Skip to main content
The Phoenix Holdings Ltd. logo

The Phoenix Holdings Ltd. — Investor Relations & Filings

Ticker · PHOE ISIN · IL0007670123 LEI · 25490015L0U3B0LOC164 TA Financial and insurance activities
Open in API
Filings indexed 1,047 across all filing types
Latest filing 2023-11-15 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 2023 Q3 financial reports on November 29, 2023, conference call
Report Publication Announcement Classification · 95% confidence The document text explicitly states its purpose: 'RE: 2023 Q3 Financial Reports - Investors CALL' and announces the intention to publish the Q3 financial reports on November 29, 2023, along with details for an accompanying conference call. The document itself is short (3758 chars) and contains the text: 'Enclosed is an invitation document for the investors calls...' and 'Attached hereto is a report on *RE: 2023 Q3 Financial Reports - Investors CALL...*'. This structure—announcing the release of a report and providing details for a related call/presentation, rather than containing the full financial statements—strongly suggests it is an announcement about the upcoming report publication, not the report itself (like an IR or ER). Since it is announcing the publication of financial results information and the associated investor call details, the most fitting category is Report Publication Announcement (RPA). It is not a full Earnings Release (ER) or Interim Report (IR) as it only announces the future publication date and call details.
2023-11-15 English
A Claim and a Motion to Certify the Claim as a Class Action Against The Phoenix Insurance Company
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 details a legal matter: a claim and a motion for class action certification against a subsidiary, The Phoenix Insurance Company Ltd., concerning insurance premium refunds related to the 'Swords of Iron' conflict. This type of filing, reporting significant legal proceedings or regulatory actions, aligns best with the Legal Proceedings Report (LTR) definition. Although it is an immediate report, the content is substantive legal disclosure, not just an announcement of a report's publication (which would suggest RPA or RNS). Since LTR is a specific category for legal matters, it is preferred over the general RNS fallback.
2023-11-09 English
Publications in The Media in Connection with The Phoenix Agencies
Regulatory Filings Classification · 95% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It references a previous report (dated August 30, 2023) regarding media publications concerning a potential transaction involving a subsidiary. The text explicitly states it is an 'English language report to Israeli corporate' and is a 'convenience translation'. This type of filing, which provides immediate updates on material events not covered by standard periodic reports (like 10-K or IR), falls under the general category of regulatory announcements. Since it is an immediate report concerning corporate activity (potential transaction/media speculation) and doesn't fit the specific definitions for DIRS, DIV, CAP, or M&A (TAR), the most appropriate general category for miscellaneous, time-sensitive regulatory disclosures in this context is Regulatory Filings (RNS). The document length is short (3956 chars) and it is an update/clarification rather than a full financial report.
2023-11-08 English
Moody’s affirms The Phoenix Insurance Company Ltd.’s A2 IFSR; outlook changed to negative
Regulatory Filings Classification · 100% confidence The document is a press release dated November 1, 2023, issued by Moody's Investors Service. It explicitly discusses a 'Rating Action' concerning The Phoenix Insurance Company Ltd., affirming its A2 IFSRs and changing the outlook to negative. The content focuses entirely on credit ratings, rating methodologies, regulatory disclosures related to credit ratings, and contact information for Moody's analysts. This type of document, which is a formal announcement of a credit rating change or affirmation by a rating agency, does not fit neatly into the standard corporate filing categories (like 10-K, ER, IR, etc.). It is best classified as a general regulatory announcement or filing from an external agency, making 'Regulatory Filings' (RNS) the most appropriate fallback category, as it is a formal regulatory disclosure outside the scope of the issuer's own financial reports.
2023-11-02 English
Moody’s affirms The Phoenix Insurance Company Ltd.’s A2 IFSR; outlook changed to negative
Capital/Financing Update Classification · 99% confidence The document is a short notification (3776 characters) filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states that it is an 'English language report to Israeli corporate' and that an attached report (Rating_Action-Moodys-affirms_isa.pdf) contains the substantive information regarding a Moody's rating action on a subsidiary. The text itself does not contain the full financial details or management discussion of a comprehensive report (like 10-K or IR). Furthermore, it includes a note: 'Attached hereto is a report on...' and references a PDF attachment. This structure strongly indicates an announcement about the publication of another document, fitting the definition of a Report Publication Announcement (RPA).
2023-11-02 English
The Phoenix Capital Raising decided on a private issuance to the Company of Deferred Liabilities Deeds Additional Tier 1 (Series XII)
Share Issue/Capital Change Classification · 99% confidence The document is an English language report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content details a specific corporate action: a private issuance of Deferred Liabilities Deeds (a form of financing/capital instrument) by a subsidiary to the parent company. This action involves capital structure changes and requires regulatory approval (Commissioner of the Capital Market, Insurance and Savings Authority, TASE). Since the document announces a specific corporate transaction related to financing and capital instruments, it fits best under the 'Capital/Financing Update' category. It is not a full annual report (10-K), an earnings release (ER), or a general regulatory filing (RNS), as it describes a specific financing event. Document Length Check: The document length is 5063 characters, which is not extremely short, and it contains the substance of the announcement rather than just stating a report is attached. Therefore, it is classified as the event itself, not an RPA.
2023-10-25 English

Browse filings by year

15 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.