에 대한 최신 뉴스 HASI (NYSE:HASI) 주식

HA Sustainable

Hannon Armstrong

HA Sustainable Infrastructure Capital Inc is an investor in sustainable infrastructure assets advancing the energy transition. Its investment is focused on actively partnering with clients to deploy capital in income-generating real assets that are supported by long-term recurring cash flows. This enabled to the generation of attractive risk-adjusted returns and provided stockholders with diversified exposure to the energy transition.

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Analyst Color

REIT

Dividends

Analyst Ratings

Trading Ideas

Real Estate

Hannon Armstrong Sustainable Infrastructure Capital

HASI

2025년에 안정적인 현금 흐름를 원하신다면, JP모건의 애널리스트들이 배당 매력과 잠재적 가격 상승을 제공하는 네 가지 소득 창출 주식에 주목했다. 이들 주식은 다음과 같다: 애널리 캐피털 매니지먼트(NYSE:NLY), 코닝(NYSE:GLW), 에너지 트랜스퍼 LP(NYSE:ET) 및 HA 서스테이너블 인프라 캐피털(NYSE:HASI).

2025년을 위한 배당주 4종목: 포트폴리오 활성화를 위한 JP모건의 수익주 추천

Eni completa l'acquisto delle proprie azioni tramite buyback

Long Ideas

Markets

BEPC

FSLR

2024년은 청정(클린) 에너지 주식에게 힘든 한 해였던 반면, JP모건의 애널리스트 마크 스트라우스(Mark Strouse)는 2025년을 이 섹터에서 선택적인 기회의 해로 보고 있다. 스트라우스는 투자자들이 청정 에너지 잠재력을 탐색할 수 있는 최고의 주식으로 퍼스트 솔라(NASDAQ:FSLR), 넥스트래커(NASDAQ:NXT), HA 서스테이너블 인프라 캐피털(NYSE:HASI) 및 브룩필드 리뉴어블(NYSE:BEP) (NYSE:BEPC) 네 개를 지목하고 있다.

2025년 청정 에너지의 부활: 분석가가 시장의 동요 속에 숨겨진 4가지 보석을 공개

HA Sustainable Infrastructure Capital, Inc. Common Stock

HA Sustainable Infrastructure Capital Inc

Baird analyst Ben Kallo maintains HASI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) with a Outperform and lowers the price target from $47 to $41.

News

Price Target

Baird Maintains Outperform on HASI, Lowers Price Target to $41

WIIM

Shares of REIT stocks are trading higher. The sector may be up amid a drop in Treasury yields.

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Janus Henderson Group plc Ordinary Shares

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Shares of companies in the broader financial services sector are trading lower as stocks pull back after surging Wednesday following President Trump's tariff pause announcement.

On Wednesday, JP Morgan analyst Mark Strouse shared his insights on the clean energy sector during <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">a recap of fourth-quarter earnings</a>.
The analyst writes that power demand remains strong, particularly in utility-scale projects, with growing backlogs across all companies in this subsector.
While utility-scale challenges like transformer availability and financing have mostly stabilized, project-specific issues are projected to persist in <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color" rel="noreferrer noopener">the near term, adds the analyst</a>.
Strouse says that the U.S. residential solar sector remains weak due to high interest rates, financing challenges, and lower growth projections from major installers.
The analyst expects clarity on potential changes to the Inflation Reduction Act to be a key near-term catalyst, with increasing Republican support in the House of Representatives.
Strouse writes that until policy clarity improves, he will continue to favor companies with strong U.S. manufacturing exposure, diversified markets, and long-term cash flow visibility.
This includes NEXTracker (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), GE Vernova Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEV#NYSE">GEV</a>), First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) and HASI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>), adds the analyst.
GEV: Strouse writes that while AI-related headlines may introduce short-term stock volatility, he notes the ongoing rise in gas power prices and customer demand for turbines will provide confidence in the company's future performance.
Additionally, the strong position of GEV's Electrification backlog supports the view that the company can achieve significant earnings growth over the next four years, regardless of hyperscaler capex plans.
GEV is a U.S. Equity Analyst Focus List pick. The analyst kept the price forecast at $436<a href="https://www.benzinga.com/quote/gev/analyst-ratings" target="_blank" rel="noreferrer noopener"> with an Overweight rating</a>.
FSLR: The analyst anticipates the company will see a strong rebound in bookings during FY25, increasing visibility into FY27 and beyond, potentially at higher pricing if new tariffs or FEOC regulations are introduced.
The analyst kept the price forecast at $268, <a target="_blank" href="https://www.benzinga.com/quote/fslr/analyst-ratings" rel="noreferrer noopener">with an Overweight rating</a>.
NXT: Strouse says that the company&#8217;s scale, margin resilience, strong balance sheet, and geographic diversification make it a safe bet for investors in the current market.
The analyst maintained the price forecast of $61 <a target="_blank" href="https://www.benzinga.com/quote/nxt/analyst-ratings" rel="noreferrer noopener">and an Overweight rating</a>.
HASI: The analyst says that his estimates remain largely unchanged and updated the price forecast from $39 to $42 to reflect a ~30bps decline in <a href="https://www.benzinga.com/quote/hasi/analyst-ratings" target="_blank" rel="noreferrer noopener">a risk-free rate since the last update</a>.
Read Next:
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</ul>
Photo via Shutterstock.

Equities

Large Cap

Mid Cap

Reiteration

Clean Energy Stocks Face Policy Risks, But JP Morgan Sees Long-Term Upside In These Names

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Wells Fargo initiated coverage on HA Sustainable Infrastructure Capital, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) with an Overweight rating and announced a price target of $33. HASI shares closed at $28.80 on Wednesday. <a href="https://www.benzinga.com/quote/hasi/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Goldman Sachs analyst Julien Blouin initiated coverage on Millrose Properties, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRP#NYSE">MRP</a>) with a Buy rating and announced a price target of $25. Millrose Properties shares closed at $22.25 on Wednesday. <a href="https://www.benzinga.com/quote/MRP/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Piper Sandler analyst Matthew Clark initiated coverage on Plumas Bancorp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLBC#NASDAQ">PLBC</a>) with an Overweight rating and announced a price target of $60. Plumas shares closed at $44.09 on Wednesday. <a href="https://www.benzinga.com/quote/PLBC/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel analyst Paul Matteis initiated coverage on COMPASS Pathways plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMPS#NASDAQ">CMPS</a>) with a Buy rating and announced a price target of $11. Compass Pathways shares closed at $3.70 on Wednesday. <a href="https://www.benzinga.com/quote/CMPS/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Read This Next: 
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<li><a href="https://www.benzinga.com/25/02/43981679/top-3-real-estate-stocks-that-may-fall-off-a-cliff-in-q1">Top 3 Real Estate Stocks That May Fall Off A Cliff In Q1</a></li>
</ul>

Initiation

CMPS

PLBC

This Plumas Bancorp Analyst Begins Coverage On A Bullish Note; Here Are Top 4 Initiations For Thursday

Wells Fargo initiates coverage on HASI (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) with a Overweight rating and announces Price Target of $33.

Wells Fargo Initiates Coverage On HASI with Overweight Rating, Announces Price Target of $33

Hannon Armstrong shares are trading higher after the company reported Q4 earnings above estimates.

Management

HASI Appoints Chuck Melko As CFO, Effective March 2025

Hannon Armstrong (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) reported quarterly earnings of $0.62 per share which beat the analyst consensus estimate of $0.57 by 8.77 percent. This is a 16.98 percent increase over earnings of $0.53 per share from the same period last year. The company reported quarterly sales of $68.25 million which missed the analyst consensus estimate of $88.21 million by 22.63 percent. This is a 9.78 percent increase over sales of $62.17 million the same period last year.

Earnings

Earnings Beats

Earnings Misses

Hannon Armstrong Q4 2024 Adj EPS $0.62 Beats $0.57 Estimate, Sales $68.25M Miss $88.21M Estimate

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Earnings Scheduled For February 13, 2025

Top Wall Street analysts initiated coverage on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>William Blair analyst Andy Hsieh initiated coverage on Mersana Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRSN#NASDAQ">MRSN</a>) with an Outperform rating. Mersana Therapeutics shares closed at $0.7179 on Wednesday. <a href="https://www.benzinga.com/quote/MRSN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>HC Wainwright &amp; Co. analyst Yi Chen initiated coverage on Harrow, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HROW#NASDAQ">HROW</a>) with a Buy rating and announced a price target of $57. Harrow shares closed at $30.89 on Wednesday. <a href="https://www.benzinga.com/quote/HROW/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>JP Morgan analyst Samik Chatterjee initiated coverage on Jamf Holding Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JAMF#NASDAQ">JAMF</a>) with an Overweight rating and announced a price target of $20. Jamf Holding shares closed at $15.45 on Wednesday. <a href="https://www.benzinga.com/quote/JAMF/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Truist Securities analyst Jordan Levy initiated coverage on HA Sustainable Infrastructure Capital, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) with a Buy rating and announced a price target of $40. HA Sustainable shares closed at $27.71 on Wednesday. <a href="https://www.benzinga.com/quote/HASI/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Seaport Global analyst Aaron Kessler initiated coverage on Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) with a Neutral rating. Reddit shares closed at $221.16 on Wednesday. <a href="https://www.benzinga.com/quote/rddt/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying HROW stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="579" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/06080943/image-2-13-1024x579.png" alt="" class="wp-image-769305" style="width:534px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/06080943/image-2-13-1024x579.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/06080943/image-2-13-300x170.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/06080943/image-2-13-768x435.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/06080943/image-2-13.png 1110w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43493237/jim-cramer-this-health-care-stock-is-a-winner-buy-bitcoin-instead-of-coinbase">Jim Cramer: This Health Care Stock Is A &#8216;Winner,&#8217; Buy Bitcoin Instead Of Coinbase</a></li>
</ul>

Pre-Market Outlook

HROW

JAMF

MRSN

RDDT

This Harrow Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Thursday

Truist Securities analyst Jordan Levy initiates coverage on HA Sustainable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) with a Buy rating and announces Price Target of $40.

Truist Securities Initiates Coverage On HA Sustainable with Buy Rating, Announces Price Target of $40

BofA Securities analyst Dimple Gosai revised the rating or price forecast on several <a href="https://www.benzinga.com/topic/clean-energy">clean energy stocks </a>ahead of the earnings results.
First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>): The analyst cut the price forecast from $246 to $236, <a href="https://www.benzinga.com/quote/FSLR/analyst-ratings">while maintaining a Buy rating.</a>
The analyst writes that updates on the A/D ruling will be pivotal for pricing power, though near-term customer commitments may stay limited.
The analyst says that monitoring warranty remediation costs and the shift of India-manufactured supply to the U.S. will be crucial for evaluating capacity utilization and gross margin gains.
For FY24/FY25, Gosai estimates revenue of $1.502 billion with an adj. EBITDA margin of 44.6% and $5.516 billion with a 55% margin (slightly above consensus).
Fluence Energy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FLNC#NASDAQ">FLNC</a>): The analyst cut the price forecast from $25 to $20, <a href="https://www.benzinga.com/quote/flnc/analyst-ratings">while reiterating a Buy rating.</a>
Taking about the key focus areas, the analyst expects FY25 revenue cover to rise to the mid-80% range, 25% of U.S. projects to use domestic cells in FY25 and maintain stability in market share.
Gosai estimates revenue of $361 million and gross margin of 12.7% ahead of consensus at $257 million and 11.1% for first quarter 2025.
For FY25, the analyst sees revenue of $3.84 billion near the middle of the guidance range ($3.6 billion-$4.4 billion).
HA Sustainable Infrastructure Capital, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>): Gosai retained the price forecast of &nbsp;$37 and <a href="https://www.benzinga.com/quote/hasi/analyst-ratings">a Buy rating on the stock</a>.
The analyst writes that the company&#8217;s key factors to watch include progress on the >$5.5 billion pipeline, developments in the KKR partnership, and the stability of asset yields.
The analyst expects to closely monitor guidance updates, particularly regarding the projected 8%-10% annual adjusted EPS growth through 2026 and the outlook for 2027 amidst policy uncertainties.
The analyst's adjusted EPS estimate for fourth-quarter is 61 cents (slightly higher than the consensus of 59 cents) and for 2024 stands at $2.43 (vs. $2.41 consensus).
Clearway Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CWEN#NYSE">CWEN</a>): The analyst maintained the price forecast of $32 and a <a href="https://www.benzinga.com/quote/cwen/analyst-ratings">Buy rating on the stock</a>.
Gosai anticipates that wind production data from key western states could provide upside during the seasonally weaker fourth-quarter.
The analyst highlights updates on the path to achieving the 2027 CAFD guidance as a key factor, noting recent M&amp;A activity, including Tuolumne Wind, and the offer of Honeycomb, which add visibility toward reaching the $2.50 midpoint.
The analyst estimates 2024 EBITDA/CAFD of $1.17 billion/$406 million (roughly in-line) and 2025 EBITA/CAFD of 1.24 billion/$432 million (above consensus).
Bloom Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BE#NYSE">BE</a>): The analyst cut the price forecast from $20 to $18, while <a href="https://www.benzinga.com/quote/be/analyst-ratings">reiterating an Underperform rating</a>.
Gosai says that key focus areas for the company include ensuring stability in order flow, securing greenfield projects, and tracking developments related to ITC impacts, which are pivotal for project economics.
While utility partnerships are expected to increase, maintaining cost competitiveness and improving margins will be critical for achieving the company&#8217;s goals, adds the analyst.
The analyst's 2024 revenue estimate falls at the lower end of the guidance range of $1.4 billion-$1.6 billion, and expects gross margins to be below consensus at 24.3%, vs. the 26.6% consensus and 28% guidance.
Also, the analyst sees 2025 revenue and EBITDA below consensus.
The AES Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AES#NYSE">AES</a>): The analyst maintained the price forecast of $11 and an <a href="https://www.benzinga.com/quote/aes/analyst-ratings">Underperform rating on the stock</a>.
The analyst expects the outlook for the near term to be impacted by one-off headwinds, including the expiration of the Warrior Run PPA, divestitures in Brazil and Ohio, and droughts in Columbia. FLNC monetization is not expected in the near term.
The analyst says they are looking for updates on the $3.5 billion asset sale program while anticipating near-term EPS dilution and execution risks in the renewables segment.
Gosai estimates 2024 EBITDA of $2.65 billion, at the lower end of the $2.6 billion-$2.9 billion guidance and in line with consensus at $2.66 billion.
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</ul>
Photo: Shutterstock

Tech

CWEN

FLNC

TROX

6 Clean Energy Stocks Face Challenges, Opportunities Ahead Of Earnings

JP Morgan analyst Mark Strouse maintains HA Sustainable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) with a Overweight and lowers the price target from $42 to $39.

JP Morgan Maintains Overweight on HA Sustainable, Lowers Price Target to $39

Citigroup analyst Vikram Bagri upgrades HA Sustainable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) from Neutral to Buy and announces $36 price target.

Upgrades

Citigroup Upgrades HA Sustainable to Buy, Announces $36 Price Target

Looking for <a href="https://www.benzinga.com/trading-ideas/dividends">steady cash flow</a> in 2025? JPMorgan analysts have spotlighted four income-generating stock picks that offer dividend appeal and potential price upside. 
These are: Annaly Capital Management Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLY#NYSE">NLY</a>), Corning Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>), Energy Transfer LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ET#NYSE">ET</a>) and HA Sustainable Infrastructure Capital Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>).
Here are the details on their top picks.
<h2 class="wp-block-heading">Annaly Capital</h2>
With a hefty forward dividend yield of 13.85% (per <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122024&amp;t=be2bearmibe3na1">Benzinga Pro</a> data), Annaly Capital shines as a beacon for income seekers. 
Analyst Richard Shane expects the mortgage REIT to benefit from a gradual yield curve steepening and rising MBS prices as quantitative tightening eases. 
Trading near $19.76, NLY is viewed as a stable dividend play, supported by mid-teen ROEs and rising interest spreads, according to the analyst. His price target for 2025 is $20.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/price-target/24/12/42615289/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-delivering-high-dividend-yields">Wall Street&#8217;s Most Accurate Analysts Weigh In On 3 Materials Stocks Delivering High-Dividend Yields</a>
<h2 class="wp-block-heading">Corning</h2>
Known for its innovation in glass and fiber optics, Corning offers more than shiny screens. 
Its modest 2.38% yield may seem subdued, but JPMorgan's Samik Chatterjee says this tech titan is poised for high-single-digit revenue growth. 
Riding on data center demand, telecom recovery, and AI-driven innovation, Corning's stock—currently at $48.18—has room to climb to $60 by the end of 2025, the analyst says.
<h2 class="wp-block-heading">Energy Transfer</h2>
Pipeline powerhouse Energy Transfer is turning heads with a forward dividend yield of 7.06%. 
Analyst Jeremy Tonet sees untapped value in its discounted EV/EBITDA ratio compared to peers. 
With fundamentals like Permian egress and natgas logistics firing on all cylinders, ET, trading at $18.70, appears poised to reach Tonet's $23 target, presenting a compelling opportunity for midstream investors.
<h2 class="wp-block-heading">HASI</h2>
Sustainability meets income in Hannon Armstrong Sustainable Infrastructure Capital. HASI's 6.29% yield sweetens the deal for this eco-friendly investment.
JPMorgan's Mark Strouse predicts a brighter outlook thanks to its KKR partnership and investment-grade rating. With shares at $28.72, Strouse forecasts a $42 price by 2025 as HASI reduces its reliance on public capital raises and executes on stable spreads.
Whether you're chasing high yields or balanced growth, these four income plays could be the backbone of your 2025 portfolio. 
From Annaly's robust dividends to Corning's AI-driven potential, JPMorgan's picks are all about turning steady streams into rivers of returns.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/24/12/42612794/djt-stock-plummets-over-5-following-trumps-stake-transfer-heres-more">DJT Stock Plummets Over 5% Following Trump&#8217;s Stake Transfer: Here&#8217;s More</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

4 Dividend Picks For 2025: JPMorgan's Top Income Stocks To Energize Your Portfolio

The U.S. mortgage market hit a speed bump last week as rising interest rates pushed application activity lower, breaking a <a href="https://www.benzinga.com/news/econ-s#:~:text=Econ%20%23s%20Recent%20News&amp;text=Markets%20are%20fully%20priced%20in,impact%20monetary%20policy%20for%202025.&amp;text=US%20private%20sector%20ended%202024,Manufacturing%20sector%20still%20in%20contraction.">five-week streak of growth.</a>
According to the Mortgage Bankers Association (MBA), total mortgage applications decreased 0.7% for the week ending Dec. 13, 2024, signaling persistent challenges for buyers and homeowners navigating high-rate environments.
The average interest rate for 30-year fixed-rate mortgages on conforming loan balances — up to $766,550 — rose from 6.67% to 6.75%, snapping three consecutive weeks of marginal declines.
"Mortgage rates increased last week, leading to overall mortgage application activity decreasing for the first time in five weeks,&#8221; said Joel Kan, MBA's vice president and deputy chief economist.
&#8220;Buyers remained active in the purchase market, helped by gradually improving inventory conditions and a more positive outlook on the economy and job market,&#8221; he added.
The Mortgage Refinance Index fell 3% from the previous week, but still remained 41% higher than the same period in 2023. VA refinance applications plunged 17%, offsetting gains seen in prior weeks.
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<tr>
<td>30-Year Fixed (Conforming)</td>
<td>6.75%</td>
<td>+8</td>
<td>0.66</td>
</tr>
<tr>
<td>30-Year Fixed (Jumbo)</td>
<td>6.86%</td>
<td>+7</td>
<td>0.61</td>
</tr>
<tr>
<td>30-Year Fixed (FHA)</td>
<td>6.49%</td>
<td>+2</td>
<td>0.79</td>
</tr>
<tr>
<td>15-Year Fixed</td>
<td>6.15%</td>
<td>+3</td>
<td>0.71</td>
</tr>
<tr>
<td>5/1 Adjustable-Rate Mortgage</td>
<td>6.03%</td>
<td>+22</td>
<td>0.48</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Source: MBA</figcaption></figure>
<h3 class="wp-block-heading">Housing Affordability: Renting vs. Owning</h3>
Mortgage rates remain near 7%, while home prices have risen in all 97 major U.S. cities. 
Bank of America examined the rent-versus-buy dilemma in 97 U.S. cities in a note to clients on Wednesday.
The result? In places like San Francisco, Los Angeles, and San Jose, mortgage payments now account for a staggering 60-70% of median family income, making renting the clear budget-friendly option, according to the investment bank. 
&#8220;Regionally, it is still cheaper to rent than purchase for 82 out of 97 major cities in the US,&#8221; analyst Jeseo Park wrote. 
New Orleans, Pittsburgh, and El Paso are among the cities where it&#8217;s cheaper to own than rent.
"The housing market is still stuck between high mortgage rates and low inventories," said Park. 
"We've seen some relief with the Federal Reserve starting to ease monetary policy, but rates are unlikely to fall dramatically in the near term. Buyers should expect only mild improvements next year," she added. 
With the mortgage spread hovering around 2-2.5 percentage points and Bank of America analysts forecasting a 10-year yield of 4.25% in 2025, mortgage rates are expected to stay around 6-6.5% next year. 
&#8220;Given that many homeowners locked in low rates during Covid, a mortgage rate above 6% would still be too high to promote significant activity,&#8221; Park stated. 
<h2 class="wp-block-heading">Market Reactions</h2>
The iShares Residential and Multisector Real Estate ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REZ#NYSE">REZ</a>) edged up 0.1% on Wednesday, following twelve losses in the past thirteen sessions.
The VanEck Mortgage REIT Income ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MORT#NYSE">MORT</a>) climbed 0.5%, recovering from a 1.3% decline on Tuesday.
Stocks within the industry saw minimal movement as markets adopted a cautious, wait-and-see stance ahead of the upcoming Federal Reserve meeting.
Hannon Armstrong Sustainable Infrastructure Capital Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) and New York Mortgage Trust, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NYMT#NYSE">NYMT</a>) were among the top gainers in the MORT ETF, rising 1.8% and 1.2%, respectively. Meanwhile, Ares Commercial Real Estate Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACRE#NYSE">ACRE</a>) was among the laggards, slipping 0.9%.
Now Read: 
<ul>
<li><a href="https://www.benzinga.com/economics/macro-economic-events/24/12/42554114/all-eyes-on-december-fed-meeting-as-traders-await-interest-rate-projections">All Eyes On December Fed Meeting As Traders Await Interest Rate Projections</a></li>
</ul>
Image: Shutterstock

Macro Economic Events

Sector ETFs

Econ #s

Economics

Federal Reserve

ETFs

ACRE

MORT

NYMT

iShares FTSE NAREIT Residential PLUS Capped Index Fund

Mortgage Applications Dip As Rates Climb: 'It Is Still Cheaper To Rent Than Purchase For 82 Out Of 97 Major Cities'

Goldman Sachs analyst Brian Lee maintains HA Sustainable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) with a Neutral and lowers the price target from $32 to $31.

Goldman Sachs Maintains Neutral on HA Sustainable, Lowers Price Target to $31

While 2024 has been rough for <a href="https://www.benzinga.com/topic/clean-energy">clean energy stocks</a>, JPMorgan analyst Mark Strouse sees 2025 as a year for selective opportunities in the sector. 
Strouse points to four standout stocks &#8211; First Solar Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), Nextracker Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), HA Sustainable Infrastructure Capital Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>), and Brookfield Renewable (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>). As top picks for investors looking to unwrap some green energy potential.
<h2 class="wp-block-heading">First Solar: A Bright Spot Despite Political Clouds</h2>
First Solar's strong foothold in domestic manufacturing and likely retention of IRA 45X credits makes it a top contender. 
Strouse notes that potential U.S. import tariffs or regulations could disadvantage foreign competitors, giving First Solar a unique edge. With resumed bookings activity expected in 2025, this solar giant could shine even brighter, according to Strouse.
Price target: $282 by December 2025.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41880110/solar-renewables-stocks-crash-after-trump-win-should-you-buy-now-at-cheap-valuations">Solar, Renewables Stocks Crash After Trump Win: Should You Buy Now At Cheap Valuations?</a>
<h2 class="wp-block-heading">Nextracker: Tracking Success With Superior Execution</h2>
Since its IPO, Nextracker has outperformed its peers with margin resiliency and geographic diversification. 
Its exposure to 45X tax credits and safe harbor orders positions it for potential upside in 2025. For investors searching for a dependable player in utility-scale solar solutions, Nextracker offers a compelling value proposition with significant potential for long-term returns, the analyst says.
Price target: $58 by December 2025.
<h2 class="wp-block-heading">Hannon Armstrong: Diversified &amp; Investment-Grade Ready</h2>
Strouse highlights Hannon Armstrong&#8217;s strategic resilience, citing its robust end-market diversification and newly secured investment-grade rating as key differentiators in a volatile economic landscape. 
The analyst sees the company&#8217;s potential for a lower cost of capital and consistent operational execution as critical catalysts for future growth, signaling a promising trajectory amid complex market conditions.
Price target: $42 by December 2025.
<h2 class="wp-block-heading">Brookfield Renewable: A Safe Haven In Clean Energy</h2>
Brookfield Renewable stands out by offering unprecedented scale and strategic diversification in a volatile market, capitalizing on the growing appetite for de-risked assets. 
The analyst points to the company&#8217;s record-breaking capital recycling strategy and consistent dividend payments as key attributes that position Brookfield Renewable as an especially compelling option for risk-averse investors seeking stability in the clean energy sector.
Price targets: $30 for BEP and $34 for BEPC by December 2025.
<h2 class="wp-block-heading">Why Now?</h2>
Despite lingering macro headwinds and political uncertainties, Strouse believes clean energy's long-term fundamentals remain solid. Lower costs per watt and increasing power demand underpin the sector&#8217;s growth, offering compelling entry points for discerning investors.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/24/11/41926301/sustainable-investment-under-trump-performance-matters-far-more-than-politics-jpmorgan-analyst-says">Sustainable Investment Under Trump: &#8216;Performance Matters Far More Than Politics,&#8217; JPMorgan Analyst Says</a></li>
</ul>
Photo: Shutterstock

Clean Energy's 2025 Comeback: Analyst Reveals 4 Gems Hidden In Market Turbulence

I admit it: I am something of a geek.
I spend a lot of time sitting around reading articles, crunching numbers, and engaging in other research-focused activities.
One of my favorite ways to spend an afternoon is with a game in the background (preferably baseball, but there has to be an offseason), reading the latest academic studies and insights.
Recently, I spent some time with a study on insider buying titled &#8220;Are CFOs&#8217; Trades More Informative Than CEOs&#8217; Trades?&#8221;
As it turns out, they are.
Everyone focuses on the CEO. After all, he is the top executive who sees everything: all the plans, all the ideas, all the sales figures, everything.
The CEO is the ship&#8217;s captain who sees all and theoretically knows all.
Why, then, does the CFO outperform?
Keeping our ship analogy, the CEO may be the captain, but the CFO oversees the engine room and the power plant.
He knows what cash is coming in, where it is going, and how the excess is being spent.
The CFO knows how much they owe and to whom they owe it.
The CFO is also present in every meeting and sees every plan and vision laid out by the CEO and other executives.
He also knows how these plans will impact the business&#8217;s financial health.
She is also best positioned to judge how these plans will likely impact the company&#8217;s value.
When the Chief Financial Officer buys, it is because the business is trading for less than the ultimate insider view says it is worth.
Here are three companies with recent significant buying by the Chief Financial Officer:
Dorchester Minerals, L.P. (Ticker: DMLP) is a master limited partnership that acquires, owns, and manages producing and non-producing mineral, royalty, overriding royalty, net profits, and leasehold interests across the United States.
Its diversified portfolio spans 593 counties and parishes in 28 states, providing exposure to various oil and gas assets.
While the company is currently most active in the Permian and Bakken regions, it also has significant acreage in the Utica Shale and Marcellus Shale regions, which hold enormous amounts of natural gas.
Most energy industry insiders think that natural gas will be in huge demand as the energy source for developing AI to its full potential.
As a royalty trust, Dorchester is paid for every drop of oil and gas produced on the acreage they own. At the current price, the yield on the shares is over 10%.
CFO Leslie Moriyama is clearly a big believer in higher energy prices, as she has recently purchased over $500,000 worth of additional stock in the company.
HA Sustainable Infrastructure Capital, Inc. (Ticker: HASI), formerly known as Hannon Armstrong Sustainable Infrastructure Capital, Inc., is a leading investor in climate solutions, focusing on energy efficiency, renewable energy, and other sustainable infrastructure markets across the United States.
HA Sustainable Infrastructure Capital, Inc. (HASI) maintains a diversified portfolio across three primary markets: Behind-the-Meter (BTM), Grid-Connected (GC), and Fuels, Transport &amp; Nature (FTN). As of June 30, 2024, the portfolio distribution was approximately 47% in BTM, 40% in GC, and 13% in FTN.
The company&#8217;s investments encompass various asset classes, including equity, joint ventures, land ownership, lending, and other financing transactions. Notable investments include a structured equity investment in a 2.0 GW portfolio of contracted wind, solar, and solar-plus-storage projects, and a senior debt investment in a portfolio of operating landfill gas-to-renewable natural gas and wastewater treatment biogas-to-renewable natural gas plants.
CFO Marc Pangburn is not buying the death of renewables story, as he recently purchased a six-figure stake in the company.
Centene Corporation (Ticker: CNC), headquartered in St. Louis, Missouri, is a leading managed care company specializing in government-sponsored healthcare programs. Founded in 1984, Centene has become a significant intermediary for government-sponsored and privately insured healthcare plans, offering a comprehensive range of services to individuals and families across the United States. The company&#8217;s portfolio includes Medicaid, Medicare Advantage, and Marketplace insurance plans, serving over 28 million members nationwide.
In the third quarter of 2024, Centene reported total revenues of $42.0 billion, marking a 10% increase from the same period in the previous year. This growth was primarily driven by a 22% increase in Marketplace membership and a 49% rise in Medicare Prescription Drug Plans. The company&#8217;s adjusted diluted earnings per share stood at $1.62, surpassing analysts&#8217; expectations.
Despite a decline in Medicaid membership due to redeterminations, Centene&#8217;s diversified portfolio allowed it to navigate these challenges effectively. The company reaffirmed its full-year adjusted diluted EPS guidance of greater than $6.80, reflecting confidence in its financial outlook.
The stock has sold off this year, finally attracting the interest of CFO Andrew Asher, who recently purchased $1 million worth of the company.

Opinion

DMLP

C-Suite Buy of the Week: Executives' Investments Offer Clues to Market Directions

Press Releases

HASI Announces Third Quarter 2024 Earnings Release Date and Conference Call

HASI Announces Third Quarter 2024 Results

Commodities

Pivot Energy Secures Over $450 Million in Major Financing of Distributed Generation Portfolios from First Citizens, ATLAS SP, and HASI

HASI Prices Reopening of $300 Million of 6.375% Green Senior Unsecured Notes due 2034

HASI and IGS Solar Close Structured Equity Capital Partnership to Finance Residential Solar & Storage Systems

HASI Announces Fourth Quarter and Full Year 2024 Earnings Release Date and Conference Call

HASI Announces Fourth Quarter and Full Year 2024 Results

HASI Announces Leadership Team Appointments

HASI Announces Appointment of Laura A. Schulte and Barry E. Welch to Board of Directors

HASI Announces First Quarter 2025 Earnings Release Date and Conference Call

FCNCA

Acacia Research Corporation - Common Stock

Acacia Research

Eason Technology Limited American Depositary Shares (each representing sixty-thousand (60,000) Ordinary Shares)

Eason Technology

FlexShopper

Future FinTech Group

Mill City Ventures III, Ltd. - Common Stock

Mill City Ventures III

SHF Holdings, Inc. - Class A Common Stock

SHF Hldgs

SWK Holdings

Baird

Wells Fargo

Truist Securities

JP Morgan

Citigroup

2025년에 <a href="https://www.benzinga.com/trading-ideas/dividends">안정적인 현금 흐름</a>를 원하신다면, JP모건의 애널리스트들이 배당 매력과 잠재적 가격 상승을 제공하는 네 가지 소득 창출 주식에 주목했다.
이들 주식은 다음과 같다: 애널리 캐피털 매니지먼트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NLY#NYSE">NLY</a>), 코닝(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLW#NYSE">GLW</a>), 에너지 트랜스퍼 LP(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ET#NYSE">ET</a>) 및 HA 서스테이너블 인프라 캐피털(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>).
여기 이들 주식에 대한 세부 정보가 있다.
<h2 class="wp-block-heading">애널리 캐피털</h2>
애널리 캐피털은 13.85%의 높은 선행 배당 수익률(출처: <a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent122024&amp;t=be2bearmibe3na1">Benzinga Pro</a>)로 소득 투자자들에게 매력적인 선택지로 부각되고 있습니다.
애널리스트 리처드 셰인(Richard Shane)은 이 모기지 REIT가 수익률 곡선의 완만한 경사 증가와 주택 담보 대출 증권(MBS) 가격 상승의 혜택을 볼 것으로 예상한다. 현재 $19.76에 거래되고 있는 NLY는 중간 십대의 자기자본이익률(ROE)과 상승하는 이자 스프레드에 의해 안정적인 배당 주식으로 평가된다. 그의 2025년 목표 주가는 $20이다.
참고: <a href="https://www.benzinga.com/analyst-ratings/price-target/24/12/42615289/wall-streets-most-accurate-analysts-weigh-in-on-3-materials-stocks-delivering-high-dividend-yields">월스트리트의 가장 정확한 애널리스트들이 높은 배당 수익률을 제공하는 3개 소재주에 대해 평가했다.</a>
<h2 class="wp-block-heading">코닝</h2>
유리와 광섬유 혁신으로 알려진 코닝은 단순한 반짝이는 스크린 이상의 가치를 제공한다.
2.38%의 낮은 배당 수익률은 다소 미비하게 보일 수 있지만, JP모건의 사믹 채터지(Samik Chatterjee) 애널리스트는 이 기술 거인이 높은 한 자릿수의 매출 성장을 선보일 준비가 되어 있다고 말한다.
데이터 센터 수요, 통신 회복 및 인공지능(AI) 주도 혁신에 힘입어 현재 $48.18에 거래되고 있는 코닝의 주가는 2025년 말까지 $60까지 상승할 여지가 있다고 이 분석가가 전한다.
<h2 class="wp-block-heading">에너지 트랜스퍼</h2>
파이프라인 강자 에너지 트랜스퍼는 7.06%의 선행 배당 수익률로 주목받고 있다.
애널리스트 제레미 토넷(Jeremy Tonet)은 동종업계 대비 저평가된 EV/EBITDA 비율에서 잠재적인 가치를 보고 있다.
모든 실린더에서 실행되는 퍼미안 출구 및 천연가스 물류와 같은 펀더멘털을 통해 $18.70에 거래되는 ET는 토넷의 $23 목표에 도달할 준비가 되어 있어 미드스트림 투자자에게 매력적인 기회를 제공한다.
<h2 class="wp-block-heading">HASI</h2>
지속 가능성이 수익성과 만나는 곳, 해넌 암스트롱 서스테이너블 인프라스트럭처 캐피털(HASI). HASI의 6.29% 수익률은 이 친환경 투자에 대한 매력을 더욱 높인다.
JP모건의 마크 스트라우스(Mark Strouse)는 KKR과의 파트너십과 투자 등급 평가로 인해 더 밝은 전망을 예측한다. 현재 주가가 $28.72인 HASI는 2025년까지 $42로 상승할 것이라고 스트라우스가 예측하며, HASI가 공공 자본 조달 의존도를 줄이고 안정적인 스프레드를 실행할 것이라고 덧붙인다.
높은 수익률을 추구하든 균형 잡힌 성장을 추구하든, 이 네 가지 소득 주식은 2025년 포트폴리오의 중추가 될 수 있다.
애널리의 강력한 배당에서 코닝의 AI 주도 잠재성까지, JP모건의 추천은 안정적인 수익 흐름을 높은 수익으로 전환하는 데 중점을 두고 있다.

다음 읽기: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/12/42612794/djt-stock-plummets-over-5-following-trumps-stake-transfer-heres-more">DJT 주식, 트럼프의 지분 이전 후 5% 이상 급락: 더 많은 내용은 여기서 확인하세요.</a></li>
</ul>
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2024년은 <a href="https://www.benzinga.com/topic/clean-energy">청정(클린) 에너지 주식</a>에게 힘든 한 해였던 반면, JP모건의 애널리스트 마크 스트라우스(Mark Strouse)는 2025년을 이 섹터에서 선택적인 기회의 해로 보고 있다.
스트라우스는 투자자들이 청정 에너지 잠재력을 탐색할 수 있는 최고의 주식으로 퍼스트 솔라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), 넥스트래커(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>), HA 서스테이너블 인프라 캐피털(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HASI#NYSE">HASI</a>) 및 브룩필드 리뉴어블(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEP#NYSE">BEP</a>) (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BEPC#NYSE">BEPC</a>) 네 개를 지목하고 있다.
<h2 class="wp-block-heading">퍼스트 솔라: 정치적 구름 속에서도 빛나는 주식</h2>
퍼스트 솔라는 국내 제조에서 강력한 입지를 다지고 있으며, IRA 45X 크레딧 유지 가능성 덕분에 주요 경쟁자로 자리잡고 있다.
스트라우스는 잠재적인 미국 수입 관세나 규제가 외국 경쟁자에게 불리하게 작용할 수 있어 퍼스트 솔라에게 독특한 우위를 제공할 수 있다고 언급했다. 2025년에는 예약 활동이 재개될 것으로 예상되어, 이 태양광 거인은 더욱 밝게 빛날 수 있다.
목표 주가: 2025년 12월까지 282달러.
이 주식은 금요일 1.71% 상승한 199.67달러에 마감했다. 올해 들어 15.90% 상승했다.
또한 읽기: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41880110/solar-renewables-stocks-crash-after-trump-win-should-you-buy-now-at-cheap-valuations">트럼프 당선 후 태양광 및 재생 에너지 주식 폭락: 지금 저평가된 주식을 사야 할까?</a>
<h2 class="wp-block-heading">넥스트래커: 탁월한 실행력으로 성공 추적</h2>
넥스트래커는 IPO 이후 동종 업계에서 마진 회복력과 지리적 다양성을 바탕으로 동료들을 능가했다.
45배의 세금 공제와 면책 명령에 노출되어 2025년에 잠재적인 상승 여력이 있다. 유틸리티 규모의 태양광 솔루션에서 신뢰할 수 있는 플레이어를 찾는 투자자들에게 넥스트래커는 장기적인 수익 잠재력이 큰 매력적인 가치 제안을 제공한다.
목표 주가: 2025년 12월까지 58달러.
이 주식은 금요일 0.74% 상승한 35.47달러에 마감되었다. 올해 들어 24.29% 하락했다.
<h2 class="wp-block-heading">해넌 암스트롱: 다각화 및 투자 등급 확보</h2>
스트라우스는 해넌 암스트롱(Hannon Armstrong)의 전략적 회복력을 강조하며, 강력한 최종 시장 다각화와 새로 확보한 투자 등급이 변동성이 큰 경제 환경에서 주요 차별화 요소가 되었다고 밝혔다.
이 애널리스트는 회사의 낮은 자본 비용과 일관된 운영 실행이 미래 성장의 중요한 촉매제가 될 것으로 보아, 복잡한 시장 상황 속에서도 유망한 경로를 나타낸다고 분석했다.
목표 주가: 2025년 12월까지 42달러.
이 주식은 금요일 0.93% 하한 29.75달러에 마감되었다. 올해 들어 7.87% 하락했다
<h2 class="wp-block-heading">브룩필드 리뉴어블: 청정 에너지의 안전한 피난처</h2>
브룩필드 리뉴어블은 전례 없는 규모와 전략적 다각화를 제공하여 변동성이 큰 시장에서 두드러진 성과를 보이고 있으며, 리스크가 줄어든 자산에 대한 수요 증가를 활용하고 있다.
이 애널리스트는 회사의 기록적인 자본 재활용 전략과 일관된 배당금 지급이 브룩필드 리뉴어블을 청정 에너지 섹터에서 안정성을 추구하는 위험 회피 투자자들에게 특히 매력적인 선택지로 만든다고 지적했다.
목표 주가: BEP은 30달러, BEPC는 34달러로 2025년 12월까지 예상.
BEP는 금요일 0.17% 하락한 23.79달러에 마감되었으며, 반명 BEPC는 0.64% 상승한 29.75달러에 마쳤다.
<h2 class="wp-block-heading">왜 지금인가?</h2>
거시적인 역풍과 정치적 불확실성이 지속되고 있지만, 스트라우스는 청정 에너지의 장기적인 펀더멘털이 여전히 견고하다고 믿고 있다. 와트당 비용 절감과 증가하는 전력 수요는 이 섹터의 성장을 뒷받침하며, 신중한 투자자에게 매력적인 진입점을 제공한다.
다음 읽기:
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%ED%8A%B8%EB%9F%BC%ED%94%84-%EC%A0%95%EB%B6%80-%ED%95%98%EC%9D%98-%EC%A7%80%EC%86%8D-%EA%B0%80%EB%8A%A5%ED%95%9C-%ED%88%AC%EC%9E%90-%EC%84%B1%EA%B3%BC%EA%B0%80-%EC%A0%95%EC%B9%98%EB%B3%B4%EB%8B%A4/" target="_blank" rel="noopener">트럼프 하의 지속 가능한 투자: &#8216;성과가 정치보다 훨씬 중요하다&#8217; &#8211; JP모건 애널리스트 발언</a></li>
</ul>
사진: Shutterstock
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