Solaris Energy Infrastructure, Inc. $SEI Shares Acquired by CenterBook Partners LP

CenterBook Partners LP lifted its stake in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 163.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 87,305 shares of the company’s stock after purchasing an additional 54,208 shares during the quarter. CenterBook Partners LP’s holdings in Solaris Energy Infrastructure were worth $6,214,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Covestor Ltd grew its position in Solaris Energy Infrastructure by 75,316.7% in the 3rd quarter. Covestor Ltd now owns 9,050 shares of the company’s stock valued at $645,000 after buying an additional 9,038 shares during the last quarter. Oregon Public Employees Retirement Fund acquired a new position in Solaris Energy Infrastructure in the 3rd quarter valued at $1,053,000. Profund Advisors LLC raised its position in Solaris Energy Infrastructure by 9.4% during the 3rd quarter. Profund Advisors LLC now owns 7,038 shares of the company’s stock worth $501,000 after buying an additional 603 shares during the last quarter. ProShare Advisors LLC raised its position in Solaris Energy Infrastructure by 12.1% during the 3rd quarter. ProShare Advisors LLC now owns 7,833 shares of the company’s stock worth $558,000 after buying an additional 847 shares during the last quarter. Finally, Brooklands Fund Management Ltd purchased a new position in Solaris Energy Infrastructure during the 3rd quarter worth $2,881,000. Hedge funds and other institutional investors own 67.44% of the company’s stock.

Insider Transactions at Solaris Energy Infrastructure

In related news, Director A. Teague purchased 3,900 shares of Solaris Energy Infrastructure stock in a transaction dated Tuesday, September 8th. The stock was bought at an average cost of $64.21 per share, for a total transaction of $250,419.00. Following the transaction, the director owned 116,865 shares in the company, valued at approximately $7,503,901.65. The trade was a 3.45% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 20.23% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on SEI. Raymond James Financial raised shares of Solaris Energy Infrastructure from an “outperform” rating to a “strong-buy” rating and set a $113.00 target price on the stock in a report on Friday. Weiss Ratings cut shares of Solaris Energy Infrastructure from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 11th. Piper Sandler raised their price objective on shares of Solaris Energy Infrastructure from $80.00 to $82.00 and gave the company an “overweight” rating in a research report on Thursday, August 27th. Barclays raised their price objective on shares of Solaris Energy Infrastructure from $116.00 to $140.00 and gave the company an “overweight” rating in a research report on Friday. Finally, Zacks Research raised Solaris Energy Infrastructure from a “hold” rating to a “strong-buy” rating in a report on Friday, October 9th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $98.15.

Key Solaris Energy Infrastructure News

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

• Positive Sentiment: SEI reported third-quarter EPS of $0.45, more than double the $0.22 consensus estimate, on revenue of $341.09 million. Its earnings call also highlighted a raised outlook, $16 billion in contracted revenue, and expanding long-term power deals. Solaris Q3 earnings call highlights power deals and raised outlook
• Positive Sentiment: The company indicated Q1 2027 adjusted EBITDA of $220 million to $260 million and said it is advancing a 15-year, 900-megawatt contract—potentially reinforcing confidence in future earnings and power demand. Solaris signals Q1 2027 EBITDA and advances power contract
• Positive Sentiment: Barclays raised its price target to $140 from $116 and maintained an Overweight rating. Raymond James also upgraded SEI to Strong Buy, adding to the positive analyst sentiment. Barclays recommendations Raymond James upgrade
• Negative Sentiment: Wells Fargo cut its target to $65 from $72, suggesting more measured near-term upside, although it kept its Overweight rating. Wells Fargo recommendations

Solaris Energy Infrastructure Price Performance

Shares of NYSE SEI traded up $7.34 during trading on Friday, hitting $57.89. 4,079,181 shares of the company were exchanged, compared to its average volume of 2,968,633. The company has a market cap of $4.43 billion, a price-to-earnings ratio of 60.30 and a beta of 1.40. Solaris Energy Infrastructure, Inc. has a 1 year low of $38.50 and a 1 year high of $86.19. The firm’s fifty day moving average price is $65.69 and its 200 day moving average price is $63.36. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings results on Wednesday, November 4th. The company reported $0.45 earnings per share for the quarter, topping analysts’ consensus estimates of $0.22 by $0.23. The business had revenue of $341.09 million for the quarter. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. On average, sell-side analysts expect that Solaris Energy Infrastructure, Inc. will post 1.37 earnings per share for the current fiscal year.

Solaris Energy Infrastructure Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Tuesday, December 8th will be given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, December 8th. Solaris Energy Infrastructure’s dividend payout ratio is presently 50.00%.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc provides infrastructure solutions for energy-intensive industries in North America. The company develops, deploys and operates power-generation and power-management systems designed to deliver reliable electricity to customers with substantial or specialized energy needs, including data centers and other high-demand facilities.

Solaris also provides logistics infrastructure and related services for the oil and natural gas industry. Its offerings have included mobile and fixed proppant-management systems, silo storage, transloading and last-mile delivery solutions used to transport and manage sand and other materials at wellsites.

Founded in 2014 as Solaris Oilfield Infrastructure, the company historically focused on improving the efficiency of oilfield logistics before expanding into broader energy infrastructure and power solutions.