CVS Looks to Sell 44 Billion in Bonds

The popular pharmacy chain CVS announced on Tuesday that it will sell 44 billion dollars worth of bonds so that it can help pay for its acquisition of Aetna.

“Everyone on the buy side is going to be looking at this deal,” says Matt Salzillo, a portfolio manager for Ryan Labs Asset Management, an asset management firm with about $7 billion of bond investments. “We want to see how well the CVS deal is absorbed by the market.”

Although US interest rates rose this year slightly, providing a slow down for people buying foreign corporate debt.

CVS also announced it was hiring 5 investment banks to handle this bond sell. This to me is a little strange. Although I'm not as fully entrenched into IB like a lot of people on this site, even I know that's a little odd and high.

Will also be interesting to see where the yield falls on these bonds too. One thing to look at that might give an indication of this are the CVS bonds due in 2026 that yielded just above 4% on Monday.

What do you guys think of this move? Personally, I'm just a little confused at this since the purchase of Aetna hasn't been fully approved by regulators.

2 Comments
 

Hi Nelson_Van_Alden, any of these topics helpful:

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No promises, but thought I'd mention a few relevant users that work in the industry: @Olse3351" @ai215" RobbieFeinberg

I hope those threads give you a bit more insight.

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