Exelon issues $1 billion in new debt notes

Published 21/02/2025, 17:44
Exelon issues $1 billion in new debt notes

Exelon Corporation (NASDAQ:EXC), a leading energy provider with a market capitalization of $43.7 billion, has entered into a material definitive agreement, issuing $1 billion in aggregate principal amount of notes, as disclosed in a recent SEC filing. The transaction, completed today, involved the sale of two sets of notes: $500 million of 5.125% Notes due 2031 and $500 million of 5.875% Notes due 2055. According to InvestingPro data, the company already operates with a total debt burden of $46.9 billion, making this new issuance particularly noteworthy for investors tracking the company’s leverage.

The company stated that the proceeds from the notes, along with existing cash, will be used primarily to repay $464 million of its outstanding commercial paper borrowings, which as of February 11, 2025, carried an approximate weighted average interest rate of 4.537%. The remaining funds are earmarked for general corporate purposes. This refinancing comes at a time when InvestingPro analysis shows the company’s current ratio at 0.87, indicating that short-term obligations exceed liquid assets.

Both sets of notes will pay semi-annual interest, with the 2031 Notes maturing on March 15, 2031, and the 2055 Notes on March 15, 2055. The notes were issued under an existing indenture with The Bank of New York Mellon (NYSE:BK) Trust Company, N.A., as trustee, supplemented by an Eighth Supplemental Indenture dated February 1, 2025.

Legal opinions related to the issuance were provided by Ballard Spahr LLP and are attached to the report as exhibits. Additionally, an underwriting agreement dated February 18, 2025, involving major financial institutions such as Barclays (LON:BARC) Capital Inc., BNP Paribas (OTC:BNPQY) Securities Corp., and Morgan Stanley (NYSE:MS) & Co. LLC as representatives of the underwriters, was filed as part of the report.

This financial maneuver comes as Exelon aims to optimize its capital structure and manage its debt portfolio. The issuance is based on a press release statement and reflects the company’s proactive approach to financial management. With the stock currently trading near its 52-week high at $43.50, investors seeking deeper insights into Exelon’s financial health and valuation can access comprehensive analysis through InvestingPro, which offers exclusive access to detailed financial metrics and expert research reports.

In other recent news, Exelon Corporation reported strong fourth-quarter results, exceeding analyst expectations. The company posted adjusted earnings per share of $0.64, surpassing the projected $0.60, and revenue of $5.47 billion, well above the anticipated $4.67 billion. For the full year 2024, Exelon achieved an adjusted EPS of $2.50, an increase from $2.38 in 2023, with total revenue rising 4.8% year-over-year to $23.03 billion. Looking forward, Exelon provided an optimistic 2025 earnings forecast, with adjusted EPS guidance of $2.64-$2.74, surpassing the analyst forecast of $2.63 at the midpoint.

Additionally, Exelon successfully closed a $1 billion notes offering at an interest rate of 6.5%, due in 2055. The net proceeds from this offering amounted to approximately $990 million. The notes were issued under an indenture agreement with The Bank of New York Mellon Trust Company, N.A., serving as trustee. Exelon also announced a quarterly dividend of $0.40 per share for Q1 2025, with the total 2025 dividend representing about 60% of adjusted EPS. These developments reflect Exelon’s ongoing financial strategy and commitment to customer service and grid reliability.

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