Johnson & Johnson’s new notes rated ’AAA’, placed on CreditWatch Negative by S&P Global

Published 18/02/2025, 21:08
© Reuters.

Investing.com -- S&P Global Ratings has assigned an ’AAA’ issue-level rating to Johnson & Johnson (NYSE:JNJ)’s newly offered senior unsecured notes, which are to be issued in multiple tranches. The rating agency has placed the notes on CreditWatch with negative implications.

The proceeds from the note offering will be used by Johnson & Johnson to partially fund the acquisition of Bedminster, New Jersey-based pharmaceutical company, Intra-Cellular Therapies (NASDAQ:ITCI) Inc. The acquisition, which was announced on January 14, 2025, is valued at approximately $14.6 billion.

Following the announcement of the acquisition, S&P Global Ratings placed Johnson & Johnson’s ratings on CreditWatch with negative implications. The ratings agency estimates that this transaction will increase Johnson & Johnson’s adjusted leverage to about 1.4 times, which is significantly above their 1.0 times downside trigger. The leverage is expected to decline to 1.1 times by the end of 2025 and fall below 1.0 times by the end of 2026.

In recent years, Johnson & Johnson’s adjusted leverage has been relatively high due to significant acquisition activity and ongoing talc litigation. The company’s acquisition of medical device maker Shockwave Medical (NASDAQ:SWAV) Inc. for $13.1 billion in the first half of 2024 and roughly $10 billion in litigation settlements, after adjusting for the tax benefit, have contributed to the high leverage.

Despite the high leverage, Johnson & Johnson’s management has consistently prioritized conservative financial policies and has successfully integrated and de-levered after large acquisitions. The company maintains a diverse healthcare portfolio with strong franchises in both pharmaceuticals and medical devices.

The company’s long-running talc litigation may be nearing a resolution with a hearing set to begin on February 18, 2025, to determine the finalization of the multibillion-dollar settlement for talc-related ovarian cancer claims. The resolution of the talc litigation and increased visibility into the company’s financial policy regarding additional mergers and acquisitions and leverage tolerances are expected to aid in the resolution of the CreditWatch listing in the coming weeks or months.

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

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.