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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 2025-06-01 AGM Information
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
Convening of a Annual General Assembly for the Company’s Shareholders on July 3, 2025
AGM Information Classification · 99% confidence The document is explicitly titled 'Immediate Report on Convening a Annual General Assembly for the Company's Shareholders'. It details the date, time, location, and specific agenda items for an upcoming Annual General Assembly (AGM). The agenda includes items typical for an AGM, such as the presentation of 2024 financial reports, reappointment of auditors, and approval of director appointments (including independent directors). This content directly relates to the formal meeting of shareholders. Therefore, the most appropriate classification is AGM Information (AGM-R).
2025-06-01 English
Convening of a Annual General Assembly for the Company’s Shareholders on July 3, 2025
AGM Information Classification · 98% confidence The document explicitly mentions the 'Convening of a Annual General Assembly for the Company’s Shareholders on July 3, 2025' and lists attached materials like 'Directors Declarations, CV & voting Paper'. This content directly relates to the preparation and announcement for an Annual General Meeting (AGM). Although it is an immediate report format (RNS/Regulatory Filing structure), the core subject matter is the AGM notice. Since the definition for AGM-R covers 'Presentations and materials shared during the Annual General Meeting (AGM)', and this document serves as the official notice convening that meeting and listing associated materials, AGM-R is the most specific classification. The document length is short (3128 chars) and it references attached reports, but the primary purpose is the AGM announcement itself, making AGM-R more appropriate than a generic RPA or RNS.
2025-06-01 English
Dividend Distribution Q1, 2025 - NIS 230,000,000
Notice of Dividend Amount Classification · 99% confidence The document is explicitly titled "Immediate Report on Distribution of Cash Dividend to Securities Regulation 37(A) of the Securities' (Periodic and Immediate Reports) Regulations, 5730 – 1970". It details the decision date, record day, payment date, dividend amounts per security, total dividend amount, and tax implications related to a cash dividend distribution. This content directly corresponds to the definition of a dividend announcement. The appropriate code is DIV (Notice of Dividend Amount).
2025-05-29 English
Dividend Distribution Q1, 2025 - NIS 230,000,000
Notice of Dividend Amount Classification · 99% confidence The document explicitly states its subject is 'Dividend Distribution Q1, 2025' and contains a reference to an attached file named 'Dividend_29_5_isa.pdf'. It is filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content is a brief notification announcing the dividend amount (NIS 230,000,000) and directing the reader to the attached report. According to Rule 2 ('MENU VS MEAL' rule), a short document announcing the publication of a report, rather than being the full report itself, should be classified as a Report Publication Announcement (RPA). This is a notification about a dividend, which aligns with the definition of 'Notice of Dividend Amount' (DIV), but since this specific document is primarily an announcement wrapper pointing to the actual dividend details PDF, RPA is a strong candidate. However, given the core subject matter is the dividend itself, DIV is more specific than the general RPA fallback. Since the document is very short (2884 chars) and explicitly states 'Attached hereto is a report on *Subject: Dividend Distribution Q1, 2025*', it fits the pattern of an announcement wrapper. If DIV was not available, RPA would be the choice. Since DIV is available and the subject is clearly a dividend announcement, DIV is the most precise classification for the *information* being conveyed, even if the *format* is an announcement wrapper. Let's re-evaluate based on the definitions: DIV is 'Announcement of dividend amounts, payment dates, and details for shareholders.' This document clearly announces the amount. RPA is 'Announcement regarding the timing, release, or publication of company reports'. Since the dividend details are in the attachment, RPA is technically correct for the wrapper. Given the high specificity required, and the document being a wrapper announcing the release of the dividend details, RPA is the most accurate classification for this specific filing format, as it is not the full dividend report itself.
2025-05-29 English
Investor Presentation Q1/2025
Investor Presentation Classification · 99% confidence The document is explicitly titled "Q1 2025 Results Phoenix Financial" and contains detailed financial highlights, segment breakdowns, income statements (Core Income, Comprehensive Income), ROE figures, and forward-looking statements related to the first quarter of the fiscal year. This structure is characteristic of a comprehensive quarterly financial report, which aligns with the definition of an Interim / Quarterly Report (IR). It is not merely an Earnings Release (ER) as it contains extensive segment analysis and strategy details, nor is it the Annual Report (10-K). Since it is a full report for a period shorter than a year, IR is the most appropriate classification.
2025-05-29 English
Investor Presentation Q1/2025
Investor Presentation Classification · 98% confidence The document explicitly states in its title and body that it is an "Investor Presentation Q1/2025". This directly corresponds to the definition of an Investor Presentation (IP). Although it is filed via the Israeli Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE) reporting system (MAGNA), the content type is clearly an investor presentation, not a general regulatory announcement (RNS) or a comprehensive financial report (IR/10-K). The document length is short (2867 chars) and it attaches the presentation file, but since the core content *is* the presentation material being filed, IP is the most specific classification over RPA or RNS.
2025-05-29 English

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