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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 2023-09-03 Regulatory Filings
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
International credit rating agency S&P Global Ratings assigned an international 'A-' rating with a stable outlook to The Phoenix Insurance Company Ltd., a subsidiary of the Company
Regulatory Filings Classification · 99% confidence The document is a brief announcement filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The core content states that S&P Global Ratings assigned an 'A-' rating to a subsidiary and explicitly directs the reader to 'see the attached S&P report' and notes 'Attached hereto is a report on... For more details, see the attached S&P report.' The document length is very short (3449 chars). According to Rule 2 (The 'MENU VS MEAL' Rule), when a document is short and announces that a report is attached or published, it should be classified as a Report Publication Announcement (RPA). It is not the full rating report itself, but the announcement of its availability.
2023-09-03 English
Formation of Treasury Shares in the Issued Share Capital
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 Phoenix Holdings Ltd.') due to purchases on the stock exchange on 31/08/2023. It reports the transaction details, including the number of shares bought (+98,308) and the resulting total treasury shares (5,827,060). This type of filing, reporting the company's own share transactions (repurchases), directly corresponds to the definition of 'Transaction in Own Shares' (POS). The reference to Israeli securities regulations confirms it is a formal regulatory filing, but the specific content points strongly to POS rather than a general RNS or a comprehensive report like 10-K or IR.
2023-08-31 English
Formation of Treasury Shares in the Issued Share Capital
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The subject is the 'Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.' This relates to changes in the company's capital structure or share count. While it discusses share capital changes, the document itself is a brief announcement stating that a detailed report ('Treasury_Shares318Translation_isa.pdf') is attached. Crucially, the document is short (3057 chars) and explicitly mentions that the attached report is the primary content. This structure—a brief filing announcing the publication of a more detailed report—fits the definition of a Report Publication Announcement (RPA) or, given the specific nature of the content (share capital change), it could potentially be classified under Share Issue/Capital Change (SHA). However, since the text is primarily an announcement wrapper referencing an attached PDF detailing the share formation, RPA is a strong candidate based on the 'MENU VS MEAL' rule. Given the content is specifically about treasury shares/share capital, SHA is the most specific content classification, but the wrapper nature suggests RPA. Since the content directly concerns the issuance/holding of shares, SHA (Share Issue/Capital Change) is the most accurate content classification, even if it's presented as an announcement wrapper. Let's re-evaluate against the definitions. SHA covers 'new share issues, stock splits, or other capital changes.' Treasury share formation is a capital change. Since this is an immediate report detailing a specific capital event, SHA is more precise than the general RPA fallback.
2023-08-31 English
Distribution of cash dividend in the amount of NIS 120,000,000
Notice of Dividend Amount Classification · 100% confidence The document is explicitly titled "Immediate Report on Distribution of Cash Dividend to Securities Regulation 37(A) of the Securities' (Periodic and Immediate Reports) Regulations, 5730 – 1970". It details the amount, record date, payment date, and tax implications of a cash dividend distribution. This directly corresponds to the definition of a dividend announcement. The filing type code 'DIV' (Notice of Dividend Amount) is the most appropriate classification.
2023-08-31 English
Distribution of cash dividend in the amount of NIS 120,000,000
Notice of Dividend Amount Classification · 98% confidence The document explicitly concerns the 'Distribution of cash dividend in the amount of NIS 120,000,000'. It is filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content is a complementary report updating a previous announcement regarding a dividend. This type of specific financial event notification, especially concerning dividends, maps directly to the 'Notice of Dividend Amount' definition. Although it is a regulatory filing, the specific nature of the content (dividend announcement) makes 'DIV' a more precise classification than the general 'RNS' fallback. The document length is short (3390 chars) and it references an attached report, but the core subject matter is the dividend declaration itself, which is the primary purpose of this specific filing type.
2023-08-31 English
Publications in The Media in Connection with The Phoenix Agencies
Regulatory Filings Classification · 95% confidence The document explicitly states it is an "Immediate Report" concerning media publications about a potential transaction (sale of a subsidiary, Phoenix Agencies). It references previous filings (June 30, 2023 financial statements) and provides an update on ongoing discussions and valuation indications. The header includes references to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE), and mentions that this English version is a convenience translation of a Hebrew report. This structure—an unscheduled update on material, non-public information (like a potential major transaction or corporate development) filed immediately with regulators—is characteristic of an immediate report required under Israeli securities law. Since it is not a full annual report (10-K), a quarterly report (IR), an earnings release (ER), or a specific transaction announcement like M&A (TAR) or Share Issue (SHA), and it serves as a general regulatory disclosure, the most appropriate general category for such an unscheduled, material disclosure that doesn't fit a more specific SEC-style form is the general regulatory filing category. Given the options, and recognizing this is a mandatory, immediate disclosure to the regulator (ISA/TASE) about a significant corporate event (potential sale), it falls best under the general 'Regulatory Filings' category (RNS), as it is not a specific financial statement, management discussion, or proxy material.
2023-08-30 English

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