Phoenix Group (PHNX) Share Price, News & Analysis

Company Overview

Phoenix is the UK’s largest long-term savings and retirement business with c. £300 billion of assets under administration and c. 12 million customers. We are a constituent of the FTSE 100 with c. 7,800 colleagues and offer a broad range of products to support people across all stages of the savings life cycle. We are a growing and sustainable business with a clear purpose – helping people secure a life of possibilities. This means providing the right guidance and products, at the right time, to support the right choices. We focus on delivering value for our shareholders through long-term predictable cash generation, which supports a stable and sustainable dividend. Our unique risk management framework delivers resilience across our in-force business, and we also generate surplus capital with excess cash to invest in growth options.

Key Stats

• Today's Range: 569 to 580
• 50-Day Range: 499.20 to 586
• 52-Week Range: 475 to 590
• Volume: 2.32 million shs
• Average Volume: 12.28 million shs
• Market Capitalization: £5.78 billion
• P/E Ratio: N/A
• Dividend Yield: 9.16%
• Price Target: GBX 607.50
• Consensus Rating: Reduce

Phoenix Group Stock Analysis - MarketRank™

Phoenix Group scored higher than 13% of companies evaluated by MarketBeat. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 0.8 / 5
• Analyst Rating: Reduce

Consensus Rating

Phoenix Group has received a consensus rating of Reduce. The company's average rating score is 1.67, and is based on 1 buy rating, no hold ratings, and 2 sell ratings.

Amount of Analyst Coverage

Phoenix Group has only been the subject of 2 research reports in the past 90 days.

Earnings and Valuation

• Score: 0.0 / 5
• Proj. Earnings Growth: N/A

Price to Earnings Ratio vs. the Market

The P/E ratio of Phoenix Group is -11.09, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of Phoenix Group is -11.09, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Growth Ratio

Phoenix Group has a PEG Ratio of 1.95. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Phoenix Group has a P/B Ratio of 2.04. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: N/A
• Short Interest Level: N/A

Short Interest

There is no current short interest data available for PHNX.

Dividend

• Score: 1.7 / 5
• Dividend Strength: Weak

Dividend Leadership

Phoenix Group is a leading dividend payer. It pays a dividend yield of 10.35%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Phoenix Group does not have a long track record of dividend growth.

Sustainability and ESG

• Score: 2.3 / 5
• Environmental Score: -0.77

Short Interest

There is no current short interest data available for PHNX.

News and Social Media

• Score: 1.3 / 5
• News Sentiment: -0.59

News Sentiment

Phoenix Group has a news sentiment score of -0.59. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a lower news sentiment than the 0.46 average news sentiment score of Financial Services companies.

News Coverage This Week

MarketBeat has tracked 5 news articles for Phoenix Group this week, compared to 7 articles on an average week.

MarketBeat Follows

9 people have added Phoenix Group to their MarketBeat watchlist in the last 30 days. This is an increase of 125% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Phoenix Group insiders have sold more of their company's stock than they have bought. Specifically, they have bought GBX 0 in company stock and sold £882,230.52 in company stock.

Percentage Held by Insiders

14.96% of the stock of Phoenix Group is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

54.43% of the stock of Phoenix Group is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

PHNX Stock Analysis - Frequently Asked Questions

How have PHNX shares performed this year?

Phoenix Group's stock was trading at GBX 510 on January 1st, 2025. Since then, PHNX stock has increased by 13.4% and is now trading at GBX 578.50.
View the best growth stocks for 2025 here.

How were Phoenix Group's earnings last quarter?

Phoenix Group Holdings plc (LON:PHNX) posted its quarterly earnings data on Tuesday, March, 18th. The company reported $45.40 EPS for the quarter. Phoenix Group had a negative net margin of 2.10% and a negative trailing twelve-month return on equity of 21.76%.
Read the conference call transcript.

How do I buy shares of Phoenix Group?

Shares of PHNX stock and other U.K. stocks can be purchased through online brokerage accounts that support trading on the London Stock Exchange (LSX). Some U.K. companies can be purchased through major U.S. brokerages in the form of American Depository Receipts (ADRs), which are placeholder equities held in a trust by a bank that represent shares of a foreign stock.

What other stocks do shareholders of Phoenix Group own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Phoenix Group investors own include HSBC (HSBA), BP (BP), Bank of America (BAC), Legal & General Group (LGEN), BT Group (BT.A), Lloyds Banking Group (LLOY) and Associated British Foods (ABF).

Company Calendar

• Last Earnings: 3/18/2025
• Today: 4/19/2025

Industry, Sector and Symbol

• Stock Exchange: LON
• Sector: Financial Services
• Industry: Insurance - Life
• Sub-Industry: N/A
• Current Symbol: LON:PHNX
• CIK: N/A
• Web: www.thephoenixgroup.com
• Phone: N/A
• Fax: N/A
• Employees: 7,757
• Year Founded: N/A

Price Target and Rating

• Average Stock Price Target: GBX 607.50
• High Stock Price Target: GBX 650
• Low Stock Price Target: GBX 565
• Potential Upside/Downside: +5.0%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.67
• Research Coverage: 3 Analysts

Profitability

• EPS (Most Recent Fiscal Year): GBX (52.18)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: 11.30
• P/E Growth: 1.95
• Net Income: £-521,456,809.16
• Net Margins: -2.10%
• Pretax Margin: N/A
• Return on Equity: -21.76%
• Return on Assets: 0.08%

Debt

• Debt-to-Equity Ratio: 160.32
• Current Ratio: 3.30
• Quick Ratio: 0.12

Sales & Book Value

• Annual Sales: £24.81 billion
• Price / Sales: 0.23
• Cash Flow: GBX 1,354.17 per share
• Price / Cash Flow: 0.43
• Book Value: GBX 284.02 per share
• Price / Book: 2.04

Miscellaneous

• Outstanding Shares: 999,958,364
• Free Float: N/A
• Market Cap: £5.78 billion
• Optionable: Not Optionable
• Beta: 0.73