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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 2023-10-23 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' from The Phoenix Holdings Ltd., filed with the Israel Securities Authority and the Tel Aviv Stock Exchange. The subject is the 'Formation of Treasury Shares in the Issued Share Capital'. This type of filing, which reports a specific, immediate corporate action (like treasury share formation or insider dealing), often falls under general regulatory announcements. Since there is no specific code for 'Treasury Share Formation' and it is not a standard 10-K, ER, or IR, it must be classified. It is not a Director's Dealing (DIRS), nor a general Capital/Financing Update (CAP) which usually relates to fundraising. Given the nature of an immediate, specific regulatory disclosure that doesn't fit the other precise categories (like AGM, Dividend, or Delisting), the most appropriate fallback is Regulatory Filings (RNS). The document length is short (3058 chars) and it explicitly mentions an attached PDF report, but the primary content is the immediate disclosure itself, making RNS more suitable than RPA, as RPA is usually for announcing the *publication* of a larger, pre-defined report type.
2023-10-23 English
S&P Global Ratings Maalot- Rating Report 'ilAA' Rating for Bond Issuance of up to NIS 400 Million P.V,
Capital/Financing Update Classification · 99% confidence The document is a formal announcement dated October 23, 2023, regarding a credit rating assigned by S&P Maalot to a bond issuance of up to NIS 400 Million by The Phoenix Holdings Ltd. The content focuses entirely on credit ratings, debt instruments, and rating history tables. This type of announcement, which details the assignment or update of a credit rating for a specific debt instrument, is most closely related to financing activities or general financial updates. Since there is no specific category for 'Credit Rating Announcement,' I must evaluate the closest fit. It is not an Earnings Release (ER), Interim Report (IR), or Annual Report (10-K). It is directly related to the company's capital structure and financing via debt issuance. Therefore, 'Capital/Financing Update' (CAP) is the most appropriate classification, as the core subject is the rating assigned to a new bond issuance.
2023-10-23 English
S&P Global Ratings Maalot- Rating Report 'ilAA' Rating for Bond Issuance of up to NIS 400 Million P.V,
Report Publication Announcement Classification · 99% confidence The document is a short filing (3331 characters) submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The key phrase is: 'Attached hereto is a report on *Re: S&P Global Ratings Maalot Ltd.- Rating Report... Attached to this Immediate Report is the translated Rating Report which was published by Maalot & the Company on October 23, 2023.' This structure—an immediate report announcing and attaching another document (a Rating Report)—fits the definition of a Report Publication Announcement (RPA) under the 'MENU VS MEAL' rule, as it is not the full rating report itself, but an announcement of its publication. It is not a standard 10-K, ER, or IR. Since it specifically announces the publication of a report, RPA is the most precise classification.
2023-10-23 English
Results of Institutional Investors Stage - Public Offering of Bonds
Capital/Financing Update Classification · 95% confidence The document is an 'Immediate report' from 'THE PHOENIX HOLDINGS LTD' filed with the 'Israel Securities Authority' and the 'Tel Aviv Stock Exchange'. It details the 'Results of Institutional Investors Stage - Public Offering of Bonds'. This type of filing, which reports specific, time-sensitive corporate actions like financing results or major transactions that are not standard periodic reports (like 10-K or IR), typically falls under general regulatory announcements. Since it is an immediate report concerning a financing/capital activity (offering of bonds), it relates to 'Capital/Financing Update' (CAP). However, the content is a detailed announcement of the results of a tender for bonds, which is a specific financing event. Given the options, 'CAP' (Capital/Financing Update) is the most appropriate fit for reporting the results of a bond offering tender. It is not a full Annual Report (10-K), an Earnings Release (ER), or a simple Dividend Notice (DIV). It is a specific regulatory disclosure about capital raising.
2023-10-23 English
Impact of Conflict on the Company Relating to Planned Debt Offering
Capital/Financing Update Classification · 99% confidence The document is an 'immediate report' dated October 22, 2023, detailing the financial and operational impact of the recent outbreak of war (starting October 7, 2023) on the company's business segments (Insurance underwriting, Managed Assets, Liquidity, Solvency). It discusses preliminary loss estimates (NIS 70 million) and market volatility effects. This type of disclosure, providing an immediate update on significant, unforeseen events affecting financial performance and operations, is characteristic of a regulatory disclosure that is not a standard periodic report (like 10-K or IR). Since it is an immediate, specific regulatory update that doesn't fit the definitions for ER (Earnings Release, which is periodic highlights), IR (Interim Report, which is comprehensive), or LTR (Legal Proceedings), the most appropriate general category for an unscheduled, material regulatory disclosure is 'Regulatory Filings' (RNS). It is not an announcement of a report (RPA), as it contains substantive analysis and data itself.
2023-10-22 English
Impact of Conflict on the Company Relating to Planned Debt Offering
Report Publication Announcement Classification · 98% confidence The document is a filing submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states it is an 'English language report to Israeli corporate' and that it is a 'convenience translation' of a Hebrew report. The content references an attached report titled 'Re: Impact of Conflict on the Company Relating to Planned Debt Offering' and includes a reference to a parallel Hebrew report. Since the document itself is short (2933 chars) and primarily serves to announce the availability of a specific report ('Attached hereto is a report on...'), it fits the definition of a Report Publication Announcement (RPA). It is not the full financial report (10-K, IR) or a general regulatory filing (RNS), but a specific announcement about a report's release.
2023-10-22 English

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