BTU PEABODY ENERGY CORP

MIXED Impact: 6/10 8-K
Horizon days Filed May 28, 2026 Processed 17d 22h ago SEC 0001193125-26-242965
8-K context-dependent: Items 8.01
Latest settled — T+5d ⚠ clustered
BTU ▲ +7.25% at T+5d
NEUTRAL call ✓ call won +7.25% · α vs SPY +6.93% · entry $29.10 → $31.21
Next anchor: T+20d in 11d
Last close $27.40 (close Jun 12) · -5.84% from $29.10 entry
Entry anchored
May 28, 2026
via day open
T+1d
-7.04%
call -7.04% · α -7.28%
$27.05
settled 17d ago
T+5d
+7.25%
call +7.25% · α +6.93%
$31.21
settled 11d ago
T+20d
call — · α —
in 11d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Peabody Energy announced a proposed $225M offering of convertible senior notes due 2031 (with an underwriter option for an additional $25M), intending to use net proceeds to repurchase a portion of its outstanding 3.250% Convertible Senior Notes due 2028 and for general corporate purposes. The refinancing extends maturities and reduces near-term debt pressure, but the new notes introduce potential dilution and the transaction is subject to market conditions.

Actionable Insight

Monitor pricing terms (conversion premium, coupon) for signal on cost of capital. The refinancing extends maturities but adds potential dilution; watch for secondary market activity from hedged holders unwinding positions, which could create near-term price volatility. If the conversion premium is set high and coupon low, the market may view this as a credit-positive refinancing.

Key Facts

  • Offering of $225M aggregate principal amount of Convertible Senior Notes due 2031, with an underwriter option for up to an additional $25M.
  • Notes will be senior, unsecured obligations, maturing June 1, 2031, with semi-annual interest payments.
  • Net proceeds to fund capped call transactions and repurchase a portion of the outstanding 3.250% Convertible Senior Notes due 2028.
  • Capped call transactions expected to reduce potential dilution upon conversion prior to May 30, 2030, subject to a cap.
  • Interest rate, initial conversion rate, and other terms to be determined at pricing.
  • Hedged holders of the 2028 Notes may unwind positions by buying common stock, potentially affecting market price.
  • Option counterparties may enter derivative transactions that could influence stock price at and after pricing.

Financial Impact

Up to $250M in new convertible notes (including greenshoe); proceeds used to repurchase up to an undisclosed portion of the $225M+ 2028 Notes. Net dilution impact depends on conversion price and capped call terms, which are not yet set.

debtdilutioninterest expense

Risk Factors

  • Potential dilution from conversion of notes, partially offset by capped calls but subject to cap.
  • Market activity from hedged holders and option counterparties could cause stock price volatility around pricing.
  • Offering is subject to market conditions and may not be completed.
  • Interest rate and conversion terms not yet determined, creating uncertainty in cost of capital.

Market Snapshot

Exchange
NYSE
Sector
Bituminous Coal & Lignite Surface Mining
Analyst Consensus
73% bullish (11 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-242965
Document: d146699dex991.htm0001193125-26-242965
Document: 0001193125-26-242965-index-headers.html0001193125-26-242965
Document: 0001193125-26-242965-index.html0001193125-26-242965
Document: 0001193125-26-242965.txt0001193125-26-242965
6 reports for BTU
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for BTU — sortable, filterable
Type Now
Jun 2, 2026
12d ago
8-K
MIXED ★ 6/10
$29.62 $30.11▲ +1.65%▲ +2.35%$27.40 (−7.49%)
May 29, 2026
17d ago
8-K
MIXED ★ 6/10
$27.05 $29.06▲ +7.43%▲ +7.17%$27.40 (+1.29%)
May 28, 2026
17d ago
8-K
MIXED ★ 6/10
$29.10 $27.05▼ −7.04%▼ −7.28%$27.40 (−5.84%)
May 5, 2026
5w ago
8-K
BEARISH ★ 7/10
$25.00 $24.96▲ +0.16%▲ +1.54%$27.40 (−9.60%)
Apr 7, 2026
9w ago
DEFA14A
NEUTRAL ★ 2/10
$30.18 $27.71▼ −8.18%▼ −8.76%$27.40 (−9.21%)
Mar 26, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$39.50 $35.68▼ −9.67%▼ −9.31%$27.40 (−30.63%)
Showing 6 of 6

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