HA Sustainable Infrastructure EPS Guidance Extension

HASI reported strong 4Q25 results and raised its 2028 EPS CAGR guidance to 10% while lowering payout ratio targets. Goldman Sachs remains Neutral with a raised price target of $38.00.

Key Takeaways

• 1.HASI raised its adjusted EPS CAGR guidance to 10% and extended it through 2028.
• 2.The company is accelerating its dividend payout ratio reduction, targeting below 40% by 2030.
• 3.Transaction volume reached a record $4.3bn in 2025, significantly higher than the $2.3bn in 2024.

Table of Contents

• Takeaways
• Valuation
• Key risks
• Disclosure Appendix

Document Preview

Page 1 of 5

Subscribe for full accessStart Free Trial