8-KFinancial EventsExhibits & Filings

EVERSOURCE ENERGY 8-K Report, Financial Obligation (Mar 6, 2023)

Filed March 6, 2023For Securities:ES

Summary

Eversource Energy (ES) has filed an 8-K report on March 6, 2023, primarily to disclose the issuance of $750 million in senior notes. These notes, designated as 5.45% Senior Notes, Series Z, Due 2028, were issued under an underwriting agreement with a syndicate of prominent investment banks. This action represents a significant debt financing event for the company, aimed at bolstering its capital structure. Investors should note that these are unsecured obligations of Eversource Energy. The issuance of these notes is a standard part of corporate finance for utility companies like Eversource, typically to fund capital expenditures, operational needs, or refinance existing debt. The interest rate of 5.45% provides a benchmark for the cost of debt at the time of issuance. The maturity in 2028 suggests a medium-term financing strategy. The company also provided exhibits including the underwriting agreement, supplemental indenture, form of the notes, and a legal opinion on their validity.

Key Highlights

  • 1Eversource Energy issued $750,000,000 aggregate principal amount of 5.45% Senior Notes, Series Z, due 2028.
  • 2The notes were issued on March 6, 2023, under an Underwriting Agreement with several major investment banks.
  • 3These notes are unsecured obligations of Eversource Energy.
  • 4Interest payments are scheduled semi-annually on March 1 and September 1, with the first payment on September 1, 2023.
  • 5The issuance is governed by an Eighteenth Supplemental Indenture, supplementing a master Indenture from 2002.
  • 6The company filed relevant exhibits including the underwriting agreement, supplemental indenture, and a legal opinion on the notes' validity.

Frequently Asked Questions

This 8-K filing is to report a material event, specifically the creation of a direct financial obligation by Eversource Energy through the issuance of $750 million in new senior notes.

The notes have an aggregate principal amount of $750,000,000, carry a 5.45% interest rate, and mature in 2028. Interest is payable semi-annually on March 1 and September 1.

The notes are unsecured obligations of Eversource Energy.

This issuance increases the company's outstanding debt, which will impact its leverage ratios and interest expense. The funds raised are typically used for capital expenditures, operations, or refinancing existing debt, supporting the company's growth and operational needs.