Financial Services
Phoenix Group Holdings plc(PNXGF)
Live Price
Offline$10.10
+0.00% today
1Y Change
+18.29%
Window
Jun 23, 2025 โ Jun 11, 2026
- Market Cap
- $7.64B
- Revenue Growth
- +26.4%
- EPS Growth
- +57.7%
- Dividend Yield
- 7.3%
Coverage: 249 bars ยท Jun 23, 2025 โ Jun 11, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Phoenix Group Holdings plc (PNXGF) is a Financial Services stock with a market cap of $7.64B and listed on OTC. The stock last traded around $10.10 and up 18.3% across the available one-year price window (Jun 23, 2025 โ Jun 11, 2026). Baseline metrics include revenue growth of +26.4%, EPS growth of +57.7%, a dividend yield of 7.3%. What stands out right now is revenue +26.4%, EPS +57.7%, free cash flow +15.0% with operating margin 40.3% and ROIC 2.6%. The dividend matters to the case here, with a current yield around 7.3%. Valuation is more restrained than many high-expectation growth names at price/sales 0.4. Stock Foundry combines PNXGF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+26.4% vs +3.4% peer median
Operating Margin
Above sector median
+40.3% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
2026 was reported on Mar 16, 2026 with an EPS surprise of +9.6%.
The operating story is still moving forward
Revenue is running at +26.4% and EPS at +57.7%, with operating margin around 40.3%.
The next real check-in already has a date
The next earnings event is scheduled for Sep 21, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.5% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Mar 16, 2026 | +9.6% | +0.0% | +0.0% | -1.2% |
2025 Sep 8, 2025 | -165.0% | +0.0% | +1.6% | +2.4% |
2025 Mar 20, 2025 | -88.6% | +0.0% | +0.0% | +3.5% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
PNXGF
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
PNXGF Max Drawdown
-14.89%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for PNXGF and SPY.
Company Overview
Phoenix Group Holdings plc
Other OTC
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, and HSBC. Phoenix Group Holdings plc was founded in 1782 and is based in London, the United Kingdom.
- Leadership
- Andrew David Briggs
- IPO Date
- Mar 15, 2013
- Employees
- 7.0k
- Street Address
- 20 Old Bailey
- Mailing
- London, EC4M 7AN
- Region
- London, GB
- Reporting Currency
- USD
- Investor Line
- +44 20 3735 0000
- Last Updated
- May 3, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- โ
- Price/Sales
- 0.4
- Price/Book
- 6.0
Growth
- Revenue
- +26.4%
- EPS
- +57.7%
- Free Cash Flow
- +15.0%
Profitability
- Gross Margin
- 100.0%
- Operating Margin
- 40.3%
- Net Margin
- -3.1%
- ROE
- -41.8%
- ROIC
- 2.6%
Balance Sheet
- Debt/Equity
- 2.75
- Current Ratio
- โ
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.