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 EPS guidance of 3.500-3.600 for the period, compared to the consensus EPS estimate of 3.180. The company issued revenue guidance of -.

HA Sustainable Infrastructure Capital Stock Up 10.6%

HASI stock opened at $39.64 on Friday. HA Sustainable Infrastructure Capital has a fifty-two week low of $21.98 and a fifty-two week high of $39.80. The company has a debt-to-equity ratio of 1.93, a current ratio of 11.03 and a quick ratio of 11.03. The stock has a market capitalization of $5.02 billion, a price-to-earnings ratio of 29.15, a PEG ratio of 1.24 and a beta of 1.45. The business’s fifty day moving average price is $33.85 and its two-hundred day moving average price is $30.99.

HA Sustainable Infrastructure Capital (NYSE:HASI) last released its quarterly earnings results on Thursday, February 12th. The real estate investment trust reported $0.67 EPS for the quarter, meeting the consensus estimate of $0.67. HA Sustainable Infrastructure Capital had a net margin of 46.08% and a return on equity of 12.15%. The business had revenue of $198.28 million for the quarter, compared to the consensus estimate of $28.74 million. HA Sustainable Infrastructure Capital has set its FY 2028 guidance at 3.500-3.600 EPS. On average, equities analysts anticipate that HA Sustainable Infrastructure Capital will post 2.45 earnings per share for the current year.

HA Sustainable Infrastructure Capital Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, April 2nd will be given a $0.425 dividend. 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 dividend on an annualized basis and a dividend yield of 4.3%. HA Sustainable Infrastructure Capital’s dividend payout ratio (DPR) is presently 123.53%.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Oppenheimer reissued an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a research report on Tuesday, December 16th. Weiss Ratings restated a “hold (c+)” rating on shares of HA Sustainable Infrastructure Capital in a research report on Monday, December 29th. Jefferies Financial Group upped their price objective on shares of HA Sustainable Infrastructure Capital from $35.00 to $39.00 and gave the stock a “buy” rating in a research report on Tuesday, November 18th. Morgan Stanley raised their target price on shares of HA Sustainable Infrastructure Capital from $44.00 to $47.00 and gave the company an “overweight” rating in a report on Tuesday, December 2nd. Finally, UBS Group lifted their price objective on shares of HA Sustainable Infrastructure Capital from $39.00 to $40.00 and gave the company a “buy” rating in a research note on Monday, November 10th. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $40.00.

Key Headlines Impacting HA Sustainable Infrastructure Capital

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

• Positive Sentiment: Reported record new investments of $4.3B in 2025, up 87% year-over-year, with new-portfolio yields above 10.5% and adjusted EPS/ROE improvements cited by management — a clear driver of investor optimism. Business Wire: Q4 & FY2025 Results
• Positive Sentiment: Company raised FY2028 EPS guidance to $3.50–$3.60, above the consensus (~$3.18), which suggests stronger future earnings and likely helped lift the stock. Seeking Alpha: Q4 Results & Presentation
• Positive Sentiment: Board approved a small increase in the quarterly dividend to $0.425 (annualized yield ~4.3%), a sign of distribution stability that is supportive for REIT investor demand.
• Neutral Sentiment: Reported revenue of ~$114.8M (well above one cited analyst figure) and provided slide deck/transcript access for the earnings call — helpful for analysts but a mixed read until guidance and portfolio performance are modeled. Slide Deck / Press Release
• Negative Sentiment: Reported GAAP EPS of $0.63 for the quarter, missing consensus by ~$0.04 — a modest miss that may temper some investor enthusiasm despite strong underlying metrics. MarketBeat: Earnings Summary & Call

Institutional Trading of HA Sustainable Infrastructure Capital

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in shares of HA Sustainable Infrastructure Capital by 6.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 69,956 shares of the real estate investment trust’s stock valued at $2,046,000 after acquiring an additional 4,212 shares during the last quarter. United Services Automobile Association bought a new position in HA Sustainable Infrastructure Capital in the first quarter valued at about $222,000. Jane Street Group LLC raised its position in HA Sustainable Infrastructure Capital by 49.9% in the first quarter. Jane Street Group LLC now owns 104,926 shares of the real estate investment trust’s stock valued at $3,068,000 after purchasing an additional 34,932 shares during the last quarter. Intech Investment Management LLC grew its holdings in shares of HA Sustainable Infrastructure Capital by 13.6% during the first quarter. Intech Investment Management LLC now owns 47,566 shares of the real estate investment trust’s stock worth $1,391,000 after purchasing an additional 5,683 shares during the last quarter. Finally, Cetera Investment Advisers increased its stake in shares of HA Sustainable Infrastructure Capital by 12.9% in the second quarter. Cetera Investment Advisers now owns 27,544 shares of the real estate investment trust’s stock valued at $740,000 after buying an additional 3,139 shares during the period. Institutional investors 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.