Insider Buying: Solaris Energy Infrastructure (NYSE:SEI) Director Purchases 3,900 Shares

Solaris Energy Infrastructure, Inc. (NYSE:SEI) Director A. Teague acquired 3,900 shares of the business’s stock in a transaction dated Tuesday, September 8th. The stock was acquired at an average cost of $64.21 per share, for a total transaction of $250,419.00. Following the transaction, the director owned 116,865 shares of the company’s stock, valued at $7,503,901.65. This represents a 3.45% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Solaris Energy Infrastructure Stock Up 5.4%

NYSE:SEI traded up $3.45 on Wednesday, hitting $67.41. 3,318,973 shares of the company’s stock were exchanged, compared to its average volume of 2,757,142. The firm has a 50-day moving average price of $58.80 and a 200-day moving average price of $63.58. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03. Solaris Energy Infrastructure, Inc. has a 52 week low of $26.19 and a 52 week high of $86.19. The company has a market cap of $5.16 billion, a P/E ratio of 79.31 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI) last announced its quarterly earnings data on Wednesday, August 5th. The company reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.31 by $0.08. Solaris Energy Infrastructure had a return on equity of 13.26% and a net margin of 7.19%.The company had revenue of $219.40 million during the quarter. As a group, analysts expect that Solaris Energy Infrastructure, Inc. will post 0.84 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: Solaris raised its 2026 outlook and initiated 2027 guidance. The company increased adjusted EBITDA guidance for the third and fourth quarters of 2026 and established first-quarter 2027 guidance, signaling that management expects momentum to continue beyond the current year. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
• Positive Sentiment: Operating performance and acquisitions are driving the improved forecast. Solaris said stronger results from its core business, along with newly acquired operations, are supporting the higher 2026 EBITDA outlook and a favorable start to 2027. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
• Positive Sentiment: The guidance announcement triggered a sharp rally and extended SEI’s winning streak. Multiple reports attributed the stock’s advance to the raised EBITDA outlook and optimistic second-half growth expectations. Solaris Energy Infrastructure surges 16% on raised EBITDA outlook
• Neutral Sentiment: Reports also noted increased hedge-fund ownership, which may improve investor attention and sentiment, although it does not directly change Solaris’s operating results. Solaris Energy Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump

Analyst Ratings Changes

Several equities research analysts have recently commented on SEI shares. Needham & Company LLC reissued a “buy” rating and issued a $98.00 price objective on shares of Solaris Energy Infrastructure in a report on Wednesday, September 2nd. Weiss Ratings downgraded shares of Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 11th. Morgan Stanley upped their price target on shares of Solaris Energy Infrastructure from $81.00 to $90.00 and gave the stock an “overweight” rating in a research report on Thursday, June 4th. Raymond James Financial increased their price target on shares of Solaris Energy Infrastructure from $82.00 to $96.00 and gave the company an “outperform” rating in a research note on Wednesday. Finally, Wolfe Research initiated coverage on shares of Solaris Energy Infrastructure in a research note on Monday, July 6th. They set an “outperform” rating and a $120.00 price objective on the stock. Ten investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Solaris Energy Infrastructure has a consensus rating of “Moderate Buy” and a consensus price target of $88.33.

Institutional Investors Weigh In On Solaris Energy Infrastructure

Several hedge funds have recently added to or reduced their stakes in the business. Situational Awareness LP increased its holdings in shares of Solaris Energy Infrastructure by 62.3% in the fourth quarter. Situational Awareness LP now owns 1,866,500 shares of the company’s stock valued at $85,803,000 after purchasing an additional 716,200 shares during the last quarter. Dockside LLC bought a new stake in shares of Solaris Energy Infrastructure during the 4th quarter worth about $3,803,000. Vanguard Group Inc. grew its stake in Solaris Energy Infrastructure by 9.3% in the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock valued at $133,940,000 after buying an additional 248,762 shares during the last quarter. Rokos Capital Management LLP bought a new position in Solaris Energy Infrastructure in the 1st quarter valued at about $1,900,000. Finally, Penn Capital Management Company LLC raised its holdings in Solaris Energy Infrastructure by 1,559.3% in the 4th quarter. Penn Capital Management Company LLC now owns 288,343 shares of the company’s stock valued at $13,269,000 after acquiring an additional 270,966 shares during the period. Institutional investors and hedge funds own 67.44% of the company’s stock.

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.