Kornitzer Capital Management Inc. KS Purchases 37,025 Shares of Solaris Energy Infrastructure, Inc. $SEI

Key Points

• Kornitzer Capital Management increased its stake in Solaris Energy Infrastructure by 61.8%, buying 37,025 shares to hold 96,950 shares worth about $4.46 million (roughly 0.14% of the company).
• Several other hedge funds have also built or expanded positions (e.g., CenterBook, Advent, Hiddenite, AGF, Ranger), leaving institutional investors owning about 67.44% of the stock.
• Analysts are mixed but generally positive — the consensus is a "Moderate Buy" with an average price target of $73.09 — and Solaris recently beat Q1 estimates with $0.44 EPS (vs. $0.26) on $196.24M revenue while trading near $72.43 and carrying a high P/E (~81.4).

Kornitzer Capital Management Inc. KS grew its position in Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) by 61.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 96,950 shares of the company's stock after purchasing an additional 37,025 shares during the quarter. Kornitzer Capital Management Inc. KS owned approximately 0.14% of Solaris Energy Infrastructure worth $4,457,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of SEI. CenterBook Partners LP raised its position in shares of Solaris Energy Infrastructure by 513.1% in the third quarter. CenterBook Partners LP now owns 415,453 shares of the company's stock worth $16,606,000 after acquiring an additional 347,693 shares during the period. Advent International L.P. acquired a new position in shares of Solaris Energy Infrastructure in the third quarter worth about $40,246,000. Hiddenite Capital Partners LP acquired a new position in shares of Solaris Energy Infrastructure in the third quarter worth about $13,990,000. AGF Management Ltd. acquired a new position in shares of Solaris Energy Infrastructure in the third quarter worth about $6,613,000. Finally, Ranger Investment Management L.P. acquired a new position in shares of Solaris Energy Infrastructure in the third quarter worth about $17,033,000. Hedge funds and other institutional investors own 67.44% of the company's stock.

Analyst Ratings Changes

A number of research analysts have weighed in on SEI shares. Wall Street Zen downgraded shares of Solaris Energy Infrastructure from a "hold" rating to a "sell" rating in a research report on Saturday, March 7th. Piper Sandler upped their price objective on shares of Solaris Energy Infrastructure from $65.00 to $72.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 15th. Wells Fargo & Company boosted their target price on shares of Solaris Energy Infrastructure from $71.00 to $82.00 and gave the stock an "equal weight" rating in a research note on Wednesday. Zacks Research raised shares of Solaris Energy Infrastructure from a "strong sell" rating to a "hold" rating in a research note on Thursday, March 12th. Finally, Weiss Ratings cut shares of Solaris Energy Infrastructure from a "buy (b-)" rating to a "hold (c)" rating in a research note on Monday, March 2nd. Eight equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Solaris Energy Infrastructure presently has an average rating of "Moderate Buy" and an average price target of $73.09.

Solaris Energy Infrastructure Stock Down 1.9%

SEI stock opened at $72.43 on Friday. The stock has a market capitalization of $4.96 billion, a P/E ratio of 81.38 and a beta of 1.25. The firm has a 50-day simple moving average of $59.26 and a 200-day simple moving average of $53.48. The company has a quick ratio of 2.87, a current ratio of 2.96 and a debt-to-equity ratio of 1.37. Solaris Energy Infrastructure, Inc. has a 52 week low of $21.22 and a 52 week high of $81.24.

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

Trending Headlines about Solaris Energy Infrastructure

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.

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.

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