Skip to main content
The Phoenix Holdings Ltd. logo

The Phoenix Holdings Ltd. — Investor Relations & Filings

Ticker · PHOE ISIN · IL0007670123 LEI · 25490015L0U3B0LOC164 TA Financial and insurance activities
Open in API
Filings indexed 1,047 across all filing types
Latest filing 2025-01-19 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
Results of the Public Offering according to the Shelf Offering Report dated January 16, 2025
Report Publication Announcement Classification · 98% confidence The document is a notification filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states, "Attached hereto is a report on *Re: Results of the Public Offering according to the Shelf Offering Report dated January 16, 2025*" and references an attached PDF file. The document itself is very short (3084 characters) and serves primarily to announce the publication of another, more substantive report (the results of a public offering). According to Rule 2 (The 'MENU VS MEAL' Rule), when a document announces that a report is attached or published, it should be classified as a Report Publication Announcement (RPA), rather than the underlying report itself. Since this is an announcement about the publication of offering results, RPA is the most appropriate classification.
2025-01-19 English
Affinity Partners Investments III Ltd - Grant of a Permit to Hold Means of Control in the Company and Preparation for Additional Purchase of Share
Governance Information Classification · 99% confidence The document is a formal letter from AP Investments III Ltd. to Phoenix Financial Ltd. regarding the granting of a permit by the Capital Market Authority to hold means of control and the subsequent plan to purchase additional shares under a Forward Agreement. This communication details a significant change in share ownership structure and control, triggered by regulatory approval (Holding Permit). This directly relates to changes in significant share ownership thresholds and control, which aligns best with the 'Major Shareholding Notification' (MRQ) category, as it announces the impending acquisition of a significant stake (up to 9.91%) contingent on regulatory clearance being received. While it involves share purchase, the primary context is the notification of the change in control/ownership structure following regulatory approval, rather than a general capital raise (CAP) or a standard insider trade report (DIRS). It is a notification of a major change in shareholding.
2025-01-16 Hebrew (modern)
Affinity Partners Investments III Ltd - Grant of a Permit to Hold Means of Control in the Company and Preparation for Additional Purchase of Share
M&A Activity Classification · 99% confidence The document is a notification filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states that it is an 'English language report to Israeli corporate' and that an 'attached notice was forwarded' regarding a share transaction and permit grant. The document structure, including references to previous reports and the ISA/TASE headers, suggests an immediate regulatory disclosure. Since the document's primary function is to announce the forwarding of an attached notice concerning a significant corporate event (share control/purchase) and it is not the full financial report (10-K, IR) or a general presentation (IP), it fits best as a general Regulatory Filing (RNS). Given the short length (4259 chars) and the focus on announcing an attached document, it could potentially be RPA, but RNS is a broader category for immediate regulatory updates that don't fit specific financial reporting codes. However, since the content details a major transaction/control change, and it is an immediate report, RNS is appropriate as a catch-all for non-standard immediate filings, or potentially LTR if it involved legal action, but here it's about share control. Given the context of immediate disclosure of a transaction/permit status, RNS is the most suitable fallback for a specific regulatory announcement not covered by other codes.
2025-01-16 English
Results of Institutional Investors Stage - Public Offering of Bonds
Capital/Financing Update Classification · 98% confidence The document is an 'Immediate report' concerning the 'Results of Institutional Investors Stage - Public Offering of Bonds'. It is filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). This type of report details specific corporate actions related to financing, such as bond offerings and tenders, which falls under the category of Capital/Financing Update (CAP). Although it is an immediate report, it is not a general regulatory filing (RNS) because it fits the specific definition of capital activities. It is not a full annual report (10-K), an earnings release (ER), or a management discussion (MDA). The document is substantial enough (6644 chars) that it is the report itself, not just an announcement of a report (RPA).
2025-01-14 English
Midroog Ltd.- Rating Action Report | January 2025 - 'Aa2.il' Rating for Bond Issuance of up to NIS 700 Million P.V,.
Interest Rate Update/Notice Classification · 95% confidence The document is titled 'Rating Action | January 2025' and explicitly discusses the assignment of a credit rating ('Aa2.il') to bonds issued by Phoenix Financial Ltd. It details the rating history, related methodology reports, and the rating scale definitions used by the rating agency, Midroog. This content strongly aligns with the nature of a credit rating report or analysis, which is best categorized under 'Audit Report / Information' (AR) as it involves an assessment of financial standing and risk, distinct from a full annual report (10-K) or a simple earnings release (ER). Although it is a rating action, 'AR' is the closest fit among the provided options for formal, detailed financial/risk assessment reports that are not standard regulatory filings like 10-K or IR.
2025-01-14 English
Midroog Ltd.- Rating Action Report | January 2025 - 'Aa2.il' Rating for Bond Issuance of up to NIS 700 Million P.V,.
Regulatory Filings Classification · 99% confidence The document is very short (3267 characters) and explicitly states: "Attached hereto is a report on *Re: Midroog Ltd.- Rating Action Report | January 2025... Attached to this Immediate Report is the translated Rating Report which was published by Midroog & the Company on January 14, 2025." This structure—an immediate report announcing the publication of another document (a Rating Action Report)—fits the definition of a Report Publication Announcement (RPA) based on the 'MENU VS MEAL' rule. It is not the full rating report itself, nor is it a standard regulatory filing like 10-K or IR. Since it announces the publication of a specific report, RPA is the most appropriate classification.
2025-01-14 English

Browse filings by year

15 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.