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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 1,046 across all filing types
Latest filing 2024-06-04 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 The Phoenix Holdings 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 subject is the 'Formation of Treasury Shares in the Issued Share Capital'. This relates to changes in the company's capital structure or share count. The document explicitly states that an attachment ('Treasury_Shares4624Translation_isa.pdf') contains the substantive report. Given the short length (3004 chars) and the nature of announcing an attached report, this fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Since the content specifically concerns the company's own shares (treasury shares), the most precise category is 'Transaction in Own Shares' (POS), which covers share repurchase/issuance, or 'Share Issue/Capital Change' (SHA). However, the document is primarily an announcement *of* a report detailing a transaction, not the transaction details themselves, making RPA or RNS strong candidates based on Rule 2. Since the core subject is the company dealing in its own shares, POS is the most specific content match, but the format strongly suggests RPA/RNS. Given the options, 'Transaction in Own Shares' (POS) is the best fit for the *subject matter* (Treasury Shares), but if it were purely an announcement wrapper, RPA would apply. Since the subject is a direct transaction type, I will prioritize the content over the wrapper format, classifying it as POS, as it details a change in the share structure via treasury operations.
2024-06-04 English
Central District Court - issued a ruling approving agreed withdraw from a request for approval of a class action against The Phoenix Insurance Company Ltd. (Subsidiary)
Legal Proceedings Report Classification · 98% confidence The document reports on a legal matter: the approval of an agreed withdrawal from a class action lawsuit against a subsidiary, The Phoenix Insurance Company Ltd. This is an announcement regarding a specific legal proceeding outcome. The text explicitly references previous reports and financial statement notes related to the matter. Since it is a specific update on a legal proceeding and not a general regulatory filing, the most appropriate category is 'Legal Proceedings Report' (LTR). It is not a full 10-K, an ER, or a general RNS, but a specific disclosure about litigation. Checking the definitions: - LTR (Legal Proceedings Report): Updates on significant lawsuits, regulatory actions, or legal matters involving the company. This fits perfectly. - RNS (Regulatory Filings): This is a fallback, but LTR is more specific. - The document length is 4774 characters, and it contains the full substance of the announcement, not just a notice that a report is attached (ruling out RPA/RNS based on the 'Menu vs Meal' rule, although this is a specific type of immediate report). Conclusion: LTR is the best fit.
2024-06-04 English
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.') due to purchases on the stock exchange. It cites specific Israeli securities regulations (Regulation 31(b), 33(a)). This type of filing, reporting transactions in a company's own shares, directly corresponds to the definition of 'Transaction in Own Shares' (POS). It is not an Annual Report (10-K), an Earnings Release (ER), or a general regulatory filing (RNS), as it concerns a specific corporate action regarding capital structure.
2024-06-03 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.
Share Issue/Capital Change Classification · 95% 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 states that an attached report ('Treasury_Shares3624Translation_isa.pdf') contains the substantive information. Since the current document is short (3004 chars) and serves primarily to announce the publication of a separate, detailed report regarding a change in share capital (treasury shares), it fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Given the specific nature of the content (share capital change), 'SHA' (Share Issue/Capital Change) is a possibility for the underlying report, but this document itself is the *announcement* of that report. Because it announces the publication of a specific report, RPA is the most accurate classification for this wrapper document, following the 'MENU VS MEAL' rule. If RPA were not an option, RNS would be the fallback, but RPA is more precise for announcing a report's release.
2024-06-03 English
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 reports the transaction date (30/05/2024), the number of shares purchased (+400,000), the total consideration, and the resulting total holding (8,556,837 shares, representing 3.28% of capital). This type of filing, concerning the company's own shares being bought back or held in treasury, directly corresponds to the definition of 'Transaction in Own Shares' (POS). The reference to Israeli Securities Regulations (Regulation 31(b), 33(a)) confirms it is a mandatory regulatory disclosure regarding share capital structure changes.
2024-06-02 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 and the Tel Aviv Stock Exchange. The text explicitly states that an attached report ('Treasury_Shares30524Translation_isa.pdf') contains the details. Since the document itself is short and serves primarily to announce the availability of the substantive report, it fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Given the specific nature of the announcement (a corporate action/share capital change) but the format being an announcement wrapper, RPA is a strong candidate if the attachment is the main report. However, since the content relates directly to share capital changes (Treasury Shares), and it is an immediate regulatory filing, it is best classified under the most specific category related to capital structure changes if the attachment is the detailed report, or RNS if it's just a notification. Since the core subject is 'Formation of Treasury Shares' which relates to share capital, and the document is a wrapper announcing the attached report, I will check the definitions. 'SHA' is Share Issue/Capital Change. 'POS' is Transaction in Own Shares. Treasury share formation is a form of transaction in own shares. Given this is an immediate regulatory filing announcing the details of this transaction, and it is not a comprehensive financial report (like 10-K or IR), it is most accurately classified as a filing related to share transactions. 'POS' (Transaction in Own Shares) is the most specific fit for treasury share activity. If it were just a generic announcement wrapper without a specific category, RNS would be used. Since POS exists, I will use it, assuming the attached PDF contains the details of the transaction/formation.
2024-06-02 English

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