HA Sustainable Infrastructure Capital, Inc. (HASI)

In the past six months, HASI stock has shown strong performance, gaining 28.19% and reaching a 52-week high of $34.59 on January 13, 2026. HASI has consistently paid dividends for 13 years, with an annual dividend of $1.68 per share and a yield of 4.92%. The company issued $1 billion in green senior unsecured notes and launched a tender offer to repurchase approximately $900 million in debt. HASI also priced an offering of $500 million of Green Junior Subordinated Notes, supported by an S&P upgrade, and increased its revolving credit facility to $1.825 billion. A $500 million joint venture with Sunrun Inc. will finance distributed energy assets across the U.S. The company reported strong Q3 2025 financial results, with managed assets reaching $15.0 billion, a 15% year-over-year increase, and a record Adjusted EPS of $0.80. The investment pipeline exceeded $6 billion as of Q3 2025, with new investments consistently yielding over 10.5%.

HASI operates in the sustainable infrastructure and clean energy sectors, where demand is driven more by policy, regulatory environments, technological advancements, and the overall market for climate solutions rather than traditional seasonal consumer purchasing habits. The company's investment pipeline exceeding $6 billion as of Q3 2025 indicates consistent demand for its capital solutions in the energy transition sector. While energy consumption might have seasonal peaks, the demand for HASI's investment products and services in financing sustainable infrastructure projects is not typically subject to pronounced seasonality.

HA Sustainable Infrastructure Capital, Inc. (HASI) is a climate-positive investment firm and a U.S. Real Estate Investment Trust (REIT) focused on sustainable infrastructure, energy efficiency, and renewable energy markets. The company partners with clients to deploy real assets that facilitate the energy transition. HASI manages over $15 billion in assets, diversified across utility-scale clean energy projects, distributed energy solutions, and investments in renewable natural gas, clean transportation, and ecological restoration. The company aims to generate attractive returns by investing in assets that produce long-term, recurring cash flows or cost savings from proven technologies.

HASI primarily invests in the United States, with utility-scale clean energy projects and distributed energy solutions located across the country. The company has also invested in ecological restoration projects across the Mid-Atlantic and a portfolio of wetland mitigation banks across the U.S., including habitat restoration in California.

HASI is recognized as a leading climate-positive investment firm, with its focus on sustainable infrastructure investments contributing to positive investor interest. The company is committed to reducing greenhouse gas emissions and mitigating climate change impacts. HASI's investments have avoided over 8 million metric tons of CO2 and saved over 7 billion gallons of water annually. The company's reports have an aggregate usefulness score of 4.8 based on 88 reviews on ResponsibilityReports.com. No specific events negatively affecting HASI's brand reputation in the past year were found.

HASI has a diverse ownership structure, with approximately 72.97% of the stock owned by Institutional Investors, 0.82% by Insiders, and 26.21% by Public Companies and Individual Investors. Institutional ownership is around 100.29% of total shares outstanding. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Wellington Management Group Llp, iShares Core S&P Small-Cap ETF (IJR), Fmr Llc, T. Rowe Price Investment Management, Inc., State Street Corp., Alliancebernstein L.P., Vanguard Total Stock Market Index Fund Investor Shares (VTSMX), and VANGUARD EXPLORER FUND Investor Shares (VEXPX). Other significant holders include Geode Capital Management, Llc, Amundi, and Morgan Stanley.