The Phoenix Holdings Ltd.
PHOE.TA
| Exchange: | TA |
| Currency | Israeli Agora |
| ISIN: | IL0007670123 |
| Primary Ticker: | PHOE.TA |
| Fiscal Year End: | December |
| Sector: | Financial Services |
| Industry: | Insurance - Diversified |
| Gic Sector: | Financials |
| Gic Group: | Insurance |
| Gic Industry: | Insurance |
| Gic Sub Industry: | Multi-line Insurance |
| Description: | Phoenix Financial Ltd provides multi-line insurance products in Israel. It operates through Life and Savings; Health Insurance; Property and Casualty Insurance; Retirement (Pension and Provident); Investment House and Wealth; Distribution (Agencies); and Credit segments. The company offers life and disability insurance; and property and casualty insurance products under the Phoenix Smart brand, which include motor vehicle and property; third-party liability, employers' liability, directors' and officers' liability, professional liability, product liability, personal accidents, engineering, contract works, and marine insurance products; and health insurance products, such as long-term care and critical illness, travel, sick leave, illness and hospitalization, and dental insurance. It also provides mechanical-engineering equipment, mechanical breakdown, refrigerated inventory, cargo in transit and shippers' liability, fidelity, agricultural, and electronic equipment insurance; investment insurance for home buyers; electronic equipment insurance; insurance covering production and cancellation of events; and clinical trials, flight cancellation, money, goods in transit, works of art, aviation, terrorism acts, and cyber insurance. In addition, the company offers financial asset management services comprising marketing and management of investments, underwriting and investment banking, mutual funds management, and stock exchange and trading services; and pension, education, and provident funds, as well as savings products. Further, it provides insurance brokerage; payment cards' vouchers factoring; financing against post-dated checks and real estate properties; business loans, credits, and guarantees; and construction and equipment financing services, as well as operates as an acquiring aggregator. The company was formerly known as The Phoenix Holdings Ltd. and changed its name to Phoenix Financial Ltd in August 2024. Phoenix Financial Ltd was incorporated in 1949 and is based in Givatayim, Israel. |
| Address: | 53 Derech Hashalom Street, Givatayim, Israel |
| Website: | https://www.fnx.co.il |
| Full Time Employees: | 4938 |
| Updated On: | 2024-11-04 |
Highlights
| Market Capitalization: | 10962998272 |
| Market Capitalization Mln: | 10962.99 |
| EBITDA: | 2755846912 |
| PE Ratio: | 7.83 |
| Wall Street Target Price: | 47 |
| Book Value: | 71.42 |
| Dividend Share: | 2.11 |
| Dividend Yield: | 0.04 |
| Earnings Share: | 5.53 |
| EPS Estimate Current Year: | 4.94 |
| EPS Estimate Next Year: | 6.18 |
| EPS Estimate Next Quarter: | 1.65 |
| EPS Estimate Current Quarter: | 1.67 |
| Most Recent Quarter: | 2024-06-30 |
| Profit Margin: | 0.05 |
| Operating Margin TTM: | 0.15 |
| Return On Assets TTM: | 0.01 |
| Return On Equity TTM: | 0.14 |
| Revenue TTM: | 25305094144 |
| Revenue Per Share TTM: | 98.18 |
| Quarterly Revenue Growth YOY: | -0.36 |
| Gross Profit TTM: | 4007646000 |
| Diluted Eps TTM: | 5.53 |
| Quarterly Earnings Growth YOY: | 10.8 |
Valuation
| Trailing PE: | 7.83 |
| Price Sales TTM: | 0.43 |
| Price Book MRQ: | 0.99 |
| Enterprise Value: | -974078859 |
| Enterprise Value Revenue: | 0.02 |
Shares
| Shares Outstanding: | 251436992 |
| Shares Float: | 132202177 |
| Percent Insiders: | 10.71 |
| Percent Institutions: | 23.26 |
Technicals
| Beta: | 0.49 |
| 52 Week High: | 4350 |
| 52 Week Low: | 3128.24 |
| 50 Day MA: | 3986.6 |
| 200 Day MA: | 3742.99 |
Splits & Dividends
| Forward Annual Dividend Rate: | 2.12 |
| Forward Annual Dividend Yield: | 0.04 |
| Payout Ratio: | 0.34 |
| Ex Dividend Date: | 2024-09-04 |
Earnings
| Report Date: | 2025-03-03 |
| Date: | 2024-12-31 |
| Before After Market: | After Market |
| Currency: | ILS |
| Report Date: | 2024-11-27 |
| Date: | 2024-09-30 |
| Before After Market: | After Market |
| Currency: | ILS |
| Eps Estimate: | 1.65 |
| Report Date: | 2024-08-22 |
| Date: | 2024-06-30 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 2.73 |
| Eps Estimate: | 1.67 |
| Eps Difference: | 1.06 |
| Surprise Percent: | 63.47 |
| Report Date: | 2024-05-29 |
| Date: | 2024-03-31 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 0.86 |
| Eps Estimate: | 1.1 |
| Eps Difference: | -0.24 |
| Surprise Percent: | -21.81 |
| Report Date: | 2024-03-27 |
| Date: | 2023-12-31 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 2.53 |
| Eps Estimate: | 1.01 |
| Eps Difference: | 1.52 |
| Surprise Percent: | 150.49 |
| Report Date: | 2023-11-29 |
| Date: | 2023-09-30 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 0.44 |
| Eps Estimate: | 1.54 |
| Eps Difference: | -1.1 |
| Surprise Percent: | -71.42 |
| Report Date: | 2023-08-24 |
| Date: | 2023-06-30 |
| Before After Market: | After Market |
| Currency: | ILS |
| Eps Actual: | 0.23 |
| Eps Estimate: | 1.51 |
| Eps Difference: | -1.28 |
| Surprise Percent: | -84.76 |
| Report Date: | 2023-03-23 |
| Date: | 2022-12-31 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 0.87 |
| Eps Estimate: | 0.37 |
| Eps Difference: | 0.5 |
| Surprise Percent: | 135.13 |
| Report Date: | 2022-11-30 |
| Date: | 2022-09-30 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 0.63 |
| Eps Estimate: | 0.71 |
| Eps Difference: | -0.08 |
| Surprise Percent: | -11.26 |
| Report Date: | 2022-08-25 |
| Date: | 2022-06-30 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 0.71 |
| Report Date: | 2022-05-31 |
| Date: | 2022-03-31 |
| Before After Market: | After Market |
| Currency: | ILS |
| Eps Actual: | 2.63 |
| Report Date: | 2022-03-29 |
| Date: | 2021-12-31 |
| Before After Market: | Before Market |
| Currency: | ILS |
| Eps Actual: | 2.38 |
| Date: | 2025-12-31 |
| Period: | +1y |
| Growth: | 0.25 |
| Earnings Estimate Avg: | 6.18 |
| Earnings Estimate Low: | 5.89 |
| Earnings Estimate High: | 6.48 |
| Earnings Estimate Year Ago Eps: | 4.94 |
| Earnings Estimate Number Of Analysts: | 2.00 |
| Earnings Estimate Growth: | 0.25 |
| Revenue Estimate Avg: | 13329000000.00 |
| Revenue Estimate Low: | 10113000000.00 |
| Revenue Estimate High: | 16545000000.00 |
| Revenue Estimate Number Of Analysts: | 2.00 |
| Revenue Estimate Growth: | -0.15 |
| Eps Trend Current: | 6.18 |
| Eps Trend7days Ago: | 6.18 |
| Eps Trend30days Ago: | 6.18 |
| Eps Trend60days Ago: | 6.18 |
| Eps Trend90days Ago: | 6.16 |
| Date: | 2024-12-31 |
| Growth: | 0.62 |
| Earnings Estimate Avg: | 4.94 |
| Earnings Estimate Low: | 4.79 |
| Earnings Estimate High: | 5.09 |
| Earnings Estimate Year Ago Eps: | 3.04 |
| Earnings Estimate Number Of Analysts: | 2.00 |
| Earnings Estimate Growth: | 0.62 |
| Revenue Estimate Avg: | 15800000000.00 |
| Revenue Estimate Low: | 9541000000.00 |
| Revenue Estimate High: | 22059000000.00 |
| Revenue Estimate Number Of Analysts: | 2.00 |
| Revenue Estimate Growth: | -0.32 |
| Eps Trend Current: | 4.94 |
| Eps Trend7days Ago: | 4.94 |
| Eps Trend30days Ago: | 4.94 |
| Eps Trend60days Ago: | 4.94 |
| Eps Trend90days Ago: | 4.80 |
| Date: | 2024-09-30 |
| Growth: | 2.75 |
| Earnings Estimate Avg: | 1.65 |
| Earnings Estimate Low: | 1.65 |
| Earnings Estimate High: | 1.65 |
| Earnings Estimate Year Ago Eps: | 0.44 |
| Earnings Estimate Number Of Analysts: | 1.00 |
| Earnings Estimate Growth: | 2.75 |
| Eps Trend Current: | 1.65 |
| Eps Trend7days Ago: | 1.65 |
| Eps Trend30days Ago: | 1.65 |
| Eps Trend60days Ago: | 1.65 |
| Eps Trend90days Ago: | 1.65 |
| Date: | 2024-06-30 |
| Growth: | 6.26 |
| Earnings Estimate Avg: | 1.67 |
| Earnings Estimate Low: | 1.67 |
| Earnings Estimate High: | 1.67 |
| Earnings Estimate Year Ago Eps: | 0.23 |
| Earnings Estimate Number Of Analysts: | 1.00 |
| Earnings Estimate Growth: | 6.26 |
| Eps Trend Current: | 1.67 |
| Eps Trend7days Ago: | 1.67 |
| Eps Trend30days Ago: | 1.46 |
| Eps Trend60days Ago: | 1.46 |
| Eps Revisions Up Last30days: | 1.00 |
| Date: | 2024-03-31 |
| Growth: | 0.26 |
| Earnings Estimate Avg: | 1.10 |
| Earnings Estimate Low: | 1.10 |
| Earnings Estimate High: | 1.10 |
| Earnings Estimate Year Ago Eps: | 0.87 |
| Earnings Estimate Number Of Analysts: | 1.00 |
| Earnings Estimate Growth: | 0.26 |
| Eps Trend Current: | 1.10 |
| Eps Trend7days Ago: | 1.10 |
| Date: | 2023-12-31 |
| Growth: | -0.68 |
| Earnings Estimate Avg: | 1.54 |
| Earnings Estimate Low: | 1.43 |
| Earnings Estimate High: | 1.66 |
| Earnings Estimate Year Ago Eps: | 4.91 |
| Earnings Estimate Number Of Analysts: | 2.00 |
| Earnings Estimate Growth: | -0.68 |
| Revenue Estimate Avg: | 15629000000.00 |
| Revenue Estimate Low: | 10151000000.00 |
| Revenue Estimate High: | 21107000000.00 |
| Revenue Estimate Number Of Analysts: | 2.00 |
| Revenue Estimate Growth: | 0.97 |
| Eps Trend Current: | 1.54 |
| Eps Trend7days Ago: | 1.54 |
| Eps Trend30days Ago: | 1.54 |
| Eps Trend60days Ago: | 1.66 |
| Eps Trend90days Ago: | 2.99 |
| Date: | 2023-09-30 |
| Earnings Estimate Avg: | 1.54 |
| Earnings Estimate Low: | 1.54 |
| Earnings Estimate High: | 1.54 |
| Earnings Estimate Number Of Analysts: | 1.00 |
| Eps Trend Current: | 1.54 |
| Eps Trend7days Ago: | 1.54 |
| Eps Trend30days Ago: | 1.54 |
| Eps Trend60days Ago: | 1.54 |
| Eps Trend90days Ago: | 1.54 |
| Date: | 2023-06-30 |
| Period: | +1q |
| Earnings Estimate Avg: | 1.51 |
| Earnings Estimate Low: | 1.51 |
| Earnings Estimate High: | 1.51 |
| Earnings Estimate Number Of Analysts: | 1.00 |
| Eps Trend Current: | 1.51 |
| Eps Trend7days Ago: | 1.51 |
| Eps Trend30days Ago: | 1.51 |
| Date: | 2023-03-31 |
| Date: | 2022-12-31 |
| Growth: | -0.41 |
| Earnings Estimate Avg: | 4.45 |
| Earnings Estimate Low: | 4.45 |
| Earnings Estimate High: | 4.45 |
| Earnings Estimate Year Ago Eps: | 7.64 |
| Earnings Estimate Number Of Analysts: | 1.00 |
| Earnings Estimate Growth: | -0.41 |
| Revenue Estimate Avg: | 10482000000.00 |
| Revenue Estimate Low: | 10482000000.00 |
| Revenue Estimate High: | 10482000000.00 |
| Revenue Estimate Number Of Analysts: | 1.00 |
| Eps Trend Current: | 4.45 |
| Eps Trend7days Ago: | 4.45 |
| Eps Trend30days Ago: | 4.45 |
| Eps Trend60days Ago: | 4.38 |
| Eps Trend90days Ago: | 4.89 |
| Date: | 2022-09-30 |
| Earnings Estimate Avg: | 0.71 |
| Earnings Estimate Low: | 0.71 |
| Earnings Estimate High: | 0.71 |
| Earnings Estimate Number Of Analysts: | 1.00 |
| Eps Trend Current: | 0.71 |
| Eps Trend7days Ago: | 0.71 |
| Eps Trend30days Ago: | 0.71 |
| Date: | 2022-06-30 |
| Date: | 2022-03-31 |
| Date: | 2021-12-31 |
| Revenue Estimate Avg: | 11549000000.00 |
| Revenue Estimate Low: | 11549000000.00 |
| Revenue Estimate High: | 11549000000.00 |
| Revenue Estimate Number Of Analysts: | 1.00 |
| Date: | 2024-09-30 |
| Eps Actual: | 3.5 |
| Date: | 2023-12-31 |
| Eps Actual: | 3. |
| Date: | 2022-12-31 |
| Eps Actual: | 4.8 |
| Date: | 2021-12-31 |
| Eps Actual: | 2.3 |