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 2021-07-07 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
Change in Treasury Shares Number
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 'formation of Treasury Shares in the Issued Share Capital'. This relates to changes in the company's capital structure or share count. The document explicitly states it is an immediate report and attaches a PDF ('Treasury_Shares47Translation_isa.pdf'). Given the short length (3047 chars) and the nature of reporting a specific corporate action (share capital change) via an immediate filing mechanism, it fits best under 'Share Issue/Capital Change' (SHA). While it is an announcement of information, SHA is more specific than the general 'RPA' or 'RNS' for this type of capital event.
2021-07-07 English
Supreme Court ruled - Application for Approval of a class action against the Phoenix Insurance and other insurance companies will be accepted
Legal Proceedings Report Classification · 99% confidence The document is an immediate report from The Phoenix Holdings Ltd. concerning a Supreme Court ruling that reinstated an approval for a class action lawsuit against its subsidiary, The Phoenix Insurance Company Ltd. This report details a significant legal development involving a lawsuit and regulatory/court action. This fits the definition of a Legal Proceedings Report (LTR), which covers updates on significant lawsuits or regulatory actions. It is not a full annual report (10-K), an earnings release (ER), or a general regulatory filing (RNS), as it specifically addresses a legal matter. The document length is relatively short (2242 chars), but its content is substantive legal news, not merely an announcement of another report's publication.
2021-07-05 English
Supreme Court ruled - Application for Approval of a class action against the Phoenix Insurance and other insurance companies will be accepted
Legal Proceedings Report Classification · 95% confidence The document is a formal 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 references the 'Securities Regulations (Periodic and Immediate Reports), 5730 - 1970'. The content describes a significant legal event (Supreme Court ruling on a class action lawsuit) and includes a reference to an attached report ('Attached hereto is a report on...'). Since this document is short (3391 chars) and serves primarily to announce the availability of a more detailed report concerning an immediate legal matter, it fits the description of a general regulatory announcement or filing that doesn't fit a more specific category like ER, 10-K, or IR. Given the options, 'Regulatory Filings' (RNS) is the most appropriate fallback for an immediate, non-standard regulatory disclosure, especially when it points to an attached document rather than being the full report itself.
2021-07-05 English
Change in Treasury Shares Number
Transaction in Own Shares Classification · 98% confidence The document explicitly reports on a 'Change in the number of treasury shares in the corporation's capital' involving a specific transaction date (01/07/2021) and details the number of shares bought back (+ 33,000). This directly relates to the company repurchasing or dealing in its own shares. This aligns perfectly with the definition of 'Transaction in Own Shares' (POS). Although it references Israeli securities regulations, the core subject matter is share repurchase activity.
2021-07-05 English
Change in Treasury Shares Number
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 'formation of Treasury Shares in the Issued Share Capital'. This relates to changes in the company's capital structure or share transactions. The filing explicitly mentions the report is attached ('Attached hereto is a report on... Treasury_Shares17Translation_isa.pdf'). Given the short length (3079 chars) and the nature of announcing an attached report, this fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Since the content specifically details a change related to shares (Treasury Shares), the 'Share Issue/Capital Change' (SHA) category is highly relevant, but the document itself is primarily an announcement wrapper. However, the core subject matter is a change in capital/shares. Let's re-evaluate the definitions. SHA is for 'Announcement regarding new share issues, stock splits, or other capital changes.' POS is for 'Report of the company buying back or selling its own shares (share repurchase/issuance).' Treasury share formation is essentially a form of share repurchase/holding. Given the specific nature of the content (Treasury Shares), SHA or POS are strong candidates for the *underlying* report. Since this document is the *announcement* of that report, RPA is plausible under the 'Menu vs Meal' rule. However, in many regulatory contexts, an immediate report detailing a specific capital event (like treasury share formation) is classified by the event itself rather than the wrapper announcement, unless the wrapper is extremely generic. Since the content is highly specific to capital structure changes (Treasury Shares), SHA (Share Issue/Capital Change) is the most accurate classification for the *event* being reported, even if this specific text is the announcement wrapper. If the wrapper is short and points to the main document, RPA is safer. Given the explicit mention of 'Treasury Shares' and 'Issued Share Capital', SHA is a better fit than the generic RPA, as the content is not just a placeholder. I will lean towards SHA as the event type being reported immediately.
2021-07-05 English
Change in Treasury Shares Number
Transaction in Own Shares Classification · 98% confidence The document explicitly reports on a 'Change in the number of treasury shares in the corporation's capital' involving a specific transaction date (01/07/2021) and details the number of shares bought back (+ 33,000). This directly relates to the company repurchasing or dealing in its own shares. This aligns perfectly with the definition of 'Transaction in Own Shares' (POS). Although it references Israeli securities regulations, the core subject matter is share repurchase activity.
2021-07-01 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.