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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 2024-05-16 Report Publication Anno…
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
The Company intends to publish its 2024 Q1 financial reports and conference call on May 29, 2024. A conference call time: in Hebrew and at 5pm (Israel time) / 3pm (UK) / 10am (ET) in English
Report Publication Announcement Classification · 98% confidence The document text explicitly states its purpose: "RE: 2024 Q1 Financial Reports - Investors CALL" and mentions that the company "intends to publish its 2024 Q1 financial reports on May 29, 2024." It further details the schedule for the associated conference calls. The document itself is an announcement regarding the upcoming release of financial reports and the associated investor call, not the full financial report (IR or 10-K) or the transcript of the call (CT). Since it is an announcement about the publication of a report, and it includes details about an investor call, it fits best as a Report Publication Announcement (RPA) or potentially an Earnings Release (ER) if it contained the actual results. However, since the core message is about *when* the report and call will happen, and it includes an invitation document, RPA is the most precise fit for announcing the publication schedule. Given the context of an investor call announcement alongside the report publication notice, RPA is selected over ER (which usually contains the results summary). The document length is short (3833 chars), supporting the 'announcement' classification over the full report.
2024-05-16 English
Moody's Affirms The Phoenix Insurance Company Ltd. (Subsidiary) A2 International Rating; Outlook stays negative
Interest Rate Update/Notice Classification · 99% confidence The document is a press release dated May 14, 2024, from Moody's Ratings, affirming the insurance financial strength ratings (IFSRs) of The Phoenix Insurance Company Ltd. It details the rationale, outlook, and factors affecting the rating action. This content is characteristic of a credit rating announcement or report summary, not a standard corporate filing like a 10-K, Earnings Release (ER), or Interim Report (IR). Since there is no specific category for 'Credit Rating Announcement,' and the document is a formal, published notice containing detailed analysis and regulatory disclosures related to credit risk, it best fits the general 'Regulatory Filings' (RNS) category as a miscellaneous regulatory/rating disclosure, or potentially 'Audit Report / Information' (AR) if we interpret 'stress tests' broadly, but RNS is a better fit for external rating agency reports. Given the options, RNS serves as the most appropriate fallback for this type of specialized, non-SEC corporate disclosure.
2024-05-15 English
Moody's Affirms The Phoenix Insurance Company Ltd. (Subsidiary) A2 International Rating; Outlook stays negative
Regulatory Filings Classification · 100% confidence The document is a notification filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly states, "Attached hereto is a report on [Moody's rating affirmation]... For more details, see the attached Moody's release." The document itself is very short (3468 characters) and serves primarily to announce the availability of an external report (the Moody's release) and includes a reference to the attached PDF. This structure strongly indicates an announcement about the publication of information rather than the full report itself. Since it is an immediate regulatory announcement that doesn't fit the specific categories like ER, IR, or 10-K, and it announces the release of external information, the most appropriate classification based on the provided definitions and the 'MENU VS MEAL' rule is Report Publication Announcement (RPA), or potentially Regulatory Filings (RNS) as a fallback. Given the explicit mention of attaching/publishing a report, RPA is a better fit than the general RNS.
2024-05-15 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 reporting corporation' and 'The Phoenix Holdings Ltd.'). It specifies the transaction date, the number of shares purchased (+32,290), the resulting total, and references Israeli securities regulations (Regulation 31(b), 33(a)). This content directly relates to the company's own share capital management, specifically share repurchases or transactions in its own stock. This aligns perfectly with the definition for 'Transaction in Own Shares' (POS). It is not a general earnings release (ER), a full annual report (10-K), or a general regulatory filing (RNS), as it concerns a very specific corporate action.
2024-05-07 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 explicitly mentions being reported via MAGNA to the Israel Securities Authority and the Tel Aviv Stock Exchange. The text states, 'Attached hereto is a report on *Immediate Report - Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.* Treasury_Shares6524Translation_isa.pdf'. Since the document itself is short (3011 chars) and serves primarily to announce the publication of an attached, more detailed report (the PDF), it fits the definition of a Report Publication Announcement (RPA). It is not the full financial report (10-K, IR) or a specific transaction report (POS), but rather the announcement wrapper for the filing.
2024-05-07 English
The Attorney General to the government position regarding a settlement agreement submitted for approval by the district court in a class action proceeding against The Phoenix Insurance Company Ltd. (S
Legal Proceedings Report Classification · 99% confidence The document is an English language report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It discusses the Attorney General's position on a settlement agreement in a class action proceeding against a subsidiary, The Phoenix Insurance Company Ltd. This type of filing, which reports on significant legal matters, regulatory interactions, or immediate corporate events not covered by standard periodic reports (like 10-K or IR), falls under the category of general regulatory announcements. It is not an Annual Report (10-K), Interim Report (IR), Earnings Release (ER), or a specific management/board change document. Since it details a significant legal/regulatory development and is filed immediately, it fits best as a general Regulatory Filing (RNS), which serves as the fallback for immediate, non-standard disclosures in this context, especially given the Israeli regulatory context indicated by ISA/TASE references. It is not a Report Publication Announcement (RPA) because it contains the substantive details of the legal update, rather than just announcing that a report is attached or published.
2024-05-06 English

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