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ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “We,” “Our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, today announced that the Company will release its second quarter 2026 results after market close on Thursday, August 6, 2026, to be followed by a conference call at 5:00 p.m. (Eastern Time). The conference call can be accessed live over the phone by dialing 1-877-407-0890 (Toll-Free) or +1-201-389-0918 (toll).
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, announced that yesterday, on June 15, 2026, it priced its offering of $1 billion in aggregate principal amount of 5.950% green senior unsecured notes due 2033 (the “Notes”). At issuance, the Notes will be guaranteed by Hannon Armstrong Sustainable Infrastructure, L.P., Hannon Armstrong Capital, LLC, HAT Holdings I LLC, HAT Holdings II LLC, HAC Holdings I LLC and HAC Holdings II LLC. The settlement of the Notes is expected to occur on June 24, 2026, subject to customary closing conditions. The Notes will have certain registration rights.
The Company estimates that the net proceeds from the offering of the Notes will be approximately $987 million, after deducting the initial purchasers’ discount and estimated offering expenses. The Company intends to utilize the net proceeds from the offering of the Notes to (i) temporarily repay a portion of the outstanding borrowings under the Company’s unsecured revolving credit facility or (ii) temporarily repay a portion of the outstanding borrowings under the Company’s commercial paper programs. The Company will use cash equal to the net proceeds from the offering to acquire, invest in or refinance, in whole or in part, new and/or existing eligible green projects. These eligible green projects may include projects with disbursements made during the twelve months preceding the issue date of this offering and projects with disbursements to be made within two years following the issue date. Prior to the full investment of an amount equal to such net proceeds in such eligible green projects, we intend to apply the net proceeds as set forth above and to invest any remaining net proceeds in interest-bearing accounts and short-term, interest-bearing securities.
The Notes and the related guarantees are being offered only to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), and non-U.S. persons outside the United States pursuant to Regulation S under the Securities Act. The Notes and the related guarantees have not been registered under the Securities Act or any state securities laws and may not be offered or sold in the United States absent an effective registration statement or an applicable exemption from the registration requirements of the Securities Act or any state securities laws.
This press release shall not constitute an offer to sell, or the solicitation of an offer to buy, these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
About HASI
HASI (NYSE: HASI) is an investor in sustainable infrastructure assets advancing the energy transition. With more than $16 billion in managed assets, HASI’s investments are diversified across multiple asset classes, including utility-scale solar, storage, and onshore wind; distributed solar and storage; RNG; and energy efficiency. HASI combines deep expertise in energy markets and financial structuring with long-standing programmatic client partnerships to deliver superior risk-adjusted returns and measurable environmental benefits.
Forward-Looking Statements
Some of the information in this press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this press release, words such as “believe,” “expect,” “anticipate,” “estimate,” “plan,” “continue,” “intend,” “should,” “may,” “target,” or similar expressions are intended to identify such forward-looking statements. Forward-looking statements are subject to significant risks and uncertainties. Investors are cautioned against placing undue reliance on such statements. Actual results may differ materially from those set forth in the forward-looking statements. Factors that could cause actual results to differ materially from those described in the forward-looking statements include those discussed under the caption “Risk Factors” included in the Company’s Annual Report on Form 10-K (as supplemented by our Form 10-K/A) for the Company’s fiscal year ended December 31, 2025, which were filed with the U.S. Securities and Exchange Commission (“SEC”), as well as in other reports that the Company files with the SEC.
Forward-looking statements are based on beliefs, assumptions and expectations as of the date of this press release. The Company disclaims any obligation to publicly release the results of any revisions to these forward-looking statements reflecting new estimates, events or circumstances after the date of this press release.
More News From HA Sustainable Infrastructure Capital, Inc.
Key Takeaways HASI raised adjusted recurring net investment income 29% to $101 million in first-quarter 2026.HASI grew fee-generating assets about 130% to $1.1 billion and kept a pipeline above $6.5 billion.HASI's average interest rate rose to 6.1%, while policy uncertainty may delay projects. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) sits at the intersection of energy transition finance, contracted infrastructure cash flows and third-party capital management.
The company’s recent results show how the model is shifting. HASI is leaning more on recurring investment and fee income, while still navigating higher funding costs and renewable policy uncertainty.
HASI and the Recurring Income ShiftAdjusted recurring net investment income rose 29% year over year to $101 million in the first quarter of 2026. Fee-generating assets increased about 130% to $1.1 billion.
That mix points to a more predictable earnings base. Gains on sale can still contribute, but recurring interest, retained-interest income and management fees give investors a steadier way to evaluate the platform’s earning power.
Clearway Energy, Inc. (CWEN - Free Report) provides one of the closest sector comparisons to HASI, given its ownership of long-term contracted renewable power and storage assets that generate predictable cash flows. Brookfield Renewable Partners L.P. (BEP - Free Report) also provides a useful sector comparison because it operates a large publicly traded renewable power and decarbonization platform across hydroelectric, wind, solar, distributed energy and sustainable solutions.
HA Sustainable and Clean Energy DemandHASI’s pipeline remained above $6.5 billion at the end of the first quarter. The company cited particular strength in grid-connected preferred equity for solar, a sign that project-level capital demand remains active.
Management expects $2-$3 billion of transactions in 2026. That outlook supports the view that clean energy financing remains an investable market, especially for assets with contracted cash flows and established counterparties.
The pipeline also reflects demand across multiple end markets rather than one technology category. Grid-connected projects, Behind-the-Meter assets and Fuels, Transport and Nature investments give HASI several channels for originations.
Why HASI Funding Discipline MattersEnergy transition finance is not just about asset demand. Capital costs increasingly shape returns, especially for specialty finance companies that rely on debt markets, securitizations, co-investments and equity capital.
HASI’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026. That makes disciplined origination more important because investment yields must remain high enough to protect margins.
The company has been originating investments at yields above 10.5%. Maintaining that level is critical in a higher-cost funding environment, particularly if deployment timing slows or competition changes project economics.
HA Sustainable Faces Policy CrosscurrentsPolicy remains a direct variable for HASI and the broader renewable financing market. Uncertainty around Foreign Entity of Concern rules and technology-neutral tax credits could affect tax equity financing and credit transfers.
Those issues may delay project closings or alter expected returns. For HASI, the risk is less about a single quarter and more about the timing of converting pipeline opportunities into earning assets.
This is an industrywide crosscurrent. Developers need policy clarity, financing partners need dependable project economics and investors need confidence that capital deployment will translate into stable earnings.
What HASI Scores Signal on TrendsHASI’s trend exposure is attractive, but the stock’s screen is not uniformly favorable. The company benefits from recurring income growth and demand for sustainable infrastructure financing, yet funding costs and policy uncertainty keep the near-term outlook more balanced.
The stock currently carries a Zacks Rank #3 (Hold). That suggests investors may need clearer near-term estimate momentum before becoming more constructive on the shares. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for 2026 and 2027 earnings has moved higher over the past month. Management also expects 2028 adjusted EPS of $3.50-$3.60, supporting the view that portfolio growth and recurring fee income can keep earnings moving higher.
Earnings Estimate Revision
Image Source: Zacks Investment Research
The Style Scores show the same split. HASI’s Growth Score of B fits the long-run transition finance and earnings expansion story. Its Value Score of D, Momentum Score of F and VGM Score of D point to weaker broad factor support today, reinforcing a measured stance rather than an outright bullish call.
Over the past six months, HASI shares have gained 17.5%, against the industry’s 14.5% decline.
6-Month Price Performance
Image Source: Zacks Investment Research
Key Takeaways HASI manages $16.4B in sustainable assets spanning solar, storage and restoration.HASI deployed capital above 10.5% for eight straight quarters, lifting portfolio yield to 9.2%.HASI faces rising funding costs, fast-growing expenses and policy uncertainty on tax credits. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) offers investors exposure to income-generating sustainable infrastructure tied to solar, storage, efficiency, renewable natural gas, transportation and ecological restoration.
The investment case rests on a balance. Higher portfolio yields and growing recurring income support earnings durability, while expenses, funding costs and renewable policy uncertainty remain key offsets.
How HASI Makes MoneyHA Sustainable is a specialty finance company that invests in sustainable infrastructure assets backed by long-term contracted cash flows. Its portfolio includes equity interests, joint venture interests, receivables, securities, real estate and other financing structures.
The company funds assets through secured and unsecured debt, securitizations, co-investments and equity capital. Its three primary end markets — Behind-the-Meter, Grid-Connected, and Fuels, Transport and Nature — shape origination activity and portfolio mix.
Behind-the-Meter covers distributed solar, storage and efficiency assets for residential, commercial, industrial and community customers. Grid-Connected includes utility-scale renewable energy and storage projects backed by offtake agreements. Fuels, Transport and Nature includes renewable natural gas, fleet decarbonization and ecological restoration.
HA Sustainable Portfolio Growth DriversAs of March 31, 2026, HA Sustainable had managed assets of $16.4 billion, including balance-sheet holdings, fee-generating co-investment assets and assets in securitization trusts. Its on-balance-sheet portfolio totaled $7.6 billion.
That portfolio included $3.8 billion of Behind-the-Meter assets and $2.6 billion of Grid-Connected assets, with the remainder in Fuels, Transport and Nature. This diversification gives HASI exposure to multiple established clean energy markets rather than a single technology cycle.
Clearway Energy, Inc. (CWEN - Free Report) provides one of the closest sector comparisons to HASI, given its ownership of long-term contracted renewable power and storage assets that generate predictable cash flows. Brookfield Renewable Partners L.P. (BEP - Free Report) also provides a useful sector comparison because it operates a large publicly traded renewable power and decarbonization platform across hydroelectric, wind, solar, distributed energy and sustainable solutions.
Why HASI Yield Expansion MattersHA Sustainable has deployed capital at yields exceeding 10.5% for eight straight quarters through the first quarter of 2026. That discipline has lifted the portfolio yield to 9.2%.
The higher yield base matters because recurring earnings are becoming a larger part of the model. In the first quarter of 2026, adjusted recurring net investment income rose 29% year over year to $101 million, while fee-generating assets increased about 130% to $1.1 billion.
Management’s long-term targets do not rely on additional spread compression. That distinction is important in a funding-sensitive business because earnings growth depends more on disciplined origination, portfolio expansion and recurring income than on a favorable rate move alone.
HA Sustainable Risks to WatchExpenses remain a pressure point. Total expenses recorded a compound annual growth rate of 21.7% between 2021 and 2025, reflecting investments in personnel, platform capabilities and third-party capital management initiatives.
Expense Trend
Image Source: Zacks Investment Research
Funding costs are another issue. HA Sustainable’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026. The company has used fixed-rate borrowings, hedging and a well-laddered maturity profile, but higher borrowing costs still raise the bar for investment yields.
Policy uncertainty also bears watching. Uncertainty tied to Foreign Entity of Concern rules and technology-neutral tax credits could affect tax equity financing, credit transfers, project closings and returns. For a company with tax-advantaged structured equity exposure, prolonged uncertainty could delay deployment from its more than $6.5-billion pipeline.
What HASI Ratings Say NowThe bottom line is that HASI’s outlook is neither one-sided nor static. Higher yields, liquidity and recurring income support the earnings case, but elevated costs, funding pressure and policy uncertainty keep the near-term setup balanced.
The stock currently carries a Zacks Rank #3 (Hold). That rank aligns with a measured near-term view, suggesting investors may want to see continued execution before assigning the stock a more favorable short-term profile. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores also show a split picture. HASI has a Growth Score of B, but its Value Score of D, Momentum Score of F and VGM Score of D point to weaker broad factor support. For now, the stock’s appeal depends more on portfolio execution, earnings durability and capital discipline than on across-the-board style strength.
Over the past six months, HASI shares have gained 17.5%, against the industry’s 14.5% decline.
6-Month Price Performance
Image Source: Zacks Investment Research
Key Takeaways HASI shares gained 18.9% in six months and 50.4% in the past year.HASI posted 1Q26 adjusted EPS of 77 cents, up 20%, as recurring income climbed 29%.HASI offers a 4.5% yield, but higher debt and funding costs remain risks. HA Sustainable Infrastructure Capital, Inc. (HASI - Free Report) has rallied sharply, with shares up 18.9% in the past six months and 50.4% over the past year.
The buying case rests on recurring earnings growth and higher yields. The caution case centers on valuation, funding costs and whether the company can keep converting its pipeline into profitable earning assets.
Why HASI Bulls See More UpsideHASI’s first-quarter adjusted earnings of 77 cents per share rose 20% year over year and beat the Zacks Consensus Estimate of 68 cents. Adjusted recurring net investment income increased 29% to $101 million, giving bulls a clearer earnings-quality argument.
The Zacks Consensus Estimate for 2026 and 2027 earnings has moved higher over the past month. Management also expects 2028 adjusted EPS of $3.50-$3.60, supporting the view that portfolio growth and recurring fee income can keep earnings moving higher.
Earnings Estimate Revision
Image Source: Zacks Investment Research
HA Sustainable Valuation in ContextHASI trades at 12.35X forward 12-month earnings. That is above the Zacks sub-industry’s 10.11X but below the Zacks Finance sector’s 16.37X and the S&P 500’s 21.65X.
P/E F12M
Image Source: Zacks Investment Research
That split matters. The earnings multiple does not look demanding relative to the broader market, but price/book and price/cash flow ratios are above industry averages, leaving less room for execution missteps.
Apollo Global Management Inc. (APO - Free Report) and Ares Management Corporation (ARES - Free Report) are comparison points in the broader financial-services peer set. Investors weighing HASI’s valuation may compare its yield-driven specialty finance model with other capital-allocation businesses, even though its sustainable infrastructure focus is distinct.
What Could Limit HASI ReturnsThe bear case starts with funding costs. HASI’s weighted-average interest rate increased from 5.8% in 2025 to 6.1% in the first quarter of 2026, reflecting higher-cost hybrid securities and redemption-related expenses.
Higher borrowing costs mean HASI needs to keep originating investments at attractive yields above 10.5% to protect profitability. If yields moderate or deployment slows, margin pressure could make targeted returns harder to achieve.
Debt also limits flexibility. Higher debt obligations could reduce the company’s ability to maneuver if capital markets become less favorable or if policy uncertainty slows project closings.
HA Sustainable Dividend and Balance SheetHASI adds an income component with a quarterly dividend of 42.5 cents per share. The indicated dividend yield is about 4.5%, giving investors a payout while they wait for earnings growth to develop.
The balance sheet cuts both ways. HASI had $5.4 billion of debt outstanding as of March 31, 2026, but also maintained $2.3 billion of available liquidity. That frames the stock as an income-plus-execution story rather than a simple value play.
Liquidity supports debt servicing and portfolio growth. Still, the company must keep matching capital deployment with attractive spreads to justify the recent stock move.
How HASI Screens on ZacksThe bottom line is mixed. HASI has earnings momentum, a sizable pipeline and a dividend yield that may appeal to income-focused investors, but valuation and funding costs argue against chasing the stock without a margin of safety.
The stock currently carries a Zacks Rank #3 (Hold). That rank supports a balanced near-term stance rather than an outright bullish call after strong gains. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores reinforce that view. HASI’s Growth Score of B fits the earnings expansion narrative, but its Value Score of D, Momentum Score of F and VGM Score of D show weaker factor support across the broader scorecard. For now, the setup favors investors who are comfortable betting on execution and recurring earnings durability, not those looking for a clean value or momentum screen.
Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Intercorp Financial Services Inc. (IFS) or HA Sustainable Infrastructure Capital (HASI). But which of these two stocks offers value investors a better bang for their buck right now?
Boston Common Asset Management LLC reduced its stake in shares of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 201,915 shares of the real estate investment trust’s stock after selling 17,032 shares during the period. Boston Common Asset Management LLC owned 0.16% of HA Sustainable Infrastructure Capital worth $6,346,000 at the end of the most recent reporting period.
A number of other hedge funds also recently made changes to their positions in HASI. Vanguard Group Inc. increased its holdings in HA Sustainable Infrastructure Capital by 1.4% in the 3rd quarter. Vanguard Group Inc. now owns 13,989,391 shares of the real estate investment trust’s stock worth $429,474,000 after acquiring an additional 198,441 shares in the last quarter. State Street Corp boosted its position in shares of HA Sustainable Infrastructure Capital by 1.8% in the second quarter. State Street Corp now owns 5,236,202 shares of the real estate investment trust’s stock worth $140,644,000 after purchasing an additional 91,359 shares during the period. Alliancebernstein L.P. boosted its position in shares of HA Sustainable Infrastructure Capital by 1.2% in the third quarter. Alliancebernstein L.P. now owns 4,406,564 shares of the real estate investment trust’s stock worth $135,282,000 after purchasing an additional 50,212 shares during the period. Amundi increased its stake in shares of HA Sustainable Infrastructure Capital by 10.7% in the third quarter. Amundi now owns 2,663,456 shares of the real estate investment trust’s stock worth $81,771,000 after purchasing an additional 256,939 shares in the last quarter. Finally, JPMorgan Chase & Co. raised its position in shares of HA Sustainable Infrastructure Capital by 18.6% during the 3rd quarter. JPMorgan Chase & Co. now owns 2,060,698 shares of the real estate investment trust’s stock valued at $63,263,000 after purchasing an additional 323,361 shares during the period. 96.14% of the stock is currently owned by institutional investors.
HA Sustainable Infrastructure Capital Stock Performance HASI opened at $35.81 on Tuesday. The company has a debt-to-equity ratio of 1.94, a quick ratio of 9.20 and a current ratio of 9.20. The stock has a market capitalization of $4.60 billion, a price-to-earnings ratio of 26.33, a PEG ratio of 1.17 and a beta of 1.44. The company has a fifty day moving average of $36.17 and a 200 day moving average of $33.12. HA Sustainable Infrastructure Capital, Inc. has a fifty-two week low of $21.98 and a fifty-two week high of $40.01.
HA Sustainable Infrastructure Capital (NYSE:HASI – Get Free Report) last announced its quarterly earnings results on Thursday, February 12th. The real estate investment trust reported $0.67 EPS for the quarter, hitting the consensus estimate of $0.67. The business had revenue of $114.81 million for the quarter, compared to analysts’ expectations of $28.74 million. HA Sustainable Infrastructure Capital had a net margin of 46.08% and a return on equity of 12.06%. HA Sustainable Infrastructure Capital has set its FY 2028 guidance at 3.500-3.600 EPS. As a group, sell-side analysts forecast that HA Sustainable Infrastructure Capital, Inc. will post 2.45 earnings per share for the current fiscal year.
HA Sustainable Infrastructure Capital Increases Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, April 2nd will be paid a dividend of $0.425 per share. 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 dividend on an annualized basis and a yield of 4.7%. HA Sustainable Infrastructure Capital’s dividend payout ratio is currently 123.53%.
Wall Street Analysts Forecast Growth Several brokerages recently weighed in on HASI. The Goldman Sachs Group upped their target price on shares of HA Sustainable Infrastructure Capital from $33.00 to $38.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. Weiss Ratings reissued a “hold (c+)” rating on shares of HA Sustainable Infrastructure Capital in a report on Monday, December 29th. Morgan Stanley boosted their price objective on 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. TD Cowen upped their price objective on HA Sustainable Infrastructure Capital from $40.00 to $50.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Finally, Mizuho increased their target price on HA Sustainable Infrastructure Capital from $34.00 to $41.00 and gave the stock an “outperform” rating in a research report on Wednesday, March 4th. Ten equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat, HA Sustainable Infrastructure Capital has a consensus rating of “Moderate Buy” and an average price target of $43.22.
Check Out Our Latest Stock Report on HA Sustainable Infrastructure Capital
Insider Buying and Selling In other HA Sustainable Infrastructure Capital news, Director Jeffrey Eckel sold 134,398 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $39.23, for a total transaction of $5,272,433.54. Following the completion of the transaction, the director owned 9,050 shares in the company, valued at $355,031.50. This trade represents a 93.69% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Insiders own 2.00% of the company’s stock.
About HA Sustainable Infrastructure Capital (Free Report)
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.
Featured Articles Five stocks we like better than HA Sustainable Infrastructure Capital Want to see what other hedge funds are holding HASI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI – Free Report).
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Investors looking for stocks in the Financial - Miscellaneous Services sector might want to consider either Intercorp Financial Services Inc. (IFS - Free Report) or HA Sustainable Infrastructure Capital (HASI - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.
There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits.
Currently, Intercorp Financial Services Inc. has a Zacks Rank of #2 (Buy), while HA Sustainable Infrastructure Capital has a Zacks Rank of #3 (Hold). Investors should feel comfortable knowing that IFS likely has seen a stronger improvement to its earnings outlook than HASI has recently. But this is just one piece of the puzzle for value investors.
Value investors also try to analyze a wide range of traditional figures and metrics to help determine whether a company is undervalued at its current share price levels.
The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.
IFS currently has a forward P/E ratio of 9.18, while HASI has a forward P/E of 12.82. We also note that IFS has a PEG ratio of 0.40. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. HASI currently has a PEG ratio of 1.11.
Another notable valuation metric for IFS is its P/B ratio of 1.64. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, HASI has a P/B of 1.8.
These are just a few of the metrics contributing to IFS's Value grade of B and HASI's Value grade of D.
IFS is currently sporting an improving earnings outlook, which makes it stick out in our Zacks Rank model. And, based on the above valuation metrics, we feel that IFS is likely the superior value option right now.
HA Sustainable Infrastructure Capital (HASI - Free Report) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.
A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.
The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly driven by subjective factors that are hard to see and measure in real time.
Therefore, the Zacks rating upgrade for HA Sustainable Infrastructure Capital basically reflects positivity about its earnings outlook that could translate into buying pressure and an increase in its stock price.
Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.
Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for HA Sustainable Infrastructure Capital imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.
Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.
The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .
Earnings Estimate Revisions for HA Sustainable Infrastructure CapitalFor the fiscal year ending December 2026, this provider of financing for sustainable infrastructure projects is expected to earn $2.94 per share, which is unchanged compared with the year-ago reported number.
Analysts have been steadily raising their estimates for HA Sustainable Infrastructure Capital. Over the past three months, the Zacks Consensus Estimate for the company has increased 0.2%.
Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.
You can learn more about the Zacks Rank here >>>
The upgrade of HA Sustainable Infrastructure Capital to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “We”, “Our,” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, today announced that the Company will release its first quarter 2026 results after market close on Thursday, May 7, 2026, to be followed by a conference call at 5:00 p.m. (Eastern Time). The conference call can be accessed live over the phone by dialing 1-877-407-0890 (Toll-Free) or +1-201-389-0918 (toll). Par.
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering HA Sustainable Infrastructure Capital (HASI - Free Report) , which belongs to the Zacks Financial - Miscellaneous Services industry.
This provider of financing for sustainable infrastructure projects has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 8.73%.
For the last reported quarter, HA Sustainable Infrastructure Capital came out with earnings of $0.67 per share versus the Zacks Consensus Estimate of $0.66 per share, representing a surprise of 1.52%. For the previous quarter, the company was expected to post earnings of $0.69 per share and it actually produced earnings of $0.8 per share, delivering a surprise of 15.94%.
Price and EPS Surprise
For HA Sustainable Infrastructure Capital, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
HA Sustainable Infrastructure Capital currently has an Earnings ESP of +1.03%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #2 (Buy) indicates that another beat is possibly around the corner.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
LendingClub (LC - Free Report) came out with quarterly earnings of $0.44 per share, beating the Zacks Consensus Estimate of $0.38 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +16.56%. A quarter ago, it was expected that this company that connects borrowers and lenders online would post earnings of $0.31 per share when it actually produced earnings of $0.35, delivering a surprise of +12.9%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
LendingClub, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $252.25 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 0.29%. This compares to year-ago revenues of $217.71 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
LendingClub shares have lost about 7.8% since the beginning of the year versus the S&P 500's gain of 4.7%.
What's Next for LendingClub?While LendingClub has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for LendingClub was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.42 on $261.95 million in revenues for the coming quarter and $1.72 on $1.05 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the top 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, HA Sustainable Infrastructure Capital (HASI - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This provider of financing for sustainable infrastructure projects is expected to post quarterly earnings of $0.68 per share in its upcoming report, which represents a year-over-year change of +6.3%. The consensus EPS estimate for the quarter has been revised 2.3% higher over the last 30 days to the current level.
HA Sustainable Infrastructure Capital's revenues are expected to be $37.3 million, up 31.1% from the year-ago quarter.
Rithm (RITM - Free Report) came out with quarterly earnings of $0.51 per share, missing the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of -2.86%. A quarter ago, it was expected that this real estate investment trust would post earnings of $0.55 per share when it actually produced earnings of $0.74, delivering a surprise of +34.55%.
Over the last four quarters, the company has surpassed consensus EPS estimates two times.
Rithm, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $1.38 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 8.84%. This compares to year-ago revenues of $768.38 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Rithm shares have lost about 7.2% since the beginning of the year versus the S&P 500's gain of 4.8%.
What's Next for Rithm?While Rithm has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Rithm was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.59 on $1.26 billion in revenues for the coming quarter and $2.31 on $5.32 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the top 27% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, HA Sustainable Infrastructure Capital (HASI - Free Report) , has yet to report results for the quarter ended March 2026. The results are expected to be released on May 7.
This provider of financing for sustainable infrastructure projects is expected to post quarterly earnings of $0.68 per share in its upcoming report, which represents a year-over-year change of +6.3%. The consensus EPS estimate for the quarter has been revised 2.3% higher over the last 30 days to the current level.
HA Sustainable Infrastructure Capital's revenues are expected to be $37.3 million, up 31.1% from the year-ago quarter.
Wall Street expects a year-over-year increase in earnings on higher revenues when HA Sustainable Infrastructure Capital (HASI - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.
The earnings report, which is expected to be released on May 7, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis provider of financing for sustainable infrastructure projects is expected to post quarterly earnings of $0.68 per share in its upcoming report, which represents a year-over-year change of +6.3%.
Revenues are expected to be $37.3 million, up 31.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.36% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for HA Sustainable Infrastructure Capital?For HA Sustainable Infrastructure Capital, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +4.72%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that HA Sustainable Infrastructure Capital will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that HA Sustainable Infrastructure Capital would post earnings of $0.66 per share when it actually produced earnings of $0.67, delivering a surprise of +1.52%.
Over the last four quarters, the company has beaten consensus EPS estimates two times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
HA Sustainable Infrastructure Capital appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
An Industry Player's Expected ResultsStoneX Group Inc. (SNEX - Free Report) , another stock in the Zacks Financial - Miscellaneous Services industry, is expected to report earnings per share of $1.6 for the quarter ended March 2026. This estimate points to a year-over-year change of +70.2%. Revenues for the quarter are expected to be $1.36 billion, up 42.7% from the year-ago quarter.
The consensus EPS estimate for StoneX Group has been revised 9.9% higher over the last 30 days to the current level. However, an equal Most Accurate Estimate has resulted in an Earnings ESP of 0.00%.
When combined with a Zacks Rank of #1 (Strong Buy), this Earnings ESP makes it difficult to conclusively predict that StoneX Group will beat the consensus EPS estimate. Over the last four quarters, the company surpassed consensus EPS estimates two times.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
ANNAPOLIS, Md. & NEW YORK--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, and KKR, a leading global investment firm, today announced that CarbonCount Holdings 1 LLC (“CCH1”), a co-investment vehicle between HASI and KKR, has issued $508 million in aggregate principal amount of senior unsecured notes (the “Notes”) in a private offering. The fixed-rate amortizing notes will have a 20-year final maturity.
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “we,” “our” or the “Company”) (NYSE: HASI), a leading investor in sustainable infrastructure assets, today reported results for the first quarter of 2026. Key Highlights GAAP EPS of $(0.57), compared with $0.44 in Q1 2025, and Adjusted EPS of $0.77, compared to $0.64 in Q1 2025. GAAP-based Net Investment Income (Loss) was $(6.9) million in Q1, and Adjusted Recurring Net Investment Income totaled $101 million i.
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. (“HASI,” “we” or “our”) (NYSE: HASI) today announced executive appointments, effective May 12, 2026. “I am pleased to announce these management changes and promotions as we continue to recruit and retain top talent to drive our ongoing success,” said Jeffrey A. Lipson, President and Chief Executive Officer of HASI. “All of these individuals are accomplished executives with a collaborative approach, and I am extremely c.
HA Sustainable Infrastructure Capital (HASI - Free Report) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.64 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +13.57%. A quarter ago, it was expected that this provider of financing for sustainable infrastructure projects would post earnings of $0.66 per share when it actually produced earnings of $0.67, delivering a surprise of +1.52%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
HA Sustainable Infrastructure Capital, which belongs to the Zacks Financial - Miscellaneous Services industry, posted revenues of $20.41 million for the quarter ended March 2026, missing the Zacks Consensus Estimate by 45.28%. This compares to year-ago revenues of $28.45 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
HA Sustainable Infrastructure Capital shares have added about 37.8% since the beginning of the year versus the S&P 500's gain of 7.6%.
What's Next for HA Sustainable Infrastructure Capital?While HA Sustainable Infrastructure Capital has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for HA Sustainable Infrastructure Capital was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.75 on $38.4 million in revenues for the coming quarter and $2.94 on $157.1 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Financial - Miscellaneous Services is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Burford Capital Limited (BUR - Free Report) , another stock in the same industry, has yet to report results for the quarter ended March 2026. The results are expected to be released on May 8.
This company is expected to post quarterly loss of $1.90 per share in its upcoming report, which represents a year-over-year change of -1457.1%. The consensus EPS estimate for the quarter has been revised 0.9% lower over the last 30 days to the current level.
Burford Capital Limited's revenues are expected to be $124.6 million, up 4.8% from the year-ago quarter.
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HA Sustainable Infrastructure Capital is transitioning from a yield-oriented REIT to a high-return infrastructure financing platform focused on renewable energy and energy transition assets. Despite double-digit earnings growth and >17% ROE guidance by 2028, HASI trades at compressed multiples, presenting a valuation disconnect and upside opportunity. My scenario analysis suggests 25% base case upside if management delivers on EPS guidance, with up to 50% upside in a bull case where the market re-rates the stock.
