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The Phoenix Holdings Ltd. — Investor Relations & Filings

Ticker · PHOE ISIN · IL0007670123 LEI · 25490015L0U3B0LOC164 TA Financial and insurance activities
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Filings indexed 1,047 across all filing types
Latest filing 2025-07-31 Major Shareholding Noti…
Country IL Israel
Listing TA PHOE

About The Phoenix Holdings Ltd.

https://www.fnx.co.il

Phoenix Financial Ltd., formerly The Phoenix Holdings Ltd., is a diversified financial services group with major operations in insurance, asset management, and credit. The company provides a comprehensive range of multi-line insurance products, including life and savings, pensions, health, and property and casualty coverage such as automotive and travel insurance. In the investment sector, the group offers asset management services and various investment solutions, including passive investment tracks. Additionally, Phoenix Financial provides consumer credit and financing services, supported by a significant distribution network and digital platforms for client management.

Recent filings

Filing Released Lang Actions
Shareholder register, changes and capital status - partial redemption of bonds (Series 4) and granting RSUs to employees in a subsidiary.
Major Shareholding Notification Classification · 99% confidence The document is a 'Securities Register' for Phoenix Financial Ltd, detailing the holdings of shares, various series of bonds, warrants, and restricted securities (RSUs) as of a specific date. This type of document is a regulatory disclosure of capital structure and ownership, which does not fit into specific categories like earnings releases or annual reports. It is a standard regulatory filing used to maintain transparency regarding securities and ownership, falling under the 'Regulatory Filings' (RNS) category.
2025-07-31 English
Shareholder register, changes and capital status - partial redemption of bonds (Series 4) and granting RSUs to employees in a subsidiary.
Share Issue/Capital Change Classification · 95% confidence The document is a 'Securities Register' detailing the holdings of shares, bonds, warrants, and restricted securities (RSUs) for Phoenix Financial Ltd as of a specific date. It lists security holders, identification numbers, addresses, and quantities. This type of regulatory disclosure regarding capital structure and security ownership does not fit into specific categories like earnings releases or annual reports, and therefore falls under the 'Regulatory Filings' (RNS) category as a general corporate disclosure.
2025-07-31 English
Public Issuance Results - The Phoenix Capital Raising (2009) Ltd
Capital/Financing Update Classification · 99% confidence The document is an official announcement regarding the results of a public bond issuance (capital raising) by a subsidiary of The Phoenix Financial Ltd. It details the amount raised (NIS 600 million), the purpose (improving capital structure), and the regulatory classification of the bonds as Tier 2 capital. This fits the definition of a 'Capital/Financing Update' (CAP) as it describes specific fundraising and financing activities.
2025-07-30 English
Results of Institutional Investors Stage - Public Offering of Bonds
Capital/Financing Update Classification · 99% confidence The document is titled 'Immediate report - Results of Institutional Investors Stage - Public Offering of Bonds' and is filed with the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE). It details the results of a tender for institutional investors regarding a potential public offering of bonds (Series 5 and Series 6). This type of filing, which reports on specific financing activities, capital structure changes, or debt issuance results immediately, fits best under the 'Capital/Financing Update' category. It is not a full annual report (10-K), an earnings release (ER), or a general regulatory filing (RNS), as it concerns a specific capital market transaction. The length (6620 chars) suggests it is the primary report content, not just an announcement of a report (RPA).
2025-07-17 English
Immidiate Report
Capital/Financing Update Classification · 98% confidence The document is an immediate report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content discusses the company examining the possibility of issuing additional Series 5 and/or Series 6 bonds, which relates to financing activities and capital structure changes. This aligns best with the 'Capital/Financing Update' category (CAP). Although it is an immediate report, the subject matter is specific enough to avoid the general 'RNS' fallback, and it is not a full annual report (10-K) or an interim report (IR). It is a specific announcement about potential financing.
2025-07-15 English
Rating Affirmation Report - Phoenix Fnancial Ltd. (ilAA) The Phoenix Insurance Company Ltd. (ilAAA); Outlook stable
Regulatory Filings Classification · 100% confidence The document is a formal announcement dated July 9, 2025, detailing the affirmation of credit ratings ('ilAAA' and 'ilAA') for The Phoenix Insurance Company Ltd. and Phoenix Financial Ltd. by S&P Maalot. It includes a Rationale section discussing financial results (2024 and Q1 2025), capital position, and outlook scenarios. This content structure—a rating action announcement with rationale and outlook—is characteristic of a credit rating report or an associated press release. Since it is not a full annual report (10-K), an earnings release (ER), or a quarterly report (IR), and it specifically deals with credit ratings and methodologies, it most closely aligns with an 'Audit Report / Information' (AR) category, which covers standalone audit reports, applied accounting principles, and results of internal or regulatory stress tests, often including rating agency reports which are regulatory/analytical in nature. Given the context of credit rating actions, 'AR' is the closest fit among the provided options for analytical/assessment reports not covered by other specific financial filings. It is not a Report Publication Announcement (RPA) because it contains the full analysis, not just a notice of publication.
2025-07-15 English

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