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Form 8-K

sec.gov

8-K — PEABODY ENERGY CORP

Accession: 0001193125-26-242965

Filed: 2026-05-28

Period: 2026-05-28

CIK: 0001064728

SIC: 1221 (BITUMINOUS COAL & LIGNITE SURFACE MINING)

Item: Other Events

Item: Financial Statements and Exhibits

Documents

8-K — d146699d8k.htm (Primary)

EX-99.1 (d146699dex991.htm)

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8-K

8-K (Primary)

Filename: d146699d8k.htm · Sequence: 1

8-K

PEABODY ENERGY CORP false 0001064728 0001064728 2026-05-28 2026-05-28

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): May 28, 2026

PEABODY ENERGY CORPORATION

(Exact name of registrant as specified in its charter)

Delaware

1-16463

13-4004153

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(IRS Employer

Identification No.)

701 Market Street, St. Louis, Missouri

63101-1826

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code: (314) 342-3400

N/A

(Former name or former address, if changed since last report.)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange

on which registered

Common Stock, par value $0.01 per share

BTU

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 8.01.

Other Events

On May 28, 2026, Peabody Energy Corporation issued a press release announcing its intention to offer, subject to market conditions and other factors, $225 million aggregate principal amount of its Convertible Senior Notes due 2031 in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 hereto and is incorporated herein by reference.

Item 9.01.

Financial Statements and Exhibits.

(d)

Exhibits.

Exhibit

No.

Description of Exhibit

99.1

Press Release of Peabody Energy Corporation dated May 28, 2026.

104

Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

PEABODY ENERGY CORPORATION

May 28, 2026

By:

/s/ Scott T. Jarboe

Name:

Scott T. Jarboe

Title:

Chief Administrative Officer and Corporate Secretary

EX-99.1

EX-99.1

Filename: d146699dex991.htm · Sequence: 2

EX-99.1

Exhibit 99.1

FOR IMMEDIATE RELEASE

Peabody Announces Proposed Convertible Senior Notes Offering

ST. LOUIS, May 28, 2026 /PRNewswire/ — Peabody (NYSE: BTU) today announced its intention to offer, subject to market and other conditions,

$225,000,000 aggregate principal amount of convertible senior notes due 2031 (the “notes”) in a private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of 1933,

as amended (the “Securities Act”). Peabody also expects to grant the initial purchasers of the notes an option to purchase, for settlement within a period of 13 days from, and including, the date the notes are first issued, up to an

additional $25,000,000 principal amount of notes.

The notes will be senior, unsecured obligations of Peabody, will accrue interest payable semi-annually

in arrears and will mature on June 1, 2031, unless earlier repurchased, redeemed or converted. Noteholders will have the right to convert their notes in certain circumstances and during specified periods. Peabody will settle conversions by

paying or delivering, as applicable, cash, shares of its common stock or a combination of cash and shares of its common stock, at Peabody’s election. Peabody expects that the reference price used to calculate the initial conversion price for

the notes will be the U.S. composite volume weighted average price of Peabody’s common stock from 9:30 a.m. through 4:00 p.m. Eastern Daylight Time on the date of pricing.

Peabody may not redeem the notes prior to June 5, 2029, except in the event of a cleanup redemption (as defined below). The notes will be redeemable, in

whole or in part (subject to certain limitations), for cash at Peabody’s option at any time, and from time to time, on or after June 5, 2029 and on or before the 31st scheduled trading day immediately before the maturity date, if the last

reported sale price per share of Peabody’s common stock exceeds 130% of the conversion price for a specified period of time and certain other conditions are satisfied. The redemption price will be equal to 100% of the principal amount of the

notes to be redeemed, plus accrued and unpaid interest, if any, to, but excluding, the redemption date.

Peabody may redeem for cash all, but not less

than all, of the notes at any time if the amount of the notes that remains outstanding is less than 15% of the aggregate principal amount of the notes initially issued under the indenture and certain other conditions are satisfied (a “cleanup

redemption”). The redemption price will be equal to 100% of the principal amount of the notes to be redeemed, plus accrued and unpaid interest, if any, to, but excluding, the redemption date.

If certain corporate events that constitute a “fundamental change” occur, then, subject to a limited exception, noteholders may require Peabody to

repurchase their notes for cash. The repurchase price will be equal to 100% of the principal amount of the notes to be repurchased, plus accrued and unpaid interest, if any, to, but excluding, the applicable repurchase date.

The interest rate, initial conversion rate and other terms of the notes will be determined at the pricing of the offering.

- 1 -

Peabody intends to use the net proceeds from the offering of the notes to fund the cost of entering into

capped call transactions (as described below) and, together with available cash, to repurchase a portion of Peabody’s outstanding 3.250% Convertible Senior Notes due 2028 (the “2028 Notes”). Peabody intends to use the remainder of

the net proceeds, if any, for general corporate purposes.

In connection with any repurchases of the 2028 Notes, Peabody expects that holders of the 2028

Notes who agree to have their 2028 Notes repurchased and who have hedged their equity price risk with respect to such 2028 Notes (the “hedged holders”) will unwind all or part of their hedge positions by buying Peabody’s common

stock and/or entering into or unwinding various derivative transactions with respect to Peabody’s common stock. The amount of Peabody’s common stock to be purchased by the hedged holders or the notional number of shares of

Peabody’s common stock underlying such derivative transactions may be substantial in relation to the historic average daily trading volume of Peabody’s common stock. This activity by the hedged holders could increase (or reduce the size

of any decrease in) the market price of Peabody’s common stock, including concurrently with the pricing of the notes, resulting in a higher effective conversion price of the notes. Peabody cannot predict the magnitude of such market activity

or the overall effect it will have on the price of the notes or Peabody’s common stock and the corresponding effect on the initial conversion price of the notes.

In connection with the pricing of the notes, Peabody expects to enter into privately negotiated capped call transactions with one or more of the initial

purchasers or affiliates thereof and/or one or more other financial institutions (the “option counterparties”). The capped call transactions are expected generally to reduce potential dilution to Peabody’s common stock upon any

conversion of the notes prior to May 30, 2030, and/or offset any potential cash payments Peabody is required to make in excess of the principal amount of such converted notes, as the case may be, with such reduction and/or offset subject to a

cap. The capped call transactions are expected to expire over a period of trading days beginning on April 17, 2030. If the initial purchasers exercise their option to purchase additional notes, then Peabody expects to enter into additional

capped call transactions with the option counterparties.

Peabody has been advised that, in connection with establishing their initial hedges of the

capped call transactions, the option counterparties or their respective affiliates expect to enter into various derivative transactions with respect to Peabody’s common stock and/or purchase shares of Peabody common stock concurrently with, or

shortly after, the pricing of the notes. This activity could increase (or reduce the size of any decrease in) the market price of Peabody’s common stock or the notes at that time.

In addition, the option counterparties and/or their respective affiliates may modify their hedge positions by entering into or unwinding various derivatives

with respect to Peabody’s common stock and/or purchasing or selling Peabody’s common stock or other securities of Peabody in secondary market transactions following the pricing of the notes and prior to the maturity of the notes (and are

likely to do so (x) on each exercise date for the capped call transactions, which are expected to occur on each trading day during the 30 trading day period beginning on April 17, 2030 and (y) following any early conversion of the

notes, any repurchase of the notes by Peabody on any fundamental change repurchase date, any redemption date or any other date on which the notes are repurchased by Peabody, in each case if Peabody exercises the relevant election to terminate the

corresponding portion of the capped call transactions). This activity could also cause or avoid an increase or a decrease in the market price of Peabody’s common stock or the notes, which could affect the ability of noteholders to convert the

notes and, to the extent the activity occurs following conversion or during any observation period related to a conversion of the notes, it could affect the number of shares and/or value of the consideration that noteholders will receive upon

conversion of the notes.

- 2 -

The notes will be offered only to persons reasonably believed to be qualified institutional buyers pursuant

to Rule 144A under the Securities Act. The offer and sale of the notes and any shares of common stock issuable upon conversion of the notes have not been, and will not be, registered under the Securities Act or any other securities laws, and the

notes and any such shares cannot be offered or sold except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act and any other applicable securities laws. This press release does not

constitute an offer to sell, or the solicitation of an offer to buy, the notes or any shares of common stock issuable upon conversion of the notes, nor will there be any sale of the notes or any such shares, in any state or other jurisdiction in

which such offer, sale or solicitation would be unlawful. This press release does not constitute a notice of redemption or an offer to purchase with respect to the 2028 notes.

Peabody is a leading coal producer, providing essential products for the production of affordable, reliable energy and steel. Our commitment to sustainability

underpins everything we do and shapes our strategy for the future.

Contact:

Kala Finklang

Vic Svec

ir@peabodyenergy.com

Forward-Looking

Statements

This press release contains forward-looking statements within the meaning of the securities laws. Forward-looking statements can be

identified by the fact that they do not relate strictly to historical or current facts. They often include words or variation of words such as “expects,” “anticipates,” “intends,” “plans,”

“believes,” “seeks,” “estimates,” “projects,” “forecasts,” “targets,” “would,” “will,” “should,” “goal,” “could” or

“may” or other similar expressions. Forward-looking statements provide management’s current expectations or predictions of future conditions, events or results, including statements regarding the anticipated terms of the notes

being offered and the capped call transactions, the completion, terms, timing and size of the proposed offering and the capped call transactions and the intended use of the proceeds. All forward-looking statements speak only as of the date they are

made and reflect Peabody’s good faith beliefs, assumptions and expectations, but they are not guarantees of future performance or events. Furthermore, Peabody disclaims any obligation to publicly update or revise any forward-looking statement,

except as required by law. By their nature, forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from those suggested by the forward-looking statements. Among those risks and

uncertainties are market conditions, including market interest rates, the trading price and volatility of Peabody’s common stock and risks relating to Peabody’s business, including those described in Peabody’s most recent Annual

Report on Form 10-K and in other periodic reports that Peabody files from time to time with the SEC. Peabody may not consummate the proposed offering described in this press release and, if the proposed

offering is consummated, cannot provide any assurances regarding the final terms of the offering or the notes or its ability to effectively apply the net proceeds as described above. You should understand that it is not possible to predict or

identify all such factors and, consequently, you should not consider any such list to be a complete set of all potential risks or uncertainties.

- 3 -

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May 28, 2026

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