Hannon Armstrong Sustainable Infrastructure CapitalHASI
HASI
About: HA Sustainable Infrastructure Capital Inc is a climate investment firm that actively partners with clients to deploy real assets that facilitate the energy transition. It invests in behind-the-meter (BTM) building or facility-specific distributed energy projects which reduce energy usage or cost, Grid-connected (GC) renewable energy projects that deploy cleaner energy sources, such as solar, solar-plus-storage, and onshore wind, to generate power production and Fuels, Transport & Nature projects.
Employees: 139
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
36% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $19.2M
29% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 111
4.05% more ownership
Funds ownership: 99.56% [Q3] → 103.61% (+4.05%) [Q4]
8% less funds holding
Funds holding: 367 [Q3] → 336 (-31) [Q4]
15% less capital invested
Capital invested by funds: $3.89B [Q3] → $3.3B (-$595M) [Q4]
35% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 66
80% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 1 (-4) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$31
9%
upside
Avg. target
$36
26%
upside
High target
$40
40%
upside
5 analyst ratings
4 positive
80%
1 neutral
20%
0 negative
0%
Wells Fargo | 16%upside $33 | Overweight Initiated | 27 Feb 2025 |
Truist Securities Jordan Levy 12% 1-year accuracy 5 / 41 met price target | 40%upside $40 | Buy Initiated | 6 Feb 2025 |
JP Morgan Mark Strouse 31% 1-year accuracy 15 / 48 met price target | 37%upside $39 | Overweight Maintained | 23 Jan 2025 |
Citigroup Vikram Bagri 40% 1-year accuracy 4 / 10 met price target | 26%upside $36 | Buy Upgraded | 8 Jan 2025 |
Goldman Sachs Brian Lee 38% 1-year accuracy 31 / 82 met price target | 9%upside $31 | Neutral Maintained | 17 Dec 2024 |
Financial journalist opinion
Based on 11 articles about HASI published over the past 30 days
Neutral
Benzinga
1 day ago
Clean Energy Stocks Face Policy Risks, But JP Morgan Sees Long-Term Upside In These Names
On Wednesday, JP Morgan analyst Mark Strouse shared his insights on the clean energy sector during a recap of fourth-quarter earnings.
Neutral
Seeking Alpha
5 days ago
8 Stocks And 1 ETF I'm Buying As Trade Wars Roil The Market
Free trade benefits economies by allowing market participants to voluntarily exchange goods and services, leading to higher living standards and economic growth. Tariffs increase costs for consumers and businesses, reduce real consumption capacity, and can lead to job losses in industries reliant on imported inputs. The affluent drive the US economy, with the top 10% of earners accounting for 50% of total spending, making the economy vulnerable to drawdowns in asset prices.
Positive
Seeking Alpha
1 week ago
7 Stocks I'm Buying As The U.S. Economy Starts To Crack
I emphasize the importance of nonpartisan economic and investment analysis, highlighting how political biases can distort market expectations and investment decisions. Medicaid cuts would likely have little impact on skilled nursing facility REITs, and the current selloff presents a buying opportunity for CareTrust REIT. Single-family rental REITs face challenges from high home prices and mortgage rates, but offer quality rental homes and professional management.
Positive
Seeking Alpha
2 weeks ago
8 Stocks I'm Buying Amid A Market Rotation Toward Dividend Stocks
The market is rotating towards non-tech dividend stocks, with dividend ETFs outperforming the Magnificent 7 so far this year. Elon Musk's DOGE initiative is more political theater than a serious effort, in my opinion, to reduce government waste, with exaggerated savings claims. Key economic metrics to monitor include housing starts, the Dallas Fed Weekly Economic Index, the Conference Board Coincident Index, total employment, and industrial production.
Neutral
Seeking Alpha
3 weeks ago
Always Avoid The Popularity Contests
Welltower (WELL) is a popular REIT with strong growth but is overvalued at a P/AFFO of 39.6x, making it risky to buy now. Hannon Armstrong (HASI) is undervalued, trading at 11.3x with a 6% dividend yield, offering a safer and potentially more profitable investment. Follow Buffett's advice by investing with a long-term horizon, ensuring that gains are built over time rather than chasing short-term trends.
Positive
Seeking Alpha
3 weeks ago
7 Stocks And 1 ETF I'm Buying As Inflation Is Lower Than It Looks
The January 2025 CPI report shows inflation isn't in a sustained rebound, with temporary factors like shelter CPI, wildfires, and bird flu driving higher-than-expected inflation. The labor market shows mixed signals, with private sector hiring slowing but government hiring and residential construction employment remaining strong. Deportations could change this. The stock market appears richly valued across most sectors, not just the top 10 mega-cap names, warranting caution despite some undervalued opportunities.
Neutral
Seeking Alpha
3 weeks ago
HA Sustainable Infrastructure Capital, Inc. (HASI) Q4 2024 Earnings Call Transcript
HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI ) Q4 2024 Earnings Conference Call February 13, 2025 5:00 PM ET Company Participants Aaron Chew - Senior Vice President, Investor Relations Jeff Lipson - President and CEO Susan Nickey - Chief Client Officer Marc Pangburn - Chief Financial Officer Charles Melko - Incoming Chief Financial Officer Conference Call Participants Mark Strouse - J.P. Morgan Ben Kallo - Baird Julien Dumoulin-Smith - Jefferies Noah Kaye - Oppenheimer & Company Tyler Bisset - Goldman Sachs Chris Dendrinos - RBC Capital Markets Vikram Bagri - Citigroup Maheep Mandloi - Mizuho Dimple Gosai - Bank of America Jordan Levy - Truist Securities Ryan Pfingst - B.
Positive
Zacks Investment Research
3 weeks ago
HA Sustainable Infrastructure Capital (HASI) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for HA Sustainable Infrastructure Capital (HASI) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
3 weeks ago
HA Sustainable Infrastructure Capital (HASI) Beats Q4 Earnings and Revenue Estimates
HA Sustainable Infrastructure Capital (HASI) came out with quarterly earnings of $0.62 per share, beating the Zacks Consensus Estimate of $0.58 per share. This compares to earnings of $0.53 per share a year ago.
Neutral
Business Wire
3 weeks ago
HASI Announces Leadership Team Appointments
ANNAPOLIS, Md.--(BUSINESS WIRE)--HA Sustainable Infrastructure Capital, Inc. ("HASI," or the "Company") (NYSE: HASI), a leading investor in sustainable infrastructure assets, today announced four executive leadership appointments, effective March 1, 2025. “I am pleased to announce these management changes, highlighting the contributions of high-performing teammates, each of whom has been with HASI for more than eight years,” said Jeffrey A. Lipson, HASI President & CEO. “Marc, Chuck, Nate,.
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