PHOENIX GROUP HOLDINGS PLC ORD GBP0.10
Symbol: PHNX
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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 Date | 52.65 |
| Dividend Yield (%) | 10.9278 |
Historical Data & Ratios
| Avg Volume Over 10 Days | 4.7926 |
| Market Cap (M) | 4859.5470 |
| Price/Earnings (PE) | 0 |
| Earnings Per Share | -11.67 |
| Revenue Per Share | 19.4276 |
| Return on Equity % | -4.1225 |
1 Month Performance 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 |
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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
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 feeIncludes 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 chargesAny one-off commission charges associated with investing. Note that government taxes and levies are not included |
N/A | |
Product provider costs
Product provider costsProduct 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 |
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Total (%)
Total (%)Costs per annum displayed as a percentage of investment value |
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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 appliedThese are the illustrative values of a investment after growth and no costs applied at the end of the defined period |
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Annual charges
Annual chargesThese are the annual costs based on an initial investment amount of assuming a net zero growth rate |
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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 |
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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 |
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What you might get back at with charges applied
What you might get back at with charges appliedThese 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
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.
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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)
| Date | Broker | Recommendation | Price | Old Target | New Target | Change |
|---|---|---|---|---|---|---|
| 19th Apr 2024 | Berenberg Bank | Reiteration | 481p | 739p | 650p | Buy |
| 10th Apr 2024 | JP Morgan Cazenove | Reiteration | 543p | 445p | 525p | Underweight |
| 6th Dec 2023 | JP Morgan Cazenove | Reiteration | 481p | 400p | 415p | Underweight |
| 29th Nov 2023 | Deutsche | Reiteration | 464p | 630p | 540p | Hold |
| 13th Nov 2023 | JP Morgan Cazenove | Reiteration | 491p | 0p | 0p | Underweight |
| 29th Sep 2023 | Barclays | Reiteration | 482p | 0p | 718p | Overweight |
| 22nd Sep 2023 | Berenberg Bank | Reiteration | 527p | 770p | 739p | Buy |
| 18th Sep 2023 | Bank of America | Reiteration | 526p | 620p | 640p | Buy |
| 14th Sep 2023 | Berenberg Bank | Reiteration | 538p | 0p | 770p | Buy |
| 7th Sep 2023 | Barclays | Reiteration | 507p | 715p | 718p | Overweight |
Time & Sales
Sorry, sales information on this investment is not available at this time.