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 2024-12-11 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 Special General Assembly for the Company’s Shareholders on January 14, 2025
AGM Information Classification · 98% confidence The document explicitly announces the 'Convening of a Special General Assembly for the Company’s Shareholders on January 14, 2025' and mentions attached materials like 'Immediate Report, Director Declarations & voting Paper'. This content directly relates to materials prepared for a shareholder meeting, specifically a Special General Assembly (which is a type of General Meeting). The most fitting category among the provided definitions is AGM Information (AGM-R), as it covers presentations and materials shared during the Annual General Meeting, and a Special General Assembly falls under this umbrella of general shareholder meetings. Although the document is short and acts as an announcement, the core subject matter is the meeting itself and its associated documents, making AGM-R more specific than the general RPA or RNS fallback. The presence of 'voting Paper' also suggests materials for a vote, which aligns with meeting documentation.
2024-12-11 English
LPT Transaction
Regulatory Filings Classification · 95% confidence The document is an 'Immediate Report' concerning a Loss Portfolio Transfer (LPT) reinsurance agreement, filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It details a significant transaction (NIS 930 million premium) involving a subsidiary. This type of specific, material, non-periodic corporate event disclosure, especially when filed with regulatory bodies like the ISA, falls under the category of general regulatory announcements that do not fit the more specific financial report types (like 10-K, IR, ER). Since it is a specific regulatory disclosure that doesn't match other categories (like DIRS, DIV, CAP, etc.), the most appropriate fallback category is Regulatory Filings (RNS). The document length is moderate (5473 chars), but its nature is that of an immediate, required disclosure, not a comprehensive report or a mere announcement of a report's publication.
2024-12-11 English
Q3 2024 Financial Report - translated version
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Consolidated Interim Financial Statements as of September 30, 2024' and includes a 'Report of the Board of Directors on the State of the Corporation's Affairs'. It contains detailed financial data, segment reporting, and management discussion and analysis for the nine-month period ending September 30, 2024. As it is a comprehensive financial report for a period shorter than a full fiscal year, it fits the definition of an Interim/Quarterly Report. 9M 2024
2024-12-10 English
Q3 2024 Financial Report - translated version
Report Publication Announcement Classification · 99% confidence The document explicitly states it is an 'English language report to Israeli corporate' and that it is a 'convenience translation' of the 'The Phoenix Holdings Ltd. 2024 Q3 Financial Report'. Crucially, it contains a section stating: 'Attached hereto is a report on *The Phoenix Holdings Ltd. 2024 Q3 Financial Report - translated version*'. Furthermore, the document length is short (3317 characters) and it references the publication date of the original Hebrew report (27 November 2024), indicating this filing is an announcement about the availability of the actual report, rather than the comprehensive report itself. This aligns perfectly with the definition of a Report Publication Announcement (RPA), which announces the release of another document.
2024-12-10 English
Non-Material Mergers
M&A Activity Classification · 98% confidence The document is titled "Immediate Report Regarding a Non-Material Merger" and explicitly references Israeli regulatory frameworks such as the *Companies Law, 5759-1999* and *Securities Regulations*. It details the approval and terms of a statutory merger between the Company (Phoenix Financial Ltd) and its wholly-owned subsidiaries. This type of announcement, concerning a significant corporate transaction like a merger or takeover bid, directly corresponds to the M&A Activity category. The document is a formal report detailing the transaction, not just an announcement of a report's publication. Therefore, the appropriate code is TAR (M&A Activity).
2024-11-27 English
Non-Material Mergers
Report Publication Announcement Classification · 98% confidence The document is an 'Immediate Report Regarding a Non-Material Mergers' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states, 'Attached hereto is a report on mergers_isa.pdf' and 'Please see the attached notice'. The document itself is very short (3007 characters) and serves primarily to announce the availability of an attached, more detailed report concerning M&A activity. According to Rule 2 (The 'MENU VS MEAL' Rule), when a document is short and announces that a report is attached or published, it should be classified as a Report Publication Announcement (RPA). Although the subject matter relates to Mergers/Takeovers (TAR), the format strongly suggests an RPA announcing the filing of the actual M&A document.
2024-11-27 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.