Valuation: Phoenix Group Holdings plc

Capitalization 7.63B 10.33B 8.74B 7.98B 14.13B 937B 14.62B 92.96B 36.83B 452B 38.74B 37.95B 1,595B P/E ratio 2025 *
-22x
P/E ratio 2026 * 17.9x
Enterprise value 5.93B 8.04B 6.8B 6.2B 10.99B 729B 11.37B 72.32B 28.65B 352B 30.14B 29.52B 1,241B EV / Sales 2025 *
1.01x
EV / Sales 2026 * 0.96x
Free-Float
84.88%
Yield 2025 *
7.28%
Yield 2026 * 7.49%
1 day-0.07%
1 week+2.34%
Current month+3.03%
1 month+1.79%
3 months+16.50%
6 months+12.05%
Current year+3.38%
1 week 735
Extreme 735
764.5
1 month 716.08
Extreme 716.083
768
Current year 716.08
Extreme 716.083
768
1 year 485.2
Extreme 485.2
768
3 years 436.4
Extreme 436.4
768
5 years 436.4
Extreme 436.4
768
10 years 436.4
Extreme 436.4
952
Manager TitleAgeSince
Chief Executive Officer 59 09/03/2020
Director of Finance/CFO 57 31/08/2025
Chief Operating Officer - 31/08/2022
Director TitleAgeSince
Chairman 67 30/10/2018
Director/Board Member 58 30/06/2017
Director/Board Member 59 09/03/2020
Change 5d. change 1-year change 3-years change Capi.($)
-0.07%+2.34%+52.63%+20.10% 10.33B
-1.88%-3.27%+27.25%+33.79% 168B
+0.31%+2.48%+5.68%+37.36% 91.76B
-0.39%+2.95%+11.79%+94.12% 63.47B
-0.18%-1.48%+18.96%+87.07% 62.1B
-1.56%-2.26%+8.98%+63.79% 58.93B
-1.61%-3.23%+31.16%+58.15% 55.75B
+0.81%+0.42%-3.89%+9.21% 51.91B
+0.27%+4.87%+22.05%+73.38% 41.86B
-0.49%+3.65%+59.15%-13.49% 38.43B
Average -0.48%-0.23%+23.37%+46.35% 64.26B
Weighted average by Cap. -0.74%-1.21%+19.97%+47.82%

Financials

2025 *2026 *
Net sales 5.87B 7.96B 6.73B 6.14B 10.88B 722B 11.26B 71.6B 28.37B 348B 29.84B 29.23B 1,228B 6.76B 9.16B 7.75B 7.07B 12.53B 831B 12.96B 82.45B 32.66B 401B 34.36B 33.65B 1,414B
Net income -325M -441M -373M -340M -602M -39.96B -623M -3.96B -1.57B -19.28B -1.65B -1.62B -68.01B 437M 592M 501M 457M 810M 53.7B 838M 5.33B 2.11B 25.91B 2.22B 2.17B 91.39B
Net Debt -1.69B -2.29B -1.94B -1.77B -3.14B -208B -3.25B -20.64B -8.18B -100B -8.6B -8.43B -354B -1.12B -1.51B -1.28B -1.17B -2.07B -137B -2.14B -13.63B -5.4B -66.29B -5.68B -5.56B -234B
Logo Phoenix Group Holdings plc
Phoenix Group Holdings plc is a United Kingdom-based long-term savings and retirement businesses company. The Company offers a range of savings and retirement income products to support people across all stages of the savings life cycle. Its segments include Retirement Solutions, Pensions & Savings, With-Profits, and Europe & Other. The Retirement Solutions segment includes new, and in-force individual annuity and bulk purchase annuity contracts. The Retirement Solutions segment also includes United Kingdom individual annuity business. The Pensions & Savings segment includes new and in-force life insurance and investment unit-linked policies. The With-Profits segment includes all policies written by the Company’s with-profit funds, with the exception of Standard Life Heritage With-Profit Fund contracts. The Europe & Other segment includes business written in Ireland and Germany. It also includes protection products and products sold under the SunLife brand.
Employees
6,980
Date Price Change Volume
19/02/26 761.50 p 0.00% 99,375
18/02/26 761.50 p +0.26% 1,164,481
17/02/26 759.50 p +1.74% 1,438,843
16/02/26 746.50 p +1.08% 1,111,224
13/02/26 738.50 p -0.81% 3,052,374
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
13
Last Close Price
7.615GBP
Average target price
7.581GBP
Spread / Average Target
-0.45%

Annual profits - Rate of surprise