Encompass Capital Advisors LLC lowered its stake in Solaris Energy Infrastructure, Inc. (NYSE:SEI – Free Report) by 12.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,559,543 shares of the company’s stock after selling 360,043 shares during the period. Solaris Energy Infrastructure makes up approximately 4.8% of Encompass Capital Advisors LLC’s holdings, making the stock its 4th biggest position. Encompass Capital Advisors LLC’s holdings in Solaris Energy Infrastructure were worth $117,662,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently made changes to their positions in the company. Corigliano Investment Advisers LLC bought a new position in shares of Solaris Energy Infrastructure in the fourth quarter worth about $5,535,000. Aventail Capital Group LP increased its stake in shares of Solaris Energy Infrastructure by 12.7% in the fourth quarter. Aventail Capital Group LP now owns 300,069 shares of the company’s stock worth $13,794,000 after purchasing an additional 33,802 shares during the period. Boothbay Fund Management LLC increased its stake in shares of Solaris Energy Infrastructure by 15.6% in the fourth quarter. Boothbay Fund Management LLC now owns 14,842 shares of the company’s stock worth $682,000 after purchasing an additional 2,008 shares during the period. Freestone Grove Partners LP increased its stake in shares of Solaris Energy Infrastructure by 657.9% in the fourth quarter. Freestone Grove Partners LP now owns 213,140 shares of the company’s stock worth $9,798,000 after purchasing an additional 185,019 shares during the period. Finally, Guggenheim Capital LLC increased its stake in shares of Solaris Energy Infrastructure by 36.0% in the fourth quarter. Guggenheim Capital LLC now owns 8,399 shares of the company’s stock worth $386,000 after purchasing an additional 2,225 shares during the period. Institutional investors and hedge funds own 67.44% of the company’s stock.
Solaris Energy Infrastructure Trading Up 6.8%
Shares of SEI opened at $81.30 on Thursday. Solaris Energy Infrastructure, Inc. has a 12-month low of $24.57 and a 12-month high of $84.09. The company has a quick ratio of 1.07, a current ratio of 1.11 and a debt-to-equity ratio of 1.23. The firm has a market capitalization of $5.98 billion, a price-to-earnings ratio of 91.35 and a beta of 1.19. The stock’s 50-day moving average price is $71.10 and its 200 day moving average price is $59.06.
More Solaris Energy Infrastructure News
Here are the key news stories impacting Solaris Energy Infrastructure this week:
- Positive Sentiment: A market article highlighted Solaris Energy Infrastructure as one of two “AI infrastructure stocks” benefiting from rapid data-center growth, which can support a stronger valuation if investors continue to rotate into power and infrastructure names tied to AI demand. Two AI Infrastructure Stocks Eye Breakouts After Rapid Growth
- Positive Sentiment: Investor enthusiasm around data-center power and infrastructure stocks may be helping sentiment, since SEI is being viewed as a beneficiary of surging electricity and equipment demand tied to AI buildouts. Data center power name tests critical level
- Neutral Sentiment: SEI’s broader investment-manager affiliate announced an upgraded technology and AI platform aimed at improving data access and operational efficiency; while strategically positive for the franchise, the press release is not a direct earnings catalyst for Solaris Energy Infrastructure. SEI Introduces Technology and AI to Boost Investment Manager Efficiency
- Negative Sentiment: Northland Securities cut several of Solaris Energy Infrastructure’s forward EPS estimates, including FY2026, FY2027, and multiple quarterly forecasts, which could temper some of the stock’s upside if investors start focusing on slower-than-expected earnings growth. Solaris Energy Infrastructure estimate changes
Analyst Upgrades and Downgrades
A number of equities analysts have recently commented on the company. Wall Street Zen lowered Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a research note on Saturday, March 7th. Citigroup lifted their price objective on Solaris Energy Infrastructure from $61.00 to $84.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Glj Research assumed coverage on Solaris Energy Infrastructure in a research note on Thursday, March 5th. They issued a “buy” rating and a $60.00 price objective on the stock. Barclays lifted their price objective on Solaris Energy Infrastructure from $74.00 to $86.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Finally, Stifel Nicolaus lifted their price objective on Solaris Energy Infrastructure from $71.00 to $93.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Eight research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Solaris Energy Infrastructure has a consensus rating of “Moderate Buy” and an average target price of $81.80.
Check Out Our Latest Report on Solaris Energy Infrastructure
Insider Activity
In related news, major shareholder Ktr Management Company, Llc sold 2,000,000 shares of the business’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $70.75, for a total transaction of $141,500,000.00. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director W Howard Keenan, Jr. sold 2,000,000 shares of the business’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $74.50, for a total value of $149,000,000.00. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 4,099,593 shares of company stock valued at $297,782,099. Corporate insiders own 20.23% of the company’s stock.
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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