Solaris Energy Infrastructure, Inc. $SEI Shares Bought by Acuitas Investments LLC

Acuitas Investments LLC boosted its holdings in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 51.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 286,575 shares of the company’s stock after purchasing an additional 97,557 shares during the quarter. Solaris Energy Infrastructure makes up 4.9% of Acuitas Investments LLC’s holdings, making the stock its 4th largest position. Acuitas Investments LLC’s holdings in Solaris Energy Infrastructure were worth $11,454,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in SEI. AE Wealth Management LLC raised its stake in shares of Solaris Energy Infrastructure by 6.0% during the 3rd quarter. AE Wealth Management LLC now owns 127,278 shares of the company’s stock worth $5,087,000 after buying an additional 7,166 shares during the period. Great Lakes Advisors LLC purchased a new stake in Solaris Energy Infrastructure in the 3rd quarter worth $210,000. Kornitzer Capital Management Inc. KS acquired a new position in Solaris Energy Infrastructure during the third quarter worth $2,395,000. Hiddenite Capital Partners LP acquired a new position in Solaris Energy Infrastructure during the third quarter worth $13,990,000. Finally, Ritholtz Wealth Management lifted its holdings in Solaris Energy Infrastructure by 0.4% during the third quarter. Ritholtz Wealth Management now owns 133,717 shares of the company’s stock valued at $5,345,000 after purchasing an additional 539 shares in the last quarter. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on SEI shares. Piper Sandler upped their price target on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a research report on Monday, November 17th. Citigroup boosted their price objective on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. Zacks Research downgraded Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research report on Tuesday. UBS Group set a $65.00 price target on Solaris Energy Infrastructure in a research report on Tuesday. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $56.10.

Solaris Energy Infrastructure Trading Up 4.5%

SEI opened at $56.18 on Friday. The firm has a market capitalization of $3.85 billion, a price-to-earnings ratio of 59.77 and a beta of 1.12. The company’s 50 day simple moving average is $50.00 and its two-hundred day simple moving average is $42.32. Solaris Energy Infrastructure, Inc. has a 1-year low of $14.27 and a 1-year high of $59.80. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.39 and a quick ratio of 2.28.

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

Solaris Energy Infrastructure News Roundup

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

• Positive Sentiment: Northland Securities issued a long‑term projection that could be interpreted as bullish — the firm’s analyst B. Brooks models FY2028 EPS of $3.17, implying significant upside versus current consensus and suggesting expectations for stronger longer‑term cash flow or re‑rating. Northland FY2028 estimate (MarketBeat)
• Neutral Sentiment: Company fundamentals and technicals provide support — Solaris beat Q3/Nov quarter EPS and revenue, has healthy liquidity ratios listed in public filings, and the stock is trading above its 50‑ and 200‑day averages on elevated volume, which can attract momentum buyers. Company profile / recent results (MarketBeat)
• Negative Sentiment: Near‑term outlook was cut across multiple quarters by Northland: Q2, Q3 and Q4 2026 estimates were lowered (e.g., Q2 to $0.25 from $0.42; Q3 to $0.32 from $0.50; Q4 2026 to $0.42), and FY2026 was reduced to $1.17 from $1.82 — signaling weaker near‑term earnings visibility. Northland near‑term cuts (MarketBeat)
• Negative Sentiment: Zacks Research downgraded SEI from “hold” to “strong sell,” which can pressure investor sentiment and trigger selling or lower positioning by funds that follow Zacks ratings. Zacks downgrade TickerReport

Insiders Place Their Bets

In related news, Director Laurie H. Argo sold 2,300 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $44.25, for a total transaction of $101,775.00. Following the completion of the sale, the director directly owned 50,039 shares in the company, valued at approximately $2,214,225.75. This trade represents a 4.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, major shareholder Ktr Management Company, Llc sold 2,114,783 shares of the business’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $50.15, for a total transaction of $106,056,367.45. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 2,164,094 shares of company stock worth $108,255,773. 21.20% of the stock is currently owned by company insiders.

Solaris Energy Infrastructure Company Profile

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.