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

Shares of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) have been given a consensus rating of “Moderate Buy” by the ten brokerages that are covering the firm, Marketbeat.com reports. Two analysts have rated the stock with a hold recommendation and eight have given a buy recommendation to the company. The average 12-month price objective among brokerages that have issued a report on the stock in the last year is $40.00.

A number of research firms recently weighed in on HASI. 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 research report on Tuesday, December 2nd. Jefferies Financial Group raised their price objective 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 research report on Monday, December 29th. Oppenheimer reissued an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a research report on Tuesday, December 16th. Finally, Wells Fargo & Company raised their price target on HA Sustainable Infrastructure Capital from $33.00 to $37.00 and gave the company an “overweight” rating in a research note on Friday, December 19th.

Institutional Investors Weigh In On HA Sustainable Infrastructure Capital

A number of institutional investors and hedge funds have recently modified their holdings of the company. Swedbank AB lifted its stake in HA Sustainable Infrastructure Capital by 4.8% in the third quarter. Swedbank AB now owns 1,635,072 shares of the real estate investment trust’s stock valued at $50,197,000 after buying an additional 75,504 shares during the period. Farther Finance Advisors LLC increased its stake 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 valued at $1,290,000 after acquiring an additional 41,122 shares in the last quarter. ABN AMRO Bank N.V. acquired a new position in shares of HA Sustainable Infrastructure Capital during the 2nd quarter valued at $6,297,000. Baird Financial Group Inc. boosted its stake 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 acquiring an additional 37,678 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its holdings in HA Sustainable Infrastructure Capital by 306.2% in 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 purchasing an additional 326,810 shares during the period. 96.14% of the stock is owned by institutional investors.

HA Sustainable Infrastructure Capital Stock Up 10.6%

NYSE:HASI opened at $39.64 on Wednesday. The stock has a 50-day simple moving average of $33.85 and a 200 day simple moving average of $31.04. HA Sustainable Infrastructure Capital has a 52-week low of $21.98 and a 52-week high of $39.80. The company has a market cap of $5.02 billion, a PE ratio of 29.15, a PEG ratio of 1.37 and a beta of 1.45. The company has a debt-to-equity ratio of 1.94, a quick ratio of 11.03 and a current ratio of 9.20.

HA Sustainable Infrastructure Capital (NYSE:HASI) last released its quarterly earnings results on Thursday, February 12th. The real estate investment trust reported $0.67 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.67. HA Sustainable Infrastructure Capital had a return on equity of 12.06% and a net margin of 46.08%.The firm had revenue of $198.28 million during 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, sell-side analysts expect that HA Sustainable Infrastructure Capital will post 2.45 EPS for the current fiscal 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 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 yield of 4.3%. HA Sustainable Infrastructure Capital’s dividend payout ratio is presently 123.53%.

Trending Headlines about 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

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.