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

Acuitas Investments LLC grew its position in Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 51.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 286,575 shares of the company’s stock after purchasing an additional 97,557 shares during the quarter. Solaris Energy Infrastructure comprises approximately 4.9% of Acuitas Investments LLC’s investment portfolio, making the stock its 4th biggest holding. Acuitas Investments LLC owned about 0.42% of Solaris Energy Infrastructure worth $11,454,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in SEI. Westwood Holdings Group Inc. boosted its position in shares of Solaris Energy Infrastructure by 11.8% in the 2nd quarter. Westwood Holdings Group Inc. now owns 1,504,738 shares of the company’s stock worth $42,569,000 after purchasing an additional 158,338 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Solaris Energy Infrastructure by 10.8% in the second quarter. Geode Capital Management LLC now owns 863,553 shares of the company’s stock worth $24,433,000 after acquiring an additional 83,914 shares in the last quarter. Goodlander Investment Management LLC acquired a new stake in Solaris Energy Infrastructure in the second quarter worth about $19,803,000. Honeycomb Asset Management LP purchased a new stake in shares of Solaris Energy Infrastructure during the second quarter worth about $19,011,000. Finally, Goldman Sachs Group Inc. acquired a new position in shares of Solaris Energy Infrastructure during the first quarter valued at about $13,714,000. 67.44% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, major shareholder Ktr Management Company, Llc sold 2,114,783 shares of Solaris Energy Infrastructure stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $50.15, for a total transaction of $106,056,367.45. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Amanda M. Brock bought 3,669 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The stock was purchased at an average price of $40.89 per share, with a total value of $150,025.41. Following the completion of the purchase, the chief executive officer owned 141,080 shares in the company, valued at approximately $5,768,761.20. This trade represents a 2.67% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have sold 2,164,094 shares of company stock worth $108,255,773. Corporate insiders own 21.20% of the company’s stock.

Solaris Energy Infrastructure Price Performance

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

Solaris Energy Infrastructure (NYSE:SEI) last issued 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 business had revenue of $166.84 million during the quarter, compared to analysts’ expectations of $142.82 million. Solaris Energy Infrastructure had a return on equity of 9.38% and a net margin of 7.02%. Research analysts predict that Solaris Energy Infrastructure, Inc. will post 0.36 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently commented on SEI shares. Weiss Ratings reiterated a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. Barclays boosted their price objective on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the company an “overweight” rating in a report on Wednesday, November 5th. Piper Sandler raised their target price on Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a research note on Monday, November 17th. UBS Group set a $65.00 price target on Solaris Energy Infrastructure in a research note on Tuesday. Finally, Morgan Stanley started coverage on Solaris Energy Infrastructure in a report on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Solaris Energy Infrastructure currently has an average rating of “Moderate Buy” and a consensus price target of $56.10.

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

Solaris Energy Infrastructure 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.