8-KMaterial AgreementsOther EventsExhibits & Filings

FISERV INC 8-K Report, Material Agreement (May 20, 2015)

Filed May 20, 2015For Securities:FISV

Summary

Fiserv, Inc. (FISV) filed an 8-K on May 20, 2015, reporting on two significant financing activities. Firstly, the company entered into an Underwriting Agreement to issue $1.75 billion in aggregate principal amount of Senior Notes, consisting of $850 million of 2.700% Notes due 2020 and $900 million of 3.850% Notes due 2025. This offering is expected to close on May 22, 2015. Secondly, Fiserv announced its intention to redeem its outstanding $600 million of 3.125% senior notes due 2016 and $500 million of 6.800% senior notes due 2017. The redemption is scheduled for June 18, 2015, and will occur at the applicable "make-whole" redemption price plus accrued interest. These actions suggest Fiserv is proactively managing its debt structure, potentially refinancing higher-cost debt with new, lower-interest notes.

Key Highlights

  • 1Fiserv entered into an Underwriting Agreement to issue $1.75 billion in Senior Notes.
  • 2The new debt issuance includes $850 million in 2.700% Senior Notes due 2020.
  • 3The new debt issuance also includes $900 million in 3.850% Senior Notes due 2025.
  • 4The public offering of new notes is expected to close on May 22, 2015.
  • 5Fiserv is redeeming all outstanding $600 million of 3.125% senior notes due 2016.
  • 6Fiserv is also redeeming all outstanding $500 million of 6.800% senior notes due 2017.
  • 7The redemption of the older notes is scheduled for June 18, 2015.

Frequently Asked Questions

Fiserv is issuing a total of $1.75 billion in aggregate principal amount of Senior Notes.

While the filing doesn't explicitly state the reason, the company is likely redeeming the older, higher-interest notes (6.800% in 2017) to replace them with the new, lower-interest notes (2.700% in 2020 and 3.850% in 2025), thereby reducing its overall interest expense.

Fiserv is issuing $850 million of 2.700% Senior Notes due 2020 and $900 million of 3.850% Senior Notes due 2025.

The new notes offering is expected to close on May 22, 2015. The redemption of the outstanding 2016 and 2017 notes is scheduled for June 18, 2015.