HASI, the Financial sector company, was revisited by a Wall Street analyst yesterday. Analyst Jeff Osborne from TD Cowen maintained a Buy rating on the stock and has a $50.00 price target.
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Jeff Osborne has given his Buy rating due to a combination of factors tied to HASI’s improving fundamentals and outlook. He highlights that capital deployment has become more efficient, portfolio yields are trending higher as new transactions are funded at attractive double‑digit rates, and recurring cash inflows from the CCH1 structure strengthen visibility into future cash generation, supporting confidence in execution and long‑term earnings.
Osborne also notes that modeled earnings and return metrics align well with or exceed management’s 2028 targets, including expanding spreads, rising adjusted ROE, and a conservative dividend payout ratio under 50%. With leverage expected to stay within a prudent range and additional equity credit from junior subordinated notes, he believes the risk‑reward profile is favorable, justifying a higher $50 price target based on a 14x multiple of projected 2028 EPS.
According to TipRanks, Osborne is a 4-star analyst with an average return of 5.7% and a 47.77% success rate. Osborne covers the Technology sector, focusing on stocks such as Enphase Energy, Nextpower Inc, and Itron.
In another report released on February 14, TipRanks – PerPlexity also upgraded the stock to a Buy with a $40.00 price target.