54,208 Solaris Energy Infrastructure, Inc. $SEI Shares Bought by CenterBook Partners LP

CenterBook Partners LP grew its position in Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 163.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 87,305 shares of the company’s stock after purchasing an additional 54,208 shares during the quarter. CenterBook Partners LP owned approximately 0.11% of Solaris Energy Infrastructure worth $6,214,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of SEI. Readystate Asset Management LP acquired a new stake in Solaris Energy Infrastructure in the second quarter valued at $3,058,000. Two Seas Capital LP acquired a new position in shares of Solaris Energy Infrastructure during the 3rd quarter worth about $56,007,000. Rokos Capital Management LLP acquired a new position in shares of Solaris Energy Infrastructure during the 1st quarter worth about $1,900,000. Ranger Investment Management L.P. acquired a new position in shares of Solaris Energy Infrastructure during the 2nd quarter worth about $46,967,000. Finally, Situational Awareness LP increased its holdings in shares of Solaris Energy Infrastructure by 2.2% in the 2nd quarter. Situational Awareness LP now owns 1,129,621 shares of the company’s stock valued at $90,889,000 after acquiring an additional 24,070 shares during the last quarter. 67.44% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

SEI has been the topic of several research analyst reports. Citigroup raised their target price on Solaris Energy Infrastructure from $84.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, September 24th. Zacks Research upgraded shares of Solaris Energy Infrastructure from a “hold” rating to a “strong-buy” rating in a research note on Friday, October 9th. Barclays increased their price target on shares of Solaris Energy Infrastructure from $116.00 to $140.00 and gave the company an “overweight” rating in a research note on Friday. The Goldman Sachs Group set a $113.00 price objective on shares of Solaris Energy Infrastructure in a report on Friday. Finally, Needham & Company LLC restated a “buy” rating and issued a $104.00 target price on shares of Solaris Energy Infrastructure in a report on Friday, October 30th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, Solaris Energy Infrastructure currently has a consensus rating of “Buy” and a consensus price target of $98.15.

Insider Buying and Selling

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

Key Solaris Energy Infrastructure News

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

• Positive Sentiment: SEI reported third-quarter EPS of $0.45, more than double the $0.22 consensus estimate, on revenue of $341.09 million. Its earnings call also highlighted a raised outlook, $16 billion in contracted revenue, and expanding long-term power deals. Solaris Q3 earnings call highlights power deals and raised outlook
• Positive Sentiment: The company indicated Q1 2027 adjusted EBITDA of $220 million to $260 million and said it is advancing a 15-year, 900-megawatt contract—potentially reinforcing confidence in future earnings and power demand. Solaris signals Q1 2027 EBITDA and advances power contract
• Positive Sentiment: Barclays raised its price target to $140 from $116 and maintained an Overweight rating. Raymond James also upgraded SEI to Strong Buy, adding to the positive analyst sentiment. Barclays recommendations Raymond James upgrade
• Negative Sentiment: Wells Fargo cut its target to $65 from $72, suggesting more measured near-term upside, although it kept its Overweight rating. Wells Fargo recommendations

Solaris Energy Infrastructure Stock Performance

Shares of SEI stock traded up $7.34 during trading hours on Friday, hitting $57.89. The stock had a trading volume of 4,079,181 shares, compared to its average volume of 2,968,633. The firm has a market capitalization of $4.43 billion, a PE ratio of 60.30 and a beta of 1.40. Solaris Energy Infrastructure, Inc. has a twelve month low of $38.50 and a twelve month high of $86.19. The stock’s 50 day moving average is $65.69 and its 200 day moving average is $63.36. The company has a debt-to-equity ratio of 2.23, a current ratio of 4.12 and a quick ratio of 4.03.

Solaris Energy Infrastructure (NYSE:SEI) last announced its earnings results on Wednesday, November 4th. The company reported $0.45 EPS for the quarter, beating analysts’ consensus estimates of $0.22 by $0.23. Solaris Energy Infrastructure had a net margin of 7.19% and a return on equity of 13.26%. The business had revenue of $341.09 million for the quarter. As a group, research analysts forecast that Solaris Energy Infrastructure, Inc. will post 1.37 earnings per share for the current fiscal year.

Solaris Energy Infrastructure Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Shareholders of record on Tuesday, December 8th will be given a dividend of $0.12 per share. This represents a $0.48 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, December 8th. Solaris Energy Infrastructure’s dividend payout ratio (DPR) is presently 50.00%.

Solaris Energy Infrastructure Profile

Solaris Energy Infrastructure, Inc provides infrastructure solutions for energy-intensive industries in North America. The company develops, deploys and operates power-generation and power-management systems designed to deliver reliable electricity to customers with substantial or specialized energy needs, including data centers and other high-demand facilities.

Solaris also provides logistics infrastructure and related services for the oil and natural gas industry. Its offerings have included mobile and fixed proppant-management systems, silo storage, transloading and last-mile delivery solutions used to transport and manage sand and other materials at wellsites.

Founded in 2014 as Solaris Oilfield Infrastructure, the company historically focused on improving the efficiency of oilfield logistics before expanding into broader energy infrastructure and power solutions.