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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 2023-05-21 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
Withdrawal from a Motion to Certify a Claim as a Class Action Against the Company, The Phoenix Insurance Company Ltd. & Directors
Legal Proceedings Report Classification · 99% confidence The document text explicitly states it is an "Immediate Report Notice" concerning the withdrawal from a class action lawsuit. It references previous reports and financial statement notes, indicating it is an official disclosure to regulators (Israel Securities Authority and Tel Aviv Stock Exchange). The structure, including the reference numbers (e.g., 2023-01-046183) and the note that it is a convenience translation of a Hebrew report, strongly suggests a mandatory regulatory filing that is not one of the specific periodic reports (10-K, IR) or specific event reports (DIV, MANG, etc.). Since it is an immediate, non-periodic, specific legal/material event disclosure that doesn't fit the other specific categories (like DIRS, TAR, CAP), the most appropriate general category for miscellaneous regulatory announcements is 'Regulatory Filings' (RNS). It is not an announcement of a report publication (RPA) because it contains the substantive information itself, not just a notice that a report is attached.
2023-05-21 English
The Company intends to publish its 2023 Q1 financial reports on May 31, 2023, conference call will be held on May 31, 2023
Report Publication Announcement Classification · 98% confidence The document is a formal notice addressed to the Israel Securities Authority announcing the future publication date (May 31, 2023) of the '2023 Q1 financial reports' and detailing the schedule for associated conference calls (in Hebrew and English) and the accompanying presentation. Since the document itself is not the Q1 financial report (IR) or the transcript of the call (CT), but rather an announcement about when these items will be released, it fits the definition of a Report Publication Announcement (RPA). The document length (1729 chars) is short, supporting the RPA classification over the full report classification.
2023-05-09 English
The Company intends to publish its 2023 Q1 financial reports on May 31, 2023, conference call will be held on May 31, 2023
Regulatory Filings Classification · 95% confidence The document explicitly states its purpose is to announce an upcoming event: 'RE: 2023 Q1 Financial Reports - Investors CALL'. It details the publication date of the Q1 financial reports (May 31, 2023) and provides an invitation for the associated conference call for analysts and investors, including times and speakers. This is an announcement related to the release of periodic financial results and the subsequent investor discussion. Since the document itself is an announcement/invitation and not the full financial report (like an IR or 10-K) or the transcript of the call (CT), it most closely aligns with an Earnings Release (ER) which covers the initial announcement of results, or potentially a Report Publication Announcement (RPA) because it announces the publication of the reports. However, the primary focus is the call surrounding the Q1 results, making ER a strong candidate. Given the context of announcing the results publication and the associated call, ER is the most fitting category for the initial communication regarding period results.
2023-05-09 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd
Transaction in Own Shares Classification · 98% confidence The document explicitly details a 'Change in the number of treasury shares in the corporation's capital' resulting from 'purchases in the Stock Exchange' on a specific date (24/04/2023). It provides detailed figures on the number of shares bought, the total consideration, and the resulting treasury share count (5,728,752). This type of filing, reporting the company's own transactions in its stock, directly corresponds to the definition of 'Transaction in Own Shares' (POS). It is not an earnings release (ER), an interim report (IR), or a general regulatory filing (RNS), as it concerns a specific corporate action regarding capital structure.
2023-04-27 English
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' 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'. This type of filing, which reports specific, immediate corporate actions or changes (like treasury share transactions, which fall under capital structure changes or share issues), is generally classified as a regulatory filing. Since there is a specific category for 'Share Issue/Capital Change' (SHA), this is the most appropriate fit, as treasury share formation directly impacts the issued share capital. Although it mentions an attached PDF, the core content is the immediate notification of the capital event itself, making SHA more specific than the general RPA or RNS fallback. The document length is short (3044 chars), but it is reporting the event directly, not just announcing the publication of a longer report.
2023-04-27 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd
Transaction in Own Shares Classification · 98% confidence The document explicitly details a change in the number of treasury shares held by the corporation, including the transaction date (23/04/2023), the nature of the change ('An increase due to purchases in the Stock Exchange'), the number of shares involved, and the resulting total holding. This type of filing, reporting on the company's own shares being bought or sold (repurchased), directly corresponds to the definition of 'Transaction in Own Shares'. The reference to Israeli securities regulations confirms it is a formal regulatory filing, but the specific content points precisely to POS.
2023-04-27 English

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