CNX CNX Resources Corp

NEUTRAL Impact: 5/10 8-K
Horizon weeks Filed Feb 24, 2026 Processed 3mo ago SEC 0001193125-26-067479
8-K context-dependent: Items 7.01
Final — all horizons settled through T+60d
CNX ▼ -5.70% at T+60d
NEUTRAL call ✗ call lost -5.70% · α vs SPY -12.66% · entry $38.74 → $36.53
Currently $33.15 · -14.43% from $38.74 entry
Entry anchored
Feb 24, 03:59 PM ET
via Databento tick
T+1d
+2.45%
call +2.45% · α +3.00%
$39.69
settled 4mo ago
T+5d
+9.40%
call +9.40% · α +10.50%
$42.38
settled 3mo ago
T+20d
+4.23%
call +4.23% · α +9.47%
$40.38
settled 3mo ago
T+60d
-5.70%
call -5.70% · α -12.66%
$36.53
settled 24d ago

Price Chart

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Executive Summary

CNX Resources announced the final results of its cash tender offer for its 6.000% senior notes due 2029, with $420.2 million of the $500 million outstanding notes tendered. The company will pay $1,016.10 per $1,000 principal amount plus accrued interest. CNX also conditionally plans to redeem the remaining notes if its new senior notes offering closes.

Actionable Insight

Monitor whether CNX completes its new senior notes offering, as this will determine if the remaining $79.8 million in 2029 notes are redeemed. The tender reduces near-term debt and interest costs, but the full impact depends on the new issuance's terms.

Key Facts

  • CNX tendered $420.2 million of its $500 million outstanding 6.000% senior notes due 2029, representing 84.04% of the total.
  • The purchase price is $1,016.10 per $1,000 principal amount plus accrued and unpaid interest, with settlement on February 26, 2026.
  • All purchased notes will be retired.
  • CNX issued a conditional notice to redeem the remaining notes not tendered at 101.50% of principal plus accrued interest, contingent on the closing of a new senior notes offering.
  • The redemption is not guaranteed and may be rescinded if the new offering does not close by March 19, 2026.

Financial Impact

CNX will pay approximately $426.9 million to repurchase $420.2 million in notes (including premium), reducing its debt burden. The redemption of the remaining ~$79.8 million in notes is contingent on a new financing.

debtcashinterest expense

Risk Factors

  • The redemption of the remaining notes is conditional on the new notes offering closing; failure to complete could leave CNX with higher-cost debt.
  • The tender was funded with cash or new debt, which could impact liquidity or increase leverage depending on the source.
  • Market perception of the tender as a sign of refinancing stress could affect credit ratings or investor sentiment.

Market Snapshot

Exchange
NYSE

Documents Analyzed

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

DocumentAccession Number
8-K Filing (Primary)0001193125-26-067479
Document: d53546dex991.htm0001193125-26-067479
Document: 0001193125-26-067479-index-headers.html0001193125-26-067479
Document: 0001193125-26-067479-index.html0001193125-26-067479
Document: 0001193125-26-067479.txt0001193125-26-067479
3 reports for CNX
Performance horizon

Track record builds as more directional reports settle.

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Reports for CNX — sortable, filterable
Type Now
Mar 26, 2026
11w ago
DEFA14A
BULLISH ★ 7/10
$40.58 $38.52▼ −5.08%▼ −17.82%$33.15 (−18.31%)
Mar 26, 2026
11w ago
DEFA14A
NEUTRAL ★ 3/10
$40.58 $38.52▼ −5.08%▼ −17.82%$33.15 (−18.31%)
Feb 24, 2026
15w ago
8-K
NEUTRAL ★ 5/10
$38.74 $40.38▲ +4.23%▲ +9.47%$33.15 (−14.43%)
Showing 3 of 3

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