Phoenix Group Holdings PLC (PHNX)

Industry Insurance - Life

This stock can be held in an Investment ISA, SIPP and Investment Account

Sell

696.00p

Buy

696.50p

arrow-up2.00p (+0.29%)

Prices updated at 16 Dec 2025, 15:09 GMT

Prices minimum 15 mins delay

Prices in GBX

Phoenix Group Holdings is a specialist closed life and pension fund consolidator. It manages closed life funds by protecting and enhancing policyholders' interests.

FTSE All-Share

-0.65%

LSE

Important documents: Please ensure that you have read the Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and

Our Investment Fees and Charges.

Income statement

Year chevron-l-regular chevron-r-regular	2023	2024
	16,703m	14,432m
	-	-
	-	-
	-	-
	56m	-1,090m
	-	-
Sales, General and administrative	1,135m	1,125m
Interest expenses	258m	290m
Provision for income taxes	-6m	-376m
Operating expenses	-	-
Income before taxes	78m	-1,454m
Net income available to common shareholders	56m	-1,090m
	-0.138	-1.118
Net interest income	-258m	-290m
Advertising and promotion	-	-
Net investment income, net	10,351m	7,394m
Realised capital gains (losses), net	-	-
Total benefits, claims and expenses	-	-
Earnings per share (diluted)	-0.138	-1.118
Free cash flow per share	-1.4316	2.5286
Book value/share	3.2535	2.305
Debt equity ratio	1.194994	2.099004

Balance sheet

Year chevron-l-regular chevron-r-regular	2023	2024
Current assets	-	-
Current liabilities	-	-
Total capital	6,792m	5,239m
Total debt	3,966m	3,686m
Total equity	2,990m	1,707m
Total non current liabilities	-	-
Loans	3,802m	3,532m
Total assets	299,308m	307,857m
Total liabilities	-	-
Cash and cash equivalents	7,168m	9,453m
Common stock	999m	998m

Cash flow

Year chevron-l-regular chevron-r-regular	2023	2024
Cash at beginning of period	8,872m	7,220m
Cash dividends paid	-520m	-533m
	-863m	3,343m
Investments (gains) losses	-20m	-29m
	7,168m	9,453m
Net income	-	-
	-863m	3,372m
	-	-29m

The figures shown in the tables are quoted in the currency of the stock selected.

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.