Phoenix Financial (PHOE.TA) Stock Price

Phoenix Financial Price

🇮🇱TASE·CLOSED
17,040.00ILS
Market closed
Today +/-
Today %

Phoenix Financial (PHOE.TA) Stock | ISIN IL0007670123. The current Phoenix Financial stock price is 17,040 ILS (2026). Revenue is 10.26 B ILS. Net income is 3.1 B ILS. The P/E ratio is 1,398.57. Market capitalization is 4.33 T ILS. Phoenix Financial operates in the Finance sector.

Phoenix Financial stock price

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
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Phoenix Financial Revenue, EBIT, Net Income

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  • Max

Revenue
EBIT
Net Income
Details
Date
Revenue
EBIT
Net Income
Jan 1, 2005
6.31 B ILS
487 M ILS
304 M ILS
Jan 1, 2006
6.07 B ILS
613 M ILS
382 M ILS
Jan 1, 2007
6.33 B ILS
520 M ILS
300 M ILS
Jan 1, 2008
1.11 B ILS
-1.27 B ILS
-388 M ILS
Jan 1, 2009
10.7 B ILS
477 M ILS
227 M ILS
Jan 1, 2010
9.72 B ILS
674 M ILS
309 M ILS
Jan 1, 2011
6.83 B ILS
507 M ILS
54 M ILS
Jan 1, 2012
10.9 B ILS
528 M ILS
218 M ILS
Jan 1, 2013
11.85 B ILS
1.37 B ILS
739 M ILS
Jan 1, 2014
10.33 B ILS
857.32 M ILS
504.48 M ILS
Jan 1, 2015
10.58 B ILS
451.78 M ILS
263.95 M ILS
Jan 1, 2016
11.84 B ILS
868.91 M ILS
607.63 M ILS
Jan 1, 2017
14.35 B ILS
1.13 B ILS
709.91 M ILS
Jan 1, 2018
10.68 B ILS
1.05 B ILS
679.03 M ILS
Jan 1, 2019
19.8 B ILS
477.81 M ILS
271.47 M ILS

Phoenix Financial Income Statement, Balance Sheet, Cash Flow Statement

Last updated Jun 11, 2026, 2:04 AM
 
REVENUE (M ILS)
REVENUE GROWTH (%)
GROSS MARGIN (%)
GROSS INCOME (M ILS)
NET INCOME (M ILS)
NET INCOME GROWTH (%)
DIV. (ILS)
DIV. GROWTH (%)
SHARES (M)
DOCUMENTS
Details

Income Statement Key Figures

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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.

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Gross margin
EBIT margin
Profit margin
Details
Date
Gross margin
EBIT margin
Profit margin
Jan 1, 2005
62.06 %
7.72 %
4.82 %
Jan 1, 2006
62.06 %
10.1 %
6.29 %
Jan 1, 2007
62.06 %
8.22 %
4.74 %
Jan 1, 2008
62.06 %
-113.95 %
-34.92 %
Jan 1, 2009
62.06 %
4.46 %
2.12 %
Jan 1, 2010
62.06 %
6.94 %
3.18 %
Jan 1, 2011
62.06 %
7.43 %
0.79 %
Jan 1, 2012
62.06 %
4.85 %
2 %
Jan 1, 2013
62.06 %
11.59 %
6.24 %
Jan 1, 2014
62.06 %
8.3 %
4.88 %
Jan 1, 2015
62.06 %
4.27 %
2.49 %
Jan 1, 2016
62.06 %
7.34 %
5.13 %
Jan 1, 2017
62.06 %
7.9 %
4.95 %
Jan 1, 2018
62.06 %
9.81 %
6.36 %
Jan 1, 2019
62.06 %
2.41 %
1.37 %

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.

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Revenue per Share
EBIT per share
Earnings per Share
Details
Date
Revenue per Share
EBIT per share
Earnings per Share
Jan 1, 2005
34.87 ILS
2.69 ILS
1.68 ILS
Jan 1, 2006
33.55 ILS
3.39 ILS
2.11 ILS
Jan 1, 2007
28.24 ILS
2.32 ILS
1.34 ILS
Jan 1, 2008
4.96 ILS
-5.65 ILS
-1.73 ILS
Jan 1, 2009
47.77 ILS
2.13 ILS
1.01 ILS
Jan 1, 2010
39.82 ILS
2.76 ILS
1.27 ILS
Jan 1, 2011
31.16 ILS
2.32 ILS
0.25 ILS
Jan 1, 2012
49.76 ILS
2.41 ILS
1 ILS
Jan 1, 2013
52.67 ILS
6.11 ILS
3.28 ILS
Jan 1, 2014
41.98 ILS
3.48 ILS
2.05 ILS
Jan 1, 2015
43.05 ILS
1.84 ILS
1.07 ILS
Jan 1, 2016
48.1 ILS
3.53 ILS
2.47 ILS
Jan 1, 2017
58.23 ILS
4.6 ILS
2.88 ILS
Jan 1, 2018
42.23 ILS
4.14 ILS
2.69 ILS
Jan 1, 2019
77.3 ILS
1.87 ILS
1.06 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

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

Phoenix Financial annual returns

Details

Annual Return

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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 was Phoenix Financial in 2025 — This indicates how many shares 254.089 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Number of stocks
Details
Date
Number of stocks
Jan 1, 2005
181 M base_Shares
Jan 1, 2006
181 M base_Shares
Jan 1, 2007
224 M base_Shares
Jan 1, 2008
224 M base_Shares
Jan 1, 2009
224 M base_Shares
Jan 1, 2010
244 M base_Shares
Jan 1, 2011
219 M base_Shares
Jan 1, 2012
219 M base_Shares
Jan 1, 2013
225 M base_Shares
Jan 1, 2014
246.03 M base_Shares
Jan 1, 2015
245.85 M base_Shares
Jan 1, 2016
246.21 M base_Shares
Jan 1, 2017
246.39 M base_Shares
Jan 1, 2018
252.86 M base_Shares
Jan 1, 2019
256.15 M base_Shares

Phoenix Financial Dividend History

12 years of dividend payments · 2 consecutive increases

YearAnnual DividendYoY ChangePayments
20255.99ILS↑ 182.9%4×
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%2×
20231.17ILS↓ 49.2%2×
20222.31ILS↑ 1.2%2×
20212.28ILS↑ 134.0%2×
20190.98ILS↑ 108.3%1×
20180.47ILS↓ 41.5%1×
20140.8ILS↓ 38.6%1×
20131.31ILS↑ 546.8%3×
20110.2ILS↓ 88.3%1×

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.

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Dividend
Dividend (Estimate)
Special dividend
Details
Date
Dividend
Dividend (Estimate)
Special dividend
Jan 1, 2005
1.32 ILS
0 ILS
0 ILS
Jan 1, 2007
1.72 ILS
0 ILS
0 ILS
Jan 1, 2011
0.2 ILS
0 ILS
0 ILS
Invalid Date
1.31 ILS
0.44 ILS
0 ILS
Invalid Date
0.8 ILS
0.8 ILS
0 ILS
Invalid Date
0.47 ILS
1.41 ILS
0 ILS
Invalid Date
0 ILS
0.98 ILS
0 ILS
Jan 1, 2021
2.28 ILS
0 ILS
0 ILS
Invalid Date
2.31 ILS
2.31 ILS
0 ILS
Jan 1, 2023
1.17 ILS
0 ILS
0 ILS
Jan 1, 2024
2.12 ILS
0 ILS
0 ILS
Jan 1, 2025
5.99 ILS
0 ILS
0 ILS
Invalid Date
0 ILS
5.23 ILS
0 ILS
Invalid Date
0 ILS
5.56 ILS
0 ILS

Phoenix Financial dividend payout ratio

In 2025, Phoenix Financial had a payout ratio of 43.99%. The payout ratio indicates the percentage of the company's profits that Phoenix Financial distributes as dividends.

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Payout ratio
Details
Date
Payout ratio
Jan 1, 2005
73.83 %
Jan 1, 2006
56.35 %
Jan 1, 2007
120.24 %
Jan 1, 2008
56.35 %
Jan 1, 2009
56.35 %
Jan 1, 2010
56.35 %
Jan 1, 2011
84.07 %
Jan 1, 2012
56.35 %
Jan 1, 2013
39.79 %
Jan 1, 2014
39.06 %
Jan 1, 2015
56.35 %
Jan 1, 2016
56.35 %
Jan 1, 2017
56.35 %
Jan 1, 2018
17.45 %
Jan 1, 2019
92.11 %
Price targets and forecasts for Phoenix Financial are not yet available.

Phoenix Financial Earnings Estimates

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
1.19262%
BlackRock Institutional Trust Company, N.A.
BlackRock Institutional Trust Company, N.A.
0.99789%
Norges Bank Investment Management (NBIM)
Norges Bank Investment Management (NBIM)
0.66836%
Dimensional Fund Advisors, L.P.
Dimensional Fund Advisors, L.P.
0.6325%
Lazard Asset Management, L.L.C.
Lazard Asset Management, L.L.C.
...

Phoenix Financial Executives and Management Board

ES

Mr. Eyal Simon

(51)

Chief Executive Officer

Compensation4 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.

All fundamentals and in-depth analysis of Phoenix Financial

Our stock analysis for Phoenix Financial Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Phoenix Financial Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.

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