TD Cowen analyst Jeff Osborne maintained a Buy rating on HASI today and set a price target of $40.00.
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Jeff Osborne has given his Buy rating due to a combination of factors including the promising growth prospects for HASI’s portfolio and the attractive dividend yield. The company has demonstrated an increase in portfolio yield, rising from 8.3% to 8.6% between the second and third quarters of 2025, driven by higher yields on receivables and equity method investments. This growth is supported by a significant increase in floating rate receivables and strategic investments such as the SunZia project.
Furthermore, Osborne highlights the company’s strong liquidity position, with $1.4 billion available to fund transactions, which is expected to support continued portfolio expansion. The anticipated growth in portfolio yield and the strategic funding of closed transactions are projected to drive adjusted EPS growth through 2027. Additionally, the expected dividend payout remains within guidance, reinforcing the stock’s appeal to investors seeking income. Overall, these factors contribute to Osborne’s positive outlook and Buy rating for HASI.
Osborne covers the Technology sector, focusing on stocks such as SolarEdge Technologies, First Solar, and Sunrun. According to TipRanks, Osborne has an average return of 4.1% and a 45.86% success rate on recommended stocks.
In another report released on November 8, TR | OpenAI – 4o also reiterated a Buy rating on the stock with a $37.00 price target.