Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

731.40p
   
  • Change Today:
      10.60p
  • 52 Week High: 786.20
  • 52 Week Low: 568.40
  • Currency: UK Pounds
  • Shares Issued: 999.24m
  • Volume: 1,212,683
  • Market Cap: £7,308m

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 (06-05-2021)

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 6.5% 6.8%
Div Cover 1.9 1.3
Op Mrgn 32.0% 8.6%
ROCE 17.5%  
Latest F'cast
P/E 8.0 11.4
PEG 0.0 n/a
Pr/Revenue 1.6 1.2
Pr/Book 0.9  
Latest F'cast
Revenue 16.5% 26.2%
PBT 261.8% -60.0%
EPS 955.2% -29.8%
DPS 1.5% 1.4%

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 5,940.51 508.26 64.43p 11.4 n/a -30% 48.18p 6.8%
31-Dec-22 6,194.66 547.62 66.18p 11.1 4.1 +3% 48.42p 6.8%

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PHNX Company Announcements

Total Voting Rights 30-Apr-2021 11:45 RNS
Director/PDMR Shareholding 13-Apr-2021 13:00 RNS
Director/PDMR Shareholding 07-Apr-2021 13:00 RNS

Latest PHNX Director Deals

No deals were found in the last 28 days.

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 731.40p
Change Today 10.60p
% Change 1.47 %
52 Week High 786.20
52 Week Low 568.40
Volume 1,212,683
Shares Issued 999.24m
Market Cap £7,308m

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
91.36% above the market average91.36% above the market average91.36% above the market average91.36% above the market average91.36% 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
23.49% below the market average23.49% below the market average23.49% below the market average23.49% below the market average23.49% below the market average
Sector averageSector averageSector averageSector averageSector average
Income
98.84% above the market average98.84% above the market average98.84% above the market average98.84% above the market average98.84% above the market average
14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average
Growth
98.57% above the market average98.57% above the market average98.57% above the market average98.57% above the market average98.57% 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 8
Buy 0
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 06-May-2021

Time Volume / Share Price
16:45 297 @ 731.00p
16:45 297 @ 731.00p
16:35 658,012 @ 731.40p
16:29 241 @ 731.60p
16:29 7 @ 731.60p

PHNX Key Personnel

Chair Nicholas Lyons
CEO Andrew Briggs

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