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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 2024-09-20 Share Issue/Capital Cha…
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.
Share Issue/Capital Change Classification · 98% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The subject matter is the 'Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.' This directly relates to changes in the company's capital structure, specifically involving treasury shares. This aligns best with the 'Share Issue/Capital Change' category (SHA). Although it is an immediate report, the content is substantive regarding capital structure, not just an announcement of a report's publication (RPA/RNS).
2024-09-20 English
Strategic Targets & Roadmap
Investor Presentation Classification · 98% confidence The document is titled "Strategic Targets & Roadmap" and dated September 9th, 2024. It contains extensive forward-looking statements, strategic goals for 2027, detailed breakdowns of business segments (Asset Management, Agencies, Credit, Insurance), financial targets (ROE, Comprehensive Income, EBITDA), and capability assessments. This structure is characteristic of an Investor Presentation (IP) designed to communicate long-term strategy and financial outlook to investors, rather than a formal regulatory filing like a 10-K or a brief earnings release (ER). It is a detailed presentation document.
2024-09-09 English
Strategic Targets & Roadmap
Report Publication Announcement Classification · 98% confidence The document is very short (3619 characters) and explicitly states that it is announcing the publication of a report ('Re: Publication of Strategic Targets and Roadmap') and that the actual report is attached ('Attached hereto is a report on Strategic_Targets_Roadmaps_Final_isa.pdf'). This perfectly matches the criteria for a Report Publication Announcement (RPA), which is used when the filing primarily serves to notify the market that a substantive report is now available, rather than containing the full substance itself. It is filed with the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE), indicating it is a regulatory filing, but RPA is more specific for this announcement format.
2024-09-09 English
2024 Q2 Financial Report - translated version
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Phoenix Financial Ltd. Consolidated Interim Financial Statements as of June 30, 2024'. It contains comprehensive financial data, including the Board of Directors' report, consolidated interim financial statements, and detailed business segment analysis for the six-month period ending June 30, 2024. As it provides substantive financial statements for a period shorter than a full fiscal year, it is classified as an Interim/Quarterly Report. H1 2024
2024-09-05 English
2024 Q2 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 '2024 Q2 Financial Report'. It mentions that the original Hebrew report was published on August 22, 2024, and this filing was reported via MAGNA on 05/09/2024. The document structure strongly suggests it is an announcement accompanying the actual financial report, rather than the full report itself, as it states 'Attached hereto is a report on *The Phoenix Holdings Ltd. 2024 Q2 Financial Report - translated version*'. Since it is a comprehensive financial report for a period shorter than a year (Q2), the core document type is an Interim/Quarterly Report (IR). However, because this specific filing is merely the announcement/translation wrapper, and given the short length (3349 chars) and the explicit mention of the attached report, it fits the criteria for a Report Publication Announcement (RPA) better than the full IR document itself, which would typically be much longer and contain the full financial statements. Given the context of reporting a quarterly financial report, RPA is the most appropriate classification for the announcement wrapper.
2024-09-05 English
Distribution of cash dividend in the amount of NIS 270,000,000 - Complementary report
Notice of Dividend Amount Classification · 99% confidence The document is explicitly titled "Immediate Report on Distribution of Cash Dividend" and contains detailed information regarding the total dividend amount (NIS 270,000,000), record dates, payment dates, tax withholding rates, and compliance checks against the Companies Law regarding profits and liabilities. This content directly corresponds to the definition of a dividend announcement. The appropriate code for this specific type of announcement is 'DIV' (Notice of Dividend Amount). Although it is an 'Immediate Report' to the Securities Authority, 'DIV' is the most specific category provided for dividend details.
2024-09-05 English

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