Phoenix Financial (PHOE.TA) Stock Price

Phoenix Financial Price

TASE·CLOSED
17,440.00ILS-340.00 (-1.93 %)
Market closed

Over the last 19 years Phoenix Financial grew revenue by 8.0% annually, reaching 27.40 B ILS. Earnings per share have grown at 7.9% per year over the last 19 years. For Phoenix Financial, the net margin of 6.6% is broadly stable versus 7.6% a few years ago. At today's price the dividend yield works out to roughly 0.01%. The payout ratio is around 30% of earnings. The dividend has grown at 2.5% per year over the past 19 years. The consensus 12-month price target for Phoenix Financial is 150.96 ILS, about 99.1% below where the stock trades today. Of 8 analysts, 7 rate the stock a buy — an overall Buy consensus. The stock trades about 67% above its 52-week low.

Phoenix Financial stock price

Volume
Ex-Dividend
Details

Stock Price

How to Read This Chart

This chart tracks the historical stock price of Phoenix Financial over time. You can switch between daily, weekly, and monthly views and select custom time ranges — from a single day to the full available history. Use the toggle to view price changes in absolute currency terms or as a percentage change relative to the starting date.

Total Return vs. Price Return

The "Total Return" toggle includes reinvested dividends on top of the pure price movement. This is critical because dividends can account for a significant portion of long-term returns. Historically, roughly 40 % of the S&P 500's total return has come from dividends. Always compare total return when evaluating a stock's real performance against a benchmark.

Intraday Price Data

When viewing a one-day time frame, the chart displays real-time intraday price movements. This is useful for observing how Phoenix Financial stock reacts to market openings, earnings releases, or breaking news throughout the trading session.

What to Look For

Look for long-term trends (sustained upward or downward movements over months and years), support and resistance levels (price zones where the stock repeatedly bounces or reverses), and volatility (how much the price fluctuates day to day). Comparing Phoenix Financial's price chart to a market index like the S&P 500 can reveal whether the stock is outperforming or underperforming the broader market.

Phoenix Financial Stock Price History
DatePhoenix Financial Price
7/24/202617,440.00 ILS
7/22/202617,780.00 ILS
7/21/202617,300.00 ILS
7/20/202617,060.00 ILS
7/17/202617,140.00 ILS
7/16/202617,500.00 ILS
7/15/202617,150.00 ILS
7/14/202616,720.00 ILS
7/13/202616,710.00 ILS
7/10/202616,860.00 ILS
7/9/202616,650.00 ILS
7/8/202616,790.00 ILS
7/7/202617,290.00 ILS
7/6/202617,330.00 ILS
7/3/202617,090.00 ILS
7/2/202617,000.00 ILS
7/1/202616,980.00 ILS
6/30/202616,460.00 ILS
6/29/202616,510.00 ILS
6/26/202616,370.00 ILS
6/25/202616,490.00 ILS
6/24/202616,740.00 ILS
6/23/202616,380.00 ILS
6/22/202616,380.00 ILS
6/19/202616,390.00 ILS
6/18/202616,700.00 ILS
6/17/202616,690.00 ILS
6/16/202616,470.00 ILS
6/15/202617,940.00 ILS
6/12/202617,520.00 ILS
6/11/202617,220.00 ILS
6/10/202617,040.00 ILS
6/9/202617,290.00 ILS
6/8/202617,420.00 ILS
6/5/202617,500.00 ILS
6/4/202617,640.00 ILS
6/3/202617,080.00 ILS
6/2/202617,540.00 ILS
6/1/202618,360.00 ILS
5/29/202618,540.00 ILS
5/28/202618,280.00 ILS
5/27/202618,820.00 ILS
5/26/202619,000.00 ILS
5/25/202619,650.00 ILS
5/22/202618,650.00 ILS
5/21/202618,650.00 ILS
5/20/202618,460.00 ILS
5/19/202618,300.00 ILS
5/18/202618,450.00 ILS
5/15/202618,700.00 ILS
5/14/202619,200.00 ILS
5/13/202619,000.00 ILS
5/12/202619,540.00 ILS
5/11/202619,800.00 ILS
5/8/202619,730.00 ILS
5/7/202619,400.00 ILS
5/6/202619,460.00 ILS
5/5/202619,560.00 ILS
5/4/202619,000.00 ILS
5/1/202618,200.00 ILS
4/30/202617,730.00 ILS
4/29/202617,800.00 ILS
4/28/202617,480.00 ILS
4/27/202617,330.00 ILS
4/24/202617,600.00 ILS
4/23/202617,800.00 ILS
4/22/202617,650.00 ILS
4/21/202617,650.00 ILS
4/20/202617,650.00 ILS
4/17/202617,930.00 ILS
4/16/202617,990.00 ILS
4/15/202618,010.00 ILS
4/14/202618,600.00 ILS
4/13/202618,020.00 ILS
4/10/202618,380.00 ILS
4/9/202617,500.00 ILS
4/6/202616,310.00 ILS
4/3/202616,320.00 ILS
3/31/202616,600.00 ILS
3/30/202615,660.00 ILS
3/27/202615,880.00 ILS
3/26/202616,510.00 ILS
3/25/202617,520.00 ILS
3/24/202616,600.00 ILS
3/23/202617,060.00 ILS
3/20/202616,570.00 ILS
3/19/202616,770.00 ILS
3/18/202617,060.00 ILS
3/17/202616,840.00 ILS
3/16/202616,810.00 ILS
3/13/202617,000.00 ILS
3/12/202616,870.00 ILS
3/11/202617,220.00 ILS
3/10/202617,420.00 ILS
3/9/202617,300.00 ILS
3/6/202618,280.00 ILS
3/5/202618,420.00 ILS
3/4/202617,680.00 ILS
3/2/202616,930.00 ILS
2/27/202616,000.00 ILS
2/26/202615,970.00 ILS
2/25/202616,090.00 ILS
2/24/202615,880.00 ILS
2/23/202617,040.00 ILS
2/20/202616,840.00 ILS
2/19/202616,700.00 ILS
2/18/202617,000.00 ILS
2/17/202616,800.00 ILS
2/16/202617,000.00 ILS
2/13/202616,900.00 ILS
2/12/202616,970.00 ILS
2/11/202616,580.00 ILS
2/10/202616,770.00 ILS
2/9/202616,310.00 ILS
2/6/202615,970.00 ILS
2/5/202616,240.00 ILS
2/4/202616,390.00 ILS
2/3/202616,400.00 ILS
2/2/202615,500.00 ILS
1/30/202615,100.00 ILS
1/29/202614,710.00 ILS
1/28/202614,400.00 ILS
1/27/202614,600.00 ILS
1/26/202614,710.00 ILS
1/23/202615,000.00 ILS
1/22/202614,700.00 ILS
1/21/202614,180.00 ILS
1/20/202614,540.00 ILS
1/19/202614,700.00 ILS
1/16/202614,490.00 ILS
1/15/202614,450.00 ILS
1/14/202614,410.00 ILS
1/13/202613,860.00 ILS
1/12/202614,060.00 ILS
1/9/202614,050.00 ILS
1/8/202613,830.00 ILS
1/7/202613,820.00 ILS
1/6/202614,050.00 ILS
1/5/202613,800.00 ILS
1/1/202613,500.00 ILS
12/31/202513,180.00 ILS
12/30/202513,410.00 ILS
12/29/202513,620.00 ILS
12/25/202513,400.00 ILS
12/24/202514,300.00 ILS
12/23/202514,310.00 ILS
12/22/202514,600.00 ILS
12/18/202514,450.00 ILS
12/17/202514,500.00 ILS
12/16/202514,230.00 ILS
12/15/202514,230.00 ILS
12/11/202514,230.00 ILS
12/10/202514,200.00 ILS
12/9/202513,770.00 ILS
12/8/202513,910.00 ILS
12/4/202513,180.00 ILS
12/3/202513,260.00 ILS
12/2/202513,380.00 ILS
12/1/202513,310.00 ILS
11/27/202513,080.00 ILS
11/26/202513,060.00 ILS
11/25/202513,400.00 ILS
11/24/202513,960.00 ILS
11/20/202513,560.00 ILS
11/19/202513,710.00 ILS
11/18/202513,710.00 ILS
11/17/202514,010.00 ILS
11/13/202513,660.00 ILS
11/12/202513,810.00 ILS
11/11/202513,600.00 ILS
11/10/202513,840.00 ILS
11/6/202513,260.00 ILS
11/5/202513,330.00 ILS
11/4/202512,960.00 ILS
11/3/202512,960.00 ILS
10/30/202512,560.00 ILS
10/29/202511,970.00 ILS
10/28/202511,910.00 ILS
10/27/202511,990.00 ILS
10/23/202512,280.00 ILS
10/22/202511,950.00 ILS
10/21/202512,120.00 ILS
10/20/202511,980.00 ILS
10/16/202512,110.00 ILS
10/15/202512,270.00 ILS
10/9/202512,900.00 ILS
10/8/202512,390.00 ILS
9/30/202512,400.00 ILS
9/29/202511,550.00 ILS
9/25/202510,740.00 ILS
9/18/202510,640.00 ILS
9/17/202510,420.00 ILS
9/16/202510,910.00 ILS
9/15/202510,830.00 ILS
9/11/202511,190.00 ILS
9/10/202511,440.00 ILS
9/9/202511,630.00 ILS
9/8/202511,560.00 ILS
9/4/202511,480.00 ILS
9/3/202511,350.00 ILS
9/2/202510,980.00 ILS
9/1/202511,380.00 ILS
8/28/202511,860.00 ILS
8/27/202512,030.00 ILS
8/26/202512,180.00 ILS
8/25/202512,290.00 ILS
8/21/202512,400.00 ILS
8/20/202511,490.00 ILS
8/19/202511,570.00 ILS
8/18/202511,720.00 ILS
8/14/202511,500.00 ILS
8/13/202511,670.00 ILS
8/12/202511,220.00 ILS
8/11/202511,590.00 ILS
8/7/202511,300.00 ILS
8/6/202511,320.00 ILS
8/5/202511,010.00 ILS
8/4/202511,350.00 ILS
7/31/202511,630.00 ILS
7/30/202511,530.00 ILS
7/29/202511,740.00 ILS
Access this data via the Eulerpool API

Phoenix Financial Revenue, EBIT, Net Income

  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2022
6.22 B ILS
2.11 B ILS
1.26 B ILS
Jan 1, 2023
21.81 B ILS
1.54 B ILS
777.40 M ILS
Jan 1, 2024
27.40 B ILS
3.23 B ILS
1.82 B ILS
Jan 1, 2025 (e)
9.82 B ILS
1.41 B ILS
3.17 B ILS
Jan 1, 2026 (e)
10.06 B ILS
1.44 B ILS
3.38 B ILS
Jan 1, 2027 (e)
10.32 B ILS
1.48 B ILS
3.61 B ILS
Jan 1, 2028 (e)
10.56 B ILS
1.51 B ILS
3.86 B ILS
Jan 1, 2029 (e)
10.77 B ILS
1.55 B ILS
4.14 B ILS

Phoenix Financial Income Statement, Balance Sheet, Cash Flow Statement

Last updated Jul 28, 2026, 11:59 AM
 
REVENUEB ILS
REVENUE GROWTH%
GROSS MARGIN%
GROSS INCOMEB ILS
EBITB ILS
EBIT MARGIN%
NET INCOMEB ILS
NET INCOME GROWTH%
DIV.ILS
DIV. GROWTH%
SHARESM
20152016201720182019202020212022202320242025e2026e2027e2028e2029e2030e
10.5811.8414.3510.6819.8015.3826.056.2221.8127.409.8210.0610.3210.5610.7757.83
2.4611.9021.15-25.5885.45-22.3469.39-76.14250.9325.64-64.162.422.552.342.05436.80
36.4532.5726.8836.1219.4821.5617.2962.0617.6814.0862.0662.0662.0662.0662.0662.06
3.863.863.863.863.863.324.503.863.863.866.096.246.406.556.6935.89
0.450.871.131.050.481.892.812.111.543.231.411.441.481.511.558.30
4.267.337.909.812.4112.3010.7933.987.0411.8014.3514.3514.3514.3414.3414.35
0.260.610.710.680.271.171.961.260.781.823.173.383.613.864.144.44
-47.82130.8016.80-4.23-60.09331.3768.01-36.00-38.19133.8574.196.766.936.787.287.22
1.872.284.621.172.125.997.198.63
102.63-74.6881.20182.5520.0320.03
245.85246.21246.39252.86256.15254.66257.01255.86255.59254.09254.09254.09254.09254.09254.09254.09
Details

Income Statement Key Figures

Revenue and Revenue Growth

Revenue is the starting point of every income statement — it measures the total sales Phoenix Financial generates from its core business. Revenue growth (expressed as year-over-year percentage change) is one of the most important indicators of business momentum. Sustained growth above 10 % annually is generally considered strong, while declining revenue is a serious warning sign that demands investigation.

Gross Margin

Gross margin = (Revenue − Cost of Goods Sold) ÷ Revenue. It reveals what percentage of each dollar of revenue Phoenix Financial retains after direct production costs. High gross margins (above 50 %) are typical of asset-light businesses like software and brands, while capital-intensive industries like manufacturing often operate below 30 %. Compare Phoenix Financial's gross margin to industry peers and track it over time to spot improving or deteriorating pricing power.

EBIT and EBIT Margin

EBIT measures operating profit — what remains after subtracting all operating expenses (including R&D, sales, and administrative costs) from gross profit. The EBIT margin shows this as a percentage of revenue. Because it excludes interest and taxes, EBIT allows fair comparisons between companies with different debt levels and tax jurisdictions. A rising EBIT margin indicates improving operational efficiency.

Net Income and Earnings Per Share (EPS)

Net income is the company's final profit after all expenses, interest, and taxes. Dividing net income by the number of shares outstanding gives you EPS — the single most influential metric in stock valuation. Consistent EPS growth is the primary driver of long-term stock price appreciation. Always check whether EPS growth comes from genuine profit improvement or from share buybacks reducing the share count.

Shares Outstanding

The total number of shares Phoenix Financial has issued. A declining share count (through buybacks) boosts EPS and signals management confidence. A rising share count (through stock issuance) dilutes existing shareholders. Always monitor this number alongside EPS to get the full picture of per-share value creation.

Analyst Estimates

The projected figures represent consensus estimates from professional analysts. Compare these forecasts against Phoenix Financial's historical growth rates to assess whether expectations are realistic. A company that consistently beats consensus estimates tends to see its stock price rewarded over time, while repeated misses erode investor confidence.

Phoenix Financial stock margins

The Phoenix Financial margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Phoenix Financial. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Phoenix Financial.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2020
21.56 %
12.31 %
7.60 %
Jan 1, 2021
17.29 %
10.79 %
7.54 %
Jan 1, 2022
62.06 %
33.98 %
20.22 %
Jan 1, 2023
62.06 %
7.04 %
3.56 %
Jan 1, 2024
62.06 %
11.80 %
6.63 %
Jan 1, 2025 (e)
62.06 %
14.35 %
32.23 %
Jan 1, 2026 (e)
62.06 %
14.35 %
33.60 %
Jan 1, 2027 (e)
62.06 %
14.35 %
35.02 %

Phoenix Financial Stock Revenue, EBIT, Earnings per Share

The Phoenix Financial earnings per share therefore indicates how much revenue Phoenix Financial has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2020
60.38 ILS
7.43 ILS
4.59 ILS
Jan 1, 2021
101.34 ILS
10.93 ILS
7.64 ILS
Jan 1, 2022
24.29 ILS
8.26 ILS
4.91 ILS
Jan 1, 2023
85.33 ILS
6.01 ILS
3.04 ILS
Jan 1, 2024
107.85 ILS
12.73 ILS
7.15 ILS
Jan 1, 2025 (e)
38.65 ILS
5.55 ILS
12.46 ILS
Jan 1, 2026 (e)
39.59 ILS
5.68 ILS
13.30 ILS
Jan 1, 2027 (e)
40.60 ILS
5.83 ILS
14.22 ILS

Phoenix Financial business model & stock analysis

Phoenix Holdings Ltd is a versatile company that offers a wide range of products and services. It was founded in Israel in 1949 and is headquartered in Tel Aviv. The company started as a small insurance company primarily operating in Israel and has since expanded its offerings to include financial services. It is listed on the Tel Aviv Stock Exchange and is one of the largest and most successful companies in Israel. The company's business model is based on providing financial services and insurance products for both private and business customers. It offers a wide range of insurance products such as life insurance, pension insurance, health insurance, accident insurance, and car insurance. Additionally, Phoenix Holdings Ltd provides financial services including asset management, investment advisory, pension funds, and lending. The company operates in three main divisions: insurance, finance, and investments. Each division offers a variety of products and services. The insurance division provides a wide range of insurance options tailored to the individual needs of customers, including life insurance, pension insurance, health insurance, accident insurance, and car insurance. The finance division offers services such as asset management, investment advisory, pension funds, and lending. The investments division offers a variety of investment products, including stocks, bonds, investment funds, private equity, and real estate. Phoenix Holdings Ltd works closely with its customers to understand their financial goals and needs and develop customized solutions. It offers a wide range of products, including life insurance, pension insurance, health insurance, accident insurance, and car insurance, among others. In summary, Phoenix Holdings Ltd is a versatile company offering a broad range of insurance products and financial services. It is headquartered in Tel Aviv and listed on the Tel Aviv Stock Exchange. The company operates in three main divisions: insurance, finance, and investments, each providing tailored solutions to meet the needs and goals of customers.

Phoenix Financial SWOT Analysis

Strengths

Phoenix Holdings Ltd exhibits several strengths that contribute to its success:

  • Strong financial position, with a steady increase in revenue and profits over the years.
  • Well-established brand reputation and recognition in the industry.
  • Diverse portfolio of products and services catering to various customer segments.
  • Effective supply chain management, ensuring timely delivery and customer satisfaction.
  • Experienced and skilled workforce, driving innovation and productivity.

Weaknesses

Despite its strengths, Phoenix Holdings Ltd also faces certain weaknesses:

  • Reliance on a few key clients, which poses the risk of revenue loss if these clients switch to competitors.
  • Limited global presence compared to some competitors, which restricts market reach.
  • High dependence on a specific technology that may become obsolete in the future.
  • Complex organizational structure resulting in slower decision-making processes.
  • Inadequate investment in research and development, limiting innovation capabilities.

Opportunities

Phoenix Holdings Ltd can exploit several opportunities to further grow and thrive:

  • Expanding into emerging markets with increasing demand for the company's products.
  • Acquiring or partnering with complementary businesses to diversify and strengthen its market position.
  • Investing in research and development to create new innovative products and stay ahead of competitors.
  • Exploring partnerships and collaborations with technology companies to enhance digital capabilities.
  • Growing demand for sustainable and eco-friendly products, which aligns with the company's values.

Threats

Several external factors pose threats to the success of Phoenix Holdings Ltd:

  • Intense competition in the industry from both established players and new entrants.
  • Economic fluctuations and recessions affecting consumer spending and demand.
  • Rapidly evolving technology, requiring continuous adaptation and investment to stay competitive.
  • Changing regulations and compliance requirements, increasing operational and legal complexities.
  • Potential disruptions in the supply chain due to natural disasters or geopolitical events.

Phoenix Financial Eulerpool Fair Value

Details

Fair Value Estimate

What Is Fair Value?

Fair value is an estimate of what a stock is truly "worth" based on its financial fundamentals, independent of the current market price. If the calculated fair value is above the current share price, the stock may be undervalued — and vice versa. This chart shows three different fair value approaches so you can cross-check them against each other.

Earnings-Based Fair Value

Calculated by multiplying the current earnings per share (EPS) by the average historical P/E ratio over a selected multi-year period. The smoothing over several years filters out temporary spikes or dips. If this fair value exceeds the market price, it suggests the stock is cheap relative to its earning power.

Example: Fair Value (Earnings) 2022 = EPS 2022 × Average P/E 2019–2021

Revenue-Based Fair Value

Derived by multiplying revenue per share by the average historical price-to-sales ratio. This method is particularly useful for companies with volatile or temporarily depressed earnings, as revenue tends to be more stable than profits. It answers: "At what price has the market historically valued each dollar of this company's sales?"

Example: Fair Value (Revenue) 2022 = Revenue per Share 2022 × Average P/S 2019–2021

Dividend-Based Fair Value

Calculated by dividing the dividend per share by the average historical dividend yield. This approach is most relevant for mature, consistently dividend-paying companies. If the resulting fair value is higher than the current price, it implies the stock offers a better yield than its historical average.

Example: Fair Value (Dividend) 2022 = Dividend per Share 2022 ÷ Average Yield 2019–2021

How to Use This Chart

When all three fair value lines converge above the current price, it strengthens the case that the stock is undervalued. When they diverge, investigate why — it may indicate a structural shift in margins, payout policy, or growth rate. The forward estimates on the right extend the analysis using projected fundamentals, helping you assess whether the current price already reflects future growth expectations.

Phoenix Financial historical P/E ratio, EBIT multiple, and P/S ratio

Phoenix Financial annual returns

Details

Annual Return

What This Chart Shows

This chart breaks down 's total annual return into two components: price return (gains or losses from stock price movement) and dividend return (income received from dividend payments). Together, they represent the total return an investor would have earned in each calendar year.

Price Return

Price return measures the percentage change in 's stock price from January 1st to December 31st of each year. Positive bars indicate the stock appreciated; negative bars show a decline. This is the component most investors focus on, but it tells only part of the story — especially for dividend-paying stocks.

Dividend Return

Dividend return represents the income generated from dividends paid during the year, expressed as a percentage of the starting stock price. While it may seem small in any single year (typically 1–4 % for established companies), dividends compound significantly over decades and have historically contributed roughly 40 % of total stock market returns.

What to Look For

Examine how many years showed positive vs. negative returns to gauge consistency. A stock with mostly positive years and small drawdowns suggests lower risk. Also compare 's annual returns to a benchmark index — consistently outperforming the market is a hallmark of a strong investment. Pay attention to the worst years: understanding downside risk is just as important as chasing upside potential.

Phoenix Financial shares outstanding

The number of shares of Phoenix Financial was 254.09 M in 2025. This indicates how many shares Phoenix Financial is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Number of stocks
Details
Date
Number of stocks
Jan 1, 2020
254.66 M Stocks
Jan 1, 2021
257.01 M Stocks
Jan 1, 2022
255.86 M Stocks
Jan 1, 2023
255.59 M Stocks
Jan 1, 2024
254.09 M Stocks
Jan 1, 2025 (e)
254.09 M Stocks
Jan 1, 2026 (e)
254.09 M Stocks
Jan 1, 2027 (e)
254.09 M Stocks

Phoenix Financial Dividend History

13 years of dividend payments · 2 consecutive increases

YearAnnual DividendYoY ChangePayments
2026268.63ILSYTD
Apr 13, 2026142.08ILS 11,185.7%1/2
Jun 9, 2026126.55ILS 10.9%2/2
20255.99ILS 182.9%
Mar 20, 20252.25ILS 109.8%1/4
Jun 12, 20250.92ILS 59.4%2/4
Sep 1, 20251.57ILS 71.3%3/4
Dec 3, 20251.26ILS 19.7%4/4
20242.12ILS 80.4%
20231.17ILS 49.2%
20222.31ILS 1.2%
20212.28ILS 134.0%
20190.98ILS 108.3%
20180.47ILS 41.5%
20140.80ILS 38.6%
20131.31ILS 546.8%

Phoenix Financial dividend history and estimates

In 2025, Phoenix Financial paid a dividend amounting to 5.99 ILS. Dividend means that Phoenix Financial distributes a portion of its profits to its owners.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Dividend
Dividend (Estimate)
Special dividend
Details
Date
Dividend
Dividend (Estimate)
Special dividend
Jan 1, 2019 (e)
0.98 ILS
0.00 ILS
0.00 ILS
Jan 1, 2021
2.28 ILS
0.00 ILS
0.00 ILS
Jan 1, 2022 (e)
2.31 ILS
2.31 ILS
0.00 ILS
Jan 1, 2023
1.17 ILS
0.00 ILS
0.00 ILS
Jan 1, 2024
2.12 ILS
0.00 ILS
0.00 ILS
Jan 1, 2025
5.99 ILS
0.00 ILS
0.00 ILS
Jan 1, 2026 (e)
0.00 ILS
7.19 ILS
0.00 ILS
Jan 1, 2027 (e)
0.00 ILS
8.63 ILS
0.00 ILS

Phoenix Financial dividend payout ratio

In 2025, Phoenix Financial had a payout ratio of 48.11%. The payout ratio indicates the percentage of the company's profits that Phoenix Financial distributes as dividends.
  • 3 Years

  • 5 Years

  • 10 Years

  • 25 Years

  • Max

Payout ratio
Details
Date
Payout ratio
Jan 1, 2020
38.44 %
Jan 1, 2021
29.88 %
Jan 1, 2022
47.06 %
Jan 1, 2023
38.62 %
Jan 1, 2024
29.62 %
Jan 1, 2025 (e)
48.11 %
Jan 1, 2026 (e)
54.08 %
Jan 1, 2027 (e)
60.70 %

Current Phoenix Financial forecasts and price targets in July 2026

Analyst Price Targets 2026
Δ MOM Price Target
0.00 %
Buy87.50 % (7)
Hold12.50 % (1)
Sell0.00 % (0)
12M Price Target
150.96
Last Price
17,440.00
Currency
ILS
12M Return Potential
-99.13 %
LTM Return
0 %

Phoenix Financial Earnings Estimates

DateEPS estimateRevenue EstimateQuarterly report
3/11/20241.61ILS-ILS2023 Q4

EESG©

Eulerpool ESG Scorecard© for the Phoenix Financial stock

56/100
56
Environment
91
Social
20
Governance
E

Environment

20
Scope 1 - Direct Emissions3,971
Scope 2 - Indirect emissions from purchased energy4,902
Scope 3 - Indirect emissions within the value chain550
Total CO₂ emissions8,873
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency
S

Social

20
Percentage of female employees67.4
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic
G

Governance (Corporate Governance)

4
Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Phoenix Financial shareholder structure

% Name
9.78657%
AP Investments III Ltd.
AP Investments III Ltd.
6.17774%
Clal Insurance Enterprises Holdings Ltd.
Clal Insurance Enterprises Holdings Ltd.
5.31006%
Harel Insurance Investments and Financial Services Ltd
Harel Insurance Investments and Financial Services Ltd
2.52356%
The Vanguard Group, Inc.
The Vanguard Group, Inc.
2.22945%
Phoenix Investment House Ltd
Phoenix Investment House Ltd
1.20598%
Harel Mutual Funds Ltd
Harel Mutual Funds Ltd
...

Phoenix Financial Executives and Management Board

ES

Mr. Eyal Simon

(51)

Chief Executive Officer

Compensation4.00 M ILS
HS

Mr. Haggai Schreiber

(49)

Executive Vice President, Chief Investment Officer

Compensation3.02 M ILS
ES

Mr. Eli Schwartz

(49)

Chief Financial Officer, Executive Vice President

Compensation3.01 M ILS
BG

Mr. Benjamin Gabbay

(57)

Chairman of the Board

Compensation2.77 M ILS
ES

Dr. Ehud Shapira

(79)

Independent Director · since 2006

Compensation1.81 M ILS

Frequently asked questions about Phoenix Financial

The business model of Phoenix Holdings Ltd is focused on providing a wide range of insurance and financial services to its customers. As a leading insurance and investment group, Phoenix Holdings offers life insurance, general insurance, health insurance, and pension solutions. The company also operates in the field of asset management and provides a variety of investment products and services. Through its comprehensive offerings, Phoenix Holdings aims to secure the financial futures of individuals and businesses, ensuring peace of mind and long-term stability. With its diversified portfolio and customer-centric approach, Phoenix Holdings is committed to delivering value and a strong financial performance.