Zimmer Biomet issues new notes, details merger agreement terms

Published 19/02/2025, 23:36
Zimmer Biomet issues new notes, details merger agreement terms

Zimmer Biomet Holdings, Inc. (NYSE:ZBH) has announced the issuance of a series of new notes totaling $1.75 billion on Wednesday. The medical device company, currently trading near its 52-week low with a market capitalization of $20.5 billion, detailed the completion of its offering, which includes $600 million of 4.700% notes due in 2027, $550 million of 5.050% notes due in 2030, and $600 million of 5.500% notes due in 2035. According to InvestingPro analysis, the company appears undervalued based on its Fair Value metrics, with strong financial health indicators.

The notes were issued under a supplemental indenture to the company’s existing indenture with Computershare Trust Company, N.A., acting as trustee. Interest on these notes will be paid semi-annually, with the first payment due on August 19, 2025. With a healthy current ratio of 1.91 and total debt of $6.2 billion, the company maintains a solid financial position. The company has the option to redeem the notes before their respective maturity dates at specified terms outlined in the indenture.

Furthermore, Zimmer Biomet provided updates on its merger agreement with Paragon 28, Inc. If the merger is not consummated by November 28, 2025, or a later agreed date, or if the merger agreement is terminated, the company will be required to redeem the 2030 and 2035 notes at a special mandatory redemption price of 101% of the principal amount plus accrued interest. The 2027 notes are not subject to this special mandatory redemption.

The company also clarified that in the event of a change of control, an offer would be made to repurchase the notes at 101% of their principal amount, plus any accrued interest.

This financial move comes as Zimmer Biomet continues to navigate through its business plans, including the pending acquisition of Paragon 28. The details of these transactions are based on the company’s latest SEC filing.

In other recent news, Zimmer Biomet reported fourth-quarter 2024 financial results, with revenue of $2.023 billion and adjusted earnings per share (EPS) of $2.31, slightly above consensus estimates. The company anticipates a conservative growth range of 1.0% to 3.5% for fiscal year 2025, projecting revenue between $7.755 billion and $7.947 billion. Truist Securities adjusted their price target for Zimmer Biomet to $113 from $118, maintaining a Hold rating due to the company’s below-consensus EPS guidance for 2025, which does not yet account for expected dilution from an upcoming deal. Citi analysts maintained a Neutral rating with a $118 target, noting a conservative full-year guidance and the impact of foreign exchange rates. JMP Securities, however, maintained a Market Outperform rating with a $140 price target, expressing confidence in Zimmer Biomet’s Long Range Plan objectives for revenue and EPS growth. BTIG also revised their price target to $122 from $126, maintaining a Buy rating, and highlighted Zimmer Biomet’s favorable setup for fiscal year 2025. The company is expected to launch new products in the latter half of 2025, potentially boosting growth.

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