Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

720.20p
   
  • Change Today:
    -8.00p
  • 52 Week High: 786.20p
  • 52 Week Low: 629.00p
  • Currency: UK Pounds
  • Shares Issued: 999.24m
  • Volume: 913,772
  • Market Cap: £7,196m

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 (17-06-2021)

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 6.6% 6.7%
Div Cover 1.9 1.3
Op Mrgn 32.0% 13.1%
ROCE 17.5%  
Latest F'cast
P/E 7.8 11.2
PEG 0.0 n/a
Pr/Revenue 1.5 1.6
Pr/Book 0.9  
Latest F'cast
Revenue 16.5% -5.7%
PBT 261.8% -54.1%
EPS 955.2% -29.7%
DPS 1.5% 1.6%

PHNX Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-16 999.00 (128.00) (30.84)p n/a n/a n/a 45.50p 6.9%
31-Dec-17 1,297.00 (7.00) (6.29)p n/a n/a n/a 45.14p 6.4%
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%

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-21 4,438.84 582.57 64.54p 11.2 n/a -30% 48.24p 6.7%
31-Dec-22 4,660.66 610.45 66.17p 10.9 4.3 +2% 48.54p 6.7%

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Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
07-Jun-21 Transfer From Andrew Briggs 0.000p 7 £0.00
07-Jun-21 Buy Andrew Briggs 742.40p 21 £155.90
07-Jun-21 Transfer From Rakesh Thakrar 0.000p 6 £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 720.20p
Change Today -8.00p
% Change -1.10 %
52 Week High 786.20p
52 Week Low 629.00p
Volume 913,772
Shares Issued 999.24m
Market Cap £7,196m

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
91.72% above the market average91.72% above the market average91.72% above the market average91.72% above the market average91.72% above 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
Price Trend
36.72% below the market average36.72% below the market average36.72% below the market average36.72% below the market average36.72% below 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
Income
98.85% above the market average98.85% above the market average98.85% above the market average98.85% above the market average98.85% above the market average
42.86% above the sector average42.86% above the sector average42.86% above the sector average42.86% above the sector average42.86% above the sector average
Growth
98.58% above the market average98.58% above the market average98.58% above the market average98.58% above the market average98.58% 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

What The Brokers Say

Strong Buy 7
Buy 1
Neutral 5
Sell 0
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 01-Apr-21 13-Aug-20
Paid 18-May-21 04-Sep-20
Amount 24.10p 23.40p

Trades for 17-Jun-2021

Time Volume / Share Price
16:45 1,955 @ 721.00p
16:45 1,955 @ 721.00p
16:35 428,663 @ 720.20p
16:29 206 @ 721.00p
16:29 27 @ 721.20p

PHNX Key Personnel

Chair Nicholas Lyons
CEO Andrew Briggs

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