Northland Securities Brokers Cut Earnings Estimates for SEI

Solaris Energy Infrastructure, Inc. (NYSE:SEI) – Northland Securities decreased their Q1 2026 earnings per share estimates for Solaris Energy Infrastructure in a report released on Monday, January 26th. Northland Securities analyst B. Brooks now forecasts that the company will post earnings per share of $0.19 for the quarter, down from their previous estimate of $0.29. The consensus estimate for Solaris Energy Infrastructure’s current full-year earnings is $0.36 per share. Northland Securities also issued estimates for Solaris Energy Infrastructure’s Q1 2027 earnings at $0.55 EPS, Q2 2027 earnings at $0.65 EPS, Q3 2027 earnings at $0.70 EPS, Q4 2027 earnings at $0.81 EPS and FY2027 earnings at $3.17 EPS.

Solaris Energy Infrastructure (NYSE:SEI) last released its quarterly earnings data on Monday, November 3rd. The company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.24 by $0.08. The company had revenue of $166.84 million during the quarter, compared to the consensus estimate of $142.82 million. Solaris Energy Infrastructure had a return on equity of 9.38% and a net margin of 7.02%.

A number of other equities analysts have also commented on SEI. Morgan Stanley assumed coverage on shares of Solaris Energy Infrastructure in a report on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 price target on the stock. UBS Group set a $65.00 target price on Solaris Energy Infrastructure in a report on Tuesday. Weiss Ratings reissued a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. Barclays raised their price objective on Solaris Energy Infrastructure from $44.00 to $61.00 and gave the stock an “overweight” rating in a research report on Wednesday, November 5th. Finally, Zacks Research cut Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $56.10.

Solaris Energy Infrastructure Trading Up 3.6%

SEI opened at $53.85 on Tuesday. 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 has a fifty-two week low of $14.27 and a fifty-two week high of $59.80. The company’s 50 day moving average price is $49.52 and its two-hundred day moving average price is $42.14. The firm has a market capitalization of $3.69 billion, a price-to-earnings ratio of 57.29 and a beta of 1.12.

Insider Buying and Selling

In other Solaris Energy Infrastructure news, CEO Amanda M. Brock bought 3,669 shares of the stock in a transaction on Wednesday, December 17th. The stock was acquired at an average cost of $40.89 per share, for a total transaction of $150,025.41. Following the completion of the acquisition, the chief executive officer owned 141,080 shares in the company, valued at $5,768,761.20. This trade represents a 2.67% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this link. Also, insider Cynthia M. Durrett sold 47,011 shares of the business’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 directly owned 131,152 shares in the company, valued at approximately $5,852,002.24. This trade represents a 26.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,164,094 shares of company stock worth $108,255,773 over the last three months. Insiders own 21.20% of the company’s stock.

Institutional Trading of Solaris Energy Infrastructure

Hedge funds have recently modified their holdings of the stock. AE Wealth Management LLC grew its position in Solaris Energy Infrastructure by 39.7% in the 2nd quarter. AE Wealth Management LLC now owns 120,112 shares of the company’s stock worth $3,398,000 after purchasing an additional 34,164 shares in the last quarter. Ardsley Advisory Partners LP purchased a new position in shares of Solaris Energy Infrastructure in the 2nd quarter worth approximately $566,000. Hiddenite Capital Partners LP purchased a new position in shares of Solaris Energy Infrastructure in the 3rd quarter worth approximately $13,990,000. Westwood Holdings Group Inc. grew its holdings in shares of Solaris Energy Infrastructure by 11.8% in the second quarter. Westwood Holdings Group Inc. now owns 1,504,738 shares of the company’s stock valued at $42,569,000 after acquiring an additional 158,338 shares in the last quarter. Finally, Franklin Resources Inc. increased its position in shares of Solaris Energy Infrastructure by 68.2% during the second quarter. Franklin Resources Inc. now owns 48,153 shares of the company’s stock valued at $1,362,000 after acquiring an additional 19,532 shares during the last quarter. 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.