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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 1,046 across all filing types
Latest filing 2026-05-28 Proxy Solicitation & In…
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
Convening of a Annual General Assembly for the Company’s Shareholders on July 2, 2026.
Proxy Solicitation & Information Statement Classification · 94% confidence The document is an immediate notice convening the company’s annual general meeting. It lays out the agenda, proposed resolutions, and detailed voting and proxy instructions. This matches the definition of Proxy Solicitation & Information Statement (materials sent to shareholders to provide information and request votes for meetings). It is neither the completed AGM materials nor the results, so PSI is the correct category.
2026-05-28 English
Convening of a Annual General Assembly for the Company’s Shareholders on July 2, 2026.
Proxy Solicitation & Information Statement Classification · 75% confidence The document is an immediate report convening the Annual General Assembly, providing shareholders with a voting paper and directors’ declarations—i.e., the proxy solicitation materials sent to shareholders to inform them of the meeting and request their votes. This aligns with the definition of Proxy Solicitation & Information Statement (PSI).
2026-05-28 English
Subject: Dividend Distribution Q1, 2026 - NIS 320,000,000
Notice of Dividend Amount Classification · 90% confidence The document is an immediate regulatory filing detailing the declaration of a cash dividend, including record date, payment date, dividend amount per security, total amount, tax withholding rates, and board resolutions. It matches the definition for “Notice of Dividend Amount” (Code: DIV).
2026-05-28 English
Subject: Dividend Distribution Q1, 2026 - NIS 320,000,000
Notice of Dividend Amount Classification · 85% confidence The document is an immediate report to the Israeli Securities Authority and Tel Aviv Stock Exchange announcing the Q1 2026 dividend distribution of NIS 320,000,000. It provides details of the dividend amount and references an attached report. This clearly matches a Notice of Dividend Amount announcement rather than a full financial report or other regulatory filing type.
2026-05-28 English
Investor Presentation Q1/2026
Investor Presentation Classification · 97% confidence The document is clearly a slide deck styled presentation entitled “Q1 2026 Results” with agenda, strategy & guidance, financial results, segment breakdown, charts, and glossary. It is not an earnings press release or call transcript but rather a detailed investor‐focused presentation of financial performance and outlook. Therefore, it fits the “Investor Presentation” category.
2026-05-28 English
Investor Presentation Q1/2026
Report Publication Announcement Classification · 75% confidence The document is a brief cover notice stating that the “Phoenix Financial Investor Presentation Q1/2026” PDF is attached, rather than containing the full presentation itself. Under the “menu vs. meal” rule, such an announcement of an attached report is classified as a Report Publication Announcement (RPA), not as the report content (IP).
2026-05-28 English

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