What is Northland Capmk's Estimate for SEI Q1 Earnings?

Key Points

• Northland Capmk has raised its Q1 2026 earnings per share (EPS) estimate for Solaris Energy Infrastructure from $0.26 to $0.33.
• Solaris Energy Infrastructure's stock has a current market cap of $3.22 billion and a price-to-earnings ratio of 80.88.
• The company recently announced a quarterly dividend of $0.12 per share, representing an annual yield of 1.0% and a dividend payout ratio of 81.36%.

Solaris Energy Infrastructure, Inc. (NYSE:SEI - Free Report) - Equities research analysts at Northland Capmk lifted their Q1 2026 EPS estimates for shares of Solaris Energy Infrastructure in a report issued on Wednesday, October 8th. Northland Capmk analyst B. Brooks now expects that the company will post earnings per share of $0.33 for the quarter, up from their prior forecast of $0.26. 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 Q2 2026 earnings at $0.48 EPS, Q3 2026 earnings at $0.58 EPS, Q4 2026 earnings at $0.71 EPS and FY2027 earnings at $3.64 EPS.

A number of other research firms have also commented on SEI. Wall Street Zen raised Solaris Energy Infrastructure from a "sell" rating to a "hold" rating in a research note on Saturday, July 26th. Raymond James Financial reaffirmed an "outperform" rating and set a $38.00 price target (down from $39.00) on shares of Solaris Energy Infrastructure in a research note on Wednesday, July 23rd. Stifel Nicolaus reiterated a "buy" rating and set a $45.00 price target (up from $41.00) on shares of Solaris Energy Infrastructure in a report on Friday, July 25th. Piper Sandler reduced their price objective on shares of Solaris Energy Infrastructure from $51.00 to $50.00 and set an "overweight" rating on the stock in a research note on Wednesday, August 20th. Finally, Barclays lifted their target price on shares of Solaris Energy Infrastructure from $39.00 to $44.00 and gave the stock an "overweight" rating in a research note on Monday, July 28th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Buy" and an average price target of $44.89.

Solaris Energy Infrastructure Stock Performance

Solaris Energy Infrastructure stock opened at $47.72 on Friday. Solaris Energy Infrastructure has a fifty-two week low of $12.78 and a fifty-two week high of $49.02. The company has a market capitalization of $3.22 billion, a price-to-earnings ratio of 80.88 and a beta of 1.12. The stock has a fifty day moving average of $33.35 and a two-hundred day moving average of $28.08. The company has a debt-to-equity ratio of 0.76, a quick ratio of 2.98 and a current ratio of 3.11.

Hedge Funds Weigh In On Solaris Energy Infrastructure

A number of hedge funds have recently made changes to their positions in SEI. Assetmark Inc. purchased a new stake in Solaris Energy Infrastructure during the 2nd quarter worth $25,000. Strs Ohio acquired a new position in shares of Solaris Energy Infrastructure during the first quarter worth about $28,000. Wayfinding Financial LLC purchased a new stake in shares of Solaris Energy Infrastructure in the first quarter worth about $29,000. US Bancorp DE purchased a new stake in shares of Solaris Energy Infrastructure in the first quarter worth about $38,000. Finally, California State Teachers Retirement System acquired a new stake in shares of Solaris Energy Infrastructure in the fourth quarter valued at about $52,000. Hedge funds and other institutional investors own 67.44% of the company's stock.

Insider Transactions at Solaris Energy Infrastructure

In other news, Director Edgar R. Jr. Giesinger sold 10,000 shares of the business's stock in a transaction dated Monday, August 25th. The stock was sold at an average price of $28.86, for a total transaction of $288,600.00. Following the completion of the sale, the director owned 90,956 shares in the company, valued at approximately $2,624,990.16. The trade was a 9.91% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Christopher M. Powell sold 12,750 shares of the firm's stock in a transaction that occurred on Tuesday, August 26th. The shares were sold at an average price of $30.00, for a total transaction of $382,500.00. Following the completion of the transaction, the insider owned 130,615 shares in the company, valued at $3,918,450. The trade was a 8.89% decrease in their position. The disclosure for this sale can be found here. Company insiders own 21.20% of the company's stock.

Solaris Energy Infrastructure Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, September 26th. Investors of record on Tuesday, September 16th were issued a $0.12 dividend. The ex-dividend date was Tuesday, September 16th. This represents a $0.48 dividend on an annualized basis and a yield of 1.0%. Solaris Energy Infrastructure's dividend payout ratio (DPR) is presently 81.36%.

Solaris Energy Infrastructure Company Profile

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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