing Activities -1182 -1094 757 -528 1427
Financing Cash Flow Items -258 -264 -240 -148 -96
Total Cash Dividends Paid -496 -482 -403 -338 -262
Issuance (Retirement) of Stock, Net 4 2 2 2 936
Issuance (Retirement) of Debt, Net -432 -350 1398 -44 849
Net Change in Cash -349 -1886 6532 -460 2681
Dec 2022 Jun 2022 Dec 2021 Jun 2021 Dec 2020
Net income/Starting Line -2840 -1650 -430 -454 1270
Cash From Operating Activities 833 1927 -1096 -1403 6754
Amortization 526 261 644 303 487
Non-Cash Items 46700 35670 -10540 -4407 -10708
Cash Taxes Paid 153 138 149 104 562
Cash Interest Paid 216 119 237 124 176
Changes in Working Capital -43553 -32354 9230 3155 15705
Cash From Investing Activities 0 0 304 115 -979
Other Investing Cash Flow Items, Total 0 0 304 115 -979
Cash From Financing Activities -1182 -377 -1094 -598 757
Financing Cash Flow Items -258 -147 -264 -138 -240
Total Cash Dividends Paid -496 -248 -482 -241 -403
Issuance (Retirement) of Stock, Net 4 2 2 1 2
Issuance (Retirement) of Debt, Net -432 16 -350 -220 1398
Net Change in Cash -349 1550 -1886 -1886 6532

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Phoenix Company profile

Discover PHNX share price live with our interactive streaming chart

Phoenix Group is the largest insurance services provider in the United Kingdom. The company operates as the leading consolidator of heritage life insurance funds in Europe. Phoenix specialises in the management and acquisition of closed life insurance and pension funds across the UK, Ireland and Germany.

In total, the group has £248bn of assets under management and over 10 million policyholders. The company works through four operating life companies, which hold and administer policyholder assets. They include: Phoenix Life (Phoenix Life Limited and Phoenix Life Assurance Limited), Phoenix Ireland, Phoenix Wealth and Standard Life. 

They produce and underwrite new policies and products to support people saving in areas, including self-invested personal pensions and workplace pensions. Phoenix also has a distribution brand SunLife, which sells a line of financial products for more than fifty markets. 

The company was founded in 1857 as the Pearl Loan Company. In 1990 it was bought by the AMP, the Australian Insurance group. Later in 2003, NPI, Pearl and London Life were demerged from the AMP to form Henderson Group.

In 2005, the Pearl Group was acquired by Sun Capital Partners, and in 2009 by the Liberty Acquisition Holdings Company. In 2010 Pearl Group was renamed to Phoenix Group Holdings. 

The Phoenix Group is listed on the London Stock exchange under the ticker symbol PHNX. Phoenix stock is a constituent of the FTSE 100 index. 

Based on the historical data, the Phoenix shares fell to the record low of £2.58 on June 1, 2012. The Phoenix Group share price reached its all-time high of £7.95 on February 14, 2020.

Phoenix group has a strong balance sheet that is capable to move the company smoothly through risks associated with COVID-19. The company can boast long-term sustainable cash generation, which supports sustainable dividend payments. 

Providing a 12-month share price prediction for Phoenix Group in 2020-2021, analysts surveyed by Business Insider are putting the price of the stock in a range that goes from £6.90 to £9,00. 

Keep an eye on the Phoenix share price today and get the latest info on PHNX shares in real time with Capital.com. Check out our live chart and follow all the ups and downs of the Phoenix share price to spot the best entry and exit points to trade on Phoenix stock. 

Industry: Life & Health Insurance (NEC)

1 Wythall Green Way
Wythall Green
BIRMINGHAM
B47 6WG
GB

Income Statement

  • Annual
  • Quarterly

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