HA Sustainable Infrastructure Capital, Inc. — Third Quarter 2026 Earnings Summary

HA Sustainable Infrastructure Capital, Inc. reported third-quarter 2026 GAAP earnings per share of $1.04 and adjusted earnings per share of $0.82, reflecting year-over-year growth in both metrics. The company's managed assets increased 27% to $19.0 billion, driven by a 231% rise in fee-generating assets within co-investment vehicles to $2.0 billion. Adjusted recurring net investment income reached $121 million for the quarter, up 15% from the prior year, while the company reaffirmed its full-year adjusted EPS guidance between $3.55 and $3.65. Additionally, HASI announced a quarterly cash dividend of $0.425 per share and plans to reduce its payout ratio to below 50% by 2028.