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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 2024-10-07 Transaction in Own Shar…
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
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd
Transaction in Own Shares Classification · 99% confidence The document is titled "Immediate Report regarding the Formation of Treasury Shares in the Issued Share Capital of the Corporation, a Change in their Number or in the Identity of the Holder." It explicitly references Israeli securities regulations (Regulation 31(b) and 33(a) of the Securities Regulations, 5730-1970) and details a specific transaction: an increase in treasury shares due to purchases on the stock exchange, including the date, number of shares changed (+110,000), and resulting totals. This content directly relates to the company's own shares being bought or sold, which aligns perfectly with the definition of 'Transaction in Own Shares' (POS). It is not a general regulatory filing (RNS) because it fits a specific category, nor is it a general capital change (SHA) as it specifically concerns treasury stock management.
2024-10-07 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). The content explicitly states, 'Attached hereto is a report on *Immediate Report - Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.*' and references an attached PDF file. The document itself is very short (3028 characters) and serves primarily to announce the publication of another, more detailed report (the attached PDF). According to Rule 2 (The 'MENU VS MEAL' Rule), when a document announces the publication of a report rather than being the full report itself, it should be classified as a Report Publication Announcement (RPA).
2024-10-07 English
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd
Transaction in Own Shares Classification · 99% confidence The document explicitly details a change in the number of treasury shares held by the corporation, referencing Israeli securities regulations (Regulation 31(b) and 33(a) of the Securities Regulations, 5730-1970). It provides specific transaction details, including the date (01/10/2024), the nature of the change ('An increase due to purchases in the Stock Exchange'), the consideration amount, and the resulting total number of treasury shares. This content directly relates to the company's own share capital structure and transactions involving its own stock. This aligns perfectly with the definition of 'Transaction in Own Shares' (POS), which covers share repurchase/issuance activities.
2024-10-01 English
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd
Share Issue/Capital Change Classification · 95% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The subject is the 'Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.' This relates to changes in the company's capital structure or share count. The document explicitly states that an attached report ('Treasury_Shares11024Translation_isa.pdf') contains the details, and this filing serves as the notification. Given the short length (3017 chars) and the structure indicating an attachment detailing the transaction, this fits the description of an announcement regarding a capital/financing activity, specifically related to share structure, rather than the full underlying report itself. The most appropriate code is 'CAP' (Capital/Financing Update) or potentially 'SHA' (Share Issue/Capital Change). Since the core event is the formation of treasury shares (a capital structure change), 'CAP' is a strong fit, as is 'SHA'. However, 'SHA' specifically covers 'Share Issue/Capital Change', which treasury share formation directly implies. I will select 'SHA' as it is more specific to the nature of the change described (treasury shares affecting issued capital). If the document were a detailed filing about the transaction, 'SHA' would be perfect. Since this is a notification *about* the change, and 'SHA' covers capital changes, it is the best fit among the specific options, although 'RPA' is a possibility if it were purely a notice of publication. Since the content describes the event (formation of treasury shares), 'SHA' is preferred over the generic 'RPA'.
2024-10-01 English
Central District Court issued a ruling approving a settlement in application for approval of class action against The Phoenix Insurance Company (subsidiary)
Legal Proceedings Report Classification · 98% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It details a legal matter: the approval of a settlement in a class action lawsuit against a subsidiary, Phoenix Insurance Company Ltd. This type of filing, which reports on significant legal proceedings or regulatory actions, aligns best with the 'Legal Proceedings Report' category. Although it is an immediate report, the content is substantive legal news, not just an announcement of a report's availability (which would suggest RPA or RNS). Since 'LTR' (Legal Proceedings Report) is available, it is the most specific fit over the general 'RNS' fallback.
2024-09-26 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 held by the corporation itself, referencing Israeli Securities Regulations (Regulation 31(b) and 33(a)). The core content describes a transaction ('An increase due to purchases in the Stock Exchange') resulting in a change in the total number of treasury shares held (from 9,913,704 to 9,963,704). This type of filing, concerning the company's own shares being bought or sold (repurchased), directly corresponds to the definition of 'Transaction in Own Shares' (POS). It is not a general financing update (CAP) or a major shareholding notification by an external party (MRQ).
2024-09-26 English

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