59,925 Shares in Solaris Energy Infrastructure, Inc. $SEI Acquired by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS purchased a new stake in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 59,925 shares of the company’s stock, valued at approximately $2,395,000.

Other institutional investors also recently modified their holdings of the company. Royal Bank of Canada bought a new stake in shares of Solaris Energy Infrastructure during the 1st quarter worth $477,000. AQR Capital Management LLC acquired a new position in Solaris Energy Infrastructure during the 1st quarter worth $2,475,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new stake in Solaris Energy Infrastructure during the first quarter valued at about $396,000. Goldman Sachs Group Inc. acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at about $13,714,000. Finally, Strs Ohio bought a new position in shares of Solaris Energy Infrastructure in the first quarter worth about $28,000. Institutional investors own 67.44% of the company’s stock.

Solaris Energy Infrastructure News Roundup

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.

Solaris Energy Infrastructure Stock Performance

SEI opened at $53.84 on Thursday. The stock has a market cap of $3.69 billion, a PE ratio of 57.28 and a beta of 1.12. The company has a current ratio of 2.39, a quick ratio of 2.28 and a debt-to-equity ratio of 0.69. Solaris Energy Infrastructure, Inc. has a 1 year low of $14.27 and a 1 year high of $59.80. The stock’s 50 day simple moving average is $49.71 and its 200-day simple moving average is $42.22.

Solaris Energy Infrastructure (NYSE:SEI) last issued its earnings results on Monday, November 3rd. The company reported $0.32 EPS for the quarter, topping the consensus estimate of $0.24 by $0.08. Solaris Energy Infrastructure had a return on equity of 9.38% and a net margin of 7.02%.The firm had revenue of $166.84 million during the quarter, compared to analysts’ expectations of $142.82 million. Sell-side analysts forecast that Solaris Energy Infrastructure, Inc. will post 0.36 EPS for the current year.

Analysts Set New Price Targets

Several brokerages recently weighed in on SEI. Weiss Ratings restated a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. Zacks Research cut Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Northland Securities set a $70.00 price objective on shares of Solaris Energy Infrastructure in a research note on Monday, January 5th. Raymond James Financial reaffirmed an “outperform” rating on shares of Solaris Energy Infrastructure in a research report on Tuesday. Finally, Morgan Stanley began coverage on shares of Solaris Energy Infrastructure in a report on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, Solaris Energy Infrastructure has an average rating of “Buy” and a consensus target price of $56.10.

Insider Activity at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, major shareholder Ktr Management Company, Llc sold 2,114,783 shares of the firm’s stock in a transaction dated Tuesday, November 4th. The shares were sold at an average price of $50.15, for a total transaction of $106,056,367.45. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Amanda M. Brock acquired 3,669 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were bought at an average cost of $40.89 per share, for a total transaction of $150,025.41. Following the completion of the acquisition, the chief executive officer directly owned 141,080 shares of the company’s stock, valued at approximately $5,768,761.20. This represents a 2.67% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 2,164,094 shares of company stock worth $108,255,773 in the last ninety days. Company insiders own 21.20% of the company’s stock.

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.