HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) Receives $40.00 Consensus Price Target from Brokerages

HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) has earned an average rating of “Moderate Buy” from the ten brokerages that are currently covering the stock, MarketBeat Ratings reports. Two analysts have rated the stock with a hold rating and eight have issued a buy rating on the company. The average 12-month target price among brokers that have issued a report on the stock in the last year is $40.00.

Several analysts recently commented on the company. UBS Group raised their target price on HA Sustainable Infrastructure Capital from $39.00 to $40.00 and gave the company a “buy” rating in a research report on Monday, November 10th. Jefferies Financial Group raised their price target on HA Sustainable Infrastructure Capital from $35.00 to $39.00 and gave the company a “buy” rating in a report on Tuesday, November 18th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of HA Sustainable Infrastructure Capital in a report on Monday, December 29th. Oppenheimer reissued an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a research note on Tuesday, December 16th. Finally, Morgan Stanley boosted their price target on shares of HA Sustainable Infrastructure Capital from $44.00 to $47.00 and gave the stock an “overweight” rating in a research report on Tuesday, December 2nd.

HA Sustainable Infrastructure Capital Stock Performance

Shares of HASI opened at $39.64 on Wednesday. The firm has a fifty day moving average of $33.85 and a 200-day moving average of $30.99. The company has a market cap of $5.02 billion, a price-to-earnings ratio of 29.15, a price-to-earnings-growth ratio of 1.24 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 has a 1 year low of $21.98 and a 1 year high of $39.80.

HA Sustainable Infrastructure Capital (NYSE:HASI) last issued its quarterly earnings data on Thursday, February 12th. The real estate investment trust reported $0.67 earnings per share 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 firm 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. As a group, 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 company also recently announced a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 2nd will be issued a dividend of $0.425 per share. The ex-dividend date of this dividend 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 4.3%. HA Sustainable Infrastructure Capital’s dividend payout ratio is presently 123.53%.

Key Stories 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

Hedge Funds Weigh In On HA Sustainable Infrastructure Capital

Several hedge funds have recently modified their holdings of the company. Swedbank AB lifted its holdings in HA Sustainable Infrastructure Capital by 4.8% in the 3rd quarter. Swedbank AB now owns 1,635,072 shares of the real estate investment trust’s stock valued at $50,197,000 after acquiring an additional 75,504 shares during the last quarter. Farther Finance Advisors LLC raised its holdings in shares of HA Sustainable Infrastructure Capital by 4,646.6% in the 3rd quarter. Farther Finance Advisors LLC now owns 42,007 shares of the real estate investment trust’s stock worth $1,290,000 after purchasing an additional 41,122 shares in the last quarter. ABN AMRO Bank N.V. acquired a new stake in HA Sustainable Infrastructure Capital during the second quarter valued at approximately $6,297,000. Baird Financial Group Inc. boosted its holdings in HA Sustainable Infrastructure Capital by 7.6% during the second quarter. Baird Financial Group Inc. now owns 533,666 shares of the real estate investment trust’s stock worth $14,334,000 after buying an additional 37,678 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its holdings in HA Sustainable Infrastructure Capital by 306.2% during the third quarter. Robeco Institutional Asset Management B.V. now owns 433,551 shares of the real estate investment trust’s stock worth $13,310,000 after buying an additional 326,810 shares in the last quarter. 96.14% of the stock is currently owned by institutional investors and hedge funds.

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.