Access comprehensive financial analyses and make smarter investments - get the Manual of Investments on Amazon!

FDX

FedEx exceeds $5.69B in note tenders

FedEx said holders had tendered $5.69 billion of notes by the July 9 early tender deadline across 19 series, topping the company’s $4.15 billion cap and forcing a cutoff before the lower-priority bonds.

The biggest participation came in the 2.400% notes due 2031, where investors tendered $507.7 million against $1.00 billion outstanding, or about 50.8% of the issue. The 4.550% notes due 2046 drew $594.0 million of tenders against $1.25 billion outstanding, while the 4.750% notes due 2045 saw $590.4 million tendered against $1.25 billion outstanding.

FedEx said it expects to take all notes tendered in the highest 12 priority levels, then only part of the 5.100% notes due 2044, which were tendered in the amount of $325.96 million against $750.0 million outstanding. The company does not expect to buy any of the lower-ranked 3.100% notes due 2029, 5.250% notes due 2050, 3.400% notes due 2028, 4.250% notes due 2030, 4.200% notes due 2028, or 4.900% notes due 2034.

Among the first 12 priority levels, the smallest tender total was in the 4.500% notes due 2065, where investors offered $122.97 million against $250.0 million outstanding. The 3.875% notes due 2042 drew $235.96 million tendered against $500.0 million outstanding, and the 3.900% notes due 2035 drew $252.61 million against $500.0 million outstanding.

FedEx said accepted holders will receive total consideration that includes a $30 per $1,000 early tender premium, plus accrued interest through July 14. It expects to announce the final total consideration later the same day after pricing is set. The market has reacted to these announcements by moving the company's shares 1.24% to a price of $314.69. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

IN FOCUS