Phoenix Group Holdings PLC (PHNX) - Stock & Dividends
Exchange: London Exchange • Country: United Kingdom • Currency: GBX • Type: Common Stock • ISIN: GB00BGXQNP29
Phoenix Group Holdings plc is a leading player in the long-term savings and retirement sector across Europe. The company is divided into four key segments: UK Heritage, UK Open, Europe, and Management Services. Through these segments, Phoenix offers a wide array of pensions and savings products tailored to individuals at different points in their savings journey.
Moreover, in addition to workplace pensions and retirement savings, Phoenix Group Holdings provides pension consolidation services and various other products related to pensions and savings. The company has forged strategic partnerships with prominent entities like abrdn plc, TCS, and HSBC to enhance its offerings and reach.
Established in 1782 and headquartered in London, the United Kingdom, Phoenix Group Holdings plc has a rich history and a strong presence in the financial market. To learn more about their services, you can visit their website at https://www.thephoenixgroup.com.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
PHNX Stock Overview
| Market Cap in USD | 61m |
| Sector | Financial Services |
| Industry | Insurance - Life |
| GiC SubIndustry | Life & Health Insurance |
| TER | 0.00% |
| IPO / Inception | 2008-02-06 |
PHNX Stock Ratings
| Growth 5y | -0.01 |
| Fundamental | -31.2 |
| Dividend | 7.86 |
| Rel. Performance vs Sector | -2.84 |
| Analysts | - |
| Fair Price Momentum | 438.90 GBX |
| Fair Price DCF | 199.27 GBX |
PHNX Dividends
| Yield 12m | 10.86% |
| Yield on Cost 5y | 11.01% |
| Dividends CAGR 5y | 2.13% |
| Payout Consistency | 96.5% |
PHNX Growth Ratios
| Growth 12m | -8.48% |
| Growth Correlation 12m | -12% |
| Growth Correlation 3m | 33% |
| CAGR 5y | 0.29% |
| Sharpe Ratio 12m | -0.61 |
| Alpha vs SP500 12m | -30.68 |
| Beta vs SP500 5y weekly | 0.91 |
| ValueRay RSI | 35.62 |
| Volatility GJR Garch 1y | 28.62% |
| Price / SMA 50 | -0.84% |
| Price / SMA 200 | 2.28% |
| Current Volume | 1725.5k |
| Average Volume 20d | 4534.3k |
External Links for PHNX Stock
As of April 27, 2024, the stock is trading at GBX 485.00 with a total of 1,725,513 shares traded.
Over the past week, the price has changed by +0.79%, over one month by -5.19%, over three months by -2.25% and over the past year by -7.28%.
According to ValueRays Forecast Model, PHNX Phoenix Group Holdings PLC will be worth about 484.2 in April 2025. The stock is currently trading at 485.00. This means that the stock has a potential downside of -0.17%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 602.8 | 24.3 |
| Analysts Target Price | - | - |
| ValueRay Target Price | 484.2 | -0.17 |