Eli Lilly announces $6.5 billion six-part note offering

EditorLuke Juricic
Published 2025/02/11, 00:40
© Reuters.

Investing.com -- Eli Lilly (NYSE:LLY) has filed for a six-part note offering, with the aggregate principal amount of the notes offered totaling $6.5 billion. The notes, which are collectively referred to as the "Notes", are due between 2028 and 2065.

The note offering includes 4.550% notes due in 2028, 4.750% notes due in 2030, 4.900% notes due in 2032, 5.100% notes due in 2035, 5.500% notes due in 2055, and 5.600% notes due in 2065. The trade date for these notes was February 10, 2025, with a settlement date set for two days later on February 12, 2025.

Eli Lilly’s note offering has received a rating of Aa3 from Moody’s (NYSE:MCO) and A+ from S&P, both with a stable outlook. The joint book-running managers for this offering include Barclays (LON:BARC) Capital Inc., BofA Securities, Inc., Citigroup (NYSE:C) Global Markets Inc., Deutsche Bank (ETR:DBKGn) Securities Inc., and Goldman Sachs & Co (NYSE:GS). LLC. The co-managers are AmeriVet Securities, Inc., Blaylock Van, LLC, C.L. King & Associates, Inc., Loop Capital Markets LLC, and Roberts & Ryan, Inc.

The principal amounts offered for each set of notes vary, with $1 billion offered for the 2028 notes and the 2032 notes, $1.25 billion for the 2030 notes and the 2035 notes, and $1.25 billion for the 2055 notes. The 2065 notes have a principal amount offered of $750 million.

Each set of notes has specific details regarding their coupon, public offering price, yield to maturity, benchmark treasury, spread to benchmark treasury, benchmark treasury price and yield, interest payment dates, and redemption provisions. The coupon rates range from 4.550% per year for the 2028 notes to 5.600% per year for the 2065 notes.

Interest payment dates for all sets of notes are February 12 and August 12, commencing August 12, 2025. The redemption provisions include a make-whole call at any time prior to a specified date at a discount rate of Treasury plus a certain number of basis points, and a par call on or after a specified date at 100%.

The public offering prices for each set of notes are expressed as a percentage of the principal amount, plus any accrued interest from February 12, 2025. These range from 99.762% for the 2065 notes to 99.977% for the 2035 notes.

This note offering by Eli Lilly is a significant financial move by the company, and it will be interesting to observe its impact on the company’s financial performance in the future.

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

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