Aj Teague Acquires 3,900 Shares of Solaris Energy Infrastructure (NYSE:SEI) Stock

Key Points

• Director A. Teague purchased 3,900 Solaris Energy Infrastructure shares at an average price of $64.21, investing $250,419 and increasing their stake by 3.45% to 116,865 shares.
• SEI shares traded at $67.41, while the company’s latest quarterly results beat expectations with earnings of $0.39 per share versus the $0.31 consensus estimate and revenue of $219.4 million.
• Institutional ownership stands at 67.44%, and analysts maintain a “Moderate Buy” consensus with an average price target of $88.33; several firms recently raised their targets.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Get Free Report) Director A. Teague bought 3,900 shares of the firm's stock in a transaction dated Tuesday, September 8th. The shares were acquired at an average price of $64.21 per share, for a total transaction of $250,419.00. Following the completion of the transaction, the director owned 116,865 shares in the company, valued at $7,503,901.65. This represents a 3.45% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink.

Solaris Energy Infrastructure Price Performance

NYSE:SEI traded up $3.45 during mid-day trading on Wednesday, hitting $67.41. The company's stock had a trading volume of 3,318,973 shares, compared to its average volume of 2,757,142. The company has a market capitalization of $5.16 billion, a price-to-earnings ratio of 79.31 and a beta of 1.25. 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 fifty-two week low of $26.19 and a fifty-two week high of $86.19. The stock has a fifty day moving average of $58.80 and a 200-day moving average of $63.58.

Solaris Energy Infrastructure (NYSE:SEI - Get Free Report) last released 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. Solaris Energy Infrastructure had a return on equity of 13.26% and a net margin of 7.19%.The company had revenue of $219.40 million for the quarter. As a group, equities analysts forecast that Solaris Energy Infrastructure, Inc. will post 0.84 EPS for the current fiscal year.

Institutional Investors Weigh In On Solaris Energy Infrastructure

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Situational Awareness LP raised its stake in Solaris Energy Infrastructure by 62.3% during the 4th quarter. Situational Awareness LP now owns 1,866,500 shares of the company's stock worth $85,803,000 after buying an additional 716,200 shares during the period. Dockside LLC acquired a new stake in shares of Solaris Energy Infrastructure during the fourth quarter worth about $3,803,000. Vanguard Group Inc. increased its stake in Solaris Energy Infrastructure by 9.3% during the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company's stock worth $133,940,000 after purchasing an additional 248,762 shares in the last quarter. Rokos Capital Management LLP bought a new stake in Solaris Energy Infrastructure during the 1st quarter worth approximately $1,900,000. Finally, Penn Capital Management Company LLC boosted its holdings in shares of Solaris Energy Infrastructure by 1,559.3% in the fourth quarter. Penn Capital Management Company LLC now owns 288,343 shares of the company's stock valued at $13,269,000 after buying an additional 270,966 shares during the period. Institutional investors and hedge funds own 67.44% of the company's stock.

Key Solaris Energy Infrastructure News

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

• Positive Sentiment: Solaris raised its 2026 outlook and initiated 2027 guidance. The company increased adjusted EBITDA guidance for the third and fourth quarters of 2026 and established first-quarter 2027 guidance, signaling that management expects momentum to continue beyond the current year. Solaris Energy Infrastructure Raises 2026 and Initiates First Quarter 2027 Guidance
• Positive Sentiment: Operating performance and acquisitions are driving the improved forecast. Solaris said stronger results from its core business, along with newly acquired operations, are supporting the higher 2026 EBITDA outlook and a favorable start to 2027. Solaris Energy Raises 2026 Guidance, Starts 2027 With Momentum
• Positive Sentiment: The guidance announcement triggered a sharp rally and extended SEI’s winning streak. Multiple reports attributed the stock’s advance to the raised EBITDA outlook and optimistic second-half growth expectations. Solaris Energy Infrastructure surges 16% on raised EBITDA outlook
• Neutral Sentiment: Reports also noted increased hedge-fund ownership, which may improve investor attention and sentiment, although it does not directly change Solaris’s operating results. Solaris Energy Rockets 16% on Upbeat H2, Hedge Fund Holdings Jump

Analyst Ratings Changes

A number of brokerages recently issued reports on SEI. Needham & Company LLC reissued a "buy" rating and set a $98.00 price target on shares of Solaris Energy Infrastructure in a report on Wednesday, September 2nd. Raymond James Financial upped their price objective on shares of Solaris Energy Infrastructure from $82.00 to $96.00 and gave the stock an "outperform" rating in a research note on Wednesday. Stifel Nicolaus set a $98.00 target price on shares of Solaris Energy Infrastructure in a research note on Friday, August 7th. Wolfe Research began coverage on Solaris Energy Infrastructure in a report on Monday, July 6th. They issued an "outperform" rating and a $120.00 target price on the stock. Finally, Morgan Stanley increased their price target on Solaris Energy Infrastructure from $81.00 to $90.00 and gave the stock an "overweight" rating in a research report on Thursday, June 4th. Ten analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $88.33.

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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