Market Action

October 6, 2025

On 2025-9-19, National Bank of Canada announced:

its intention to redeem, on November 15, 2025 (the “Redemption Date”), all of its outstanding $500,000,000 aggregate principal amount of 4.300% Limited Recourse Capital Notes Series 1 (Non-Viability Contingent Capital (NVCC)) (Subordinated Indebtedness) (the “Series 1 LRCNs”), at a redemption price equal to the principal amount of the Series 1 LRCNs, plus any accrued and unpaid interest up to, but excluding, the Redemption Date. Formal notice of the redemption will be delivered to registered holders of the Series 1 LRCNs in accordance with the terms outlined in the trust indenture for the Series 1 LRCNs.

In connection with the redemption of the Series 1 LRCNs, the Bank will redeem all 500,000 Non-Cumulative 5-Year Fixed Rate Reset First Preferred Shares, Series 44 (Non-Viability Contingent Capital (NVCC)) (the “Series 44 Preferred Shares”) that are held by Computershare Trust Company of Canada as trustee of NBC LRCN Limited Recourse Trust.

Since November 15, 2025 is not a business day, amounts due to holders of the Series 1 LRCNs will be paid on the first business day following that date.

The redemption of the Series 44 Preferred Shares and Series 1 LRCNs has been approved by the Office of the Superintendent of Financial Institutions and is part of the Bank’s ongoing management of its regulatory capital.

These issues are discussed on PDF pages 209 and 210 of the 2024 Annual Report – the preferreds were 4.30%+394.3 , which would imply quite a pop in interest paid to the LRCN holders if they had reset!

Thanks to Assiduous Reader DB for bringing this to my attention!

HIMIPref™ Preferred Indices
These values reflect the December 2008 revision of the HIMIPref™ Indices

Values are provisional and are finalized monthly
Index Mean
Current
Yield
(at bid)
Median
YTW
Median
Average
Trading
Value
Median
Mod Dur
(YTW)
Issues Day’s Perf. Index Value
Ratchet 6.68 % 7.12 % 27,574 13.37 1 0.0000 % 2,428.3
FixedFloater 0.00 % 0.00 % 0 0.00 0 -0.2795 % 4,588.0
Floater 6.29 % 6.58 % 56,230 13.11 3 -0.2795 % 2,644.1
OpRet 0.00 % 0.00 % 0 0.00 0 0.1254 % 3,654.3
SplitShare 4.78 % 4.40 % 67,260 3.34 5 0.1254 % 4,364.0
Interest-Bearing 0.00 % 0.00 % 0 0.00 0 0.1254 % 3,405.0
Perpetual-Premium 5.50 % 4.93 % 82,123 0.08 8 0.2625 % 3,096.4
Perpetual-Discount 5.57 % 5.65 % 46,229 14.43 26 0.3988 % 3,385.8
FixedReset Disc 6.00 % 6.08 % 115,142 13.68 30 0.0363 % 3,044.2
Insurance Straight 5.54 % 5.53 % 55,320 14.61 21 -0.3447 % 3,282.1
FloatingReset 0.00 % 0.00 % 0 0.00 0 0.0363 % 3,621.5
FixedReset Prem 5.63 % 4.85 % 126,606 2.42 22 -0.2065 % 2,633.2
FixedReset Bank Non 0.00 % 0.00 % 0 0.00 0 0.0363 % 3,111.8
FixedReset Ins Non 5.23 % 5.38 % 55,623 14.53 15 0.0784 % 3,066.8
Performance Highlights
Issue Index Change Notes
GWO.PR.H Insurance Straight -7.13 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 20.20
Evaluated at bid price : 20.20
Bid-YTW : 6.06 %
BN.PF.E FixedReset Disc -2.55 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.05
Evaluated at bid price : 21.05
Bid-YTW : 6.32 %
GWO.PR.Q Insurance Straight -2.49 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 22.11
Evaluated at bid price : 22.33
Bid-YTW : 5.80 %
NA.PR.G FixedReset Prem -1.87 % YTW SCENARIO
Maturity Type : Call
Maturity Date : 2028-11-16
Maturity Price : 25.00
Evaluated at bid price : 26.25
Bid-YTW : 5.07 %
GWO.PR.R Insurance Straight -1.81 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.13
Evaluated at bid price : 21.13
Bid-YTW : 5.73 %
PWF.PR.K Perpetual-Discount -1.79 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.75
Evaluated at bid price : 22.00
Bid-YTW : 5.72 %
CU.PR.J Perpetual-Discount -1.33 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.46
Evaluated at bid price : 21.46
Bid-YTW : 5.61 %
BN.PF.D Perpetual-Discount -1.18 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 20.86
Evaluated at bid price : 20.86
Bid-YTW : 5.92 %
ELF.PR.F Insurance Straight 1.03 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 23.20
Evaluated at bid price : 23.50
Bid-YTW : 5.65 %
IFC.PR.E Insurance Straight 1.05 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 23.73
Evaluated at bid price : 24.00
Bid-YTW : 5.44 %
GWO.PR.G Insurance Straight 1.06 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 23.48
Evaluated at bid price : 23.75
Bid-YTW : 5.50 %
POW.PR.G Perpetual-Discount 1.14 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 24.57
Evaluated at bid price : 24.83
Bid-YTW : 5.65 %
MFC.PR.C Insurance Straight 1.17 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.33
Evaluated at bid price : 21.60
Bid-YTW : 5.24 %
POW.PR.A Perpetual-Discount 1.22 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 24.55
Evaluated at bid price : 24.80
Bid-YTW : 5.66 %
FTS.PR.F Perpetual-Discount 2.17 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 23.20
Evaluated at bid price : 23.50
Bid-YTW : 5.26 %
CU.PR.H Perpetual-Discount 4.02 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 23.53
Evaluated at bid price : 23.80
Bid-YTW : 5.57 %
Volume Highlights
Issue Index Shares
Traded
Notes
RY.PR.M FixedReset Prem 274,000 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2025-11-24
Maturity Price : 25.00
Evaluated at bid price : 25.08
Bid-YTW : 3.21 %
GWO.PR.Z Perpetual-Premium 60,300 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2034-09-30
Maturity Price : 25.00
Evaluated at bid price : 25.60
Bid-YTW : 5.42 %
GWO.PR.N FixedReset Ins Non 50,000 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 17.55
Evaluated at bid price : 17.55
Bid-YTW : 5.77 %
SLF.PR.G FixedReset Ins Non 29,500 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 18.56
Evaluated at bid price : 18.56
Bid-YTW : 5.69 %
POW.PR.H Perpetual-Premium 28,100 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2034-10-15
Maturity Price : 25.00
Evaluated at bid price : 25.50
Bid-YTW : 5.54 %
POW.PR.G Perpetual-Discount 22,600 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 24.57
Evaluated at bid price : 24.83
Bid-YTW : 5.65 %
There were 13 other index-included issues trading in excess of 10,000 shares.
Wide Spread Highlights
See TMX DataLinx: ‘Last’ != ‘Close’ and the posts linked therein for an idea of why these quotes are so horrible.
Issue Index Quote Data and Yield Notes
GWO.PR.H Insurance Straight Quote: 20.20 – 22.50
Spot Rate : 2.3000
Average : 1.5480

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 20.20
Evaluated at bid price : 20.20
Bid-YTW : 6.06 %

ENB.PF.E FixedReset Disc Quote: 21.45 – 23.00
Spot Rate : 1.5500
Average : 0.8664

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.45
Evaluated at bid price : 21.45
Bid-YTW : 6.40 %

SLF.PR.D Insurance Straight Quote: 21.35 – 22.65
Spot Rate : 1.3000
Average : 0.8089

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.35
Evaluated at bid price : 21.35
Bid-YTW : 5.25 %

PVS.PR.M SplitShare Quote: 25.26 – 26.26
Spot Rate : 1.0000
Average : 0.6778

YTW SCENARIO
Maturity Type : Hard Maturity
Maturity Date : 2031-03-31
Maturity Price : 25.00
Evaluated at bid price : 25.26
Bid-YTW : 5.05 %

GWO.PR.Q Insurance Straight Quote: 22.33 – 23.95
Spot Rate : 1.6200
Average : 1.2985

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 22.11
Evaluated at bid price : 22.33
Bid-YTW : 5.80 %

BN.PF.E FixedReset Disc Quote: 21.05 – 21.85
Spot Rate : 0.8000
Average : 0.5231

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-10-06
Maturity Price : 21.05
Evaluated at bid price : 21.05
Bid-YTW : 6.32 %

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