Tender Offer - Forestar Group Inc.

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Form Type: 10-Q

Filing Date: 2025-04-22

Corporate Action: Tender-offer

Type: New

Accession Number: 000140658725000064

Filing Summary: Forestar Group Inc. filed a 10-Q for the quarterly period ended March 31, 2025. The report outlines financial data, including total assets of $3,042.7 million and total liabilities of $1,396.8 million. Cash and cash equivalents were reported at $174.3 million. The company generated revenues of $351.0 million for the quarter, with net income of $31.6 million. The filing mentions a recent issuance of $500 million in senior notes with a 6.5% interest rate due March 15, 2033. Proceeds from this issuance were primarily utilized for a tender offer to repurchase $329.4 million of outstanding 3.85% senior notes due 2026, resulting in a $1.1 million loss on extinguishment of debt. D.R. Horton, Inc. remains a majority shareholder with approximately 62% ownership post-merger. The report includes significant notes regarding real estate activities, capitalized interest, and the exploration of new accounting standards impacting disclosures starting in 2025.

Additional details:

Financial Information: {"total_assets":"3042.7","total_liabilities":"1396.8","cash_and_cash_equivalents":"174.3","revenues":"351.0","net_income":"31.6"}


Tender Offer Details: {"senior_notes_issued":"500 million","interest_rate":"6.5%","maturity_date":"2033-03-15","amount_tendered":"329.4 million","repurchase_price":"333.4 million","loss_on_extinguishment":"1.1 million"}


Ownership: {"majority_shareholder":"D.R. Horton, Inc.","ownership_percentage":"62%"}


Form Type: 8-K

Filing Date: 2025-03-14

Corporate Action: Tender-offer

Type: Update

Accession Number: 000119312525054826

Filing Summary: On March 14, 2025, Forestar Group Inc. completed an offering of $500 million in aggregate principal amount of its 6.500% Senior Notes due 2033 in a private placement. The Notes are senior unsecured obligations and rank equally with other existing unsecured indebtedness. Interest will be paid semi-annually starting September 15, 2025. The company can redeem the Notes under certain conditions. Simultaneously, the company announced that a cash tender offer for its outstanding 3.850% Senior Notes due 2026 resulted in $329,434,000 or 82.36% of the 2026 Notes being validly tendered. The company accepted all validly tendered Notes and made payment on March 14, 2025, utilizing proceeds from the recent offering.

Additional details:

Offering Amount: 500000000


Interest Rate: 6.500%


Notes Maturity Date: 2033-03-15


Tender Offer Amount: 329434000


Tender Offer Percentage: 82.36


Form Type: 8-K

Filing Date: 2025-03-05

Corporate Action: Tender-offer

Type: New

Accession Number: 000119312525046312

Filing Summary: On March 5, 2025, Forestar Group Inc. announced the initiation of a cash tender offer to purchase any and all of its outstanding 3.850% senior notes due 2026, amounting to $400 million in total outstanding notes. The tender offer is subject to the terms and conditions outlined in the Company's offer to purchase, which was also dated March 5, 2025. A press release detailing this tender offer was issued and is included as an exhibit to this filing.

Additional details:

Press Release Date: 2025-03-05


Senior Notes Due: 2026


Total Outstanding Notes: 400 million


Tender Offer Terms: subject to the Company's offer to purchase.


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