HASI jumps as annual-report update spotlights record investments ahead of May 7 earnings

HA Sustainable Infrastructure Capital (HASI) shares are up about 3.17% to roughly $41.75 as investors react to a fresh fundamentals refresh tied to the company’s recently published 2025 Annual Report and 2026 proxy materials and position ahead of the next earnings catalyst. The company’s IR calendar shows the Q1 2026 earnings conference call and webcast is scheduled for May 7, 2026, putting the name squarely into “pre-earnings” trading flows.

In the annual-report communication dated April 13, 2026, HASI said it closed a record $4.3 billion in new investments during 2025, driving an 18% increase in Managed Assets and a 25% increase in Adjusted Recurring Net Investment Income. The company also pointed to 10% adjusted EPS growth for a second consecutive year and said adjusted ROE improved to 13.4%, while extending longer-range targets (including adjusted EPS and adjusted ROE goals) out to fiscal 2028.

The next major near-term catalyst is May 7, 2026, when HASI reports and hosts its Q1 2026 earnings conference call. Investors will be watching origination pace, portfolio yields and funding costs, and whether management commentary supports confidence in the multi-year earnings/ROE trajectory outlined in the annual-report materials.