Phoenix Group (PHNX) Share Price, News & Analysis

Company Overview

Phoenix Group Holdings plc operates in the long-term savings and retirement business in Europe. The company operates through five segments: Retirement Solutions, Pensions & Savings, With-Profits, SunLife & Protection, and Europe & Other. It provides a range of savings and retirement income products to support people across various stages of the savings life cycle. The company's savings for retirement products and solutions include defined contribution workplace pensions, retail savings for retirement, pension consolidation, and legacy pensions and savings products; and retirement income products and solutions, such as income drawdown and individual annuities, defined benefit pension income, and home equity release. It has a strategic partnership with abrdn plc, TCS Diligenta, and HSBC plc. Phoenix Group Holdings plc was founded in 1782 and is based in London, the United Kingdom.

Key Stats

• Today's Range: 507 to 511.24
• 50-Day Range: 486.92 to 576.50
• 52-Week Range: 459.50 to 581.22
• Volume: 1.55 million shs
• Average Volume: 3.23 million shs
• Market Capitalization: £5.07 billion
• P/E Ratio: N/A
• Dividend Yield: 10.45%
• Price Target: GBX 566.67
• Consensus Rating: Reduce

Phoenix Group Stock Analysis - MarketRank™

Phoenix Group scored higher than 28% 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: 1.9 / 5
• Analyst Rating: Reduce

Consensus Rating

Phoenix Group has received a consensus rating of Reduce. The company's average rating score is 1.75, and is based on 1 buy rating, 1 hold rating, 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 -956.60, 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 -956.60, 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 2.20. 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 10.33%, 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: 1.4 / 5
• News Sentiment: 0.57

News Sentiment

Phoenix Group has a news sentiment score of 0.57. 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 news sentiment score is similar to the average news sentiment of Financial Services companies.

News Coverage This Week

MarketBeat has tracked 4 news articles for Phoenix Group this week, compared to 17 articles on an average week.

Search Interest

Only 1 people have searched for PHNX on MarketBeat in the last 30 days. This is a decrease of -75% compared to the previous 30 days.

MarketBeat Follows

Only 1 people have added Phoenix Group to their MarketBeat watchlist in the last 30 days. This is a decrease of -88% compared to the previous 30 days.

Company Ownership

• Score: 3.3 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, Phoenix Group insiders have bought more of their company's stock than they have sold. Specifically, they have bought £301.80 in company stock and sold GBX 0 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 535.20 at the beginning of 2024. Since then, PHNX shares have decreased by 5.3% and is now trading at GBX 507.
View the best growth stocks for 2024 here.

How were Phoenix Group's earnings last quarter?

Phoenix Group Holdings plc (LON:PHNX) posted its quarterly earnings data on Wednesday, August, 7th. The company reported $3.70 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.70 by $8.00. Phoenix Group had a negative net margin of 2.03% and a negative trailing twelve-month return on equity of 14.74%.

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.
Compare Top Brokerages Here.

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: 8/07/2019
• Ex-Dividend for 10/31 Dividend: 10/03/2024
• Dividend Payable: 10/31/2024
• Today: 11/24/2024

Industry, Sector and Symbol

• Stock Exchange: LON
• Sector: Financial Services
• Industry: Insurance - Life
• Sub-Industry: N/A
• Current Symbol: LON:PHNX
• CUSIP: N/A
• 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 566.67
• High Stock Price Target: GBX 650
• Low Stock Price Target: GBX 510
• Potential Upside/Downside: +11.8%
• Consensus Rating: Reduce
• Rating Score (0-4): 1.75
• Research Coverage: 4 Analysts

Profitability

• EPS (Most Recent Fiscal Year): GBX (0.53)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: 9.91
• P/E Growth: 1.95
• Net Income: £-533,000,000.00
• Net Margins: -2.03%
• Pretax Margin: N/A
• Return on Equity: -14.74%
• Return on Assets: 0.08%

Debt

• Debt-to-Equity Ratio: 132.01
• Current Ratio: 0.19
• Quick Ratio: 0.12

Sales & Book Value

• Annual Sales: £25.21 billion
• Price / Sales: 0.20
• Cash Flow: GBX 1,186.80 per share
• Price / Cash Flow: 0.43
• Book Value: GBX 230 per share
• Price / Book: 2.20

Miscellaneous

• Outstanding Shares: 1,000,000,000
• Free Float: N/A
• Market Cap: £5.07 billion
• Optionable: Not Optionable
• Beta: 0.73