FY2026 Earnings Estimate for SEI Issued By Northland Capmk

Key Points

• Northland Capmk raised its FY2026 earnings per share estimate for Solaris Energy Infrastructure to $2.10, an increase from the previous estimate of $1.79, while the consensus for the current full-year earnings is only $0.36 per share.
• The company recently declared a quarterly dividend of $0.12, which translates to an annualized yield of 1.1%, and has a dividend payout ratio of 81.36%.
• Solaris Energy Infrastructure has a consensus rating of "Buy" among analysts, with a target price average of $44.89 and strong institutional ownership at 67.44%.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Analysts at Northland Capmk raised their FY2026 earnings per share (EPS) estimates for Solaris Energy Infrastructure in a research report issued to clients and investors on Wednesday, October 8th. Northland Capmk analyst B. Brooks now forecasts that the company will post earnings per share of $2.10 for the year, up from their previous forecast of $1.79. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $0.36 per share.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last released its quarterly earnings data on Thursday, February 20th. The company reported $0.08 EPS for the quarter. Solaris Energy Infrastructure had a return on equity of 7.66% and a net margin of 4.99%.The company had revenue of $75.02 million for the quarter.

Several other research firms have also commented on SEI. Piper Sandler cut their price objective on Solaris Energy Infrastructure from $51.00 to $50.00 and set an "overweight" rating on the stock in a research report on Wednesday, August 20th. Raymond James Financial reissued an "outperform" rating and issued a $38.00 price objective (down from $39.00) on shares of Solaris Energy Infrastructure in a research report on Wednesday, July 23rd. Stifel Nicolaus reaffirmed a "buy" rating and set a $45.00 target price (up from $41.00) on shares of Solaris Energy Infrastructure in a research report on Friday, July 25th. Wall Street Zen upgraded Solaris Energy Infrastructure from a "sell" rating to a "hold" rating in a research note on Saturday, July 26th. Finally, Northland Securities set a $61.00 price target on Solaris Energy Infrastructure in a research note on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Solaris Energy Infrastructure has a consensus rating of "Buy" and a consensus target price of $44.89.

Solaris Energy Infrastructure Trading Down 5.7%

NYSE:SEI opened at $44.97 on Monday. The business's 50-day moving average is $33.65 and its two-hundred day moving average is $28.30. The company has a debt-to-equity ratio of 0.76, a current ratio of 3.11 and a quick ratio of 2.98. Solaris Energy Infrastructure has a 12 month low of $12.78 and a 12 month high of $50.78. The firm has a market capitalization of $3.04 billion, a PE ratio of 76.22 and a beta of 1.12.

Hedge Funds Weigh In On Solaris Energy Infrastructure

Several hedge funds and other institutional investors have recently made changes to their positions in SEI. GAMMA Investing LLC acquired a new position in shares of Solaris Energy Infrastructure during the first quarter worth approximately $435,000. Rhumbline Advisers bought a new stake in Solaris Energy Infrastructure during the first quarter worth approximately $962,000. Assenagon Asset Management S.A. bought a new stake in Solaris Energy Infrastructure during the first quarter worth approximately $772,000. Ritholtz Wealth Management bought a new stake in Solaris Energy Infrastructure during the first quarter worth approximately $2,784,000. Finally, Acuitas Investments LLC bought a new stake in Solaris Energy Infrastructure during the first quarter worth approximately $3,728,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Solaris Energy Infrastructure

In related news, insider Christopher M. Powell sold 12,750 shares of Solaris Energy Infrastructure stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $30.00, for a total value of $382,500.00. Following the completion of the transaction, the insider directly owned 130,615 shares in the company, valued at approximately $3,918,450. This trade represents a 8.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Kyle S. Ramachandran bought 2,000 shares of the firm's stock in a transaction on Tuesday, September 9th. The stock was bought at an average price of $25.00 per share, with a total value of $50,000.00. Following the completion of the purchase, the chief financial officer owned 370,338 shares of the company's stock, valued at $9,258,450. This trade represents a 0.54% increase in their ownership of the stock. The disclosure for this purchase can be found here. Corporate insiders own 21.20% of the company's stock.

Solaris Energy Infrastructure Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 26th. Investors of record on Tuesday, September 16th were paid a $0.12 dividend. This represents a $0.48 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date was Tuesday, September 16th. Solaris Energy Infrastructure's dividend payout ratio (DPR) is 81.36%.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc is a holding company, which engages in the manufacture of patented mobile proppant management systems that unload, store, and deliver proppant to oil and natural gas well sites. Its products include Mobile Proppant and Mobile Chemical Management Systems, and Inventory Management Software.

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