Corigliano Investment Advisers LLC Takes $5.54 Million Position in Solaris Energy Infrastructure, Inc. $SEI

Corigliano Investment Advisers LLC acquired a new position in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 120,400 shares of the company’s stock, valued at approximately $5,535,000. Solaris Energy Infrastructure comprises about 2.0% of Corigliano Investment Advisers LLC’s investment portfolio, making the stock its 18th largest holding.

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

Solaris Energy Infrastructure Stock Performance

NYSE SEI opened at $81.30 on Thursday. Solaris Energy Infrastructure, Inc. has a twelve month low of $24.57 and a twelve month high of $84.09. The company has a quick ratio of 1.07, a current ratio of 1.11 and a debt-to-equity ratio of 1.23. The stock has a market cap of $5.98 billion, a P/E ratio of 91.35 and a beta of 1.19. The company’s 50-day simple moving average is $71.10 and its 200 day simple moving average is $59.06.

Solaris Energy Infrastructure (NYSE:SEI) last posted its earnings results on Monday, April 27th. The company reported $0.44 EPS for the quarter, topping the consensus estimate of $0.26 by $0.18. Solaris Energy Infrastructure had a return on equity of 13.33% and a net margin of 6.69%.The business had revenue of $196.24 million during the quarter. As a group, research analysts forecast that Solaris Energy Infrastructure, Inc. will post 1.09 earnings per share for the current fiscal year.

Insider Activity

In other Solaris Energy Infrastructure news, CAO Christopher P. Wirtz sold 700 shares of the company’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $77.22, for a total transaction of $54,054.00. Following the transaction, the chief accounting officer owned 36,085 shares of the company’s stock, valued at approximately $2,786,483.70. This represents a 1.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Christopher M. Powell sold 36,852 shares of the stock in a transaction on Monday, May 11th. The shares were sold at an average price of $74.63, for a total value of $2,750,264.76. Following the completion of the transaction, the insider owned 114,117 shares in the company, valued at $8,516,551.71. The trade was a 24.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 4,099,593 shares of company stock worth $297,782,099. 20.23% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Stifel Nicolaus upped their target price on shares of Solaris Energy Infrastructure from $71.00 to $93.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Glj Research initiated coverage on shares of Solaris Energy Infrastructure in a report on Thursday, March 5th. They set a “buy” rating and a $60.00 price objective on the stock. Raymond James Financial reiterated an “outperform” rating and issued a $82.00 target price on shares of Solaris Energy Infrastructure in a research note on Wednesday, April 29th. Northland Securities set a $104.00 target price on Solaris Energy Infrastructure in a research report on Friday, June 12th. Finally, Piper Sandler boosted their price target on Solaris Energy Infrastructure from $65.00 to $72.00 and gave the company an “overweight” rating in a research note on Wednesday, April 15th. Eight investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $81.80.

Key Headlines Impacting Solaris Energy Infrastructure

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

• Positive Sentiment: A market article highlighted Solaris Energy Infrastructure as one of two “AI infrastructure stocks” benefiting from rapid data-center growth, which can support a stronger valuation if investors continue to rotate into power and infrastructure names tied to AI demand. Two AI Infrastructure Stocks Eye Breakouts After Rapid Growth
• Positive Sentiment: Investor enthusiasm around data-center power and infrastructure stocks may be helping sentiment, since SEI is being viewed as a beneficiary of surging electricity and equipment demand tied to AI buildouts. Data center power name tests critical level
• Neutral Sentiment: SEI’s broader investment-manager affiliate announced an upgraded technology and AI platform aimed at improving data access and operational efficiency; while strategically positive for the franchise, the press release is not a direct earnings catalyst for Solaris Energy Infrastructure. SEI Introduces Technology and AI to Boost Investment Manager Efficiency
• Negative Sentiment: Northland Securities cut several of Solaris Energy Infrastructure’s forward EPS estimates, including FY2026, FY2027, and multiple quarterly forecasts, which could temper some of the stock’s upside if investors start focusing on slower-than-expected earnings growth. Solaris Energy Infrastructure estimate changes

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.