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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 2021-05-11 M&A Activity
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
Submission of an Offer to Acquire the Full Shares of Psagot Mutual Funds Ltd- Complementary report
M&A Activity Classification · 99% confidence The document is a notification filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states that it is a 'Complementary report' updating a previous immediate report regarding an offer to acquire shares of Psagot Mutual Funds Ltd. The text concludes by stating, 'Attached hereto is a report on *Submission of an Offer to Acquire the Full Shares of Psagot Mutual Funds Ltd. - for details please see the attached.' and mentions the attached file 'ksm_psagot_isa.pdf'. Given the short length (3577 chars) and the structure indicating that the main details are in an attachment, this filing serves as an announcement of the publication of a report, rather than the full report itself. This aligns best with the 'Report Publication Announcement' (RPA) definition, or potentially a general 'Regulatory Filing' (RNS) if RPA is too specific, but RPA fits the context of announcing the availability of a detailed report. However, since the content describes a specific corporate action update (an offer expiring) and references previous immediate reports, and the attachment is the core information, it is an immediate regulatory disclosure. In the context of the provided definitions, if it's not a full report (like 10-K or IR), and it's announcing the publication of a specific document, RPA is the most precise fit. If the attached document were the actual M&A document, it might be TAR, but this document is the *announcement* of the status of the offer and points to the attachment for details.
2021-05-11 English
Submission of an Offer to Acquire the Full Shares of Psagot Mutual Funds Ltd
M&A Activity Classification · 100% confidence The document is an immediate report from The Phoenix Holdings Ltd. announcing the submission of an offer to acquire the full shares of Psagot Mutual Funds Ltd. and related entities. It details the parties involved, the price, the conditions for completion (including regulatory approvals), and the timeline for the offer. This type of announcement regarding a significant corporate transaction, specifically a takeover or merger proposal, aligns directly with the definition of M&A Activity (TAR). It is not a full annual report (10-K), an earnings release (ER), or a general regulatory filing (RNS), as it concerns a specific transaction.
2021-05-09 English
Submission of an Offer to Acquire the Full Shares of Psagot Mutual Funds Ltd
M&A Activity Classification · 95% confidence The document is a regulatory filing notification from The Phoenix Holdings Ltd. to the Israel Securities Authority and the Tel Aviv Stock Exchange. The core content is an announcement regarding the 'Submission of an Offer to Acquire the Full Shares of Psagot Mutual Funds Ltd.' and explicitly states, 'for details please see the attached.' The document length is short (3029 chars) and it functions as a cover sheet or notification pointing to an attached PDF report (ksm_psagot_isa.pdf). This structure—a brief announcement directing the reader to an attached, more detailed document—fits the definition of a Report Publication Announcement (RPA) or potentially a general Regulatory Filing (RNS), based on the 'MENU VS MEAL' rule. Since the subject matter is a specific corporate action (an acquisition offer), and it is being filed with regulatory bodies (ISA/TASE), it is a formal regulatory announcement. Given the options, 'RPA' (Report Publication Announcement) is the most precise fit because it announces the publication of another report/document related to a transaction, which is a common function of RPA filings when the main details are external. If it were the full details of the offer itself, it might be TAR (M&A Activity), but here it is explicitly an announcement *of* the offer details being attached.
2021-05-09 English
Change in Treasury Shares Number
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 'Stock Exchange purchases' on a specific date (4/05/2021). It quantifies the change (+110,000 shares) and provides the resulting total treasury shares held by the reporting corporation itself ('The Phoenix Holdings Ltd.'). This transaction involves the company acquiring its own shares, which falls directly under the definition of a share repurchase or transaction in own shares. This aligns perfectly with the 'Transaction in Own Shares (POS)' category, rather than a general capital change (SHA) or a financing update (CAP).
2021-05-04 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 content explicitly states, 'Attached hereto is a report on *Immediate Report regarding the Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.*' and references an attached PDF file ('Treasury_Shares_-_Translation_isa.pdf'). The document itself is short (3050 chars) and serves primarily to announce the publication of the substantive report, rather than containing the full details of the transaction or financial results. This structure strongly indicates a Report Publication Announcement (RPA) according to Rule 2 of the classification guidelines, as it announces the release of another document.
2021-05-04 English
Change in Treasury Shares Number
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 'Stock Exchange purchases' on a specific date (3/05/2021). It reports the previous and new number of treasury shares held by the corporation itself ('The Phoenix Holdings Ltd.') and references Israeli securities regulations (Regulation 31(b) and 33(a) of the Securities Regulations). This content directly relates to the company managing its own stock, specifically the acquisition or holding of treasury shares, which falls under the category of 'Transaction in Own Shares' (POS). It is not a general financing announcement (CAP), a major shareholding change by an external party (MRQ), or a general regulatory filing (RNS).
2021-05-03 English

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