New York, Feb 17, 2026, 08:57 EST — Premarket
- Shares slipped 0.1% in premarket, following a sharp 10.8% jump the day before.
- HASI bumped its quarterly dividend up to $0.425 and outlined fresh 2028 “adjusted” profit goals.
- Interest rates and tighter funding remain in focus for investors, as the firm pushes forward with its expanding clean-energy pipeline.
HA Sustainable Infrastructure Capital, Inc. slipped 0.1% to $39.68 in premarket action Tuesday, barely budging after its prior close of $39.70. On Monday, the stock surged 10.8%. (Investing)
Why does this matter? HASI, known for its hefty yield, sits squarely in the climate finance space but often gets lumped in with rate-sensitive REITs. Investors tend to treat it like any other real estate investment trust that pays out a big share of its profits. So when long yields move, the numbers behind its dividends—and what those might mean down the line—shift quickly.
This week, traders are watching to see if the post-earnings gains stick after the bell, and if lenders will see lower funding costs again for renewable and energy efficiency deals. HASI, for its part, is working to persuade investors its long-range profit goals aren’t just wishful thinking on a spreadsheet.
The company last week reported it locked in a record $4.3 billion in new investments for 2025—an 87% jump from the previous year—with its year-end pipeline topping $6.5 billion. Managed assets climbed 18% to reach $16.1 billion, according to the statement. (Business Wire)
HASI bumped its quarterly cash dividend up to $0.425 a share, with payment scheduled for April 17 to investors holding shares as of April 2, the company said in a summary of the announcement. (MarketScreener)
HASI put out fresh 2028 targets in its earnings release, forecasting “adjusted” EPS — its own metric that excludes some items — between $3.50 and $3.60, and aiming for an adjusted ROE above 17%. The company closed the year with $1.8 billion in total liquidity. HASI also noted access to a $250 million delayed-draw term loan facility, available from March 16 to June 15, with rates tied to SOFR. (Hasi)
CEO Jeffrey A. Lipson told analysts on the earnings call, “The $3.50 to $3.60 is our guidance.” The company also noted its SunZia wind project investment remains on track, with funding still expected in the second quarter of 2026. (The Motley Fool)
The company’s latest annual report spells out why its stock remains volatile. Management cautioned that fluctuations in interest rates might weigh on both asset values and profits. There’s also exposure to any changes in U.S. policy support, which could drag on demand for climate-solution projects. Other risks showed up too: heavy dependence on long-term contracts like power purchase agreements, project performance, and extreme weather. (Hasi)
Analyst sentiment skews positive, but price targets are all over the map. According to TipRanks, the consensus sits at “Strong Buy,” reflecting a blend of buy and hold calls. The group’s 12-month average price target lands near $41.90, with the top end coming in at $50. (TipRanks)
Tuesday, attention turns to HASI: Will the stock keep climbing after the bell, and what will rates do alongside other yield-driven names? Investors are eyeing two key dates—March 16, when the company’s delayed-draw funding window opens, and April 2, set as the record date for the upcoming dividend. SunZia’s funding milestone also looms in Q2.
