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    Insurance - Life
Phoenix Group Holdings plc

Phoenix Group Holdings plc

PHNX.L
Phoenix Group Holdings plcGB flagLondon Stock Exchange
743.80
GBp
+35.60
- -
7.45BMarket Cap
Phoenix Group Holdings plc
PHNX.L
(London Stock Exchange)

Recent

price

743.80

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
FRC
37.81
28.19
5.08
14.78
17.6
1.79
22.11
13.59
-12.97
39.9
25.23
23.87
-23.53
16.69
19.5
- -
Revenue per Share
0.15
-0.57
1.75
0.52
1.05
0.69
-0.31
-0.06
0.69
0.12
0.95
-0.84
-2.73
0.06
-1.09
- -
Basic EPS, GAAP
16.97
16
-10.18
3.65
-12.81
-2.34
-5.78
2.57
-0.64
0.09
8
-1.02
0.87
-0.86
3.37
- -
Free Cash Flow per Basic Share
0.22
0.24
0.31
0.43
0.41
0.41
0.38
0.44
0.48
0.47
0.48
0.48
0.5
0.52
0.53
- -
Dividend per Share
1.93
2.23
2.57
2.64
4.39
5.05
4.87
3.78
3.62
6.56
6.01
3.85
1.26
0.81
0.47
- -
Book Value per Share
-1.47
-0.24
1.11
2.45
5.39
5.06
5.04
3.66
2.97
2.24
3.12
4.09
1.94
1.76
0.46
- -
Tangible Book Value per Share
200
229
232
277
294
293
328
437
551
720
844
998
999
1,001
1,001
- -
Basic Weighted Avg Shares
7,555
6,466
1,178
4,098
5,178
525
7,253
5,938
-7,148
28,731
21,298
23,822
-23,503
16,703
19,515
31,842
Sales/Revenue/Turnover
3.71
- -
45.67
10.25
11.99
54.86
0.72
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
168
155
143
133
113
163
90
126
214
402
487
644
355
347
294
257
Depreciation Expense
30
-131
407
145
310
201
-101
-27
379
85
798
-837
-2,724
56
-1,090
-443
Net Income, GAAP
- -
- -
- -
9.7
6.55
- -
- -
- -
12.77
- -
11.65
- -
- -
- -
- -
- -
Effective Tax Rate (%)
0.4
-2.03
34.55
3.54
5.99
38.29
-1.39
-0.45
-5.3
0.3
3.75
-3.51
11.59
0.34
-5.59
-1.39
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
4,028
3,152
3,046
2,359
1,762
1,998
1,193
1,778
2,186
2,203
4,651
4,324
3,999
3,867
3,583
3,119
LT Debt
2,300
2,366
2,382
2,687
3,278
3,004
3,333
3,155
5,949
5,593
7,872
6,721
4,237
3,785
2,246
1,292
Total Equity
- -
- -
- -
6.63
10.46
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
- -
- -
- -
7.06
9.18
- -
- -
- -
11.94
- -
11.2
- -
- -
- -
- -
- -
Return on Capital (%)
10.12
-29.21
73.53
21.84
30.65
14.52
-6.57
-1.66
20.77
2.53
16.3
-18.78
-106.72
5.39
-168.99
- -
Return on Common Equity (%)

Capital Structure

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Working Capital

FRC

•

in mil. unless spec.
No data availableFinancial data will appear here once available

Growth Rates

FRC

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
-1.65%
-29.08%
-42.48%
Free Cash Flow
847.92%
-223.97%
-129.45%
Net Income, GAAP
-315.33%
-437.46%
-59.36%
Sales/Revenue/Turnover
23.73%
-55.57%
63.17%
Total Cash Common Dividend
17.48%
6.53%
2.81%

Quarterly Revenue

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
16,703
2024
- -
- -
- -
- -
19,515
2025
- -
- -
- -
- -
31,842

Quarterly Earnings Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
0.06
2024
- -
- -
- -
- -
-1.09
2025
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2023
- -
- -
- -
- -
0.52
2024
- -
- -
- -
- -
0.53
2025
- -
- -
- -
- -
- -
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Business
Phoenix Group Holdings plc (PHNX.L) is the United Kingdom's largest long-term savings and retirement business, managing over £295 billion in assets under administration for approximately 12 million customers; it specializes in pensions, savings, and life insurance products delivered through trusted brands including Standard Life, SunLife, and Phoenix Life. The company offers a comprehensive range of core products and services, including defined contribution workplace pensions, retail savings for retirement, legacy pensions and annuities, bulk purchase annuities, individual annuities, life insurance and investment unit-linked policies, with-profits policies, and protection products; its operating segments encompass Retirement Solutions for annuity and bulk purchase annuity contracts, Pensions & Savings for actively marketed life insurance and investment policies, With-Profits for policies in dedicated funds, and Europe & Other for business in Ireland and Germany. Founded in 1782 and headquartered at Juxon House, 100 St Paul's Churchyard in London, United Kingdom, Phoenix Group primarily serves individual and institutional customers across the United Kingdom and select European markets, focusing on closed life insurance books, pension risk transfer, and retirement income solutions. In recent developments, the company engages in advanced discussions to raise over £1 billion from private equity firms such as Blackstone, Sixth Street, and KKR to accelerate growth in its pension risk transfer business and enhance capabilities in private credit and infrastructure investments; it plans to change its name to Standard Life plc in March 2026 to emphasize its leading brand, pivots to in-house management of annuity-backed assets including withdrawing £20 billion from external managers, received FCA approval for its in-house retail advice proposition ahead of launch, and reported strong first-half 2025 results with 25% growth in IFRS adjusted operating profit to £451 million and operating cash generation up 9% to £705 million.

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