Press Release|Public Finance

KBRA Affirms AAA Rating, Stable Outlook on the State of New York State Sales Tax Revenue Bonds

5 Dec 2025   |   New York

Contacts

KBRA affirms the long-term rating of AAA on the State of New York State Sales Tax Revenue Bonds. The rating reflects the legal framework of the New York State Sales Tax Revenue Bond Program, the essentiality of sales tax revenues to the State’s capital and operating budgets, and the State’s general creditworthiness. These factors effectively preclude appropriation risk, in our view.

Sales Tax Revenue Bonds, one of the state’s three primary capital financing vehicles, are secured by a pledge of monthly payments made by the State pursuant to financing agreements between one of three authorized issuers of Sales Tax Revenue Bonds, and the State Director of Budget. Authorized issuers include the Dormitory Authority of the State of New York, the New York State Thruway Authority, and the New York State Urban Development Corporation, doing business as Empire State Development. Payments under the financing agreements are supported by a dedicated statutory allocation of New York State sales tax receipts, equal to two cents of the State’s four-cent sales and use tax (“STRBTF Receipts”), which are deposited directly into the Sales Tax Revenue Bond Tax Fund.

Key Credit Considerations

The rating action reflects the following key credit considerations:

Credit Positives

  • Provisions of the Enabling Act and the importance of sales tax revenues to state operations mitigate the risk of legislative non-appropriation of financing agreement payments or a failure to pay such payments when due after amounts have been appropriated and set aside in the STRBTF.
  • STRBTF Receipts provide ample historical and projected MADS coverage.
  • Overleveraging of the revenue stream is unlikely given the strong 2.0x additional bonds test, as well as the State’s reliance on excess sales tax revenues for operations.
  • The potential for a diversion in the flow of STRBTF Receipts in the event of a budgetary delay or severe fiscal distress is extremely remote, in KBRA’s view.

Credit Challenges

  • Financing agreement payments are subject to annual appropriation and are executory only to the extent of amounts available in the STRBTF.
  • Sales tax receipts are inherently sensitive to cyclical economic conditions, demographics, inflation, financial market volatility, and exogenous events such as recessions and pandemics.
  • The Sales Tax is subject to legislative amendment, modification or repeal.

Rating Sensitivities

For Upgrade

  • N/A

For Downgrade

  • A trend of declining debt service coverage that approaches the 2.0x ABT level.
  • A failure by the State legislature to annually appropriate amounts required to make financing agreement payments.
  • Action by the State to amend, repeal, or alter statutes relating to the sales Tax or the State Sales Tax Revenue Bond Financing Program that negatively impacts revenues available for financing agreement payments.

To access ratings and relevant documents, click here.

Methodologies

Disclosures

A description of all substantially material sources that were used to prepare the credit rating and information on the methodology(ies) (inclusive of any material models and sensitivity analyses of the relevant key rating assumptions, as applicable) used in determining the credit rating is available in the Information Disclosure Form(s) located here.

Information on the meaning of each rating category can be located here.

Further disclosures relating to this rating action are available in the Information Disclosure Form(s) referenced above. Additional information regarding KBRA policies, methodologies, rating scales and disclosures are available at www.kbra.com.

About KBRA

Kroll Bond Rating Agency, LLC (KBRA), one of the major credit rating agencies (CRA), is a full-service CRA registered with the U.S. Securities and Exchange Commission as an NRSRO. Kroll Bond Rating Agency Europe Limited is registered as a CRA with the European Securities and Markets Authority. Kroll Bond Rating Agency UK Limited is registered as a CRA with the UK Financial Conduct Authority. In addition, KBRA is designated as a Designated Rating Organization (DRO) by the Ontario Securities Commission for issuers of asset-backed securities to file a short form prospectus or shelf prospectus. KBRA is also recognized as a Qualified Rating Agency by Taiwan’s Financial Supervisory Commission and is recognized by the National Association of Insurance Commissioners as a Credit Rating Provider (CRP) in the U.S.

Doc ID: 1012592