HA Sustainable Infrastructure Capital (NYSE:HASI) Updates FY 2026 Earnings Guidance

HA Sustainable Infrastructure Capital (NYSE:HASI) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 3.550-3.650 for the period, compared to the consensus estimate of 2.710. The company issued revenue guidance of -.

HA Sustainable Infrastructure Capital Stock Up 7.4%

NYSE HASI traded up $2.85 on Friday, reaching $41.09. 927,344 shares of the stock traded hands, compared to its average volume of 991,047. HA Sustainable Infrastructure Capital has a 12 month low of $24.42 and a 12 month high of $44.13. The company has a market cap of $5.28 billion, a price-to-earnings ratio of 117.16, a PEG ratio of 1.13 and a beta of 1.43. The company has a fifty day moving average price of $38.53 and a 200-day moving average price of $38.18. The company has a debt-to-equity ratio of 2.12, a quick ratio of 12.10 and a current ratio of 12.10.

HA Sustainable Infrastructure Capital (NYSE:HASI) last announced its quarterly earnings results on Thursday, August 6th. The real estate investment trust reported $0.75 EPS for the quarter, beating the consensus estimate of $0.73 by $0.02. HA Sustainable Infrastructure Capital had a return on equity of 12.80% and a net margin of 13.08%.The firm had revenue of $120.79 million for the quarter, compared to analyst estimates of $111.95 million. HA Sustainable Infrastructure Capital has set its FY 2026 guidance at 3.550-3.650 EPS. As a group, research analysts forecast that HA Sustainable Infrastructure Capital will post 2.71 EPS for the current fiscal year.

HA Sustainable Infrastructure Capital Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, October 16th. Stockholders of record on Friday, October 2nd will be given a $0.425 dividend. This represents a $1.70 annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend is Friday, October 2nd. HA Sustainable Infrastructure Capital’s dividend payout ratio is presently 485.71%.

Analysts Set New Price Targets

HASI has been the topic of several research reports. Royal Bank Of Canada lifted their price objective on shares of HA Sustainable Infrastructure Capital from $43.00 to $48.00 and gave the company an “outperform” rating in a report on Friday, May 8th. JPMorgan Chase & Co. raised their price target on shares of HA Sustainable Infrastructure Capital from $50.00 to $51.00 and gave the company an “overweight” rating in a report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of HA Sustainable Infrastructure Capital in a report on Wednesday, May 13th. Wells Fargo & Company boosted their target price on HA Sustainable Infrastructure Capital from $44.00 to $46.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 12th. Finally, Citigroup raised their price target on HA Sustainable Infrastructure Capital from $36.00 to $50.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Ten research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, HA Sustainable Infrastructure Capital presently has a consensus rating of “Moderate Buy” and an average target price of $47.00.

More HA Sustainable Infrastructure Capital News

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

• Positive Sentiment: Quarterly earnings and revenue beat expectations: HASI reported second-quarter EPS of $0.75, above the $0.73 analyst consensus and up from $0.60 a year earlier. Revenue totaled $120.79 million, exceeding estimates of $111.95 million. HA Sustainable Infrastructure Capital Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Full-year guidance was raised or provided well above consensus: The company forecast fiscal 2026 EPS of $3.55 to $3.65, compared with the existing analyst consensus of $2.71. The substantial gap signals management’s confidence in future earnings and is likely the strongest catalyst for the stock’s move. HASI Earnings Results
• Positive Sentiment: Dividend reaffirmed: HASI declared a quarterly dividend of $0.425 per share, payable October 16 to shareholders of record October 2. The dividend equates to $1.70 annually and a yield of approximately 4.2%, supporting the stock’s appeal to income-focused investors.
• Positive Sentiment: Management commentary available: The earnings-call transcript and presentation provide additional details on operating performance, portfolio activity, and the outlook underlying the new guidance. HASI Q2 2026 Earnings Call Transcript HASI Q2 2026 Earnings Call Presentation
• Neutral Sentiment: Analyst sentiment remains constructive: Brokerages give HASI an average “Moderate Buy” rating, indicating support for the shares but not unanimous conviction. HASI Receives Moderate Buy Rating

Hedge Funds Weigh In On HA Sustainable Infrastructure Capital

Several hedge funds and other institutional investors have recently bought and sold shares of HASI. Cetera Investment Advisers boosted its holdings in shares of HA Sustainable Infrastructure Capital by 0.9% in the 4th quarter. Cetera Investment Advisers now owns 30,998 shares of the real estate investment trust’s stock valued at $974,000 after buying an additional 266 shares in the last quarter. Smartleaf Asset Management LLC raised its stake in HA Sustainable Infrastructure Capital by 14.5% during the 4th quarter. Smartleaf Asset Management LLC now owns 2,653 shares of the real estate investment trust’s stock worth $85,000 after acquiring an additional 336 shares in the last quarter. Man Group plc boosted its stake in HA Sustainable Infrastructure Capital by 6.0% in the fourth quarter. Man Group plc now owns 6,979 shares of the real estate investment trust’s stock valued at $219,000 after acquiring an additional 395 shares in the last quarter. Stifel Financial Corp grew its holdings in shares of HA Sustainable Infrastructure Capital by 0.9% during the fourth quarter. Stifel Financial Corp now owns 55,133 shares of the real estate investment trust’s stock worth $1,733,000 after purchasing an additional 485 shares during the last quarter. Finally, California State Teachers Retirement System grew its holdings in shares of HA Sustainable Infrastructure Capital by 0.6% during the second quarter. California State Teachers Retirement System now owns 108,266 shares of the real estate investment trust’s stock worth $2,908,000 after purchasing an additional 687 shares during the last quarter. Institutional investors and hedge funds own 96.14% of the company’s stock.

About HA Sustainable Infrastructure Capital

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.