Evergy (EVRG) sells $350M 4.250% notes maturing in 2029

Rhea-AI Filing Summary

Evergy, Inc. issued $350,000,000 of 4.250% Notes due 2029 under its existing shelf registration on Form S-3. The notes were sold pursuant to an underwriting agreement with a syndicate including BofA Securities, Citigroup Global Markets, MUFG Securities Americas, TD Securities (USA), U.S. Bancorp Investments, and Wells Fargo Securities.

The company also entered into an Eighth Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A. as trustee and filed a legal opinion from Hunton Andrews Kurth LLP regarding the validity of the notes, along with related consents, as exhibits incorporated into the registration statement.

NASDAQ false 0001711269 0001711269 2026-03-10 2026-03-10

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, DC 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): March 10, 2026

Evergy, Inc.

(Exact Name of Registrant as Specified in Charter)

Missouri		001-38515		82-2733395
(State or Other Jurisdiction of Incorporation)		(Commission File Number)		(I.R.S. Employer Identification No.)

1200 Main Street

Kansas City, Missouri 64105

(Address of Principal Executive Offices, and Zip Code)

(816) 556-2200

Registrant’s Telephone Number, Including Area Code

Not Applicable

(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 (see General Instruction A.2. below):

☐ Written communication 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 communication pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communication 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
Evergy, Inc. common stock		EVRG		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §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 March 10, 2026, Evergy, Inc. (the “Company”) issued $350,000,000 in aggregate principal amount of the Company’s 4.250% Notes due 2029 (the “Notes”), pursuant to an Underwriting Agreement, dated March 5, 2026, among the Company and BofA Securities, Inc., Citigroup Global Markets Inc., MUFG Securities Americas Inc., TD Securities (USA) LLC, U.S. Bancorp Investments, Inc. and Wells Fargo Securities, LLC, as the several underwriters named therein. The Notes were registered under the Securities Act of 1933, as amended, pursuant to the registration statement (the “Registration Statement”) on Form S-3 of the Company, filed with the Securities and Exchange Commission on August 16, 2024 (File No. 333-281614).

In connection with the issuance and sale of the Notes, the Company entered into the several agreements and other instruments listed in Item 9.01 of this Current Report on Form 8-K and filed as exhibits hereto. Also, in connection with the issuance and sale of the Notes, the Company is filing a legal opinion regarding the validity of the Notes as Exhibit 5.1 to this Current Report on Form 8-K. Each of these exhibits is incorporated by reference into the Registration Statement.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.		Description
1.1		Underwriting Agreement dated March 5, 2026 among Evergy, Inc. and BofA Securities, Inc., Citigroup Global Markets Inc., MUFG Securities Americas Inc., TD Securities (USA) LLC, U.S. Bancorp Investments, Inc. and Wells Fargo Securities, LLC, as the several underwriters named therein.
4.1		Eighth Supplemental Indenture, dated as of March 10, 2026 between Evergy, Inc. and The Bank of New York Mellon Trust Company, N.A., as trustee, and the form of global note included therein.
5.1		Opinion of Hunton Andrews Kurth LLP, regarding the validity of the Notes.
23.1		Consent of Hunton Andrews Kurth LLP (included in Exhibit 5.1).

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.

						Evergy, Inc.
Date: March 10, 2026						/s/ Geoffrey T. Ley
						Geoffrey T. Ley
						Senior Vice President, Corporate Planning and Treasurer

FAQ

What did Evergy, Inc. disclose in this EVRG 8-K filing?

Evergy disclosed it issued $350,000,000 of 4.250% Notes due 2029. The notes were sold under an existing Form S-3 shelf registration, with multiple major underwriters participating and related legal and indenture documents filed as exhibits.

What type of securities did Evergy (EVRG) issue in this report?

Evergy issued fixed-income securities: 4.250% Notes due 2029 with an aggregate principal amount of $350,000,000. These notes are governed by an Eighth Supplemental Indenture with The Bank of New York Mellon Trust Company, N.A., acting as trustee.

Who underwrote Evergy, Inc.’s $350 million 4.250% Notes due 2029?

The underwriting syndicate included BofA Securities, Citigroup Global Markets, MUFG Securities Americas, TD Securities (USA), U.S. Bancorp Investments, and Wells Fargo Securities. These firms acted as underwriters under an agreement dated March 5, 2026.

Under which registration statement were Evergy’s new notes issued?

The 4.250% Notes due 2029 were issued under Evergy’s shelf registration statement on Form S-3, file number 333-281614. That registration statement was filed with the Securities and Exchange Commission on August 16, 2024 and covers these registered notes.

What key legal documents did Evergy (EVRG) file with this note issuance?

Evergy filed the Underwriting Agreement, the Eighth Supplemental Indenture and form of global note, a legal opinion from Hunton Andrews Kurth LLP on note validity, and the related consent, which is included within the opinion exhibit.

Filing Exhibits & Attachments

6 documents

Other Documents

• EX-1.1 EX-1.1 178.3 KB
• EX-4.1 EX-4.1 104.7 KB
• EX-5.1 EX-5.1 18.4 KB
• EX-101 XBRL TAXONOMY EXTENSION SCHEMA 2.8 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE 16.8 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE 10.6 KB