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 earnings per share estimate of 2.710. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research firms have recently commented on HASI. JPMorgan Chase & Co. increased 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 research note on Friday. Citigroup upped their price objective 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. UBS Group increased their price objective on HA Sustainable Infrastructure Capital from $50.00 to $51.00 and gave the company a “buy” rating in a research report on Friday. Wells Fargo & Company lifted their target price on HA Sustainable Infrastructure Capital from $44.00 to $46.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of HA Sustainable Infrastructure Capital in a research report on Wednesday, May 13th. Ten equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $47.10.

HA Sustainable Infrastructure Capital Trading Up 6.5%

Shares of HASI traded up $2.48 on Friday, reaching $40.72. 1,853,042 shares of the company’s stock were exchanged, compared to its average volume of 829,837. The business has a 50 day moving average price of $38.53 and a two-hundred day moving average price of $38.20. HA Sustainable Infrastructure Capital has a 12 month low of $24.42 and a 12 month high of $44.13. The stock has a market capitalization of $5.23 billion, a P/E ratio of 76.83, a price-to-earnings-growth ratio of 1.13 and a beta of 1.43. The company has a current ratio of 12.10, a quick ratio of 12.10 and a debt-to-equity ratio of 2.12.

HA Sustainable Infrastructure Capital (NYSE:HASI) last announced its quarterly earnings data on Thursday, August 6th. The real estate investment trust reported $0.75 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.73 by $0.02. The firm had revenue of $120.79 million for the quarter, compared to analysts’ expectations of $111.95 million. HA Sustainable Infrastructure Capital had a net margin of 18.61% and a return on equity of 13.65%. HA Sustainable Infrastructure Capital has set its FY 2026 guidance at 3.550-3.650 EPS. Research analysts anticipate that HA Sustainable Infrastructure Capital will post 2.71 earnings per share for the current year.

HA Sustainable Infrastructure Capital Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 16th. Investors of record on Friday, October 2nd will be paid a dividend of $0.425 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.70 dividend on an annualized basis and a dividend yield of 4.2%. HA Sustainable Infrastructure Capital’s payout ratio is 485.71%.

Key Headlines Impacting HA Sustainable Infrastructure Capital

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

• Positive Sentiment: HASI reported second-quarter EPS of $0.75, exceeding the $0.73 analyst consensus and rising from $0.60 a year earlier. Revenue reached $120.79 million, above the $111.95 million estimate, with reported year-over-year growth of 41%. HASI Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Management raised its fiscal 2026 EPS outlook to $3.55-$3.65, substantially above the current analyst consensus of $2.71. The company also increased its 2028 adjusted EPS outlook, reinforcing expectations for continued growth. HASI Gains on Earnings Beat and Higher Outlook
• Positive Sentiment: JPMorgan raised its HASI price target from $50 to $51 and maintained an “overweight” rating, signaling confidence in the company’s earnings outlook and implying additional upside from recent trading levels. JPMorgan Price Target Report
• Positive Sentiment: The REIT declared a quarterly dividend of $0.425 per share, equivalent to an annualized payout of $1.70 and a reported yield of approximately 4.2%. The dividend may support investor interest, although the October 2 ex-dividend date is still ahead.
• Neutral Sentiment: Brokerages broadly rate HASI a “Moderate Buy,” providing additional support for the stock’s positive investor sentiment. HASI Receives Moderate Buy Rating

Hedge Funds Weigh In On HA Sustainable Infrastructure Capital

Institutional investors have recently modified their holdings of the stock. Alliancebernstein L.P. lifted its stake in HA Sustainable Infrastructure Capital by 1,015.5% in the second quarter. Alliancebernstein L.P. now owns 4,356,352 shares of the real estate investment trust’s stock valued at $117,012,000 after buying an additional 3,965,832 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in HA Sustainable Infrastructure Capital by 1,285.0% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,903,532 shares of the real estate investment trust’s stock worth $58,438,000 after purchasing an additional 1,766,093 shares in the last quarter. Schroder Investment Management Group increased its holdings in HA Sustainable Infrastructure Capital by 140.4% during the 4th quarter. Schroder Investment Management Group now owns 2,248,200 shares of the real estate investment trust’s stock worth $70,661,000 after purchasing an additional 1,313,105 shares in the last quarter. T. Rowe Price Investment Management Inc. raised its stake in shares of HA Sustainable Infrastructure Capital by 24.1% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 6,604,443 shares of the real estate investment trust’s stock valued at $207,578,000 after purchasing an additional 1,282,466 shares during the period. Finally, Marshall Wace LLP lifted its holdings in shares of HA Sustainable Infrastructure Capital by 450.0% in the third quarter. Marshall Wace LLP now owns 914,226 shares of the real estate investment trust’s stock valued at $28,067,000 after purchasing an additional 748,010 shares in the last quarter. 96.14% of the stock is currently owned by institutional investors and hedge funds.

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.