HA Sustainable Infrastructure Capital (NYSE:HASI) Stock Price Expected to Rise, TD Cowen Analyst Says

HA Sustainable Infrastructure Capital (NYSE:HASI) had its price objective hoisted by equities research analysts at TD Cowen from $40.00 to $50.00 in a report released on Tuesday, MarketBeat Ratings reports. The firm currently has a “buy” rating on the real estate investment trust’s stock. TD Cowen’s price objective points to a potential upside of 32.22% from the stock’s current price.

Several other research analysts have also issued reports on HASI. Jefferies Financial Group raised their target price on HA Sustainable Infrastructure Capital from $35.00 to $39.00 and gave the stock a “buy” rating in a research report on Tuesday, November 18th. Wells Fargo & Company lifted their price objective on HA Sustainable Infrastructure Capital from $33.00 to $37.00 and gave the stock an “overweight” rating in a research note on Friday, December 19th. Royal Bank Of Canada reiterated an “outperform” rating on shares of HA Sustainable Infrastructure Capital in a report on Wednesday, December 17th. UBS Group raised their price target on shares of HA Sustainable Infrastructure Capital from $39.00 to $40.00 and gave the stock a “buy” rating in a report on Monday, November 10th. Finally, Morgan Stanley upped their price objective on shares of HA Sustainable Infrastructure Capital from $44.00 to $47.00 and gave the company an “overweight” rating in a research note on Tuesday, December 2nd. Nine 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 an average rating of “Moderate Buy” and a consensus price target of $43.00.

HA Sustainable Infrastructure Capital Stock Performance

HA Sustainable Infrastructure Capital stock opened at $37.82 on Tuesday. The business has a 50 day moving average of $34.21 and a 200-day moving average of $31.28. The company has a market capitalization of $4.85 billion, a P/E ratio of 27.81, a P/E/G ratio of 1.36 and a beta of 1.45. HA Sustainable Infrastructure Capital has a 1 year low of $21.98 and a 1 year high of $40.01. The company has a debt-to-equity ratio of 1.94, a current ratio of 9.20 and a quick ratio of 11.03.

HA Sustainable Infrastructure Capital (NYSE:HASI) last posted 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 $114.81 million for the quarter, compared to analyst estimates 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. On average, equities research analysts predict that HA Sustainable Infrastructure Capital will post 2.45 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Jeffrey Eckel sold 134,398 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $39.23, for a total value of $5,272,433.54. Following the completion of the sale, the director directly owned 9,050 shares in the company, valued at $355,031.50. This trade represents a 93.69% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Company insiders own 2.00% of the company’s stock.

Institutional Investors Weigh In On HA Sustainable Infrastructure Capital

Hedge funds and other institutional investors have recently modified their holdings of the company. Mercer Global Advisors Inc. ADV acquired a new position in shares of HA Sustainable Infrastructure Capital during the fourth quarter worth approximately $218,000. Millennium Management LLC increased its stake in HA Sustainable Infrastructure Capital by 88.1% during the 4th quarter. Millennium Management LLC now owns 82,118 shares of the real estate investment trust’s stock valued at $2,581,000 after purchasing an additional 38,464 shares in the last quarter. Man Group plc raised its holdings in HA Sustainable Infrastructure Capital by 6.0% during the fourth quarter. Man Group plc now owns 6,979 shares of the real estate investment trust’s stock worth $219,000 after buying an additional 395 shares during the last quarter. Inspire Investing LLC bought a new position in shares of HA Sustainable Infrastructure Capital in the fourth quarter valued at $466,000. Finally, Janus Henderson Group PLC grew its holdings in shares of HA Sustainable Infrastructure Capital by 14.1% during the fourth quarter. Janus Henderson Group PLC now owns 57,405 shares of the real estate investment trust’s stock valued at $1,805,000 after buying an additional 7,100 shares during the last quarter. Institutional investors own 96.14% of the company’s stock.

HA Sustainable Infrastructure Capital News Roundup

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

• Positive Sentiment: Wells Fargo raised its price target to $44 and assigned an “overweight” rating, signaling meaningful upside from current levels and lending analyst conviction to the bull case. Wells Fargo price-target raise (Benzinga)
• Positive Sentiment: TD Cowen boosted its target to $50 and reaffirmed a “buy” — the firm’s lift to $50 is one of the more bullish analyst moves and supports further upside expectations. (reported item)
• Neutral Sentiment: HASI launched a green junior subordinated notes offering (subject to market conditions), which should provide capital for growth or refinancing but may add subordinated debt and interest costs; impact depends on use of proceeds and pricing. HASI Launches Green Junior Subordinated Notes Offering (TipRanks)
• Neutral Sentiment: The Goldman Sachs price target was raised modestly (to $38) while keeping a neutral rating — a small lift but not a strong endorsement, so limited incremental impact. Goldman Sachs price-target note (Benzinga)
• Neutral Sentiment: HASI announced a slight quarterly dividend increase ($0.425 vs. $0.42 prior), boosting yield but with a high reported payout ratio (~123%), which raises questions about sustainability if earnings or cashflow weaken. (reported item)
• Negative Sentiment: Director Jeffrey Eckel sold 134,398 shares (roughly a 93.7% reduction of his prior stake) in a single transaction — a large insider sale that investors often view negatively even if it may be for personal/liquidity reasons. Director Jeffrey Eckel sells 134,398 shares (InsiderTrades)

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.