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PHNX - Phoenix Group Share Price

698.6p 0.2  0.0%

Last Trade - 10:44am

Sector
Financials
Size
Large Cap
Market Cap £6.98bn
Enterprise Value £4.49bn
Revenue £11.82bn
Position in Universe 126th / 1807
Bullish
Bearish
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Momentum
Relative Strength (%)
1m -0.22%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -13.3%
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 2014 2015 2016 2017 2018 2019 2020E 2021E CAGR / Avg
5,326 692 2,841 3,163 -7,122 28,866 5,034 5,632 +40.2%
+31.0 -6.7 -64.1 +186.7 +5.63
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the six months ended 30 June 2020, Phoenix Group Holdings PLC revenues decreased 85% to £3.07B. Net income applicable to common stockholders increased from £25M to £494M. Revenues reflect Europe segment decrease of 1% to £605M. Net income reflects UK Heritage segment income increase of 9% to £281M, UK Open segment income increase of 35% to £58M, Management Services segment income increase of 46% to £19M. Dividend per share remained flat at £0.23.
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
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Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Latest News & Insights for PHNX
Graphical History

Revenue

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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 2020
31st Dec 2021
Est. Long Term Growth Rate: Net Profit
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EPS
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Consensus Estimate
1m Change
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Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
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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.

Directors
Last Annual December 31st, 2019
Last Interim June 30th, 2020
Incorporated October 5, 2018
Public Since November 17, 2009
No. of Shareholders: 2,028
No. of Employees: 4,417
Sector Financials
Industry Insurance
Index FTSE All Share , FTSE All Share Financials , FTSE All Share Life Insurance , FTSE Euromid , FTSE 350 Higher Yield , FTSE 350 , FTSE 350 Life Insurance , FTSE 100 , ,
Exchange London Stock Exchange (Full)
Shares in Issue 999,111,694
Free Float (0.0%)
Eligible for
ISAs
SIPPs
PHNX Share Price Performance
Share Price
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Day's Change
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Range (12m)
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Latest News for PHNX
Upcoming Events for PHNX
Frequently Asked Questions for Phoenix Group
What is the Phoenix Group share price?

As of 10:44am, shares in Phoenix Group are trading at 698.6p, giving the company a market capitalisation of £6.98bn. 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 698.6p and the price has moved by 1.64% 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 21.11% 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" , 6 "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: 2021-06-30
What is the Phoenix Group dividend yield?

The Phoenix Group dividend yield is 6.7% based on the trailing twelve month period.

Does Phoenix Group pay a dividend?

Last year, Phoenix Group paid a total dividend of 0.47, and it currently has a trailing dividend yield of 6.7%. 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 6.7%.

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 698.6p, giving the company a market capitalisation of £6.98bn.

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 Turnaround. 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 2020?

Shares in Phoenix Group are currently priced at 698.6p. At that level they are trading at 11.58% discount to the analyst consensus target price of 790.09.

Analysts covering Phoenix Group currently have a consensus Earnings Per Share (EPS) forecast of 0.70305 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 10.95%. At the current price of 698.6p, shares in Phoenix Group are trading at 3.82% 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 9.23. The shares are currently trading at 698.6p.

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
Simon True - OTH
Quentin Zentner - GCN
Stephen Jefford - DHR
Nicholas Lyons - NEC
Jonathan Pears - CRO
Antonios Kassimiotis - COO
John Mcguigan - OTH
Rakesh Thakrar - OTH
Susan Mcinnes - CEX
Andy Briggs - CEO
Michael Tumilty - NED
Christopher Minter - NED
Hiroyuki Iioka - NED
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: 17.9% (178.8m 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)
Columbia Threadneedle Investments (UK) Investment Advisor/Hedge Fund
Percentage owned: 4.45% (44.5m shares)
Artemis Investment Management LLP Investment Advisor/Hedge Fund
Percentage owned: 3.63% (36.3m shares)
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