PHOENIX GROUP HOLDINGS PLC ORD GBP0.10

Symbol: PHNX

This security went ex-dividend on 11/04/2024. Pay date is 22/05/2024

Streaming is not available when market closed. Some prices may be as at close of business from the previous working day.

Whilst we endeavour to price investments on a real-time streaming or 15 min delayed basis, some prices may be as at close of business from the previous working day.

Invest in this share within an ISA, JISA, SIPP or Investment Account

Overview

Core Data
Latest Dividend Information

Ex-Dividend Date 11 Apr 2024
Pay Date 22 May 2024
Total Dividends - Year to Date52.65
Dividend Yield (%)10.7012

Historical Data & Ratios

Avg Volume Over 10 Days5.2936
Market Cap (M)4927.6530
Price/Earnings (PE)0
Earnings Per Share-11.67
Revenue Per Share19.4276
Return on Equity %-4.1225

1 Month Performance Chart

One Month Chart

Broker View
Data shown is based on the past 75 days of broker views.

ActionBrokers

Strong Buy3

Buy4

Neutral4

Sell2

Strong Sell0

Brokers 3 4 4 2 0
Consensus

ConsensusBuy

Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

Cost and Charges Information

This calculator provides you with costs and charges information regarding our charges and, where relevant, the costs within this investment product

Account Type

  • Investment Account
  • Stocks & Shares ISA
  • SIPP

Annual charges

These are the annual costs based on an initial investment amount of over 1 year assuming a net zero growth rate

Cost Category % of Investment lump sum costs
Our annual fee

Our annual fee

Includes our platform fee at 0.35% per annum for Funds (up to £250,000) and Stocks & Shares (min £24 max £240), plus SIPP administration fee (if applicable, only charged if <£30,000 held) - see here
0.35%
Dealing charges

Dealing charges

Any one-off commission charges associated with investing. Note that government taxes and levies are not included
N/A
Product provider costs

Product provider costs

Product provider costs shown are inclusive of the fund ongoing charges figure (OCF), transaction costs and incidental costs
N/A N/A
Total (£)

Total (£)

Costs per annum displayed in monetary value
Total (%)

Total (%)

Costs per annum displayed as a percentage of investment value

Cumulative effect of charges on your investment's return

This illustration assumes that costs occur evenly throughout the year, charges are paid out of the investment evenly throughout the year, and that an annual growth rate of applies evenly throughout the year, before any charges including product charges

lump sum invested with an assumed growth rate of 1 year years
What you might get back at  with no charges applied

What you might get back at  with no charges applied

These are the illustrative values of a  investment after growth and no costs applied at the end of the defined period
Annual charges

Annual charges

These are the annual costs based on an initial investment amount of assuming a net zero growth rate
Effect of charges on return (%)

Effect of charges on return (%)

These are the overall costs in percentage terms, based on an initial investment amount of assuming a growth rate
Effect of charges on return (£)

Effect of charges on return (£)

These are the overall costs in monetary value, based on an initial investment amount of assuming a growth rate
What you might get back at with charges applied

What you might get back at with charges applied

These are the illustrative values of a investment after growth and costs at the end of the defined period

This illustration is not a forecast of future investment performance but merely a means to demonstrate the potential impact of costs and charges for an assumed return of . Whilst we make reasonable endeavours to ensure the accuracy of third party charges information, this is intended for illustrative purposes only and should not be relied upon. We do not warrant or represent that this information is accurate, complete or up to date, therefore we accept no responsibility or liability for its use

Charts

  • Chart Options

    Select Timeframe Add a sector as a comparator Add an index as a comparator Add a share as a comparator

      Add a moving average as a comparator Add a lower indicator as a comparator Chart Style Current Comparators

      Company

      Business Summary

      Phoenix Group Holdings plc is a United Kingdom-based long-term savings and retirement businesses company. The Company offers a range of savings and retirement income products to support people across all stages of the savings life cycle. Its segments include Retirement Solutions, Pensions & Savings, With-Profits, and Europe & Other. The Retirement Solutions segment includes new, and in-force individual annuity and bulk purchase annuity contracts. The Retirement Solutions segment also includes United Kingdom individual annuity business. The Pensions & Savings segment includes new and in-force life insurance and investment unit-linked policies. The With-Profits segment includes all policies written by the Company’s with-profit funds, with the exception of Standard Life Heritage With-Profit Fund contracts. The Europe & Other segment includes business written in Ireland and Germany. It also includes protection products and products sold under the SunLife brand.

      Financial Summary

      BRIEF: For the fiscal year ended 31 December 2023, Phoenix Group Holdings PLC revenues increased from -£10.59B to £19.45B. Net loss applicable to common stockholders decreased 95% to £138M. Revenues reflect Retirement Solutions segment increase of 6% to £3.75B, Pensions & servings segment increase of 6% to £1.1B. Lower net loss reflects Europe & Other segment income increase from £60M to £132M.

      Financials


      Income Statement - All values are in GBP (M).

      Year Ending

      31/12/2023

      31/12/2022

      31/12/2021

      31/12/2020

      31/12/2019

      31/12/2018

      Total Revenue 19,447.00 -32,092.00 24,089.00 21,435.00 28,866.00 -7,122.00
      Gross profit NIL NIL NIL NIL NIL NIL
      Operating Profit/Loss 20.00 -2,840.00 -430.00 1,270.00 351.00 259.00
      Profit Before Tax 20.00 -2,840.00 -430.00 1,270.00 351.00 259.00
      Profit After Tax -88.00 -1,762.00 -709.00 834.00 116.00 410.00
      Equity Holders of Parent Company -138.00 -1,851.00 -860.00 775.00 62.00 367.00
      Minority Interest 521.00 465.00 332.00 305.00 283.00 263.00


      Balance Sheet - All values are in GBP (M).

      Year Ending

      31/12/2023

      31/12/2022

      31/12/2021

      31/12/2020

      31/12/2019

      31/12/2018

      Total Non-Current Assets 299,308.00 285,169.00 333,799.00 334,325.00 242,677.00 229,980.00
      Total Current Assets NIL NIL NIL NIL NIL NIL
      Total Assets 299,308.00 285,169.00 333,799.00 334,325.00 242,677.00 229,980.00
      Total Liabilities 295,769.00 279,982.00 327,030.00 326,453.00 237,084.00 224,031.00
      Total Net Assets 3,539.00 5,187.00 6,769.00 7,872.00 5,593.00 5,949.00
      Shareholders Funds 2,990.00 4,655.00 6,309.00 7,531.00 5,279.00 5,655.00
      Minority Interests 521.00 465.00 332.00 305.00 283.00 263.00
      Total Equity 3,539.00 5,187.00 6,769.00 7,872.00 5,593.00 5,949.00

      Outlook

      Broker View
      Data shown is based on the past 75 days of broker views.

      ActionBrokers

      Strong Buy3

      Buy4

      Neutral4

      Sell2

      Strong Sell0

      Brokers 3 4 4 2 0
      Consensus

      ConsensusBuy

      Not advice based on your circumstances. Does not constitute a recommendation to buy or sell this or any other security. Selected data supplied by Digital Look® Read more.

      © 2022 Refinitiv, an LSEG business. All rights reserved.

      Forecasts

      Year 2024 2025 2026
      Revenue £6,709.50mn £7,235.00mn £6,938.00mn
      Pre-tax-Profit £864.73mn £930.39mn £883.67mn
      EPS £0.56p £0.61p £0.61p
      EPS Growth 70.08% 8.92% 1.23%
      P/E 8.93 8.08 7.72
      PEG Ratio 0.13 0.91 6.29
      Dividend 54.33p 56.18p 57.45p
      Yield 0.00% 0.00% 0.00%

      Upgrades & Downgrades (Latest)

      DateBrokerRecommendationPriceOld TargetNew TargetChange
      19th Apr 2024Berenberg BankReiteration481p739p650pBuy
      10th Apr 2024JP Morgan CazenoveReiteration543p445p525pUnderweight
      6th Dec 2023JP Morgan CazenoveReiteration481p400p415pUnderweight
      29th Nov 2023DeutscheReiteration464p630p540pHold
      13th Nov 2023JP Morgan CazenoveReiteration491p0p0pUnderweight
      29th Sep 2023BarclaysReiteration482p0p718pOverweight
      22nd Sep 2023Berenberg BankReiteration527p770p739pBuy
      18th Sep 2023Bank of AmericaReiteration526p620p640pBuy
      14th Sep 2023Berenberg BankReiteration538p0p770pBuy
      7th Sep 2023BarclaysReiteration507p715p718pOverweight

      Time & Sales

      All prices are in GBX and times are in GMT. Last 20 trades shown. Trade type is estimated and should be treated as indicative only.

      Date Time Price Volume Type
      24 Apr 2024 18:17 486.242 111,600 Sell
      24 Apr 2024 18:09 485.69 21,620 Sell
      24 Apr 2024 18:09 489.141 2,166 Sell
      24 Apr 2024 18:07 489.132 24,208 Sell
      24 Apr 2024 18:06 485.165 26,550 Sell
      24 Apr 2024 17:59 485.152 5,017 Sell
      24 Apr 2024 17:46 485.449 2 Sell
      24 Apr 2024 17:44 486.151 42 Sell
      24 Apr 2024 17:44 486.071 2,860 Sell
      24 Apr 2024 17:44 484.777 2,037 Sell
      24 Apr 2024 17:44 485.2 5,390 Sell
      24 Apr 2024 17:44 486.232 26,757 Sell
      24 Apr 2024 17:34 485.428 840 Sell
      24 Apr 2024 17:34 485.56 1,046 Sell
      24 Apr 2024 17:31 489.255 194 Sell
      24 Apr 2024 17:30 489.609 631 Sell
      24 Apr 2024 17:30 489.46 2,026 Sell
      24 Apr 2024 17:20 486.306 39 Buy
      24 Apr 2024 17:19 490.093 193 Buy
      24 Apr 2024 17:19 488.855 82 Buy

      Selected data supplied by Thomson Reuters ©  View restrictions.

      Investment involves risk. You may get back less than invested.