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The Phoenix Holdings Ltd. (PHOE.TA)
Givatayim, IL
The Phoenix Holdings Ltd., based in Givatayim, Israel, offers a broad spectrum of insurance and retirement planning solutions within the Israeli market. Its extensive insurance offerings encompass coverage for life and disability, alongside specific protection like flight cancellation. The company provides a comprehensive range of property and casualty policies, including auto, residential, commercial, and various liability covers such as third-party, employer, product, and directors' and officers' liability. It also underwrites specialized policies for construction projects (building, contract works), marine risks, and a diverse suite of health insurance products, from long-term and critical illness to travel, sick leave, hospitalization, and dental care. Beyond these, Phoenix insures a wide array of specialized risks and assets, including mechanical and electronic machinery, refrigerated goods, cargo in transit, personal accidents, fidelity, agricultural assets, investment protection for home purchasers, event production and cancellation, clinical trials, aviation, acts of terrorism, cyber threats, and fine art. Furthermore, the firm delivers financial asset management services, which include investment marketing and oversight, underwriting and investment banking activities, mutual fund administration, and stock exchange trading. It also manages various funds, such as pension, education, and provident funds, in addition to other savings vehicles. Originally incorporated in 1949 as The Israel Phoenix Assurance Company Limited, the company rebranded to its current name.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.90% | -5.10% | +4.41% | +14.06% | +38.68% | +38.47% | +127.10% | +350.62% | +497.77% | +1,953.10% | -74.04% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | -1 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Insurance - Diversified: +15.2%+0.5% Q1'26: -11.9% (vs Q1'25)
-
EPS growth Insurance - Diversified: +25.3%+77.5% ★ Q1'26: +26.9% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Diversified: +30.2%+76.5% ★ Q1'26: -31.4% (vs Q1'25)
-
EBIT margin Insurance - Diversified: +13.5%+18.8% ★ Q1'26: +36.5% (vs Q1'25)
-
ROIC Insurance - Diversified: +4.2%+14.5% ★ Q1'26: -250.9% (vs Q1'25)
-
Share dilution Insurance - Diversified: +0.0%-0.2% ★ Q1'26: +0.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Diversified: -0.05×2.44× Q1'26: 1.85× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
28.62B
est: 10.98B (+160.8%)
|
8.49B
est: 10.48B (-19.0%)
|
24.11B
est: 10.15B (+137.5%)
|
30.15B
est: 8.88B (+239.7%)
|
30.30B
est: 9.82B (+208.5%)
|
10.06B
10.06B – 10.06B
+2.4% YoY
|
10.32B
10.32B – 10.32B
+2.5% YoY
|
10.56B
10.56B – 10.56B
+2.3% YoY
|
10.77B
10.77B – 10.77B
+2.0% YoY
|
57.83B
57.83B – 57.83B
+436.8% YoY
|
| EBITDA |
3.26B
est: 1.66B (+95.8%)
|
2.56B
est: 1.59B (+61.1%)
|
2.04B
est: 1.54B (+32.7%)
|
3.88B
est: 1.49B (+160.6%)
|
6.33B
est: 1.65B (+284.6%)
|
1.69B
1.69B – 1.69B
+2.4% YoY
|
1.73B
1.73B – 1.73B
+2.5% YoY
|
1.77B
1.77B – 1.77B
+2.3% YoY
|
1.81B
1.81B – 1.81B
+2.0% YoY
|
9.69B
9.69B – 9.69B
+436.8% YoY
|
| EBIT |
2.91B
est: 1.41B (+106.5%)
|
2.15B
est: 1.34B (+60.2%)
|
1.54B
est: 1.30B (+18.7%)
|
3.32B
est: 1.27B (+160.3%)
|
5.70B
est: 1.41B (+304.6%)
|
1.44B
1.44B – 1.44B
+2.4% YoY
|
1.48B
1.48B – 1.48B
+2.5% YoY
|
1.51B
1.51B – 1.51B
+2.3% YoY
|
1.55B
1.55B – 1.55B
+2.0% YoY
|
8.30B
8.30B – 8.30B
+436.8% YoY
|
| Net Income |
1.96B
est: 1.78B (+10.4%)
|
1.26B
est: 1.13B (+11.1%)
|
777.40M
est: 740.06M (+5.0%)
|
1.82B
est: 1.50B (+21.0%)
|
3.22B
est: 3.22B (+0.0%)
|
3.38B
3.38B – 3.38B
+4.8% YoY
|
3.61B
3.61B – 3.61B
+6.9% YoY
|
3.86B
3.86B – 3.86B
+6.8% YoY
|
4.14B
4.14B – 4.14B
+7.3% YoY
|
4.44B
4.44B – 4.44B
+7.2% YoY
|
| SGA |
765.24M
est: 514.03M (+48.9%)
|
857.99M
est: 490.94M (+74.8%)
|
958.95M
est: 475.44M (+101.7%)
|
1.00B
est: 356.62M (+181.6%)
|
—
est: 394.61M (-100.0%)
|
404.18M
404.18M – 404.18M
+2.4% YoY
|
414.47M
414.47M – 414.47M
+2.5% YoY
|
424.16M
424.16M – 424.16M
+2.3% YoY
|
432.83M
432.83M – 432.83M
+2.0% YoY
|
2.32B
2.32B – 2.32B
+436.8% YoY
|
| EPS |
7.76
est: 7.00 (+10.9%)
|
5.00
est: 4.45 (+12.4%)
|
3.07
est: 2.91 (+5.5%)
|
7.22
est: 5.92 (+22.0%)
|
12.78
est: 12.46 (+2.6%)
|
13.30
13.30 – 13.30
+6.8% YoY
|
14.22
14.22 – 14.22
+6.9% YoY
|
15.19
15.19 – 15.19
+6.8% YoY
|
16.29
16.29 – 16.29
+7.3% YoY
|
17.47
17.47 – 17.47
+7.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-25 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-14 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ran Givon | Chief Executive Officer of Cohen Givon Insurance Agency (1994) Ltd. | 14M | male |
| Yitzhak Oz | Joint Chief Executive Officer of Agam Leaders (Israel) Insurance Agency (2003) Ltd | 9M | male |
| Ariel Genut | Chief Executive Officer, Director of Gama Management & Clearing Ltd. | 6M | — |
| Gil Duak | Joint Chief Executive Officer of Life Insurance Agency Compensation Company (2002) Ltd | 5M | male |
| Assaf Prinz | Joint Chief Executive Officer of Life Insurance Agency Compensation Company (2002) Ltd | 5M | male |
| Eyal Ben Simon | Chief Executive Officer | 3M | male |
| Eli Schwartz | Executive Vice President, Deputy Chief Executive Officer & Chief Financial Officer | 2M | male |
| Haggai Schreiber | Executive VP, Deputy CEO of Phoenix Capital Partners & Chief Investment Officer | 2M | male |
| Yoni Eilat | Investors - The Investor | — | — |
| Gil Tamir | Deputy CEO, Chief Technology, Information Systems & Innovation Officer | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for PHOE.TA
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
