HA Sustainable Infrastructure Capital's 2025 adjusted EPS beats estimates

HA Sustainable Infrastructure Capital

12/02/2026 21:17

Overview

Sustainable infrastructure investor's Adjusted EPS for 2025 rose 10% to $2.70, beating analyst expectations

Company closed a record $4.3 bln in new investments, up 87% yr/yr

Outlook

Company expects 2028 Adjusted EPS between $3.50 and $3.60

Company projects 2028 Adjusted ROE of more than 17%

Company announces dividend increase to $0.425 per share for Q1 2026

Result Drivers

NEW INVESTMENTS - Closed a record $4.3 bln in new investments, up 87% yr/yr, with yields above 10.5%

INCOME GROWTH - Adjusted Recurring Net Investment Income rose 25% due to larger portfolio and project refinancing

FINANCE PLATFORM EXPANSION - Issued $500 mln in junior subordinated notes, increased revolver capacity to support growth

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Adjusted EPS
Beat
$2.70
$2.66 (14 Analysts)
FY EPS
$1.41
FY Distributable Earnings
$342 mln
FY Net Income
$185 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the investment management & fund operators peer group is "buy"

Wall Street's median 12-month price target for HA Sustainable Infrastructure Capital Inc is $40.00, about 7.5% above its February 11 closing price of $37.22

The stock recently traded at 13 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nBwchg3Dra

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)