Insider Selling: Solaris Energy Infrastructure (NYSE:SEI) Insider Sells $2,097,630.82 in Stock

Solaris Energy Infrastructure, Inc. (NYSE:SEI) insider Cynthia Durrett sold 47,011 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $44.62, for a total value of $2,097,630.82. Following the completion of the transaction, the insider owned 131,152 shares of the company’s stock, valued at approximately $5,852,002.24. The trade was a 26.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Solaris Energy Infrastructure Price Performance

SEI opened at $44.85 on Friday. The stock has a fifty day simple moving average of $49.26 and a two-hundred day simple moving average of $37.97. The company has a current ratio of 2.39, a quick ratio of 2.28 and a debt-to-equity ratio of 0.69. The company has a market cap of $3.07 billion, a price-to-earnings ratio of 47.71 and a beta of 1.14. Solaris Energy Infrastructure, Inc. has a 12-month low of $14.27 and a 12-month high of $57.17.

Solaris Energy Infrastructure (NYSE:SEI) last announced its earnings results on Monday, November 3rd. The company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.24 by $0.08. The firm had revenue of $166.84 million for the quarter, compared to analysts’ expectations of $142.82 million. Solaris Energy Infrastructure had a net margin of 7.02% and a return on equity of 9.38%. Research analysts predict that Solaris Energy Infrastructure, Inc. will post 0.36 earnings per share for the current fiscal year.

Key Stores Impacting Solaris Energy Infrastructure

Here are the key news stories impacting Solaris Energy Infrastructure this week:

• Positive Sentiment: CEO Amanda Brock increased her stake by buying 3,669 shares (~$150k at ~$40.89), a signal of management confidence that can support the stock. CEO Purchase Filing
• Positive Sentiment: Director Aj Teague purchased 2,310 shares (~$99.6k at ~$43.13), increasing his holding ~2.2% — another insider buy that tends to be viewed positively by investors. Director Purchase Report
• Neutral Sentiment: Recent analyst coverage and institutional buying remain supportive: multiple buy/overweight ratings and rising price targets plus large institutional holdings (Vanguard and others) provide a bullish backdrop but are already priced in. MarketBeat Coverage
• Negative Sentiment: Significant insider sales: Cynthia Durrett sold 47,011 shares (~$2.1M) and director Laurie H. Argo sold 2,300 shares (~$101.8k), which may weigh on sentiment if investors view them as profit-taking or reallocation. Durrett Sale Filing
• Negative Sentiment: Chief Administrative Officer executed a multi-million-dollar sale (~$2.10M) reported by Benzinga, which could amplify negative reactions to insider selling. Benzinga: CAO Sale
• Negative Sentiment: Unusually large put-option activity — traders bought ~26,876 puts (a ~507% rise vs. normal volume) — suggests increased short/hedge interest that can pressure near-term sentiment. (Options flow report)

Analyst Ratings Changes

A number of equities analysts have weighed in on SEI shares. Morgan Stanley began coverage on shares of Solaris Energy Infrastructure in a research note on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 target price for the company. Northland Securities set a $61.00 price target on Solaris Energy Infrastructure in a research note on Thursday, October 9th. Zacks Research cut Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Weiss Ratings reissued a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a report on Monday, December 15th. Finally, Citigroup raised their price target on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the company a “buy” rating in a report on Monday, October 13th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Solaris Energy Infrastructure currently has an average rating of “Buy” and a consensus price target of $52.80.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Hudson Bay Capital Management LP purchased a new stake in shares of Solaris Energy Infrastructure during the 3rd quarter valued at about $1,204,000. Tudor Investment Corp ET AL grew its position in shares of Solaris Energy Infrastructure by 18.1% during the third quarter. Tudor Investment Corp ET AL now owns 468,187 shares of the company’s stock worth $18,713,000 after purchasing an additional 71,796 shares in the last quarter. Penn Capital Management Company LLC raised its position in shares of Solaris Energy Infrastructure by 21.7% during the third quarter. Penn Capital Management Company LLC now owns 17,377 shares of the company’s stock valued at $695,000 after buying an additional 3,097 shares during the last quarter. CIBC Private Wealth Group LLC purchased a new stake in Solaris Energy Infrastructure in the 3rd quarter worth $244,000. Finally, CIBC Bancorp USA Inc. purchased a new stake in shares of Solaris Energy Infrastructure in the third quarter worth about $400,000. Hedge funds and other institutional investors own 67.44% of the company’s stock.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure Fund Inc (NYSE: SEI) is a closed-end management investment company that seeks to provide total return through a combination of current income and capital appreciation. The fund pursues its objective by investing primarily in equity securities of energy infrastructure companies, including master limited partnerships (MLPs) and other midstream entities. SEI is externally managed by Solaris Asset Management LP, a firm specializing in energy infrastructure investments.

The fund’s portfolio targets businesses involved in the gathering, processing, transportation, storage and terminalling of oil, natural gas and refined products.