Squarepoint Ops LLC Reduces Stock Position in Solaris Energy Infrastructure, Inc. $SEI

Key Points

• Squarepoint Ops LLC cut its Solaris Energy Infrastructure stake by 51.4% in the second quarter, selling 167,536 shares and retaining 158,270 shares valued at approximately $12.7 million. Institutional investors collectively own 67.44% of the stock.
• Director A. Teague purchased 3,900 shares for about $250,419, increasing their holdings by 3.45%; company insiders now own 20.23% of SEI.
• Analyst sentiment remains positive overall, with 10 Buy ratings and a consensus “Moderate Buy” rating alongside an average price target of $88.33. The company also beat quarterly EPS estimates and raised its 2026 guidance.

Squarepoint Ops LLC cut its holdings in Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) by 51.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 158,270 shares of the company's stock after selling 167,536 shares during the period. Squarepoint Ops LLC owned about 0.21% of Solaris Energy Infrastructure worth $12,734,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Creative Financial Designs Inc. ADV raised its position in shares of 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 in the last quarter. Concurrent Investment Advisors LLC lifted its stake in Solaris Energy Infrastructure by 4.4% during the second quarter. Concurrent Investment Advisors LLC now owns 7,114 shares of the company's stock worth $572,000 after purchasing an additional 300 shares during the last quarter. Legal & General Group Plc boosted its holdings in Solaris Energy Infrastructure by 1.1% in the third quarter. Legal & General Group Plc now owns 36,698 shares of the company's stock valued at $1,467,000 after purchasing an additional 391 shares in the last quarter. Cerity Partners LLC boosted its holdings in Solaris Energy Infrastructure by 3.3% in the second quarter. Cerity Partners LLC now owns 12,551 shares of the company's stock valued at $355,000 after purchasing an additional 397 shares in the last quarter. Finally, California State Teachers Retirement System increased its stake in Solaris Energy Infrastructure by 1.4% in the second 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 last quarter. 67.44% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Solaris Energy Infrastructure news, Director A. Teague acquired 3,900 shares of the stock in a transaction on Tuesday, September 8th. The shares were bought at an average cost of $64.21 per share, with a total value of $250,419.00. Following the transaction, the director owned 116,865 shares of the company's stock, valued at approximately $7,503,901.65. This trade represents a 3.45% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 20.23% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. Piper Sandler raised their price objective on shares of Solaris Energy Infrastructure from $80.00 to $82.00 and gave the stock an "overweight" rating in a report on Thursday, August 27th. Raymond James Financial increased their target price on shares of Solaris Energy Infrastructure from $82.00 to $96.00 and gave the company an "outperform" rating in a research report on Wednesday. Wall Street Zen lowered shares of Solaris Energy Infrastructure from a "sell" rating to a "strong sell" rating in a research note on Saturday, August 8th. Morgan Stanley boosted their price target on shares of Solaris Energy Infrastructure from $81.00 to $90.00 and gave the company an "overweight" rating in a research report on Thursday, June 4th. Finally, Barclays upped their price objective on shares of Solaris Energy Infrastructure from $86.00 to $90.00 and gave the company an "overweight" rating in a research note on Monday, August 10th. Ten analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $88.33.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: Higher EBITDA guidance: Solaris raised its adjusted EBITDA outlook for the third and fourth quarters of 2026 and increased its full-year 2026 guidance. Management also initiated first-quarter 2027 guidance, signaling confidence that operating momentum will continue. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
• Positive Sentiment: Growth from operations and acquisitions: The company’s stronger core business and newly acquired assets are driving the improved outlook, while management’s 2027 commentary provides additional visibility into future growth. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
• Positive Sentiment: Insider buying: Director A. Teague purchased 3,900 SEI shares for approximately $250,419, increasing their direct ownership by 3.45%. The purchase may be viewed as a signal of confidence in the company’s prospects, although it is not a guarantee of future performance. SEC insider transaction filing
• Neutral Sentiment: SEI’s shares have extended a multiday rally following the guidance increase, with coverage highlighting strong second-half expectations and increased hedge-fund interest. The sharp move improves sentiment but could also raise expectations for continued execution. Solaris Energy Rockets on Upbeat Second-Half Outlook

Solaris Energy Infrastructure Price Performance

Shares of NYSE SEI opened at $67.71 on Thursday. The company has a current ratio of 4.12, a quick ratio of 4.03 and a debt-to-equity ratio of 2.23. Solaris Energy Infrastructure, Inc. has a twelve month low of $26.19 and a twelve month high of $86.19. The stock has a 50 day moving average of $58.69 and a two-hundred day moving average of $63.71. The stock has a market cap of $5.18 billion, a P/E ratio of 79.66 and a beta of 1.25.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last posted its quarterly earnings data on Wednesday, August 5th. The company reported $0.39 earnings per share 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 return on equity of 13.26% and a net margin of 7.19%. On average, research analysts forecast that Solaris Energy Infrastructure, Inc. will post 0.84 earnings per share for the current year.

Solaris Energy Infrastructure Company 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.

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