Jennison Associates LLC Lowers Stock Position in Solaris Energy Infrastructure, Inc. $SEI

Jennison Associates LLC cut its holdings in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 3.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 374,417 shares of the company’s stock after selling 12,030 shares during the period. Jennison Associates LLC’s holdings in Solaris Energy Infrastructure were worth $17,212,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. Vanguard Group Inc. grew its position in shares of Solaris Energy Infrastructure by 9.3% during the fourth quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock worth $133,940,000 after acquiring an additional 248,762 shares during the last quarter. Van ECK Associates Corp grew its position in shares of Solaris Energy Infrastructure by 623.5% during the third quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company’s stock worth $51,797,000 after acquiring an additional 1,116,794 shares during the last quarter. GW&K Investment Management LLC grew its position in shares of Solaris Energy Infrastructure by 12.5% during the third quarter. GW&K Investment Management LLC now owns 1,177,830 shares of the company’s stock worth $47,078,000 after acquiring an additional 130,975 shares during the last quarter. Two Sigma Investments LP grew its position in shares of Solaris Energy Infrastructure by 88.9% during the third quarter. Two Sigma Investments LP now owns 1,007,320 shares of the company’s stock worth $40,263,000 after acquiring an additional 474,087 shares during the last quarter. Finally, Advent International L.P. purchased a new position in shares of Solaris Energy Infrastructure during the third quarter worth approximately $40,246,000. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Solaris Energy Infrastructure Price Performance

Solaris Energy Infrastructure stock opened at $72.43 on Friday. Solaris Energy Infrastructure, Inc. has a one year low of $21.22 and a one year high of $81.24. The company has a debt-to-equity ratio of 1.37, a quick ratio of 2.87 and a current ratio of 2.96. The business has a fifty day moving average of $59.26 and a two-hundred day moving average of $53.48. The company has a market cap of $4.96 billion, a P/E ratio of 81.38 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI) last released its earnings results on Monday, April 27th. The company reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.26 by $0.18. Solaris Energy Infrastructure had a return on equity of 14.48% and a net margin of 6.69%.The company had revenue of $196.24 million during the quarter. As a group, analysts predict that Solaris Energy Infrastructure, Inc. will post 1.3 earnings per share for the current fiscal year.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Northland raised short and long?term forecasts in places — Q2 2026 EPS was bumped to $0.35 (from $0.32) and FY2028 EPS was lifted to $4.68 (from $4.33). This signals the analyst still sees meaningful long?term growth potential.
• Positive Sentiment: Media coverage noted a sharp earlier rally in the shares tied to interest in SEI’s exposure to AI data?center demand, which can support higher growth expectations and investor sentiment. Solaris Energy Infrastructure (SEI) Shares Skyrocket, What You Need To Know
• Neutral Sentiment: Independent analysis highlights strong top?line momentum (Q1 revenue +55% YoY; Power Solutions +160%) and a growing project pipeline, but also flags deeply negative free cash flow, heavy capex and elevated leverage — a mixed outlook that supports growth at a cost. Solaris Energy Infrastructure: Expensive, But Growing Fast
• Negative Sentiment: Northland cut multiple near?term EPS estimates across 2026–2027: Q3 2026 to $0.31 (from $0.39), Q4 2026 to $0.28 (from $0.50), Q1 2027 to $0.55 (from $0.67), Q2 2027 to $0.74 (from $0.82), Q3 2027 to $0.85 (from $0.92), and Q4 2027 to $1.01 (from $1.03). These downward revisions reduce near?term earnings visibility and are the most direct driver of downward pressure on the stock today.
• Negative Sentiment: Northland lowered full?year forecasts: FY2026 to $1.38 (from $1.44) and FY2027 to $3.15 (from $3.43). Lowered annual estimates can compress valuation (SEI’s current high P/E) and prompt re?rating if consensus follows.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on SEI. Citigroup lowered their target price on shares of Solaris Energy Infrastructure from $62.00 to $61.00 and set a “buy” rating on the stock in a research report on Tuesday, March 10th. Northland Securities set a $86.00 price objective on shares of Solaris Energy Infrastructure in a research report on Thursday. Glj Research initiated coverage on shares of Solaris Energy Infrastructure in a research report on Thursday, March 5th. They issued a “buy” rating and a $60.00 price objective on the stock. UBS Group set a $65.00 price objective on shares of Solaris Energy Infrastructure in a research report on Tuesday, January 27th. Finally, Wells Fargo & Company lifted their price objective on shares of Solaris Energy Infrastructure from $71.00 to $82.00 and gave the company an “equal weight” rating in a research report on Wednesday. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Solaris Energy Infrastructure currently has an average rating of “Moderate Buy” and a consensus target price of $73.09.

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.