HASI
HA Sustainable Infrastructure Capital, Inc.
$38.29
+2.57%
$4.9B
No data for this timeframe.
Vol
Market Cap$4.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (86%)
Inst. Holders50 funds
Inst. Value$3.2B
Inst. Activity13 buys / 12 sells
Insider Activity0B / 1S
Insider Net $-$4.9M
Reddit Sentiment33° Cool
SEC Reports1
Recent Activity
Jun 8, 2026
short_volume
Short Volume: HASI — 66.5% short (1.0M / 1.5M)
Short: 973,106 | Exempt: 0 | TRF Vol: 1,462,349 | Short Ratio: 66.5% | Off-exchange volume (dark poo
Jun 3, 2026
Insider
Schulte Laura Ann was granted 3,553 shares
Director
Jun 3, 2026
Insider
Brenner Teresa was granted 3,553 shares
Director
Jun 3, 2026
Insider
Floyd Nancy C was granted 3,553 shares
Director
Apr 13, 2026
SEC
HASI is holding a shareholder vote on the re-election of its current board of directors, as part of a proxy solicitation
DEFA14A — Impact 3/10
Inst.
Invesco Ltd. — ADD
2,697,204 shares ($99.1M)
Inst.
FMR LLC — TRIM
2,195,723 shares ($80.7M)
Price Targets
$49.40
+29.0% upside
Strong Buy
Current $38.29
Low $41.00
Median $50.00
High $57.00
15 analysts
$41.00
$57.00
Analyst Ratings
7Strong Buy
12Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| May 12, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
| May 11, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 8, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 8, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.74 ▼ -2.9% | $0.67 — $0.89 | 23% YoY | 15 |
| Next Q | $0.74 ▼ -2.8% | $0.65 — $0.91 | -8% YoY | 15 |
| Current FY | $2.99 ▲ +1.1% | $2.90 — $3.20 | 11% YoY | 15 |
| Next FY | $3.34 ▲ +1.5% | $3.16 — $3.64 | 11% YoY | 15 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $739.0M | — |
| WELLINGTON MANAGEMENT GROUP LLP | $418.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $284.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $209.4M | — |
| STATE STREET CORP | $198.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 3, 2026 | Schulte Laura | A | $0.00 |
| Jun 3, 2026 | Brenner Teresa | A | $0.00 |
| Jun 3, 2026 | Floyd Nancy | A | $0.00 |
| Jun 3, 2026 | Reed Kimberly | A | $0.00 |
| Jun 3, 2026 | Welch Barry | A | $0.00 |
Reddit Sentiment
33°
Cool
Bearish
Neutral
Bullish
50 institutional holders with $3.2B total value (88,662,522 shares) as of 2026-Q1. Top holders: BlackRock,, WELLINGTON, VANGUARD. Net buying activity: 13 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20,109,083 | $739.0M | 22.9% | — |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 11,388,611 | $418.5M | 13.0% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7,738,171 | $284.4M | 8.8% | — |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5,697,899 | $209.4M | 6.5% | — |
| 5 | STATE STREET CORP | 5,398,446 | $198.4M | 6.1% | — |
| 6 | ALLIANCEBERNSTEIN L.P. | 4,574,980 | $143.8M | 4.5% | — |
| 7 | Invesco Ltd. | 2,697,204 | $99.1M | 3.1% | ADD +62.8% |
| 8 | Amundi | 2,422,219 | $89.0M | 2.8% | — |
| 9 | FMR LLC | 2,195,723 | $80.7M | 2.5% | TRIM -27.2% |
| 10 | Erste Asset Management GmbH | 2,197,143 | $79.0M | 2.4% | — |
| 11 | MORGAN STANLEY | 2,043,658 | $75.1M | 2.3% | — |
| 12 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2,013,470 | $72.2M | 2.2% | DOUBLED +140.4% |
| 13 | GOLDMAN SACHS GROUP INC | 1,759,629 | $64.7M | 2.0% | — |
| 14 | Rockefeller Capital Management L.P. | 1,625,764 | $59.7M | 1.8% | DOUBLED +3526.6% |
| 15 | BANK OF AMERICA CORP /DE/ | 1,427,415 | $52.5M | 1.6% | ADD +30.3% |
| 16 | Hood River Capital Management LLC | 1,323,910 | $48.7M | 1.5% | ADD +56.6% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,188,247 | $43.7M | 1.4% | — |
| 18 | Swedbank AB | 1,091,528 | $40.1M | 1.2% | TRIM -33.2% |
| 19 | DEUTSCHE BANK AG\ | 986,725 | $36.3M | 1.1% | — |
| 20 | BNP Paribas Asset Management Holding S.A. | 854,402 | $31.4M | 1.0% | ADD +30.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | ADD | 1,656,700 | 2,697,204 | +62.8% | $99.1M | 2026-Q1 |
| FMR LLC | TRIM | 3,015,932 | 2,195,723 | -27.2% | $80.7M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,095,745 | 1,427,415 | +30.3% | $52.5M | 2026-Q1 |
| Hood River Capital Management LLC | ADD | 845,496 | 1,323,910 | +56.6% | $48.7M | 2026-Q1 |
| Swedbank AB | TRIM | 1,635,072 | 1,091,528 | -33.2% | $40.1M | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | ADD | 655,751 | 854,402 | +30.3% | $31.4M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 305,359 | 382,976 | +25.4% | $14.1M | 2026-Q1 |
| CREDIT AGRICOLE S A | ADD | 148,727 | 277,147 | +86.3% | $10.2M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 301,017 | 163,208 | -45.8% | $6.0M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 136,990 | 81,451 | -40.5% | $3.0M | 2026-Q1 |
| DnB Asset Management AS | TRIM | 118,380 | 48,551 | -59.0% | $1.8M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | NEAR_EXIT | 266,121 | 47,123 | -82.3% | $1.7M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 90,030 | 45,015 | -50.0% | $1.7M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 27,412 | 41,625 | +51.8% | $1.5M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 50,263 | 34,557 | -31.2% | $1.3M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 197 | 30,469 | +15366.5% | $1.1M | 2026-Q1 |
| Atria Investments, Inc | ADD | 8,120 | 13,468 | +65.9% | $495.0K | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 8,134 | 10,944 | +34.5% | $406.1K | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | ADD | 6,375 | 10,784 | +69.2% | $396.3K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 31,840 | 9,068 | -71.5% | $333.2K | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | NEAR_EXIT | 52,702 | 6,493 | -87.7% | $238.6K | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 82 | 4,112 | +4914.6% | $154.2K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 550 | 726 | +32.0% | $26.7K | 2026-Q1 |
| NORGES BANK | EXIT | 1,895,047 | 0 | -100.0% | $0.00 | 2026-Q1 |
| MARSHALL WACE, LLP | EXIT | 320,129 | 0 | -100.0% | $0.00 | 2026-Q1 |
15 unique insiders with 18 transactions. Net insider value: -$4.9M ($0.00 bought, $4.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 3, 2026 | Schulte Laura Ann | Director | AWARD | 3,553 | — | — |
| Jun 3, 2026 | Brenner Teresa | Director | AWARD | 3,553 | — | — |
| Jun 3, 2026 | Floyd Nancy C | Director | AWARD | 3,553 | — | — |
| Jun 3, 2026 | Reed Kimberly A. | Director | AWARD | 3,553 | — | — |
| Jun 3, 2026 | Welch Barry Edward | Director | AWARD | 3,553 | — | — |
| Jun 3, 2026 | ARDISANA LIZABETH A | Director | AWARD | 5,574 | — | — |
| Jun 3, 2026 | OSGOOD STEVEN G | Director | AWARD | 6,861 | — | — |
| Jun 3, 2026 | Armbrister Clarence D | Director | AWARD | 3,553 | — | — |
| Jun 3, 2026 | Eckel Jeffrey | Director | AWARD | 8,698 | — | — |
| May 15, 2026 | Whicher Michelle | Chief Accounting Officer | TAX W/H | 961 | $41.19 | $39.6K |
| May 11, 2026 | Pangburn Marc T. | Chief Rev And Strategy Officer | J | 100,500 | — | — |
| Apr 30, 2026 | Freer-Greene Christy Ledet | Chief Legal Officer | AWARD | 17,500 | — | — |
| Mar 5, 2026 | Viral Amin A | EVP, Chief Risk Officer | TAX W/H | 679 | $36.43 | $24.7K |
| Mar 5, 2026 | Whicher Michelle | Chief Accounting Officer | TAX W/H | 2,238 | $36.43 | $81.5K |
| Mar 2, 2026 | Gopalakrishnan Nitya | Chief Operating Officer | AWARD | 28,500 | — | — |
| Mar 2, 2026 | Lipson Jeffrey | Chief Executive Officer | AWARD | 238,500 | — | — |
| Mar 2, 2026 | Pangburn Marc T. | Chief Rev And Strategy Officer | AWARD | 100,500 | — | — |
| Feb 17, 2026 | Eckel Jeffrey | Director | SELL | 124,998 | $39.22 | $4.9M |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 3.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (86% buy). Based on 22 analysts: 7 strong buy, 12 buy, 3 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$49.40 mean target
+29.0% upside
Strong Buy (1.50)
$41.00 Low
$57.00 High
| Metric | Value |
|---|---|
| Current Price | $38.29 |
| Target Low | $41.00 |
| Target Mean | $49.40 |
| Target Median | $50.00 |
| Target High | $57.00 |
| # Analysts | 15 |
| Recommendation | Strong Buy (1.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.74 | $0.67 | $0.89 | 22.5% | -2.9% | 2↑ 6↓ | $0.0B | -56.8% | 15 |
| Next Q 2026-09-30 |
$0.74 | $0.65 | $0.91 | -7.5% | -2.8% | 2↑ 7↓ | $0.0B | 29.8% | 15 |
| Current FY 2026-12-31 |
$2.99 | $2.90 | $3.20 | 10.9% | +1.1% | 10↑ 0↓ | $0.2B | 44.3% | 15 |
| Next FY 2027-12-31 |
$3.34 | $3.16 | $3.64 | 11.5% | +1.5% | 8↑ 1↓ | $0.3B | 72.1% | 15 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.735 | |
| 7d ago | $0.738 | -0.003 |
| 30d ago | $0.757 | -0.022 |
| 60d ago | $0.751 | -0.016 |
| 90d ago | $0.749 | -0.014 |
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| May 12, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| May 11, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 8, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 8, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 21, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| Apr 7, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Mar 4, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Mar 2, 2026 | UBS | MAINTAIN | Buy | Buy |
| Feb 18, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 17, 2026 | Goldman Sachs | MAINTAIN | Neutral | Neutral |
| Dec 19, 2025 | Wells Fargo | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| May 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Apr 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Mar 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Feb 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% | |
| Jan 1, 2026 | 7 | 12 | 3 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
33°
Cool
Bearish
Neutral
Bullish
2 mentions
0 bullish
2 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 19, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Mar 19, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
Recent Reddit Threads
Gimme ur best long/term renewables, regards
▲ 1
💬 1
⚡ 0.5
Jun 8, 2026
short_volume
Short Volume: HASI — 66.5% short (1.0M / 1.5M)
Short: 973,106 | Exempt: 0 | TRF Vol: 1,462,349 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: HASI — 81.5% short (0.5M / 0.6M)
Short: 459,260 | Exempt: 0 | TRF Vol: 563,283 | Short Ratio: 81.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_volume
Short Volume: HASI — 85.0% short (0.5M / 0.5M)
Short: 459,626 | Exempt: 244 | TRF Vol: 541,025 | Short Ratio: 85.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
earnings_calendar
HASI Q1 2026 Earnings Scheduled — 2026-05-07
Apr 30, 2026
short_volume
Short Volume: HASI — 78.9% short (0.6M / 0.8M)
Short: 621,840 | Exempt: 1,242 | TRF Vol: 788,412 | Short Ratio: 78.9% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: HASI — 64,879 shares ($2.6M) failed to deliver
Settlement: 20260430, Price: $40.44, FTD Value: $2,623,706.76, HA SUSTAINABLE INFRASTRUCTURE
Apr 23, 2026
short_volume
Short Volume: HASI — 78.6% short (0.7M / 0.8M)
Short: 650,844 | Exempt: 0 | TRF Vol: 828,528 | Short Ratio: 78.6% | Off-exchange volume (dark pool + OTC)