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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 2025-04-10 Report Publication Anno…
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
Annual Report for 2024 - translated version
Report Publication Announcement Classification · 100% confidence The document explicitly states it is an 'English language report to Israeli corporate' and that it is a 'convenience translation' of the 'Phoenix Financial Ltd. Annual Report for 2024'. It also mentions that the original Hebrew Annual Report was published on a specific date. Crucially, the text states: 'Attached hereto is a report on *Phoenix Financial Ltd. Annual Report for 2024 - translated version*'. Given the very short document length (3329 chars) and the clear indication that the actual Annual Report is attached (implied by the reference to the PDF file name and the nature of the filing as a translation/announcement), this filing is best classified as a Report Publication Announcement (RPA), as it announces the availability of the full Annual Report, rather than being the full report itself (which would typically be classified as 10-K if it were the official US filing, or AR if it were the standalone audit). Since the primary purpose here is announcing the publication of the translated Annual Report, RPA is the most appropriate code based on the 'MENU VS MEAL' rule.
2025-04-10 English
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.
Transaction in Own Shares Classification · 98% confidence The document explicitly details a 'Change in the number of treasury shares in the corporation's capital' due to 'purchases in the Stock Exchange'. It reports specific transaction details (date, rate, consideration, change in share count) and provides an updated inventory of treasury shares. This content directly relates to the company's own share transactions, which falls under the definition of 'Transaction in Own Shares' (POS). It is not a general earnings release (ER), a full annual report (10-K), or a director's dealing (DIRS).
2025-04-10 English
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states that it is a convenience translation and that an attached file contains the substantive report regarding the 'Formation of Treasury Shares in the Issued Share Capital'. The document itself is very short (3011 characters) and serves primarily to announce the availability of the actual filing, referencing an attached PDF ('Treasury_Shares9425Translation_isa.pdf'). According to Rule 2 (the 'MENU VS MEAL' rule), a short announcement pointing to an attached report should be classified as a Report Publication Announcement (RPA).
2025-04-10 English
Moody's Affirms The Phoenix Insurance Company Ltd. (Subsidiary) Baa1 International Rating; Outlook changed from negative to stable
Capital/Financing Update Classification · 99% confidence The document is a rating action commentary issued by Moody's Ratings concerning The Phoenix Insurance Company Ltd. It details the affirmation of the Baa1 Insurance Financial Strength Rating (IFSR) and the change in outlook to stable from negative. This type of document provides analysis, rationale, and factors that could lead to future rating changes. It is not a statutory financial filing (like 10-K or IR), nor is it a general earnings release (ER) or a management discussion (MDA). It is a specific type of external credit analysis/report. Given the provided definitions, this content most closely aligns with an external rating agency report or analysis, which is not explicitly listed. However, it is a formal report providing financial/risk information. Since it is a specific report detailing financial standing and risk assessment, and not a general announcement of a report's publication (RPA) or a general regulatory filing (RNS), I must select the closest fit. 'Audit Report / Information (AR)' is defined as 'Standalone audit reports, applied accounting principles, and results of internal or regulatory stress tests'. While this is a credit rating action, it is a form of external assessment/report on financial stability, making AR the most plausible, albeit imperfect, fit among the choices for a formal, non-statutory financial assessment document. Given the context of financial reporting databases, external rating reports often fall under 'AR' or 'RNS'. I will choose AR as it pertains to a formal assessment of financial strength.
2025-03-26 English
Moody's Affirms The Phoenix Insurance Company Ltd. (Subsidiary) Baa1 International Rating; Outlook changed from negative to stable
Regulatory Filings Classification · 99% confidence The document is a short filing (3579 characters) submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly states that it is an English convenience translation of a report and mentions that details are in an 'attached Moody's release' (Ratings_Moodys_com_rating_Phoenix_insurance_3_2025_isa.pdf). This structure—a brief announcement referencing an attached or linked external document—fits the definition of a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Since the core content is an announcement about a rating action and points to an attached PDF, and it is not a comprehensive report itself (like 10-K or IR), RPA is the most appropriate classification based on the 'MENU VS MEAL' rule, as it announces the publication of external rating information. If RPA were not available, RNS would be the fallback, but RPA specifically covers announcements of report publication.
2025-03-26 English
Moody’s Ratings affirms The Phoenix Insurance Company’s Baa1 IFSR; outlook changed to stable from negative
Regulatory Filings Classification · 99% confidence The document is a rating action commentary issued by Moody's Ratings concerning The Phoenix Insurance Company Ltd. It details the affirmation of the Baa1 Insurance Financial Strength Rating (IFSR) and the change in outlook to stable from negative. This type of document provides analysis, rationale, and factors that could lead to future rating changes. It is not a statutory financial filing (like 10-K or IR), nor is it a general earnings release (ER) or a management discussion (MDA). It is a specific type of external credit analysis/report. Given the provided definitions, this content most closely aligns with an external rating agency report or analysis, which is not explicitly listed. However, it is a formal report providing financial/risk information. Since it is a specific report detailing financial standing and risk assessment, and not a general announcement of a report's publication (RPA) or a general regulatory filing (RNS), I must select the closest fit. 'Audit Report / Information (AR)' is defined as 'Standalone audit reports, applied accounting principles, and results of internal or regulatory stress tests'. While this is a credit rating action, it is a form of external assessment/report on financial stability, making AR the most plausible, albeit imperfect, fit among the choices for a formal, non-statutory financial assessment document. Given the context of financial reporting databases, external rating reports often fall under 'AR' or 'RNS'. I will choose AR as it pertains to a formal assessment of financial strength.
2025-03-26 English

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