Northland Capmk Analysts Raise Earnings Estimates for SEI

Solaris Energy Infrastructure, Inc. (NASDAQ:SEI - Free Report) - Investment analysts at Northland Capmk increased their Q2 2025 earnings estimates for Solaris Energy Infrastructure in a research note issued to investors on Thursday, May 1st. Northland Capmk analyst B. Brooks now expects that the company will post earnings of $0.14 per share for the quarter, up from their prior forecast of $0.10. Northland Capmk has a "Strong-Buy" rating on the stock. The consensus estimate for Solaris Energy Infrastructure's current full-year earnings is $0.36 per share. Northland Capmk also issued estimates for Solaris Energy Infrastructure's Q3 2025 earnings at $0.16 EPS.

Several other equities analysts also recently commented on SEI. Northland Securities initiated coverage on Solaris Energy Infrastructure in a research report on Tuesday, April 22nd. They issued an "outperform" rating and a $37.00 target price on the stock. Piper Sandler upped their price objective on Solaris Energy Infrastructure from $50.00 to $51.00 and gave the company an "overweight" rating in a report on Wednesday, April 30th. Tudor Pickering raised Solaris Energy Infrastructure to a "strong-buy" rating in a report on Wednesday, January 22nd. Tudor, Pickering, Holt & Co. began coverage on shares of Solaris Energy Infrastructure in a research note on Wednesday, January 22nd. They issued a "buy" rating and a $41.00 price target on the stock. Finally, Janney Montgomery Scott started coverage on shares of Solaris Energy Infrastructure in a research note on Tuesday, February 25th. They issued a "buy" rating and a $57.00 price objective for the company. Six investment analysts have rated the stock with a buy rating and two have given a strong buy rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Buy" and a consensus target price of $46.80.

Solaris Energy Infrastructure Stock Performance

Shares of SEI stock traded down $0.52 during midday trading on Monday, hitting $21.74. 1,400,566 shares of the company were exchanged, compared to its average volume of 1,029,561. Solaris Energy Infrastructure has a 52 week low of $10.96 and a 52 week high of $39.03. The firm has a market capitalization of $1.46 billion, a P/E ratio of 49.40 and a beta of 1.01. The firm's 50 day moving average price is $21.66 and its two-hundred day moving average price is $24.03. The company has a debt-to-equity ratio of 0.77, a quick ratio of 3.40 and a current ratio of 3.61.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. California State Teachers Retirement System acquired a new stake in shares of Solaris Energy Infrastructure during the 4th quarter valued at $52,000. GAMMA Investing LLC bought a new position in Solaris Energy Infrastructure in the 1st quarter valued at approximately $435,000. Rhumbline Advisers acquired a new stake in Solaris Energy Infrastructure during the 1st quarter worth approximately $962,000. Retirement Planning Group LLC bought a new position in shares of Solaris Energy Infrastructure during the first quarter valued at $802,000. Finally, Riverview Trust Co acquired a new position in Solaris Energy Infrastructure during the 1st quarter worth about $47,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Laurie H. Argo acquired 4,000 shares of the company's stock in a transaction that occurred on Tuesday, March 11th. The stock was acquired at an average price of $22.43 per share, with a total value of $89,720.00. Following the purchase, the director now directly owns 46,064 shares in the company, valued at approximately $1,033,215.52. This trade represents a 9.51 % increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 21.20% of the stock is currently owned by corporate insiders.

Solaris Energy Infrastructure Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, March 21st. Stockholders of record on Tuesday, March 11th were issued a $0.12 dividend. The ex-dividend date of this dividend was Tuesday, March 11th. This represents a $0.48 dividend on an annualized basis and a dividend yield of 2.21%. Solaris Energy Infrastructure's dividend payout ratio (DPR) is currently 97.96%.

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.