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Phoenix Group Holdings
(LSE:PHNX)
Phoenix Group Holdings (PHNX) vs. S&P 500 (SPY)
Phoenix Group Holdings Business Overview & Revenue Model
Phoenix Group Holdings Financial Statement Overview
| Breakdown | |||||
| TTM | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 | Dec 2019 |
|---|---|---|---|---|---|
| Income Statement | Total Revenue | ||||
| 24.83B | 16.70B | 8.20B | 10.34B | 13.26B | 11.15B | Gross Profit |
| 32.88B | 15.45B | 8.20B | 10.34B | 13.26B | 11.15B | EBIT |
| 12.36B | 184.00M | -1.25B | -1.42B | 1.15B | 727.00M | EBITDA |
| -1.06B | 305.00M | -3.83B | -150.00M | 58.00M | 186.00M | Net Income Common Stockholders |
| -522.00M | -116.00M | -1.85B | -860.00M | 798.00M | 62.00M |
| Balance Sheet | Cash, Cash Equivalents and Short-Term Investments | ||||
| 354.00M | 174.00M | 242.00M | 405.00M | 414.00M | 265.00M | Total Assets |
| 229.98B | 299.31B | 279.03B | 325.21B | 324.78B | 235.35B | Total Debt |
| 2.19B | 3.88B | 4.57B | 4.82B | 5.14B | 2.70B | Net Debt |
| 1.83B | -3.29B | -4.31B | -4.29B | -5.85B | -1.77B | Total Liabilities |
| 224.03B | 295.77B | 274.33B | 318.94B | 317.40B | 230.25B | Stockholders Equity |
| 5.66B | 2.99B | 4.16B | 5.82B | 7.04B | 4.79B |
| Cash Flow | Free Cash Flow | ||||
| 3.09B | -863.00M | -3.28B | -1.26B | 6.58B | -35.00M | Operating Cash Flow |
| 2.54B | -863.00M | -3.28B | -1.26B | 6.58B | -35.00M | Investing Cash Flow |
| -11.00M | -20.00M | 0.00 | 304.00M | -988.00M | -11.00M | Financing Cash Flow |
| -1.03B | -769.00M | -966.00M | -857.00M | 942.00M | -414.00M |
Phoenix Group Holdings Technical Analysis
Phoenix Group Holdings Peers Comparison
Phoenix Group Holdings Earnings Call Summary
Phoenix Group Holdings Corporate Events
Phoenix Group Holdings plc announced that Claire Hawkins, Director of Corporate Affairs & Brand, and her closely associated person, Steven Hawkins, have conducted several transactions involving the company’s ordinary shares. Claire Hawkins exercised options under the Deferred Bonus Share Scheme and sold shares to cover tax liabilities, while both Claire and Steven Hawkins purchased shares. These transactions were conducted on the London Stock Exchange and are part of the company’s regulatory compliance with the UK Markets Abuse Regulation.
Phoenix Group Holdings PLC announced that several key executives exercised their nil-cost options under the company’s Long Term Incentive Plan (LTIP) and Deferred Bonus Share Scheme (DBSS). The transactions involved the acquisition and subsequent sale of shares to cover tax liabilities, reflecting the company’s ongoing commitment to aligning management incentives with performance metrics. This move highlights the company’s robust performance over the past few years and may have implications for its market positioning and stakeholder confidence.
Phoenix Group Holdings PLC announced that Tom Ground, the Chief Executive Officer of Retirement Solutions, sold 92,360 ordinary shares at a price of 582.570 pence each on March 18, 2025. This transaction was disclosed in compliance with the UK Markets Abuse Regulation, highlighting transparency in managerial dealings and potentially impacting stakeholder perceptions.
Phoenix Group Holdings reported robust financial performance for 2024, achieving significant progress in its strategic goals and financial metrics. The company surpassed its Operating Cash Generation target two years ahead of schedule, enabling debt repayment and investment in business growth. With a 31% increase in IFRS adjusted operating profit, Phoenix Group has upgraded its financial targets through 2026, enhancing its market positioning and shareholder value. The company’s strong cash generation and strategic execution have allowed for a recommended dividend increase, reflecting confidence in its growth trajectory and commitment to delivering sustainable returns to stakeholders.
Phoenix Group Holdings plc, a company involved in the financial services sector, has announced the appointment of Sherry Coutu CBE as an independent Non-Executive Director and member of the Remuneration Committee, effective 1 May 2025. Sherry Coutu brings extensive experience from her roles in technology, investment, and financial services, having served on various boards and committees, including Pearson plc and Raspberry Pi plc. Her appointment is expected to enhance the board’s expertise, particularly in technology and digital sectors, and contribute to Phoenix’s strategic direction.
Phoenix Group Holdings PLC announced that as of February 28, 2025, its issued share capital consists of 1,003,153,661 ordinary shares, each with a nominal value of 10 pence. This update is in accordance with regulatory requirements and informs shareholders of the total voting rights available, which is essential for determining notification obligations under the Disclosure Guidance and Transparency Rules.
Phoenix Group Holdings has announced the monthly acquisition of ordinary shares under its Share Incentive Plan (SIP) for participating employees. The initiative allows employees to purchase ‘Partnership Shares’ with their monthly salary, which the company matches up to a certain limit. This move, disclosed in accordance with the UK Markets Abuse Regulation, reflects the company’s commitment to employee engagement and alignment of interests with stakeholders, potentially enhancing its corporate culture and market position.
Phoenix Group Holdings, a major player in the insurance and financial services industry, has completed an important stage in its debt redemption program by redeeming $250 million in Restricted Tier 1 notes. This move indicates Phoenix Group’s strategic effort to strengthen its financial position, potentially enhancing its market competitiveness and providing a positive signal to its stakeholders regarding its fiscal health and long-term stability.
Phoenix Group Holdings PLC announced its current share capital details as of January 31, 2025, noting that the company has 1,003,123,141 ordinary shares, each with one voting right. This information is crucial for shareholders as they assess their holdings and make necessary notifications in line with regulatory requirements, reflecting transparency in company operations.
Phoenix Group Holdings PLC announced the acquisition of ordinary shares through its Share Incentive Plan, involving key personnel known as Persons Discharging Managerial Responsibilities (PDMRs). The plan allows employees to purchase ‘Partnership Shares’ with the company matching these purchases on a one-to-one basis up to a specified limit. This initiative reflects the company’s commitment to employee investment in the firm, aligning their interests with shareholders and enhancing engagement.
Phoenix Group Holdings PLC announced that as of 31 December 2024, its issued share capital comprised 1,003,111,838 ordinary shares, each with a nominal value of 10 pence. This update on the company’s share capital structure provides stakeholders with the necessary information to assess their voting rights and potential obligations under the Disclosure Guidance and Transparency Rules.
Phoenix Group Holdings PLC announced the early redemption of its U.S.$750 million Fixed Rate Reset Perpetual Restricted Tier 1 Contingent Convertible Notes, of which U.S.$250 million are outstanding. The redemption will occur on February 4, 2025, at their principal amount with accrued interest, unless certain conditions are not met, in which case the redemption will be suspended.