Horace Mann secures credit agreement extension to 2030

Published 22/05/2025, 19:04
Horace Mann secures credit agreement extension to 2030

Horace Mann Educators Corporation (NYSE:HMN), a $1.76 billion market cap insurance company specializing in fire, marine, and casualty insurance, has amended its credit agreement, extending the commitment termination date by nearly four years. The company, which InvestingPro analysis shows is currently trading slightly below its Fair Value, demonstrates strong financial health with liquid assets exceeding short-term obligations. The amendment, effective as of Monday, was disclosed in a recent SEC filing.

The company, headquartered in Springfield, Illinois, entered into a Fourth Amendment to its Amended and Restated Credit Agreement from June 21, 2019, with PNC Bank as the administrative agent. This extension pushes the termination date from July 12, 2026, to May 19, 2030. The company’s solid financial position is reflected in its impressive current ratio of 3.02x and revenue growth of 6.67% over the last twelve months.

Significant changes include the replacement of the Eurodollar-based interest rate benchmark with a Term SOFR Rate, plus a Term SOFR Rate adjustment of ten basis points for each interest period applicable to Term SOFR Rate loans. Interest rates on the loans under the Credit Agreement will now be at the company’s discretion, either the Alternate Base Rate or the Term SOFR Rate plus the Term SOFR Adjustment. The applicable rates range from 0.0%-0.50% per annum for Alternate Base Rate loans to 0.875%-1.375% per annum for Term SOFR Rate loans, dependent on the credit rating of Horace Mann’s senior, unsecured, long-term indebtedness.

As of the effective date of the amendment, Horace Mann’s outstanding balance under the Credit Agreement was $0, with $325 million in available commitments. The commitment fee rate under the Credit Agreement remains unchanged, ranging from 0.10%-0.25%, also contingent on the company’s credit rating. The current rate for Term SOFR Rate borrowings is 115 basis points, and the unused commitment fee is 15 basis points.

This strategic move ensures the company’s financial flexibility for the next five years. The details of the Fourth Amendment can be found in Exhibit 10.1 attached to the SEC filing. This information is based on a press release statement. Notably, InvestingPro data reveals that Horace Mann has maintained dividend payments for 34 consecutive years and has raised its dividend for 15 straight years, demonstrating consistent shareholder returns. For deeper insights into HMN’s financial health and future prospects, investors can access the comprehensive Pro Research Report, available exclusively on InvestingPro.

In other recent news, Horace Mann Educators Corporation has announced several developments that investors may find noteworthy. The company revealed the outcomes of its Annual Meeting of Shareholders, where nine directors were elected, executive compensation was approved, and KPMG LLP was ratified as the company’s auditor for the fiscal year. In another strategic move, Horace Mann authorized a new share repurchase program of up to $50 million, complementing its long-term strategy for shareholder value enhancement. Analysts at Raymond (NSE:RYMD) James have increased their price target for Horace Mann shares to $49, maintaining a Strong Buy rating, citing the company’s robust distribution network and customer relationships. They have also revised earnings per share estimates for the coming years, reflecting a positive growth outlook.

Additionally, Horace Mann has partnered with Crayola to promote creative education through initiatives like Crayola Creativity Week, which aims to reach educators and students nationwide. Meanwhile, JMP analysts have maintained a Market Perform rating on Horace Mann stock, focusing on the company’s efforts to achieve target margins in the property and casualty insurance sector by 2025. The company has made adjustments to its portfolio to manage seasonal impacts, particularly the higher catastrophe losses typically seen in the second quarter. These developments highlight Horace Mann’s strategic initiatives and commitments to both financial performance and community engagement.

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