HA Sustainable Infrastructure Capital to issue $1 billion in green notes

Published 18/06/2025, 21:14
 HA Sustainable Infrastructure Capital to issue $1 billion in green notes

HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI), a sustainable infrastructure investor with a market capitalization of $3.2 billion and a notable 6.54% dividend yield, announced Wednesday it has entered into an underwriting agreement to issue $1 billion in green senior unsecured notes in two tranches. The offering consists of $600 million in 6.150% notes due 2031 and $400 million in 6.750% notes due 2035. According to InvestingPro analysis, HASI maintains strong liquidity with a current ratio of 4.4, supporting its debt management strategy.

According to the SEC filing, the 2031 notes will be sold at 99.679% of their principal amount, while the 2035 notes will be priced at 99.525% of principal. The notes will be guaranteed by several subsidiary entities including Hannon Armstrong Sustainable Infrastructure, L.P. and Hannon Armstrong Capital, LLC. This new issuance adds to the company’s existing debt structure, which InvestingPro data shows has been effectively managed with a debt-to-capital ratio of 0.59.

The company plans to use the proceeds to fund previously announced cash tender offers for a portion of its 3.375% Senior Notes due 2026 and 8.00% Green Senior Unsecured Notes due 2027. Additional proceeds will temporarily repay outstanding borrowings under the company’s unsecured revolving credit facility or commercial paper program. This refinancing aligns with HASI’s strong financial health profile, which has enabled it to maintain dividend payments for 13 consecutive years.

HASI stated it will allocate an amount equal to the net proceeds to acquire, invest in, or refinance eligible green projects, which may include projects with disbursements made during the twelve months preceding the issue date and projects with disbursements to be made within two years following issuance.

The offering, managed by underwriters including Citigroup (NYSE:C) Global Markets, J.P. Morgan Securities, RBC Capital Markets, and Truist Securities, is expected to close on June 24, 2025, subject to customary conditions.

In other recent news, Hannon Armstrong (HASI) has priced $1 billion in green senior unsecured notes, consisting of $600 million due in 2031 and $400 million due in 2034. The proceeds, estimated at approximately $987.3 million, are intended for funding cash tender offers, repaying borrowings, and investing in eligible green projects. In a related development, HASI subsidiaries launched a $500 million tender offer for outstanding notes, targeting 3.375% Senior Notes due 2026 and 8.00% Green Senior Unsecured Notes due 2027. This offer is contingent on raising funds through a concurrent public offering.

Hannon Armstrong’s corporate and issuer credit ratings were recently upgraded to BBB- by S&P, aligning with Moody’s and Fitch’s investment-grade ratings. Oppenheimer maintained its Outperform rating and $48 price target, highlighting the company’s strong start to the year and first-quarter performance. BofA Securities also raised its price target from $21 to $24, maintaining a Buy rating due to positive revenue growth expectations. The firm’s analysis suggests confidence in Hannon Armstrong’s strategic market advancements and financial growth.

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