Lisanti Capital Growth LLC Acquires Shares of 83,885 Solaris Energy Infrastructure, Inc. $SEI

Posted by Francis Steltz on May 24th, 2026

Lisanti Capital Growth LLC acquired a new stake in Solaris Energy Infrastructure, Inc. (NYSE:SEI – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 83,885 shares of the company’s stock, valued at approximately $3,856,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Signaturefd LLC raised its stake in Solaris Energy Infrastructure by 344.9% in the fourth quarter. Signaturefd LLC now owns 614 shares of the company’s stock valued at $28,000 after buying an additional 476 shares during the period. Cullen Frost Bankers Inc. bought a new stake in Solaris Energy Infrastructure in the fourth quarter valued at approximately $28,000. Strs Ohio bought a new stake in Solaris Energy Infrastructure in the first quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd bought a new stake in Solaris Energy Infrastructure in the third quarter valued at approximately $31,000. Finally, Larson Financial Group LLC raised its stake in Solaris Energy Infrastructure by 363.0% in the third quarter. Larson Financial Group LLC now owns 1,014 shares of the company’s stock valued at $41,000 after buying an additional 795 shares during the period. Institutional investors own 67.44% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on the company. Stifel Nicolaus increased their target price 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. Barclays increased their target price 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. Weiss Ratings upgraded Solaris Energy Infrastructure from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, May 4th. Glj Research assumed coverage on Solaris Energy Infrastructure in a research note on Thursday, March 5th. They set a “buy” rating and a $60.00 target price on the stock. Finally, Northland Securities set a $86.00 target price on Solaris Energy Infrastructure in a research note on Thursday, April 30th. Seven equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $79.10.

Check Out Our Latest Analysis on SEI

Insider Buying and Selling at Solaris Energy Infrastructure

In related news, CAO Christopher P. Wirtz sold 700 shares of the stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $77.22, for a total transaction of $54,054.00. Following the sale, the chief accounting officer owned 36,085 shares of the company’s stock, valued at $2,786,483.70. This represents a 1.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Laurie H. Argo sold 5,200 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $72.88, for a total value of $378,976.00. Following the sale, the director directly owned 44,839 shares in the company, valued at $3,267,866.32. This represents a 10.39% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 4,099,593 shares of company stock valued at $297,782,099 over the last ninety days. 20.23% of the stock is owned by corporate insiders.

Solaris Energy Infrastructure Price Performance

Shares of NYSE SEI opened at $74.41 on Friday. The firm has a market cap of $5.09 billion, a P/E ratio of 83.61 and a beta of 1.25. The company has a current ratio of 1.11, a quick ratio of 1.07 and a debt-to-equity ratio of 1.23. Solaris Energy Infrastructure, Inc. has a 1-year low of $24.50 and a 1-year high of $81.24. The business’s 50 day moving average is $65.93 and its 200-day moving average is $55.81.

Solaris Energy Infrastructure (NYSE:SEI – Get Free Report) last announced its earnings results on Monday, April 27th. The company reported $0.44 earnings per share for the quarter, topping analysts’ consensus estimates of $0.26 by $0.18. The company had revenue of $196.24 million for the quarter. Solaris Energy Infrastructure had a return on equity of 13.33% and a net margin of 6.69%. Equities research analysts predict that Solaris Energy Infrastructure, Inc. will post 1.3 earnings per share for the current year.

Solaris Energy Infrastructure Profile

(Free Report)

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.