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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 2023-10-03 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
A Claim and a Motion to Certify the Claim as a Class Action against The Phoenix Insurance Company Ltd. (subsidiary
Legal Proceedings Report Classification · 99% confidence The document explicitly states it is an 'Immediate Report Notice' concerning a 'Claim filed at the District Court' involving a class action motion against a subsidiary. It details the nature of the legal dispute (towing service dispute) and the potential damages (NIS 80 million). The document is filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE) and is presented as an English convenience translation of an immediate report. This content—a significant legal event requiring immediate disclosure—does not fit the definitions for financial reports (10-K, IR, ER), management changes (MANG), or shareholder votes (AGM-R, DVA). It is a report on a significant legal proceeding. Therefore, the most appropriate classification is Legal Proceedings Report (LTR).
2023-10-03 English
The Supreme Court rendered a verdict according to which the motion to appeal filed by the plaintiffs against the ruling of the Central District Court was rejected - The Phoenix Insurance Company Ltd.
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 outcome: the Supreme Court rejected an appeal regarding a class action lawsuit against a subsidiary. This is an immediate, material event disclosure. Since it concerns a significant legal proceeding and its conclusion, it falls under the category of Legal Proceedings Report (LTR). Although it is filed via the MAGNA system, which often uses RNS as a fallback, the specific content about the verdict in a lawsuit makes LTR the most precise fit. The document length is moderate (5183 chars), and it is the report itself, not just an announcement of a report's publication (RPA).
2023-09-28 English
A Claim and a Motion to Certify the Claim as a Class Action Against The Phoenix Insurance Company Ltd. (subsidiary) - Immediate Report
Legal Proceedings Report Classification · 98% confidence The document explicitly states it is an 'Immediate Report Notice' concerning a legal claim and a motion for class action certification filed against a subsidiary. It is filed with the Israel Securities Authority and the Tel Aviv Stock Exchange, and it is an English convenience translation of a Hebrew report. This type of filing, reporting on significant legal proceedings or litigation that could materially affect the company, fits best under the category for Legal Proceedings Report (LTR). It is not a full financial report (10-K, IR), an earnings release (ER), or a general regulatory filing (RNS), as it concerns a specific, material legal event.
2023-09-21 English
2023 Q20 Financial Report - translated version
Interim / Quarterly Report Classification · 100% confidence The document is a comprehensive interim financial report for The Phoenix Holdings Ltd. for the period ending June 30, 2023. It includes a 'Report of the Board of Directors on the State of the Corporation's Affairs', consolidated interim financial statements, and detailed management analysis of business segments, market risks, and financial performance. It is clearly an interim/quarterly report rather than an annual report or a simple announcement. H1 2023
2023-09-07 English
2023 Q20 Financial Report - translated version
Report Publication Announcement Classification · 98% confidence The document explicitly states it is an 'English language report to Israeli corporate' and references the 'The Phoenix Holdings Ltd. 2023 Q2 Financial Report - translated version'. It also mentions that the original Hebrew report was published on August 24, 2023, and this document was reported via MAGNA on 07/09/2023. Crucially, the text states: 'Attached hereto is a report on *The Phoenix Holdings Ltd. 2023 Q2 Financial Report - translated version*'. Since the document is short (3405 chars) and serves primarily to announce the availability of the actual financial report (Q2_FINANCIAL_STATEMENTS_isa.pdf), it fits the definition of a Report Publication Announcement (RPA) rather than the comprehensive Interim/Quarterly Report (IR) itself. The reference to Q2 financial results points away from a standard 10-K or ER, making IR the next closest, but the announcement nature triggers the RPA classification based on Rule 2.
2023-09-07 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.
Declaration of Voting Results & Voting Rights Announcements 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." It details a specific transaction: an increase in treasury shares due to purchases on the stock exchange on 06/09/2023, including the number of shares bought and the total consideration. This directly relates to the company buying back or managing its own shares. This 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 general regulatory filing (RNS), as it concerns a very specific corporate action regarding share capital management.
2023-09-06 English

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