Berenberg maintains Buy on Phoenix Group, target at GBP6.50

Published 18/02/2025, 07:40
Berenberg maintains Buy on Phoenix Group, target at GBP6.50

Tuesday, Phoenix Group shares remained in focus after Berenberg reiterated its Buy rating and GBP6.50 price target. The firm's analyst, Thomas Bateman, highlighted the company's strategic progress in debt reduction, having cut its debt by GBP250 million in the first half of 2024. Additionally, Phoenix Group announced on January 2, 2025, the early redemption of its outstanding USD250 million of Tier 1 contingent notes, which was completed on February 4.

The redemption of these notes brings Phoenix's total debt reduction to GBP447 million, closely approaching its 2026 goal of GBP500 million. This move aligns with the company's financial strategy, which includes a reduction of the debt leverage ratio on a Solvency II basis to 30% by 2026, down from 36% at the end of the fiscal year 2023.

Berenberg's analysis suggests that despite the debt leverage ratio remaining at 35% at the end of the fiscal year 2024, unchanged from the first half of that year, they forecast a decrease to 32% by the end of the fiscal year 2025. This projection indicates that Phoenix is likely to be more than halfway to achieving its target leverage ratio a year ahead of schedule.

The firm's actions demonstrate a commitment to improving its balance sheet and financial health. The early redemption of the Tier 1 contingent notes and the reduction of the debt leverage ratio are seen as positive steps towards meeting the company's long-term financial targets.

Investors are keeping an eye on Phoenix Group's progress as it approaches its 2026 debt reduction and leverage ratio objectives. The company's strategic financial management continues to be a point of interest in the market.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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