Phoenix Group Holdings/£PHNX
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About Phoenix Group Holdings
Phoenix Group Holdings, founded in 1782, operates within the financial services sector, specifically focusing on life insurance and pension funds. As a UK-based company, it primarily serves customers in the United Kingdom, providing long-term savings and retirement products. The firm is listed under the ticker PHNX and has developed a reputation for consolidating closed life and pension funds.
Ticker
£PHNX
Sector
Primary listing
LSE
Employees
6,980
Headquarters
Website
PHNX Metrics
BasicAdvanced
£6.8B
-
-£0.63
0.79
£0.55
8.03%
Price and volume
Market cap
£6.8B
Beta
0.79
52-week high
£7.00
52-week low
£4.75
Average daily volume
2.4M
Dividend rate
£0.55
Financial strength
Current ratio
0.185
Quick ratio
0.076
Long term debt to equity
193.415
Total debt to equity
193.415
Interest coverage (TTM)
-0.18%
Profitability
EBITDA (TTM)
-31
Gross margin (TTM)
9.56%
Net profit margin (TTM)
-3.44%
Operating margin (TTM)
-0.29%
Effective tax rate (TTM)
-36.74%
Revenue per employee (TTM)
£2,510,000
Management effectiveness
Return on assets (TTM)
-0.01%
Return on equity (TTM)
-25.37%
Valuation
Price to revenue (TTM)
0.39
Price to book
5.43
Price to tangible book (TTM)
6.1
Price to free cash flow (TTM)
5.238
Free cash flow yield (TTM)
19.09%
Free cash flow per share (TTM)
1.3
Dividend yield (TTM)
8.03%
Growth
Revenue change (TTM)
-30.65%
Earnings per share change (TTM)
75.05%
3-year revenue growth (CAGR)
635.51%
10-year revenue growth (CAGR)
18.04%
3-year earnings per share growth (CAGR)
-23.84%
10-year earnings per share growth (CAGR)
-4.05%
3-year dividend per share growth (CAGR)
3.32%
10-year dividend per share growth (CAGR)
0.24%
What the Analysts think about PHNX
Analyst ratings (Buy, Hold, Sell) for Phoenix Group Holdings stock.
Bulls say / Bears say
Phoenix is in advanced talks to secure over £1 billion in private capital from firms including Blackstone, Sixth Street, and KKR to grow its pension-risk transfer business, boosting its ability to take on larger pension liabilities and drive long-term growth (Financial Times).
Citi upgraded Phoenix to “buy” and raised its price target by 36% to 730 pence on May 21, 2025, citing greater balance sheet flexibility, cost efficiencies, a strategic pivot to workplace pensions and bulk annuities, and support from a 9% covered dividend yield (Proactive Investors).
In the first half of 2025, Phoenix increased IFRS adjusted operating profit by 25% to £451 million, grew operating cash generation by 9% to £705 million, boosted its Solvency II surplus to £3.6 billion, and raised its shareholder capital coverage ratio to 175%, keeping it on track for 2026 targets (LifeInsuranceInternational).
BofA Securities downgraded Phoenix to “neutral” on May 29, 2025, citing that a 32% rally this year leaves only 13% total return potential, and warning that declining shareholders’ equity through at least 2027 could undermine investor confidence (Investing.com).
Phoenix missed out on winning a £4.6 billion Ford pension buyout, which went to Legal & General, highlighting the risk of losing major pension de-risking deals to bigger players in bulk annuities (Financial Times).
Phoenix’s pursuit of over £1 billion from private capital firms for pension-risk transfer deals shows its dependence on external funding, potentially diluting returns for current shareholders and creating execution and partnership risks (Financial Times).
Data summarised monthly by Lightyear AI. Last updated on 4 Nov 2025.
PHNX Financial Performance
Revenues and expenses
PHNX Earnings Performance
Company profitability
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Market data provided by CBOE Europe and Deutsche Börse.
Capital at risk
Upcoming events
No upcoming events
FAQs
What’s the current market cap for Phoenix Group Holdings stock?
Phoenix Group Holdings (PHNX) has a market cap of £6.8B as of November 07, 2025.
What is the P/E ratio for Phoenix Group Holdings stock?
The price to earnings (P/E) ratio for Phoenix Group Holdings (PHNX) stock is 0 as of November 07, 2025.
Does Phoenix Group Holdings stock pay dividends?
Yes, the Phoenix Group Holdings (PHNX) stock pays dividends to shareholders. As of November 07, 2025, the dividend rate is £0.547 and the yield is 8.03%. Phoenix Group Holdings has a payout ratio of 0% on a trailing twelve-month basis.
When is the next Phoenix Group Holdings dividend payment date?
The next Phoenix Group Holdings (PHNX) dividend payment date is unconfirmed.
What is the beta indicator for Phoenix Group Holdings?
Phoenix Group Holdings (PHNX) has a beta rating of 0.79. This means that it is less volatile than the market, on average. A beta of 1 would indicate the stock moves in-line with the market, while a beta of 0.5 would mean it moves half as much as the market.