Every material Form 8-K Hannon Armstrong Sustainable Infrastructure Capital filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
HASI reported third-quarter 2026 results on November 5, 2026, with GAAP diluted EPS of $1.04 versus $0.61 a year earlier and Adjusted EPS of $0.82 versus $0.80. The company reaffirmed its 2026 Adjusted EPS guidance of $3.55 to $3.65 and declared a quarterly dividend of $0.425 per share. Nine-month GAAP diluted EPS was $1.47, down from $1.79, and the quarter included a $21 million economic loss on a consolidated project company.
GAAP diluted EPS was $1.04 in Q3 2026, compared with $0.61 in Q3 2025; GAAP net income to controlling stockholders was $146 million versus $83 million.
Adjusted EPS was $0.82 in Q3 2026, compared with $0.80 in Q3 2025; Adjusted Recurring Net Investment Income was $121 million, up 15%.
Company reaffirmed 2026 Adjusted EPS guidance of $3.55 to $3.65 and expects minimal ATM share issuances for the full year 2026.
Board approved a quarterly cash dividend of $0.425 per share, payable January 8, 2027, to holders of record as of December 29, 2026.
HASI reported second-quarter 2026 results on August 6, 2026, with GAAP diluted EPS of $0.92, up from $0.74 a year earlier, and Adjusted EPS of $0.75, up from $0.60. The company raised its Adjusted EPS guidance range to $3.55-$3.65 from $3.50-$3.60 and declared a quarterly dividend of $0.425 per share. Six-month GAAP diluted EPS was $0.43, down from $1.18 in the same period of 2025.
Q2 2026 GAAP diluted EPS was $0.92 versus $0.74 in Q2 2025; Adjusted EPS was $0.75 versus $0.60.
Six-month 2026 GAAP diluted EPS was $0.43 versus $1.18 for the first half of 2025.
Adjusted EPS guidance raised to $3.55-$3.65 from $3.50-$3.60; Adjusted ROE guidance of more than 17% in 2028 maintained.
Quarterly dividend of $0.425 per share, payable October 16, 2026, to holders of record as of October 2, 2026.
On July 14, 2026, HA Sustainable Infrastructure Capital entered into a new $2.250 billion, 5-year unsecured revolving credit facility maturing July 2031, replacing its $1.825 billion facility from April 2024. The company also entered into a new $400 million, 3-year senior unsecured term loan that replaces two $250 million term loans, with a stated margin reduction of 33 basis points versus the prior loans' weighted average spread. For shareholders, the filing shows a larger credit facility, a longer maturity and lower borrowing spreads, and the company reported no outstanding loans under the prior facility.
New $2.250 billion revolver matures July 2031, versus $1.825 billion maturing April 2028 under the prior facility
Drawn spread of 157.5 bps plus Term SOFR, versus 167.5 bps previously; commitment fee of 27 bps, versus 29.5 bps previously
New $400 million 3-year term loan has a 1.45% applicable margin, 33 bps lower than the prior loans' weighted average spread
The company had no outstanding loans under the prior credit agreement when it was terminated on July 14, 2026
HA Sustainable Infrastructure Capital issued $1,000,000,000 of 5.950% green senior unsecured notes due July 15, 2033, on June 24, 2026, in a private offering to qualified institutional buyers and non-U.S. investors. The company plans to use the net proceeds to temporarily repay borrowings under its credit facility or commercial paper programs, then fund eligible green projects, which adds debt while refinancing shorter-term borrowings.
Principal: $1,000,000,000 of 5.950% green senior unsecured notes, issued June 24, 2026
Interest paid semi-annually on January 15 and July 15, starting January 15, 2027; maturity July 15, 2033
Change of control repurchase at 101% of principal plus accrued interest; optional redemption available before May 15, 2033 at make-whole price
Company intends to register the notes with the SEC via an exchange offer, with additional interest payable if registration obligations are missed
HASI reported a first-quarter 2026 GAAP net loss attributable to controlling stockholders of $72 million, or $(0.57) per diluted share, compared with net income of $57 million a year earlier. The company said the loss was driven by a $79 million loss from equity method investments caused by a timing difference that it says does not affect its economics, while adjusted EPS rose to $0.77 from $0.64 and the company affirmed its 2028 targets.
GAAP net loss to controlling stockholders of $72 million, or $(0.57) per diluted share, in Q1 2026, versus $57 million, or $0.44, in Q1 2025.
Adjusted EPS of $0.77 in Q1 2026, up from $0.64 in Q1 2025; Adjusted Recurring Net Investment Income of $101 million, up 29%.
Total revenue of $124 million in Q1 2026 versus $97 million in Q1 2025.
Board approved a quarterly cash dividend of $0.425 per share, payable July 10, 2026, to holders of record as of July 2, 2026.
HASI adopted an Executive Protection Plan on March 25, 2026, covering its CEO and certain management employees, with severance benefits effective May 1, 2026. The plan sets lump sum payments of 1.0 to 3.0 times salary plus average bonus, with higher multiples if a termination occurs within one year after a change in control. Shareholders may note this as a compensation arrangement that could raise payouts if executives are terminated, though the filing does not quantify total potential costs.
Plan adopted March 25, 2026; Tier A benefits for the CEO take effect May 1, 2026
Tier A severance is 3.0 times salary plus average bonus, with 24 months of COBRA; Tier B is 2.0 times (change in control) or 1.5 times (otherwise)
Benefits are conditioned on a release of claims, restrictive covenants and a signed participation agreement; no excise tax gross-up
Full plan text to be filed as an exhibit to the Form 10-Q for the quarter ending March 31, 2026
HA Sustainable Infrastructure Capital issued $400 million of 6.000% Green Senior Unsecured Notes maturing March 15, 2036, on March 2, 2026. Proceeds may temporarily repay revolver or commercial paper borrowings, redeem part or all of its 8.00% notes due 2027, or fund eligible green projects.
Principal: $400 million; interest at 6.000% per year, paid semi-annually on March 15 and September 15, starting September 15, 2026
Maturity March 15, 2036; make-whole optional redemption before December 15, 2035, and par redemption on or after that date
Change of control triggers an offer to repurchase at 101% of principal plus accrued interest
Notes are guaranteed by the Operating Partnership, HAC, HAT I, HAT II, HAC Holdings I and HAC Holdings II, and rank pari passu with other senior unsecured debt
HA Sustainable Infrastructure Capital issued $600 million of 7.125% Green Junior Subordinated Notes due 2056 on February 27, 2026. The company plans to use the proceeds to temporarily repay revolver or commercial paper borrowings, or to redeem part or all of its 8.00% Senior Notes due 2027, and to fund eligible green projects. The notes are junior to the company's senior debt, and the coupon resets after November 15, 2031.
Issued $600 million principal amount on February 27, 2026, at 7.125% through November 15, 2031
After the First Reset Date, the rate resets to the five-year U.S. Treasury rate plus 3.478%, with a floor of 7.125%
Interest is payable semi-annually from May 15, 2026, and may be deferred, with deferred interest accruing additional interest
Proceeds may repay revolving credit or commercial paper borrowings or redeem the 8.00% Senior Notes due 2027
HA Sustainable Infrastructure Capital agreed to sell $600 million of 7.125% green junior subordinated notes due 2056 at par on February 18, 2026, and $400 million of 6.000% green senior unsecured notes due 2036 at 99.810% of principal on February 19, 2026. Proceeds may temporarily repay revolver or commercial paper borrowings, or redeem the 8.00% senior notes due 2027, and fund eligible green projects.
Junior subordinated notes: $600 million, 7.125%, due 2056, sold at 100% of principal; closing expected February 27, 2026
Senior unsecured notes: $400 million, 6.000%, due 2036, sold at 99.810% of principal; closing expected March 2, 2026
Proceeds may repay revolving credit facility or commercial paper borrowings, or redeem all or part of the 8.00% Senior Notes due 2027
Both offerings are guaranteed by affiliated Hannon Armstrong entities; the junior notes are guaranteed on a subordinated basis
HASI reported a fourth-quarter 2025 GAAP net loss attributable to controlling stockholders of $53.8 million, or $0.43 per diluted share, compared with net income of $70.1 million, or $0.54 per share, a year earlier. For full-year 2025, GAAP diluted EPS fell to $1.41 from $1.62, while adjusted EPS rose 10% to $2.70; the company also raised its quarterly dividend to $0.425 per share and introduced 2028 adjusted EPS guidance of $3.50 to $3.60. For shareholders, GAAP earnings declined while adjusted measures and long-term guidance point to growth.
Q4 2025 GAAP net loss to controlling stockholders of $53.8 million, diluted EPS of $(0.43), versus net income of $70.1 million and $0.54 in Q4 2024
Full-year 2025 adjusted earnings of $342 million and adjusted EPS of $2.70, versus $2.45 in 2024; GAAP diluted EPS was $1.41 versus $1.62
Closed $4.3 billion of new investments in 2025, up 87% year-over-year
2028 guidance of adjusted EPS of $3.50 to $3.60; quarterly dividend of $0.425 per share payable April 17, 2026
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Hannon Armstrong Sustainable Infrastructure Capital filing is on SEC EDGAR ↗. 8-K briefs of other companies →