Latest news with #HASustainableInfrastructureCapital
Yahoo
06-05-2025
- Business
- Yahoo
HA Sustainable Infrastructure Capital, Inc. (HASI): A Top Dividend Challenger in 2025
We recently published a list of Dividend Challengers 2025: Top 25. In this article, we are going to take a look at where HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) stands against other dividend challenger stocks. Dividend Challengers refers to US-listed companies that have raised their dividends every year for a minimum of five, and less than ten, consecutive years. These companies have demonstrated a relatively recent commitment to sharing profits with shareholders through dividends. Investors usually gravitate towards such firms because historically, dividend growers outperform the returns of the broader market. Moreover, most of these firms have a track record of exhibiting lower price volatility, which makes them favorable to those looking for stable income. Investor interest in stocks with reliable dividend growth remains strong due to long-term investment potential. As a result, many of these financially sound firms become targets for investors looking to manage risk without sacrificing growth. The Fidelity Equity-Income Fund and the Fidelity Global Equity Income Fund portfolios, managed by Ramona Persaud, seek stable dividend-paying firms with attractive valuations. She pointed out that declining interest rates tend to make dividend stocks more appealing than bonds due to relatively attractive yields. Indeed, Persaud argued lower rates could foster a more broad-based rally for stocks beyond the market gains, which have been largely concentrated on a handful of large-cap growth names. Her focus is on well-performing firms with reliable cash flows and strong, growing dividends. According to analysts, investors can adopt a strategy that balances both income and growth by focusing on dividend growers. Historically, they have shown less volatility and often outperformed the broader market, including benchmarks like the S&P Equal Weight Index. A report from Guggenheim found that between May 2005 and December 2024, companies that initiated or raised their dividends achieved an average annual return of 10.5%, compared to just 5.5% for those that reduced or suspended payouts. By contrast, the overall market averaged a 10.4% return during the same period, slightly lagging behind the dividend growers. The report also emphasized that dividend growth strategies tend to perform well across different market environments, both bullish and bearish. This makes them a compelling option for investors seeking long-term returns while aiming to protect their portfolios during downturns. Bank of America also noted that dividend-paying stocks helped stabilize portfolios during the turbulent month of March. As trade policy uncertainty under President Donald Trump rattled markets, value and dividend-oriented names held up better. In an April 11 report, BofA's quant strategist Nigel Tupper highlighted these trends and pointed to several top-performing dividend stocks during the market's choppy period.
Yahoo
02-05-2025
- Business
- Yahoo
HA Sustainable Infrastructure Capital, Inc. (HASI): Among The Most Undervalued Renewable Energy Stocks To Buy
We recently published a list of . In this article, we are going to take a look at where HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) stands against other most undervalued renewable energy stocks. In 2024, global energy demand increased by 2.2%, quicker than the average over the last decade. Electricity use rose significantly, up 4.3% from last year, primarily due to hotter temperatures, electrification, and the growing digital sector. Renewables were the biggest contributors to the higher energy supply, followed by natural gas and coal. Most of the demand growth came from emerging economies, especially China and India. Natural gas had the strongest growth among fossil fuels, while oil demand softened, plunging below 30% of the energy mix for the first time in 50 years. According to the International Energy Agency, more than 80% of new electricity generation came from renewables and nuclear power in 2024. Solar and wind energy hit new records, and EV sales skyrocketed past 17 million units. Solar capacity grew by 88% last year, helping it overtake hydropower and nuclear as the fourth largest source of installed capacity. While wind power faced hurdles like supply chain issues and permitting delays, it still set a new generation record and even outperformed coal for two straight months. Battery storage also saw impressive growth, rising by 64%, as utilities used it to store extra wind and solar energy. Looking ahead to 2025, Deloitte expects clean energy demand to grow even more, driven by the rise of clean tech manufacturing, data centers, and carbon capture projects, all of which are increasingly relying on 24/7 clean power. The American nonprofit organization, Resources for the Future, noted that clean energy saw a major boost with a record $2 trillion invested in technologies like renewables and energy-efficient infrastructure during 2024. This sped up the global energy transition, especially in solar and wind power. While renewables are now some of the cheapest energy sources, fossil fuels, especially coal and gas, still make up a big part of global energy use. Coal is expected to decline significantly by 2050, while the role of gas depends on how ambitious climate policies become. Regions like the United States, Europe, and especially China have led solar growth, but other countries are starting to catch up. However, high costs and financial risks in developing countries could slow things down. A rooftop view of a busy city skyline with solar energy panels and wind turbines illuminating the skyline. For this article, we made a list of all renewable energy stocks listed on American exchanges and picked the 10 stocks with the lowest P/E ratios to compile this list. We have also mentioned the hedge fund sentiment around the holdings, as per Insider Monkey's Q4 2024 database, ranking the list from least to most hedge fund holders. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). PE Ratio as of April 30: 15.72 Number of Hedge Fund Holders: 12 HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) is an American investment company that focuses on clean energy and sustainable infrastructure. HASI invests in projects that improve energy efficiency, like better HVAC systems, lighting, and insulation, as well as renewable energy sources such as solar and wind. It also supports projects outside the power grid, including clean transportation, renewable fuels, and environmental restoration. It is one of the most undervalued stocks to buy. On March 31, Truist analyst Jordan Levy maintained a Buy rating on HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) with a $40 price target. Analysts observe that the stock is up 10% this year, outperforming a struggling market due to its adaptability and strong business model. In January this year, HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI) partnered with IGS Solar to finance residential solar and energy storage systems across the United States. Their first investment will support a 71 MW portfolio set to roll out in 2025, in states like New York, New Jersey, Pennsylvania, and Florida. The systems will be offered to homeowners through 25-year leases, helping them save on monthly electricity bills. According to Insider Monkey's fourth quarter database, 12 hedge funds were bullish on HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI), compared to 11 funds in the prior quarter. Hood River Capital Management was the leading stakeholder of the company, with 1.60 million shares valued at $43 million. Overall, HASI ranks 10th among the most undervalued renewable energy stocks to buy right now. While we acknowledge the potential of HASI as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than HASI but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
