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HA Sustainable Infrastructure Capital, Inc. reported fourth-quarter 2025 revenue of US$114.81 million but a net loss of US$53.77 million, alongside a Board-approved quarterly dividend of US$0.425 per share payable on April 17, 2026.
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Despite the quarterly loss, the company closed a record US$4.3 billion in new 2025 transactions and raised its long-term adjusted EPS and ROE guidance through 2028.
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Against this backdrop, we will examine how record 2025 transaction growth and upgraded long-term guidance shape HA Sustainable Infrastructure Capital’s investment narrative.
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To own HA Sustainable Infrastructure Capital, you need to believe that its climate-focused financing model can turn record deal flow into durable, growing earnings while supporting a meaningful dividend. The latest results underscore that trade-off: a US$53.8 million quarterly loss alongside a higher US$0.425 dividend and a stock that jumped after beating adjusted expectations. The record US$4.3 billion of 2025 transactions and extended 2028 guidance reinforce management’s conviction that today’s pipeline can support future adjusted EPS and ROE targets, which now look more central as short term catalysts than any single quarter’s GAAP loss. At the same time, the larger dividend and rapid balance sheet growth keep funding costs, payout sustainability and credit risk firmly in focus. This earnings print does not remove those concerns, it just reframes them.
However, the richer dividend and faster growth ambitions introduce funding and payout risks investors should understand. HA Sustainable Infrastructure Capital’s shares have been on the rise but are still potentially undervalued by 14%. Find out what it’s worth.
Three Simply Wall St Community fair value estimates, from US$33 to about US$45.98, show how differently investors are sizing up HA Sustainable Infrastructure Capital, particularly in light of its record 2025 deal volume and the tension between a higher dividend and the sustainability of future earnings growth.
Explore 3 other fair value estimates on HA Sustainable Infrastructure Capital – why the stock might be worth as much as 16% more than the current price!
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