As Spirit Rlty Cap New (SRC) Market Valuation Rose, Knighthead Capital Management Has Boosted Stake; Neumeier Poma Investment Counsel Cut Its Holding in Hannon Armstrong Sustainable Infrastructure Capital (HASI) as Share Value Declined

June 17, 2018 - By Winifred Garcia

Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) Logo

Neumeier Poma Investment Counsel Llc decreased its stake in Hannon Armstrong Sustainable Infrastructure Capital Inc. (HASI) by 39.53% based on its latest 2018Q1 regulatory filing with the SEC. Neumeier Poma Investment Counsel Llc sold 515,430 shares as the company’s stock declined 1.60% with the market. The institutional investor held 788,315 shares of the consumer services company at the end of 2018Q1, valued at $15.37 million, down from 1.30M at the end of the previous reported quarter. Neumeier Poma Investment Counsel Llc who had been investing in Hannon Armstrong Sustainable Infrastructure Capital Inc. for a number of months, seems to be less bullish one the $963.47M market cap company. The stock decreased 1.28% or $0.24 during the last trading session, reaching $18.49. About 597,383 shares traded or 81.85% up from the average. Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) has declined 17.49% since June 17, 2017 and is downtrending. It has underperformed by 30.06% the S&P500.




Tom Wagner increased its stake in Spirit Rlty Cap Inc New (SRC) by 2.79% based on its latest 2018Q1 regulatory filing with the SEC. Knighthead Capital Management Llc bought 254,000 shares as the company’s stock rose 11.35% while stock markets declined. The hedge fund run by Tom Wagner held 9.37M shares of the consumer services company at the end of 2018Q1, valued at $72.69 million, up from 9.11M at the end of the previous reported quarter. Knighthead Capital Management Llc who had been investing in Spirit Rlty Cap Inc New for a number of months, seems to be bullish on the $3.51 billion market cap company. The stock increased 0.86% or $0.07 during the last trading session, reaching $8.2. About 7.10 million shares traded. Spirit Realty Capital, Inc. (NYSE:SRC) has risen 17.41% since June 17, 2017 and is uptrending. It has outperformed by 4.84% the S&P500. Some Historical SRC News: 08/05/2018 – Consolidated Research: 2018 Summary Expectations for ONEOK, People’s United Financial, Spirit Realty Capital, Stryker, Ultra Cl; 21/03/2018 – SPIRIT REALTY CAPITAL – MOST RECENTLY, HUGHES WAS CFO AT FELCOR LODGING TRUST; 21/03/2018 – SPIRIT REALTY CAPITAL INC – HUGHES WILL JOIN CO ON APRIL 1, 2018 AND WORK WITH OUTGOING CHIEF FINANCIAL OFFICER PHIL JOSEPH TO TRANSITION THE ROLE; 21/03/2018 – SPIRIT REALTY CAPITAL, NAMES MICHAEL HUGHES AS CFO; 01/05/2018 – Spirit Realty Capital 1Q EPS 6c; 04/05/2018 – Spirit MTA REIT Publicly Files Second Amendment to Form 10 Registration Statement in Connection with Planned Spin-off from Spirit Realty Capital; 06/03/2018 Detailed Research: Economic Perspectives on Exact Sciences, KapStone Paper and Packaging, Spirit Realty Capital, KLA-Tencor, Ne; 13/04/2018 – Spirit MTA REIT Publicly Files Amended Form 10 Registration Statement in Connection with Planned Spin-off from Spirit Realty Ca; 13/04/2018 – SPIRIT REALTY CAPITAL – AMENDED REGISTRATION STATEMENT IN CONNECTION WITH SPIN-OFF OF CERTAIN ASSETS OF CO INTO SMTA; 21/03/2018 – SPIRIT REALTY CAPITAL INC – NAMES RICARDO RODRIGUEZ AS CHIEF FINANCIAL OFFICER OF SPIRIT MTA REIT

Since February 23, 2018, it had 9 buys, and 0 insider sales for $713,338 activity. $91,400 worth of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) was bought by OSGOOD STEVEN G on Monday, June 4. Cirilli Mark had bought 5,555 shares worth $100,838.

Neumeier Poma Investment Counsel Llc, which manages about $475.08 million and $971.02 million US Long portfolio, upped its stake in Ishares Russell 2000 (IWM) by 4,050 shares to 124,725 shares, valued at $18.94M in 2018Q1, according to the filing. It also increased its holding in Osi Systems Inc. (NASDAQ:OSIS) by 28,795 shares in the quarter, for a total of 462,305 shares, and has risen its stake in Pacwest Bancorp (NASDAQ:PACW).

Investors sentiment decreased to 0.95 in Q1 2018. Its down 0.55, from 1.5 in 2017Q4. It dropped, as 15 investors sold HASI shares while 49 reduced holdings. 14 funds opened positions while 47 raised stakes. 34.17 million shares or 0.29% less from 34.27 million shares in 2017Q4 were reported. Aqr Cap Ltd has 0% invested in Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI). Athena Cap Advsr Llc holds 0.32% or 65,989 shares in its portfolio. 70,909 are held by Deutsche Bancshares Ag. Baldwin Brothers Ma holds 31,630 shares or 0.1% of its portfolio. Guggenheim Cap Ltd Liability reported 932,123 shares. Advsrs Asset Mngmt invested 0% of its portfolio in Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI). Advantus Mgmt Inc, a Minnesota-based fund reported 62,500 shares. Spirit Of America Mgmt reported 0.53% stake. Pub Employees Retirement Systems Of Ohio reported 53,461 shares. Stratos Wealth invested in 3,113 shares or 0% of the stock. Blackrock holds 0% or 4.41 million shares in its portfolio. Northern reported 582,695 shares. Phocas holds 218,771 shares. 17,909 were reported by Atlantic Gp Limited Liability. Parametric Ltd has 12,127 shares.

Among 11 analysts covering Hannon Armstrong (NYSE:HASI), 10 have Buy rating, 0 Sell and 1 Hold. Therefore 91% are positive. Hannon Armstrong had 22 analyst reports since October 14, 2015 according to SRatingsIntel. The company was maintained on Thursday, November 2 by Oppenheimer. Cowen & Co maintained the stock with “Buy” rating in Thursday, June 22 report. The stock of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) earned “Buy” rating by FBR Capital on Thursday, February 22. The stock has “Outperform” rating by Robert W. Baird on Thursday, February 22. As per Wednesday, November 22, the company rating was maintained by Roth Capital. On Thursday, September 8 the stock rating was initiated by Barclays Capital with “Overweight”. The rating was maintained by Robert W. Baird on Thursday, October 19 with “Buy”. The rating was initiated by Oppenheimer with “Outperform” on Wednesday, October 14. FBR Capital maintained Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) rating on Friday, June 30. FBR Capital has “Buy” rating and $2600 target. The firm earned “Buy” rating on Friday, August 25 by Cowen & Co.

More recent Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) news were published by: Fool.com which released: “3 Stocks That Pay You” on June 06, 2018. Also Prnewswire.com published the news titled: “Hannon Armstrong Announces $0.33 per Share Quarterly Dividend” on May 31, 2018. Seekingalpha.com‘s news article titled: “Hersha Hospitality Trust: An Unusual Divergence Creates A 7% Yield For Dividend Investors” with publication date: June 01, 2018 was also an interesting one.

Analysts await Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) to report earnings on August, 1. They expect $0.25 EPS, down 10.71% or $0.03 from last year’s $0.28 per share. HASI’s profit will be $13.03M for 18.49 P/E if the $0.25 EPS becomes a reality. After $0.24 actual EPS reported by Hannon Armstrong Sustainable Infrastructure Capital, Inc. for the previous quarter, Wall Street now forecasts 4.17% EPS growth.

Investors sentiment increased to 1.08 in 2018 Q1. Its up 0.11, from 0.97 in 2017Q4. It is positive, as 32 investors sold SRC shares while 80 reduced holdings. 40 funds opened positions while 81 raised stakes. 393.89 million shares or 2.24% less from 402.93 million shares in 2017Q4 were reported. Investment Gru Ltd, Michigan-based fund reported 808,645 shares. State Street Corp stated it has 0.01% in Spirit Realty Capital, Inc. (NYSE:SRC). Davidson Kempner Cap Management LP holds 0.85% of its portfolio in Spirit Realty Capital, Inc. (NYSE:SRC) for 4.17 million shares. Moreover, Royal Natl Bank Of Canada has 0% invested in Spirit Realty Capital, Inc. (NYSE:SRC). Brinker invested in 0% or 12,627 shares. Canada Pension Plan Investment Board accumulated 81,900 shares. Mackay Shields Limited Liability invested in 0.04% or 822,067 shares. Cap Finance Advisers Limited Company reported 0% stake. 113,900 are held by Robeco Institutional Asset Mngmt Bv. California Public Employees Retirement Systems invested in 0.01% or 1.31M shares. Alliancebernstein LP has 485,065 shares. Symphony Asset Ltd Liability Com accumulated 64,874 shares. Lpl Financial Limited Liability Corporation holds 0% or 79,561 shares. Barclays Public Limited Liability Company holds 232,521 shares. 296,532 are owned by Amp Capital Investors Limited.

Another recent and important Spirit Realty Capital, Inc. (NYSE:SRC) news was published by Seekingalpha.com which published an article titled: “US IPO Week Ahead: Health Care Deals Lead 11-IPO Week” on June 16, 2018.

Among 18 analysts covering Spirit Realty Capital (NYSE:SRC), 7 have Buy rating, 0 Sell and 11 Hold. Therefore 39% are positive. Spirit Realty Capital had 56 analyst reports since July 23, 2015 according to SRatingsIntel. As per Wednesday, September 7, the company rating was upgraded by Morgan Stanley. Mizuho upgraded the shares of SRC in report on Thursday, August 31 to “Buy” rating. The rating was maintained by Sandler O’Neill on Thursday, February 22 with “Hold”. The firm has “Hold” rating by Ladenburg given on Monday, November 13. The stock has “Hold” rating by Ladenburg on Friday, August 4. Mizuho maintained Spirit Realty Capital, Inc. (NYSE:SRC) on Friday, October 20 with “Buy” rating. FBR Capital maintained Spirit Realty Capital, Inc. (NYSE:SRC) on Friday, May 5 with “Outperform” rating. Deutsche Bank maintained the stock with “Buy” rating in Friday, August 7 report. As per Tuesday, April 24, the company rating was maintained by JP Morgan. The stock has “Equal-Weight” rating by Morgan Stanley on Tuesday, May 9.

Since March 6, 2018, it had 3 buys, and 0 sales for $284,533 activity. Another trade for 7,500 shares valued at $60,000 was bought by GILCHRIST RICHARD I. 3,100 shares valued at $24,634 were bought by Heimlich Kenneth on Tuesday, June 12.

Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) Institutional Positions Chart

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