Ranger Investment Management L.P. Invests $46.97 Million in Solaris Energy Infrastructure, Inc. $SEI

Key Points

• Ranger Investment Management initiated a $46.97 million position in Solaris Energy Infrastructure, purchasing 583,733 shares and making SEI its third-largest holding. The stake represented 0.79% of SEI and about 3% of Ranger’s portfolio.
• Institutional investors collectively owned 67.44% of SEI. The company recently reported quarterly EPS of $0.39, beating estimates of $0.31, on revenue of $219.4 million.
• Analyst sentiment remains a “Moderate Buy,” with an average price target of $86.33, but Northland Securities lowered several future EPS estimates, signaling a weaker near-term earnings outlook.

Ranger Investment Management L.P. bought a new position in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 583,733 shares of the company's stock, valued at approximately $46,967,000. Solaris Energy Infrastructure comprises about 3.0% of Ranger Investment Management L.P.'s holdings, making the stock its 3rd largest position. Ranger Investment Management L.P. owned 0.79% of Solaris Energy Infrastructure at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of SEI. Creative Financial Designs Inc. ADV grew its holdings in Solaris Energy Infrastructure by 5.5% during the 4th quarter. Creative Financial Designs Inc. ADV now owns 3,920 shares of the company's stock worth $180,000 after acquiring an additional 205 shares during the period. Legal & General Group Plc raised its position in shares of Solaris Energy Infrastructure by 1.1% in the 3rd quarter. Legal & General Group Plc now owns 36,698 shares of the company's stock worth $1,467,000 after acquiring an additional 391 shares in the last quarter. Cerity Partners LLC lifted its stake in shares of Solaris Energy Infrastructure by 3.3% in the 2nd quarter. Cerity Partners LLC now owns 12,551 shares of the company's stock valued at $355,000 after purchasing an additional 397 shares during the period. California State Teachers Retirement System lifted its stake in shares of Solaris Energy Infrastructure by 1.4% in the 2nd quarter. California State Teachers Retirement System now owns 32,282 shares of the company's stock valued at $913,000 after purchasing an additional 454 shares during the period. Finally, Quarry LP boosted its position in shares of Solaris Energy Infrastructure by 44.2% during the 3rd quarter. Quarry LP now owns 1,814 shares of the company's stock valued at $73,000 after purchasing an additional 556 shares in the last quarter. Institutional investors and hedge funds own 67.44% of the company's stock.

Solaris Energy Infrastructure Trading Up 0.2%

Shares of Solaris Energy Infrastructure stock opened at $53.41 on Monday. The stock has a market capitalization of $4.09 billion, a PE ratio of 62.84 and a beta of 1.23. Solaris Energy Infrastructure, Inc. has a 52 week low of $24.57 and a 52 week high of $86.19. The stock has a 50 day moving average price of $65.00 and a two-hundred day moving average price of $63.50. The company has a debt-to-equity ratio of 2.23, a quick ratio of 4.03 and a current ratio of 4.12.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.31 by $0.08. The business had revenue of $219.40 million during the quarter. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. As a group, equities analysts anticipate that Solaris Energy Infrastructure, Inc. will post 0.91 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently commented on SEI shares. Northland Securities set a $104.00 target price on Solaris Energy Infrastructure in a research note on Friday, June 12th. Zacks Research cut Solaris Energy Infrastructure from a "hold" rating to a "strong sell" rating in a report on Tuesday, June 30th. Wells Fargo & Company upgraded Solaris Energy Infrastructure from an "equal weight" rating to an "overweight" rating and cut their price target for the stock from $82.00 to $73.00 in a report on Monday, August 3rd. Wolfe Research began coverage on shares of Solaris Energy Infrastructure in a research note on Monday, July 6th. They issued an "outperform" rating and a $120.00 price objective for the company. Finally, Morgan Stanley lifted their price objective on shares of Solaris Energy Infrastructure from $81.00 to $90.00 and gave the company an "overweight" rating in a research note on Thursday, June 4th. Ten analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $86.33.

Key Headlines Impacting Solaris Energy Infrastructure

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

• Neutral Sentiment: Solaris previously delivered quarterly EPS of $0.39, exceeding the $0.31 analyst consensus, but the latest revisions suggest Northland expects weaker earnings momentum in upcoming periods.
• Negative Sentiment: Northland Securities lowered its Q3 2026 EPS estimate to $0.07 from $0.10 and its Q4 2026 estimate to $0.04 from $0.10, signaling a materially softer near-term outlook.
• Negative Sentiment: The analyst also cut estimates for Q1 2027 to $0.32 from $0.35, Q2 2027 to $0.50 from $0.52, Q3 2027 to $0.59 from $0.62, and Q4 2027 to $0.75 from $0.77.
• Negative Sentiment: Northland reduced its FY2027 EPS forecast to $2.17 from $2.26, while lowering Q1 2028 to $0.84 from $0.87 and Q2 2028 to $1.04 from $1.13. These cuts weigh on the stock because they imply lower future profitability and cash-generation potential.

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.

Want to see what other hedge funds are holding SEI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report).

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