Hannon Armstrong releases investor presentation on sustainable infrastructure investment strategy
HASI•Investor presentation outlines managed assets, earnings and targets
Hannon Armstrong outlined a ~$17.6 billion managed-assets platform, including a ~$8.2 billion on-balance sheet portfolio.
- Reported 2025 GAAP EPS of $1.91, adjusted EPS of $2.70, adjusted ROE of 13.4%.
- Adjusted recurring net investment income totaled $362 million, supporting a dividend yield of about 4%.
- Reiterated long-term targets for 10% adjusted EPS CAGR, with a dividend payout ratio near 50%.
- Disclosed a >$6.5 billion 12-month pipeline, weighted to grid-connected renewables, behind-the-meter assets, and energy efficiency.
