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

• high

  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 →
• high

  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 →
• high

  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 →