HASI combines high yield and EPS growth potential, offering rare value for both income and total return investors. The company delivers strong fundamentals, including record investment originations, double-digit investment yields, and robust managed asset growth. Management targets 8-10% annual EPS growth, supported by a solid balance sheet and innovative funding partnerships like CCH1 with KKR.
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While the top- and bottom-line numbers for HA Sustainable Infrastructure Capital (HASI) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
HA Sustainable Infrastructure Capital (HASI) came out with quarterly earnings of $0.64 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.68 per share a year ago.
HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Aaron Chew - Senior Vice President of Investor Relations Jeff Lipson - President and Chief Executive Officer Charles Melko - Chief Financial Officer Susan Nickey - Chief Client Officer Marc Pangburn - Chief Revenue and Strategy Officer Conference Call Participants Chris Dendrinos - RBC Capital Markets Noah Kaye - Oppenheimer & Company Ben Kallo - Robert W. Baird Tyler Bisset - Goldman Sachs Maheep Mandloi - Mizuho Securities Jeff Osborne - TD Cowen Operator Greetings, and welcome to HASI's First Quarter 2025 Earnings Conference Call and Webcast.
HA Sustainable Infrastructure Capital (HASI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The heavy selling pressure might have exhausted for HA Sustainable Infrastructure Capital (HASI) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.
HA Sustainable Infrastructure Capital (HASI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
HA Sustainable Infrastructure is a strong investment due to its robust portfolio, 5.8% yield, and resilient cash flows. HASI's business model focuses on long-term recurring revenue from clean energy solutions, with significant growth in managed assets and portfolio yield. Management projects 8-10% annual EPS growth through 2027, driven by diverse renewable investments and strategic capital deployment.
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.
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.
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.