Solaris Energy Infrastructure, Inc. $SEI Shares Sold by Squarepoint Ops LLC

Squarepoint Ops LLC lessened its stake in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 51.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 158,270 shares of the company’s stock after selling 167,536 shares during the quarter. Squarepoint Ops LLC’s holdings in Solaris Energy Infrastructure were worth $12,734,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Cullen Frost Bankers Inc. purchased a new position in Solaris Energy Infrastructure in the 4th quarter valued at $28,000. Strs Ohio purchased a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at about $28,000. Caitong International Asset Management Co. Ltd acquired a new position in shares of Solaris Energy Infrastructure during the third quarter worth about $31,000. Larson Financial Group LLC raised its holdings in Solaris Energy Infrastructure by 363.0% during the third quarter. Larson Financial Group LLC now owns 1,014 shares of the company’s stock worth $41,000 after purchasing an additional 795 shares in the last quarter. Finally, Smartleaf Asset Management LLC raised its holdings in Solaris Energy Infrastructure by 105.6% during the fourth quarter. Smartleaf Asset Management LLC now owns 1,205 shares of the company’s stock worth $56,000 after purchasing an additional 619 shares in the last quarter. 67.44% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Solaris Energy Infrastructure

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

• Positive Sentiment: Higher EBITDA guidance: Solaris raised its adjusted EBITDA outlook for the third and fourth quarters of 2026 and increased its full-year 2026 guidance. Management also initiated first-quarter 2027 guidance, signaling confidence that operating momentum will continue. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
• Positive Sentiment: Growth from operations and acquisitions: The company’s stronger core business and newly acquired assets are driving the improved outlook, while management’s 2027 commentary provides additional visibility into future growth. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
• Positive Sentiment: Insider buying: Director A. Teague purchased 3,900 SEI shares for approximately $250,419, increasing their direct ownership by 3.45%. The purchase may be viewed as a signal of confidence in the company’s prospects, although it is not a guarantee of future performance. SEC insider transaction filing
• Neutral Sentiment: SEI’s shares have extended a multiday rally following the guidance increase, with coverage highlighting strong second-half expectations and increased hedge-fund interest. The sharp move improves sentiment but could also raise expectations for continued execution. Solaris Energy Rockets on Upbeat Second-Half Outlook

Solaris Energy Infrastructure Trading Up 5.9%

Shares of SEI opened at $67.71 on Thursday. The company has a current ratio of 4.12, a quick ratio of 4.03 and a debt-to-equity ratio of 2.23. The firm’s 50-day moving average is $58.69 and its two-hundred day moving average is $63.71. Solaris Energy Infrastructure, Inc. has a twelve month low of $26.19 and a twelve month high of $86.19. The firm has a market capitalization of $5.18 billion, a P/E ratio of 79.66 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.31 by $0.08. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. The company had revenue of $219.40 million during the quarter. On average, research analysts predict that Solaris Energy Infrastructure, Inc. will post 0.84 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on SEI shares. Wells Fargo & Company raised Solaris Energy Infrastructure from an “equal weight” rating to an “overweight” rating and lowered their price objective for the company from $82.00 to $73.00 in a report on Monday, August 3rd. Zacks Research downgraded Solaris Energy Infrastructure from a “hold” rating to a “strong sell” rating in a research note on Tuesday, June 30th. Stifel Nicolaus set a $98.00 price target on Solaris Energy Infrastructure in a report on Friday, August 7th. Weiss Ratings downgraded Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, August 11th. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $98.00 price objective on shares of Solaris Energy Infrastructure in a report on Wednesday, September 2nd. Ten equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $88.33.

Insider Buying and Selling at Solaris Energy Infrastructure

In other news, Director A. Teague acquired 3,900 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The stock was purchased at an average cost of $64.21 per share, with a total value of $250,419.00. Following the purchase, the director directly owned 116,865 shares of the company’s stock, valued at approximately $7,503,901.65. This trade represents a 3.45% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. 20.23% of the stock is currently owned by corporate insiders.

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.