Equities

Horizon Bancorp restructures balance sheet

 |  IFR 2597 - 23 Aug 2025 - 29 Aug 2025  | 

Horizon Bancorp raised the full US$90m it was seeking from a stock sale overnight on Wednesday as part of a financing package to reorganise its securities portfolio.

Keefe Bruyette & Woods and Performance Capital Partners priced 6.2m shares at US$14.50, the midpoint of the US$14.25─$14.75 marketing range.

The banks wall-crossed investors for two days ahead of publicly launching towards a US$90m fixed sum.

The Michigan-based community bank’s shares closed Thursday at US$15.14, down 5.7% on the session but well above the offer price.

At launch, Horizon said it was selling a US$1.6bn portfolio of loans on which it expected to take an after-tax loss of US$238m.

Horizon plans to raise an additional US$100m from the sale of 10-year fixed-to-floating rate subordinated debt.

The bank will use combined proceeds from the portfolio sale and capital markets transactions to repay US$1.1bn of wholesale funding, US$56m to redeem subordinated debt and US$620m to invest in new securities.

Horizon said the balance sheet optimisation would have boosted returns on average tangible common equity in the second quarter by 900bp to 22% and increased EPS by three cents to 50 cents.

Regional lenders have sought to dump low-yielding securities in recent years to boost performance.

Simmons First National, Avidbank, Civista Bancshares and Eagle Financial Services are other regional banks that raised equity earlier this year to recapitalise.