HA Sustainable Infrastructure Capital (NYSE:HASI) Issues FY 2028 Earnings Guidance

HA Sustainable Infrastructure Capital (NYSE:HASI) updated its FY 2028 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 3.500-3.600 for the period, compared to the consensus estimate of 3.180. The company issued revenue guidance of -.

HA Sustainable Infrastructure Capital Stock Up 8.5%

Shares of HASI stock traded up $3.06 during trading hours on Friday, hitting $38.89. 1,798,096 shares of the company were exchanged, compared to its average volume of 979,367. The business’s 50-day simple moving average is $33.73 and its two-hundred day simple moving average is $30.91. HA Sustainable Infrastructure Capital has a one year low of $21.98 and a one year high of $39.80. The stock has a market capitalization of $4.92 billion, a price-to-earnings ratio of 16.69, a P/E/G ratio of 1.29 and a beta of 1.45. The company has a debt-to-equity ratio of 1.93, a quick ratio of 11.03 and a current ratio of 11.03.

HA Sustainable Infrastructure Capital Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.425 per share. The ex-dividend date is Thursday, April 2nd. This is a positive change from HA Sustainable Infrastructure Capital’s previous quarterly dividend of $0.42. This represents a $1.70 annualized dividend and a yield of 4.4%. HA Sustainable Infrastructure Capital’s payout ratio is presently 72.10%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on HASI shares. UBS Group lifted their price target on shares of HA Sustainable Infrastructure Capital from $39.00 to $40.00 and gave the company a “buy” rating in a report on Monday, November 10th. Weiss Ratings restated a “hold (c+)” rating on shares of HA Sustainable Infrastructure Capital in a research note on Monday, December 29th. Oppenheimer reaffirmed an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a report on Tuesday, December 16th. Royal Bank Of Canada restated an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a research note on Wednesday, December 17th. Finally, Morgan Stanley raised their target price on HA Sustainable Infrastructure Capital from $44.00 to $47.00 and gave the company an “overweight” rating in a research note on Tuesday, December 2nd. Eight investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $40.00.

HA Sustainable Infrastructure Capital News Summary

Here are the key news stories impacting HA Sustainable Infrastructure Capital this week:

• Positive Sentiment: HASI closed a record $4.3 billion of new investments in 2025 (up 87% Y/Y), reported adjusted ROE and adjusted EPS improvements, and highlighted a >$6.5B pipeline — signals of sustained growth and high-yield new assets. Read More.
• Positive Sentiment: Management raised FY‑2028 EPS guidance to $3.50–$3.60 vs. street consensus ~$3.18, which implies stronger forward earnings expectations and likely supports multiple expansion. (Guidance update announced 2/12/2026.)
• Positive Sentiment: Quarterly dividend increased to $0.425 per share (1.2% raise vs. prior $0.42), implying a ~4.7% yield — supportive for income investors and indicative of confidence in cash flow. (Record/ex‑dividend dates in April.)
• Neutral Sentiment: Media coverage framed the quarter as upbeat and the stock “soared” after results, reflecting positive market reaction to the combination of record investments and raised guidance. Read More.
• Neutral Sentiment: GAAP EPS for the quarter was $0.63, missing consensus of $0.67 by $0.04; however revenue came in far above estimates ($114.8M vs. ~$28.7M), and adjusted metrics were strong — a mixed read that investors are weighing alongside guidance and portfolio growth. Read More.
• Neutral Sentiment: Local press provided a standard Q4 snapshot summarizing financials and commentary; useful for context but adds no new catalyst beyond the company release. Read More.

Institutional Investors Weigh In On HA Sustainable Infrastructure Capital

A number of large investors have recently made changes to their positions in HASI. iSAM Funds UK Ltd acquired a new stake in HA Sustainable Infrastructure Capital in the 3rd quarter worth approximately $27,000. Triumph Capital Management bought a new stake in shares of HA Sustainable Infrastructure Capital during the 4th quarter worth $29,000. Northwestern Mutual Wealth Management Co. grew its stake in HA Sustainable Infrastructure Capital by 101.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,937 shares of the real estate investment trust’s stock valued at $61,000 after buying an additional 977 shares during the last quarter. Quadrant Capital Group LLC bought a new stake in HA Sustainable Infrastructure Capital during the third quarter valued at about $72,000. Finally, Man Group plc acquired a new stake in shares of HA Sustainable Infrastructure Capital in the third quarter valued at about $202,000. Institutional investors and hedge funds own 96.14% of the company’s stock.

HA Sustainable Infrastructure Capital Company Profile

Hannon Armstrong Sustainable Infrastructure Capital, Inc (NYSE: HASI) is a publicly traded real estate investment trust specializing in financing and investing in climate change solutions. Founded in 1988 and headquartered in Annapolis, Maryland, the company provides debt and equity capital to sustainable infrastructure projects across North America. Its mission is to support energy efficiency, renewable energy generation and resilient infrastructure, helping public and private sector clients reduce carbon emissions and achieve long-term environmental goals.

Hannon Armstrong’s core business activities include originating and structuring loans, acquiring debt and equity interests, and managing a diversified portfolio of projects in sectors such as solar energy, wind power, energy storage, green buildings, and sustainable agriculture.