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PHNX - Phoenix Group Share Price

668.21p -7.8  -1.2%

Last Trade - 1:55pm

Large Cap
Market Cap £6.75bn
Enterprise Value £748.9m
Revenue £21.44bn
Position in Universe 148th / 1810
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Relative Strength (%)
1m -8.94%
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -18.0%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
692 2,841 3,163 -7,122 28,866 21,435 5,191 5,450 +98.7%
-6.7 -64.1 +169.7 +25.9 -9.16
Balance Sheet
FINANCIAL BRIEF: : For the fiscal year ended 31 December 2020, PhoenixGroup Holdings PLC revenues decreased 26% to £21.44B. Netincome applicable to common stockholders increased from£62M to £775M. Revenues reflect UK Heritage segmentdecrease of 71% to £688M, Management Services segmentdecrease of 18% to £737M, Europe segment decrease of 6% to£1.24B, Europe segment decrease of 6% to £1.24B.
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Latest News & Insights for PHNX
Graphical History


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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
Net Profit
Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2020 /  2021
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Profile Summary

Phoenix Group Holdings plc is a United Kingdom-based company that specializes in the acquisition and management of closed life insurance and pension funds. The Company operates through three business segments: UK Heritage, UK Open and Europe. The UK Heritage segment provides a range of life and pensions products. Assets under administration in its open business are held in three product lines: Workplace, Retail pensions and Wrap. It also includes capital-light products. UK Open business relates to its pension and long-term savings products sold under the Standard Life brand. The European segment distributes unit linked life assurance products which have no material guarantees. Its SunLife brand provides customers with a range of specialist products, including life cover, equity release and funeral plans. Its subsidiaries include Phoenix Life Limited, Phoenix Life Assurance Limited, ReAssure Group plc and Abbey Life Assurance Company Limited.

Last Annual December 31st, 2020
Last Interim December 31st, 2020
Incorporated October 5, 2018
Public Since November 17, 2009
No. of Shareholders: 2,280
No. of Employees: 7,653
Sector Financials
Industry Insurance
Index FTSE All Share , FTSE All-share - Financials Price Return Gbp End Of Day, FTSE All-share - Life Insurance/assurance Price Return Gbp End Of Day, FTSE Euromid , FTSE 350 Higher Yield , FTSE 350 , FTSE 350 Life Insurance , FTSE 100 , ,
Exchange London Stock Exchange (Full)
Shares in Issue 999,242,445
Free Float (0.0%)
Eligible for
PHNX Share Price Performance
Share Price
Bid - Ask
Low - High
Day's Change
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Open - Close
Range (12m)
Latest News for PHNX
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Frequently Asked Questions for Phoenix Group
What is the Phoenix Group share price?

As of 1:55pm, shares in Phoenix Group are trading at 668.21p, giving the company a market capitalisation of £6.75bn. This share price information is delayed by 15 minutes.

How has the Phoenix Group share price performed this year?

Shares in Phoenix Group are currently trading at 668.21p and the price has moved by 3.94% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Phoenix Group price has moved by -12.87% over the past year.

What are the analyst and broker recommendations for Phoenix Group?

Of the analysts with advisory recommendations for Phoenix Group, there are there are currently 1 "buy" , 5 "hold" and 0 "sell" recommendations. The overall consensus recommendation for Phoenix Group is Hold. You can view the full broker recommendation list by unlocking its StockReport.

When will Phoenix Group next release its financial results?

Phoenix Group is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-12-31
What is the Phoenix Group dividend yield?

The Phoenix Group dividend yield is 7.03% based on the trailing twelve month period.

Does Phoenix Group pay a dividend?

Last year, Phoenix Group paid a total dividend of 0.48, and it currently has a trailing dividend yield of 7.03%. Looking ahead, Phoenix Group has not announced an ex-dividend date yet.

When does Phoenix Group next pay dividends?

Phoenix Group has yet to annouce their ex-dividend date. The historic dividend yield on Phoenix Group shares is currently 7.03%.

How do I buy Phoenix Group shares?

To buy shares in Phoenix Group you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Phoenix Group?

Shares in Phoenix Group are currently trading at 668.21p, giving the company a market capitalisation of £6.75bn.

Where are Phoenix Group shares listed? Where are Phoenix Group shares listed?

Here are the trading details for Phoenix Group:

Country of listing: United Kingdom
Exchange: LSE
Ticker Symbol: PHNX
What kind of share is Phoenix Group?

Based on an overall assessment of its quality, value and momentum, Phoenix Group is currently classified as a Style Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Phoenix Group share price forecast 2021?

Shares in Phoenix Group are currently priced at 668.21p. At that level they are trading at 17.83% discount to the analyst consensus target price of 813.20.

Analysts covering Phoenix Group currently have a consensus Earnings Per Share (EPS) forecast of 0.83273 for the next financial year.

How can I tell whether the Phoenix Group share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Phoenix Group. Over the past six months, the relative strength of its shares against the market has been -12.69%. At the current price of 668.21p, shares in Phoenix Group are trading at -5.69% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Phoenix Group PE Ratio?

The Phoenix Group PE ratio based on its reported earnings over the past 12 months is 10.22. The shares are currently trading at 668.21p.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Phoenix Group?

Phoenix Group's management team is headed by:

Alastair Barbour - NID
Andy Moss - CEX
Quentin Zentner - GCN
Nicholas Lyons - NEC
Jonathan Pears - CRO
Antonios Kassimiotis - COO
Rakesh Thakrar - CFO
Andy Briggs - CEO
Michael Tumilty - NED
Christopher Minter - NED
Hiroyuki Iioka - NED
Matthew Cuhls - CEX
Andy Curran - CEX
Michael Eakins - CIN
Sara Thompson - DHR
Who are the major shareholders of Phoenix Group?

Here are the top five shareholders of Phoenix Group based on the size of their shareholding:

Aberdeen Standard Investments (Edinburgh) Investment Advisor
Percentage owned: 15.35% (153.4m shares)
MS&AD Insurance Group Holdings, Inc. Corporation
Percentage owned: 14.5% (144.9m shares)
Swiss Re Finance Midco (Jersey), Ltd. Corporation
Percentage owned: 13.25% (132.4m shares)
BlackRock Investment Management (UK) Ltd. Investment Advisor/Hedge Fund
Percentage owned: 5.01% (50.0m shares)
Columbia Threadneedle Investments (UK) Investment Advisor/Hedge Fund
Percentage owned: 4.45% (44.5m shares)
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