Solaris Energy Infrastructure, Inc. $SEI Shares Sold by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH cut its stake in Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 51.9% in the third quarter, Holdings Channel reports. The firm owned 78,457 shares of the company’s stock after selling 84,509 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Solaris Energy Infrastructure were worth $3,136,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Assetmark Inc. purchased a new position in shares of Solaris Energy Infrastructure in the second quarter worth $25,000. Strs Ohio purchased a new stake in shares of Solaris Energy Infrastructure during the first quarter valued at $28,000. Nisa Investment Advisors LLC increased its position in shares of Solaris Energy Infrastructure by 17.8% in the 2nd quarter. Nisa Investment Advisors LLC now owns 2,199 shares of the company’s stock valued at $62,000 after acquiring an additional 333 shares during the period. EverSource Wealth Advisors LLC raised its stake in Solaris Energy Infrastructure by 2,227.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,746 shares of the company’s stock worth $78,000 after acquiring an additional 2,628 shares during the last quarter. Finally, BNP Paribas Financial Markets lifted its position in Solaris Energy Infrastructure by 88.1% during the 2nd quarter. BNP Paribas Financial Markets now owns 3,366 shares of the company’s stock worth $95,000 after acquiring an additional 1,577 shares during the period. Institutional investors and hedge funds own 67.44% of the company’s stock.

Solaris Energy Infrastructure Stock Performance

Shares of NYSE SEI opened at $53.84 on Thursday. The company has a market capitalization of $3.69 billion, a PE ratio of 57.28 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. The company’s fifty day moving average price is $49.71 and its 200 day moving average price is $42.22. Solaris Energy Infrastructure, Inc. has a 1 year low of $14.27 and a 1 year high of $59.80.

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

Key Stories Impacting Solaris Energy Infrastructure

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

• Positive Sentiment: Northland projects a materially stronger FY2027 (FY2027 EPS of $3.17) and elevated quarterly targets for 2027 (e.g., Q1–Q4 2027 estimates range from $0.55 to $0.81), implying a multiyear recovery that could support a higher longer?term valuation if execution matches estimates.
• Neutral Sentiment: Solaris scheduled its full?year and Q4 2025 earnings release for after the market close on Feb 24, 2026 and a conference call for Feb 25, 2026 — a near?term event that will provide management’s results and guidance. Conference Call Notice
• Negative Sentiment: Northland Securities (analyst B. Brooks) cut multiple near?term estimates on Jan 26: Q4 2026 EPS to $0.42 (from $0.61), Q3 2026 to $0.32 (from $0.50), Q2 2026 to $0.25 (from $0.42), Q1 2026 to $0.19 (from $0.29) and Q4 2025 to $0.15 (from $0.30). Most notably Northland lowered FY2026 EPS to $1.17 from $1.82 — these downward revisions increase short?term earnings risk and help explain selling pressure today.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on SEI. Raymond James Financial reissued an “outperform” rating on shares of Solaris Energy Infrastructure in a report on Tuesday. Zacks Research lowered Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Morgan Stanley assumed coverage on shares of Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 price target for the company. Northland Securities set a $70.00 price objective on shares of Solaris Energy Infrastructure in a research note on Monday, January 5th. Finally, Piper Sandler increased their price objective on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a research note on Monday, November 17th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $56.10.

Insider Buying and Selling

In other Solaris Energy Infrastructure news, major shareholder Ktr Management Company, Llc sold 2,114,783 shares of the stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $50.15, for a total transaction of $106,056,367.45. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Aj Teague acquired 2,310 shares of the company’s stock in a transaction on Wednesday, December 17th. The stock was acquired at an average cost of $43.13 per share, for a total transaction of $99,630.30. Following the completion of the acquisition, the director owned 106,465 shares of the company’s stock, valued at $4,591,835.45. This trade represents a 2.22% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold a total of 2,164,094 shares of company stock worth $108,255,773 in the last ninety days. 21.20% of the stock is owned by corporate insiders.

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.