8-KOther EventsExhibits & Filings

MOODYS CORP /DE/ 8-K Report, Corporate Update (Jul 16, 2014)

Filed July 16, 2014For Securities:MCO

Summary

Moody's Corporation (MCO) filed an 8-K on July 16, 2014, to report the closing of its public offering of senior notes. The company successfully issued and sold $450 million of 2.750% Senior Notes due 2019 and $300 million of 5.250% Senior Notes due 2044, totaling $750 million in aggregate principal amount. This offering was made under an underwriting agreement with J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. The net proceeds from this offering are earmarked for significant corporate actions, including the redemption of Series 2005-1 Senior Unsecured Notes due 2015 and for general corporate purposes. These general purposes encompass working capital, capital expenditures, strategic acquisitions or investments, repayment of other outstanding debt, and the repurchase of Moody's common stock under its existing program. This move indicates active capital management by Moody's, balancing debt reduction with strategic growth and shareholder returns.

Key Highlights

  • 1Moody's Corporation closed a public offering of $750 million in senior notes on July 16, 2014.
  • 2The offering consisted of $450 million in 2.750% Senior Notes due 2019 and $300 million in 5.250% Senior Notes due 2044.
  • 3Net proceeds are designated for redeeming existing senior unsecured notes due 2015 and for general corporate purposes.
  • 4General corporate purposes include working capital, capital expenditures, acquisitions, other debt repayment, and stock repurchases.
  • 5The notes mature on July 15, 2019, and July 15, 2044, respectively, with semi-annual interest payments.
  • 6The indenture includes covenants restricting Moody's ability to incur liens, enter sale and leaseback transactions, and merge or sell substantially all assets.
  • 7Holders may require Moody's to repurchase notes upon a 'Change of Control Triggering Event' at 101% of principal plus accrued interest.

Frequently Asked Questions

This 8-K filing was made to report the closing of Moody's Corporation's public offering of senior notes and to provide details regarding the terms of the issued notes and the use of the proceeds.

Moody's raised a total of $750 million. This includes $450 million of 2.750% Senior Notes due 2019 and $300 million of 5.250% Senior Notes due 2044. Interest is paid semi-annually.

The net proceeds are intended for the redemption of the Series 2005-1 Senior Unsecured Notes due 2015, as well as for general corporate purposes. These general purposes include funding working capital, capital expenditures, strategic acquisitions or investments, repaying other indebtedness, and continuing its common stock repurchase program.

Yes, the indenture governing these notes contains covenants that limit Moody's and certain subsidiaries' ability to incur liens, engage in sale and leaseback transactions, and merge or sell substantially all assets. Additionally, noteholders have the option to require Moody's to repurchase the notes at a premium if a 'Change of Control Triggering Event' occurs.