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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 2024-08-22 Investor Presentation
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
Financial Investor Presentation H1/2024
Investor Presentation Classification · 100% confidence The document is a slide deck presentation titled 'Agenda Highlights' containing strategy, financial results, segment breakdowns, and medium-term targets for 'The Phoenix' (an Israeli financial group). It includes charts, tables, and performance metrics (ROE, AUM, Solvency ratios) for H1/24 and Q2/24. As it is a detailed presentation for investors focusing on strategy and financial performance, it is classified as an Investor Presentation. H1 2024
2024-08-22 English
Financial Investor Presentation H1/2024
Report Publication Announcement Classification · 99% confidence The document text explicitly states "Phoenix Financial Investor Presentation H12024" in the title and within the body. It also mentions that the document attached is the "Phoenix Financial Investor Presentation H12024". This directly corresponds to the definition of an Investor Presentation (IP). Although it is filed via the Israeli Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE), the content type is clearly an Investor Presentation, not a general regulatory filing (RNS) or a report announcement (RPA), as the presentation itself is the subject matter being filed/announced.
2024-08-22 English
Midroog upgrades the IFS rating of The Phoenix Insurance from Aa1 to Aaa.il, and upgrades the rating of the deferred notes issued through the subsidiary The Phoenix Capital Raising from Aa3.il(hyb) to
Audit Report / Information Classification · 95% confidence The document is a credit rating monitoring report issued by Midroog for The Phoenix Insurance Company Ltd. It provides an analysis of the company's financial strength, rating rationale, and outlook, including tables of key financial indicators. This document is a standalone credit rating report, which falls under the 'Audit Report / Information' category as it provides an independent assessment of the company's financial health and creditworthiness. Q1 2024
2024-08-21 English
Midroog upgrades the IFS rating of The Phoenix Insurance from Aa1 to Aaa.il, and upgrades the rating of the deferred notes issued through the subsidiary The Phoenix Capital Raising from Aa3.il(hyb) to
Capital/Financing Update Classification · 99% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The core content announces a rating upgrade by Midroog and explicitly states: 'Attached to this Immediate Report is the translated Rating Report which was published by Midoog on August 19, 2024.' Furthermore, the document is very short (4422 characters) and serves primarily to announce the publication of an external report (the Rating Report). According to Rule 2 (The 'MENU VS MEAL' RULE), when a document announces that a report is attached or published, and it is short, it should be classified as a Report Publication Announcement (RPA). While it relates to financial information, it is not the full financial report (like 10-K or IR) or the earnings release (ER).
2024-08-21 English
Changes in the company's name, effective as of August 22, 2024
Regulatory Filings Classification · 95% confidence The document is a brief announcement from the Tel Aviv Stock Exchange regarding a change in the company's name from THE PHOENIX HOLDINGS LTD to PHOENIX FINANCIAL LTD. It explicitly states that there are no changes to securities, short names, or symbols, and the change will take effect on a specific date. The document is short (703 characters) and serves as a notification of a corporate action related to listing information rather than a financial report or detailed filing. It does not contain financial data, management discussion, voting results, or regulatory certifications. This fits best under Regulatory Filings (RNS), which is the fallback category for miscellaneous regulatory announcements that do not fit other specific categories.
2024-08-20 Hebrew (modern)
Phoenix Holdings Ltd. has updated its name to Phoenix Financial Ltd. in line with its operational businesses and activities
Regulatory Filings Classification · 95% confidence The document is a formal certificate issued by the Israeli Registrar of Companies (part of the Ministry of Justice) titled "Certificate of Change of Name of a Company" (תעודת שינוי שם של חברה). It explicitly states that the company 'The Phoenix Holdings Ltd' has changed its name to 'Phoenix Financial Ltd'. This action represents a fundamental change in the company's legal structure or identity, which falls under corporate structure changes. Among the provided codes, 'SHA' (Share Issue/Capital Change) is the closest fit for significant structural changes, although 'CAP' (Capital/Financing Update) or 'RNS' (Regulatory Filings) could also be considered. Since this is a formal, official registration document detailing a change in the company's legal name, it is best classified as a significant corporate structure update. Given the options, 'SHA' (Share Issue/Capital Change) often encompasses broader capital structure changes, but 'RNS' (Regulatory Filings) is a strong fallback for official, non-standard regulatory notices. However, a name change is a specific corporate event. Since there is no dedicated 'Name Change' code, and it is a formal regulatory document, I will classify it as a general Regulatory Filing (RNS) as it doesn't fit perfectly into financing (CAP) or share structure (SHA) which usually relate to equity issuance/buybacks. Given the highly specific nature of the other codes, RNS is the most appropriate catch-all for official, non-financial announcements.
2024-08-19 Hebrew (modern)

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