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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 2024-01-31 Legal Proceedings Report
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
Haifa Regional Labor Court issued a decision Rejecting the main remedy in the proceeding filed against The Phoenix Pension and Provident Fund (Subsidiary)
Legal Proceedings Report Classification · 99% confidence The document is an immediate report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It announces a court ruling concerning a subsidiary, The Phoenix Pension & Provident Fund Ltd., regarding a class action lawsuit. The text explicitly states, "This form is for reports that has been translated to English (convenience translation) and should be published alongside with the report in Hebrew in accordance with the Securities Regulations (Periodic and Immediate Reports), 5730 - 1970." This structure, reporting on a specific, material event (a court ruling) that is not a standard periodic report (like 10-K or IR), points towards an immediate regulatory disclosure. Since the content is a specific update on a legal matter, it fits best under Legal Proceedings Report (LTR). It is not a general announcement of a report being published (RPA) because it contains the substance of the legal update itself, nor is it a general fallback (RNS) when a more specific category exists.
2024-01-31 English
Approval of a Buyback Plan of shares
Regulatory Filings Classification · 99% confidence The document is explicitly titled "Immediate Report regarding an Approval of a Buyback Plan" and references Israeli regulation (Regulation 31L(a) of the Securities Regulations). It details the approval date (31/01/2024), the execution period (01/02/2024 until 31/01/2025), the maximum amount (NIS 100 million), and the rationale for a share repurchase program. This type of announcement, detailing a specific corporate action like a share buyback authorization, fits best under the category for Capital/Financing Updates (CAP), as share repurchases directly affect the capital structure. While 'POS' (Transaction in Own Shares) relates to the actual execution, this document is the *approval* of the *plan* itself, making 'CAP' a more appropriate classification for the authorization event.
2024-01-31 English
Approval of a Buyback Plan of shares
Report Publication Announcement Classification · 95% confidence The document is an 'Immediate Report regarding an Approval of a Buyback Plan' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states that the actual report content is attached as 'translationbuyback_clean_isa.pdf'. Since the provided text is a cover/filing document announcing the availability of a specific report (a buyback plan approval), and given its short length (2879 chars), it fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). A 'Transaction in Own Shares' (POS) relates to the *content* of the buyback, but this document is the *announcement* of the report. Given the structure, RPA is the most precise fit for announcing the publication of a specific report, although RNS is a possible fallback. I will classify it as RPA because it announces the publication of a specific report.
2024-01-31 English
approving a motion to withdraw the plaintiffs from a motion for approval of a class action filed against a subsidiary of the Company, Phoenix Insurance and another insurance company
Legal Proceedings Report Classification · 98% confidence The document is an 'Immediate Report' filed by The Phoenix Holdings Ltd. with the Israel Securities Authority and the Tel Aviv Stock Exchange. It details a legal development: a court ruling approving the withdrawal from a class action lawsuit against a subsidiary. This type of filing, which reports a specific, material, non-periodic event (like a court ruling or legal update), fits best under the category for significant legal proceedings or general regulatory disclosures. Since 'Legal Proceedings Report (LTR)' specifically covers updates on significant lawsuits, and this document is an immediate report detailing the conclusion of a class action matter, LTR is the most appropriate classification. It is not a standard periodic report (10-K, IR, ER) nor a general announcement of a report (RPA).
2024-01-18 English
The Supreme Court issued a decision Rejecting a Motion for Leave to Appeal Filed by The Phoenix Insurance Company Ltd. (Subsidiary)
Legal Proceedings Report Classification · 98% confidence The document is an English language report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It announces a specific legal event: the Supreme Court's decision rejecting an appeal related to an ongoing class action lawsuit involving a subsidiary. This type of announcement, detailing significant legal proceedings or regulatory outcomes, fits the description of a Legal Proceedings Report (LTR). Although it is a convenience translation, the content itself is an immediate report on a legal matter, not a general regulatory filing (RNS) or a report publication announcement (RPA), as it contains the substantive information about the court decision, not just a notice that a report is attached. The document length is sufficient to contain the substance, ruling out RPA/RNS based on the 'MENU VS MEAL' rule for very short announcements.
2024-01-11 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.
Transaction in Own Shares Classification · 99% 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 specific Israeli securities regulations (Regulation 31(b) and 33(a)). It details a transaction involving the purchase of treasury shares, specifying the date (31/12/2023), the number of shares changed (+5,125), and the resulting total holding (6,451,617). This content directly relates to the company's own shares being transacted, which aligns perfectly with the definition of 'Transaction in Own Shares' (POS). It is not a general earnings release (ER), a full annual report (10-K), or a director's dealing (DIRS).
2023-12-31 English

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