Phoenix Group Holdings plc

Phoenix Group Holdings plcverified

PHNX.L

Price:

$500

Market Cap:

$4.99B

Phoenix Group Holdings plc operates in the long-term savings and retirement business in Europe. The company operates through four segments: UK Heritage, UK Open, Europe, and Management Services. It provides a range of pensions and savings products to support people across various stages of the savings life cycle. The company manages Heritage in-force life and pensions policies; and offers and manages long term savings and pensions products. Its products include with-profits and unit-linked funds, and annuities; and workplace pensions, and individual savings and retirement solutions. The company serves individuals, corporates, and employers. It has a strategic partnership with abrdn plc, TCS,...[Read more]

Industry

Insurance - Life

IPO Date

2009-11-17

Stock Exchange

LSE

Ticker

PHNX.L

The ROE as of November 2024 (TTM) for Phoenix Group Holdings plc (PHNX.L) is -21.76%

According to Phoenix Group Holdings plc’s latest financial reports and current stock price. The company's current ROE is -21.76%. This represents a change of 57.11% compared to the average of -13.85% of the last 4 quarters.

Phoenix Group Holdings plc (PHNX.L) Historical ROE (quarterly & annually)

How has PHNX.L ROE performed in the past?

The mean historical ROE of Phoenix Group Holdings plc over the last ten years is -3.19%. The current -21.76% ROE has changed 582.78% with respect to the historical average. Over the past ten years (40 quarters), PHNX.L's ROE was at its highest in in the March 2012 quarter at 17.17%. The ROE was at its lowest in in the June 2024 quarter at -28.51%.

Quarterly (TTM)
Annual

Average

-3.19%

Median

0.22%

Minimum

-44.48%

Maximum

11.34%

Phoenix Group Holdings plc (PHNX.L) ROE by Quarter and Year

Discovering the peaks and valleys of Phoenix Group Holdings plc ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 775.20%

Maximum Annual ROE = 11.34%

Minimum Annual Increase = -883.15%

Minimum Annual ROE = -44.48%

Quarterly (TTM)
Annual
YearROEChange
2023-5.53%-87.57%
2022-44.48%200.79%
2021-14.79%-230.42%
202011.34%775.20%
20191.30%-80.67%
20186.70%-883.15%
2017-0.86%-71.76%
2016-3.03%-136.70%
20158.26%-10.41%
20149.22%21.36%

Phoenix Group Holdings plc (PHNX.L) Average ROE

How has PHNX.L ROE performed in the past?

The current ROE of Phoenix Group Holdings plc (PHNX.L) is greater than its 3-year, greater than its 5-year, and greater than its 10-year historical averages

3-year avg

-21.60%

5-year avg

-10.43%

10-year avg

-3.19%

Phoenix Group Holdings plc (PHNX.L) ROE vs. Peers

How is PHNX.L’s ROE compared to its peers?

Phoenix Group Holdings plc’s ROE is less than M&G plc (4.31%), less than Legal & General Group Plc (8.04%), less than Direct Line Insurance Group plc (18.52%), less than Imperial Brands PLC (39.54%), less than Persimmon Plc (7.51%),

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