Exelon closes $1 billion notes offering at 6.5% interest

Published 19/02/2025, 17:46
Exelon closes $1 billion notes offering at 6.5% interest

Today, Exelon Corporation (NASDAQ:EXC), currently valued at $43 billion in market capitalization, announced the successful closing of a public offering, raising $1 billion through the sale of junior subordinated notes.

The notes, with a 6.500% interest rate, are due in 2055. According to InvestingPro data, this adds to the company’s existing debt burden of $46.9 billion, though the utility maintains a strong track record with 55 consecutive years of dividend payments.

The company, headquartered in Chicago, Illinois, stated that the net proceeds from the sale, after underwriting discounts and before offering expenses, totaled approximately $990 million. The sale was conducted under an existing shelf registration statement.

With the stock trading near its 52-week high of $43.45, InvestingPro analysis reveals several additional key metrics and insights available to subscribers, including detailed financial health scores and comprehensive valuation analysis.

Interest on these notes will accrue from today and is payable semi-annually on March 15 and September 15, starting September 15, 2025. The initial interest rate is fixed at 6.500% per annum until March 15, 2035.

Post this period, the rate will reset based on the Five-year U.S. Treasury Rate plus a spread of 1.975%. With a current ratio of 0.87, indicating short-term obligations exceed liquid assets, this offering represents an important financing move for the company.

Exelon has also retained the right to defer interest payments for up to 20 consecutive semi-annual periods, provided that no event of default has occurred.

Additionally, the company may redeem the notes, in whole or in part, on specific dates at 100% of the principal amount plus any accrued interest.

The offering was made through an underwriting agreement dated February 13, 2025, with several financial institutions including Barclays (LON:BARC) Capital Inc., Citigroup (NYSE:C) Global Markets Inc., and Morgan Stanley (NYSE:MS) & Co. LLC.

These notes were issued under an indenture agreement with The Bank of New York Mellon (NYSE:BK) Trust Company, N.A., serving as trustee. This indenture agreement and the supplemental indenture contain the detailed terms of the notes.

The completion of this offering is based on a press release statement and reflects Exelon’s current financial strategy. The company has outlined that the forward-looking statements in the release are subject to risks and uncertainties, emphasizing that actual results could differ materially from those projected.

In other recent news, Exelon Corporation reported fourth-quarter results that exceeded expectations, with adjusted earnings per share of $0.64, surpassing the analyst consensus of $0.60. The company also reported revenue of $5.47 billion, significantly higher than the projected $4.67 billion.

For the full year 2024, Exelon achieved an adjusted EPS of $2.50, an increase from $2.38 in the previous year, and total revenue rose by 4.8% year-over-year to $23.03 billion. Looking ahead, Exelon provided an optimistic 2025 earnings forecast with adjusted EPS guidance of $2.64-$2.74, which is above the $2.63 forecast by analysts at the midpoint.

The company plans to invest $38 billion in capital expenditures over the next four years to enhance customer service and grid reliability. Additionally, Exelon announced a quarterly dividend of $0.40 per share for the first quarter of 2025.

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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