State of New Jersey Common Pension Fund D Trims Holdings in HA Sustainable Infrastructure Capital, Inc. $HASI

State of New Jersey Common Pension Fund D reduced its position in shares of HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) by 17.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 64,422 shares of the real estate investment trust’s stock after selling 13,322 shares during the period. State of New Jersey Common Pension Fund D’s holdings in HA Sustainable Infrastructure Capital were worth $2,025,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. iSAM Funds UK Ltd purchased a new position in shares of HA Sustainable Infrastructure Capital in the third quarter valued at approximately $27,000. Hantz Financial Services Inc. boosted its position in HA Sustainable Infrastructure Capital by 630.9% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,323 shares of the real estate investment trust’s stock valued at $41,000 after buying an additional 1,142 shares during the period. Aster Capital Management DIFC Ltd purchased a new position in HA Sustainable Infrastructure Capital in the 3rd quarter valued at approximately $67,000. Quadrant Capital Group LLC purchased a new stake in shares of HA Sustainable Infrastructure Capital during the third quarter worth $72,000. Finally, Flagship Harbor Advisors LLC purchased a new stake in shares of HA Sustainable Infrastructure Capital during the fourth quarter worth $143,000. 96.14% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms recently issued reports on HASI. Citigroup lifted their target price on HA Sustainable Infrastructure Capital from $36.00 to $50.00 and gave the company a “buy” rating in a report on Tuesday, April 21st. Mizuho lifted their price objective on HA Sustainable Infrastructure Capital from $34.00 to $41.00 and gave the company an “outperform” rating in a research note on Wednesday, March 4th. Morgan Stanley upped their target price on shares of HA Sustainable Infrastructure Capital from $47.00 to $54.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 7th. The Goldman Sachs Group raised their target price on shares of HA Sustainable Infrastructure Capital from $33.00 to $38.00 and gave the company a “neutral” rating in a report on Tuesday, February 17th. Finally, TD Cowen lifted their price objective on shares of HA Sustainable Infrastructure Capital from $40.00 to $50.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Ten investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $45.90.

HA Sustainable Infrastructure Capital Stock Up 0.1%

Shares of NYSE:HASI opened at $41.08 on Monday. The company has a current ratio of 12.10, a quick ratio of 9.20 and a debt-to-equity ratio of 2.12. The firm has a 50 day simple moving average of $38.21 and a 200-day simple moving average of $34.99. The company has a market capitalization of $5.28 billion, a PE ratio of 117.38, a P/E/G ratio of 1.32 and a beta of 1.47. HA Sustainable Infrastructure Capital, Inc. has a twelve month low of $24.28 and a twelve month high of $44.13.

HA Sustainable Infrastructure Capital (NYSE:HASI) last announced its quarterly earnings results on Thursday, May 7th. The real estate investment trust reported $0.77 EPS for the quarter, topping the consensus estimate of $0.68 by $0.09. HA Sustainable Infrastructure Capital had a net margin of 13.08% and a return on equity of 12.80%. The firm had revenue of $124.23 million for the quarter, compared to analyst estimates of $112.24 million. HA Sustainable Infrastructure Capital has set its FY 2028 guidance at 3.500-3.600 EPS. On average, equities analysts predict that HA Sustainable Infrastructure Capital, Inc. will post 2.71 EPS for the current fiscal year.

HA Sustainable Infrastructure Capital Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Thursday, July 2nd will be given a $0.425 dividend. The ex-dividend date is Thursday, July 2nd. This represents a $1.70 annualized dividend and a yield of 4.1%. HA Sustainable Infrastructure Capital’s dividend payout ratio is 485.71%.

HA Sustainable Infrastructure Capital News Summary

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

• Positive Sentiment: Royal Bank of Canada raised its price target on HASI from $43 to $48 and reiterated an outperform rating, signaling additional upside from current levels. Benzinga report on RBC price target increase
• Positive Sentiment: The company reported Q1 2026 adjusted EPS of $0.77, topping estimates of $0.68 and rising from $0.64 a year ago, which suggests stronger-than-expected operating performance. Zacks earnings beat article
• Positive Sentiment: HASI lifted its FY 2028 EPS guidance to $3.50-$3.60, above the consensus estimate of $3.18, reinforcing confidence in long-term growth.
• Positive Sentiment: The company declared a quarterly dividend of $0.425 per share, a signal of continued shareholder returns and income appeal for investors. Dividend declaration article
• Positive Sentiment: Management also announced executive appointments, which may support execution as the company scales its sustainable infrastructure platform. Executive appointments press release

Insider Buying and Selling at HA Sustainable Infrastructure Capital

In other news, Director Jeffrey Eckel sold 134,398 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $39.23, for a total transaction of $5,272,433.54. Following the completion of the sale, the director owned 9,050 shares in the company, valued at approximately $355,031.50. This represents a 93.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 2.20% of the company’s stock.

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.