NYSE: HASI HA Sustainable Infrastructure Capital, Inc. 8-K

HASI reports 24% Y/Y Adjusted EPS growth, raises 2028 guidance, declares $0.425 dividend

Filed August 6, 2026 · Period ending August 6, 2026 · ~1 min read

Key Changes

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Q2 2026 Adjusted EPS of $0.75 vs. $0.60 prior year (25% growth); raised 2028 Adjusted EPS guidance to $3.55-$3.65 from $3.50-$3.60, citing elevated investment activity and expanding margins from improving debt spreads.

Exhibit 99.1 view on EDGAR →
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Closed over $1.4 billion in new transactions year-to-date with portfolio investment yields exceeding 11%; Managed Assets grew 20% year-over-year to $17.6 billion as of June 30, 2026.

Exhibit 99.1 view on EDGAR →
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Issued $1 billion in unsecured notes at ~5.6% effective cost and increased revolving credit facility by $425 million to $2.25 billion in July; issued no new shares through ATM year-to-date and expects minimal ATM issuances in 2026.

Exhibit 99.1 view on EDGAR →
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Board approved quarterly cash dividend of $0.425 per share, payable October 16, 2026, to stockholders of record as of October 2, 2026.

Exhibit 99.1 view on EDGAR →
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Adjusted Recurring Net Investment Income totaled $107 million in Q2, up 26% year-over-year from $85 million, driven by a larger portfolio of higher-yielding assets.

Exhibit 99.1 view on EDGAR →

Summary

HASI reported strong second quarter 2026 results with Adjusted EPS of $0.75, up 25% from $0.60 in the prior-year quarter, and raised its 2028 Adjusted EPS guidance by $0.05 at the midpoint to $3.55-$3.65. The upward revision reflects elevated investment activity, expanding margins from improving debt spreads, and growing fee income from co-investment vehicles. The company closed over $1.4 billion in new transactions year-to-date with portfolio investment yields exceeding 11%, driving 20% year-over-year growth in Managed Assets to $17.6 billion.

HASI strengthened its balance sheet by issuing $1 billion in unsecured notes at an effective cost of approximately 5.6% and increasing its revolving credit facility capacity by $425 million to $2.25 billion in July. The Board declared a quarterly dividend of $0.425 per share, payable October 16, 2026.

Section-by-Section Diff

Event · Item 2.02 — Results of Operations and Financial Condition

~100 words

HASI reported Q2 2026 financial results and declared Q3 2026 dividend.

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Added Q2 2026 earnings release high

Added in current filing · verify on EDGAR →

On August 6, 2026, HA Sustainable Infrastructure Capital, Inc. (the “Company”) issued an earnings release announcing its financial results for the quarter ended June 30, 2026, as well as its Q3 2026 dividend.

The company disclosed its second quarter 2026 financial results through an earnings release. The 8-K itself does not contain the specific financial metrics; those details are in the attached Exhibit 99.1 earnings release.

Added Q3 2026 dividend declaration high

Added in current filing · verify on EDGAR →

On August 6, 2026, HA Sustainable Infrastructure Capital, Inc. (the “Company”) issued an earnings release announcing its financial results for the quarter ended June 30, 2026, as well as its Q3 2026 dividend.

The company announced its third quarter 2026 dividend. The specific dividend amount, record date, and payment date would be detailed in the attached earnings release (Exhibit 99.1).

Event · Exhibit 99.1

~11,200 words View exhibit on EDGAR ↗

HASI reports Q2 2026 results with 24% Y/Y Adjusted EPS growth, raises 2028 guidance, and announces $0.425 quarterly dividend.

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Added Q2 2026 earnings and guidance raise high

Added in current filing · view on EDGAR →

GAAP EPS of $0.92, compared with $0.74 in Q2 2025, and Adjusted EPS of $0.75, compared to $0.60 in Q2 2025. ... Raising guidance for Adjusted EPS to a range of $3.55 to $3.65, up from $3.50 to $3.60, and maintaining guidance for Adjusted ROE of at least 17.0% in 2028.

HASI reported Q2 2026 GAAP EPS of $0.92 (up from $0.74 in Q2 2025) and Adjusted EPS of $0.75 (up from $0.60 in Q2 2025), representing 25% year-over-year growth in Adjusted EPS. The company raised its 2028 Adjusted EPS guidance to $3.55-$3.65 from $3.50-$3.60, citing elevated investment activity, expanding margins from improving debt spreads, and growing fee income from co-investment vehicles.

Added Debt issuance and capital management high

Added in current filing · view on EDGAR → · paraphrased

Issued $1 billion in unsecured notes at an effective cost of ~5.6%, and in July increased the capacity of our revolver by $425 million to $2.25 billion. ... Issued no new shares through our ATM year-to-date and continue to expect minimal ATM share issuances in 2026 based on current outlook for $2-3 billion in new balance sheet/CCH1 investments this year.

HASI issued $1 billion in unsecured notes at an effective cost of approximately 5.6% and increased its revolving credit facility capacity by $425 million to $2.25 billion in July.