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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 2024-06-16 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 The Phoenix Holdings 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 ("The Phoenix Holdings Ltd."). It references Israeli securities regulations (Regulation 31(b) and 33(a) of the Securities Regulations, 5730-1970) concerning immediate reports on treasury shares. The content focuses entirely on the transaction details (date, rate, number of shares bought, resulting total) and the updated inventory of treasury shares. This type of filing, reporting on the company's own share transactions (repurchases/sales), directly corresponds to the definition of 'Transaction in Own Shares' (POS). It is not a general earnings release (ER), a comprehensive quarterly report (IR), or a general regulatory filing (RNS), as it is highly specific to share capital management.
2024-06-16 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' concerning the 'Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.' It is filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The text explicitly states that an attached report ('Treasury_Shares13624Translation_isa.pdf') contains the substantive information. Since the document itself is short and serves primarily to announce the publication of a specific report (related to share capital changes), it fits the description of a Report Publication Announcement (RPA). While the content relates to share capital changes (SHA), the document's function here is the announcement/publication of the detailed report, making RPA the most accurate classification based on the 'MENU VS MEAL' rule.
2024-06-16 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.
Transaction in Own Shares Classification · 98% 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' and references Israeli securities regulations ('Regulation 31(b) of the Securities Regulations (Periodic and Immediate Statements), 5730-1970'). It details a specific transaction: an increase in treasury shares due to purchases on the stock exchange on 10/06/2024, including the consideration amount and updated share counts. This type of filing, reporting a specific transaction involving the company's own shares (repurchase/issuance), directly maps to the 'Transaction in Own Shares' category (POS). It is not a general earnings release (ER), a full annual report (10-K), or a general regulatory filing (RNS), as it is highly specific to share repurchase activity.
2024-06-13 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' concerning the 'Formation of Treasury Shares in the Issued Share Capital' of The Phoenix Holdings Ltd., filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly mentions an attached file ('Treasury_Shares10624Translation_isa.pdf') and notes that this English version is a convenience translation, with the Hebrew report being the binding one. Since the document's primary function is to announce the filing of specific information (related to share capital/treasury shares) and it points to an attached report, it fits the description of a general regulatory announcement that doesn't fit a more specific financial report category (like 10-K, ER, or IR). Given the options, 'Regulatory Filings' (RNS) is the most appropriate fallback for miscellaneous, immediate regulatory announcements, although 'SHA' (Share Issue/Capital Change) is thematically close. However, the structure strongly suggests a standard regulatory filing notification rather than the detailed capital change document itself. Given the context of immediate reporting to the ISA/TASE, RNS is the best fit as a general regulatory filing notification.
2024-06-13 English
2024 Q1 Financial Report - translated version
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Consolidated Interim Financial Statements as of March 31, 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 for the first quarter of 2024. It is a comprehensive quarterly financial report, not an announcement or a summary. Q1 2024
2024-06-13 English
2024 Q1 Financial Report - translated version
Report Publication Announcement Classification · 98% confidence The document explicitly states it is an 'English language report to Israeli corporate' and that it is an 'Attached hereto is a report on *The Phoenix Holdings Ltd. 2024 Q1 Financial Report - translated version*'. It also mentions the original Hebrew report was published on May 29, 2024, and this English version is being published later (June 13, 2024). The document itself is short (3411 chars) and serves primarily to announce the availability of the actual financial report (Q12024_isa.pdf) and provide necessary regulatory context for the translation. This structure strongly indicates a Report Publication Announcement (RPA), as it is announcing the release/attachment of a primary report (the Q1 Financial Report), rather than being the comprehensive report itself (which would likely be classified as IR if it were the full text).
2024-06-13 English

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