Lehman Brothers Panhandles $4 Billion to Stay Afloat

Rumors of solvency trouble at Lehman have dogged the company for weeks,

and had pushed the company's shares down 43% between the beginning of February and the end of March.

Today, Lehman Brothers preferred stock offer was oversubscribed; Priced at $4 billion instead of $3 billion.

A deal that could boost (dilute) Lehman's outstanding share count by about 15%.

Lehman said late Monday the deal was not meant to shore up the bank's balance sheet against write-downs,

but was instead meant to show critics that the market still has confidence in the #4 U.S. investment bank.

Lehman's convertible preferred share sale is not completely positive -- in addition to the potential increase in outstanding shares,

it will result in another $290 million of annual dividend payments, thanks to its 7.25% dividend yield.

Lehman said the convertible preferred securities were priced with a dividend yield of 7.25%

and their principal can be used to buy common shares at $49.87, or a 32.49% premium to their closing price on Monday.

Meanwhile, Fitch Ratings affirmed Lehman's AA- credit ratings while cutting the outlook to negative from stable, citing earnings headwinds it will face this year.

Fitch wrote in a report: "While the firm's diversification and improvements in finances are positives for the rating,

Lehman will face future losses as it tries to reduce mortgage related assets
."

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