HA Sustainable Infrastructure Capital (NYSE:HASI) Shares Gap Up After Dividend Announcement

Shares of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) gapped up before the market opened on Friday after the company announced a dividend. The stock had previously closed at $35.83, but opened at $39.17. HA Sustainable Infrastructure Capital shares last traded at $39.5610, with a volume of 1,069,475 shares changing hands.

The newly announced dividend which will be paid on Friday, April 17th. Investors of record on Thursday, April 2nd will be paid a $0.425 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This is a boost from HA Sustainable Infrastructure Capital’s previous quarterly dividend of $0.42. This represents a $1.70 annualized dividend and a dividend yield of 4.3%. HA Sustainable Infrastructure Capital’s payout ratio is 123.53%.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on HASI. Royal Bank Of Canada restated an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a report on Wednesday, December 17th. Oppenheimer reiterated an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a research report on Tuesday, December 16th. Wells Fargo & Company upped their target price on HA Sustainable Infrastructure Capital from $33.00 to $37.00 and gave the company an “overweight” rating in a report on Friday, December 19th. Weiss Ratings reissued a “hold (c+)” rating on shares of HA Sustainable Infrastructure Capital in a research report on Monday, December 29th. Finally, Morgan Stanley raised their target price 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. Eight equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, HA Sustainable Infrastructure Capital currently has a consensus rating of “Moderate Buy” and a consensus price target of $40.00.

HA Sustainable Infrastructure Capital Stock Performance

The company has a quick ratio of 11.03, a current ratio of 11.03 and a debt-to-equity ratio of 1.93. The firm has a market cap of $5.02 billion, a P/E ratio of 29.15, a P/E/G ratio of 1.24 and a beta of 1.45. The business has a fifty day simple moving average of $33.85 and a 200-day simple moving average of $30.99.

HA Sustainable Infrastructure Capital (NYSE:HASI) last released its 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. The firm had revenue of $198.28 million for the quarter, compared to the consensus estimate of $28.74 million. HA Sustainable Infrastructure Capital had a net margin of 46.08% and a return on equity of 12.15%. HA Sustainable Infrastructure Capital has set its FY 2028 guidance at 3.500-3.600 EPS. On average, sell-side analysts predict that HA Sustainable Infrastructure Capital, Inc. will post 2.45 EPS for the current fiscal year.

More HA Sustainable Infrastructure Capital News

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 Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in HASI. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in HA Sustainable Infrastructure Capital by 6.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 69,956 shares of the real estate investment trust’s stock worth $2,046,000 after acquiring an additional 4,212 shares in the last quarter. United Services Automobile Association purchased a new position in shares of HA Sustainable Infrastructure Capital in the 1st quarter worth about $222,000. Jane Street Group LLC raised its position in shares of HA Sustainable Infrastructure Capital by 49.9% in the 1st quarter. Jane Street Group LLC now owns 104,926 shares of the real estate investment trust’s stock worth $3,068,000 after purchasing an additional 34,932 shares during the last quarter. Intech Investment Management LLC boosted its stake in HA Sustainable Infrastructure Capital by 13.6% in the 1st 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 in the last quarter. Finally, KLP Kapitalforvaltning AS grew its position in HA Sustainable Infrastructure Capital by 12.3% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 25,600 shares of the real estate investment trust’s stock valued at $688,000 after purchasing an additional 2,800 shares during the last quarter. 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.