Laurie Argo Sells 2,300 Shares of Solaris Energy Infrastructure (NYSE:SEI) Stock

Solaris Energy Infrastructure, Inc. (NYSE:SEI) Director Laurie Argo sold 2,300 shares of Solaris Energy Infrastructure stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $44.25, for a total transaction of $101,775.00. Following the completion of the transaction, the director directly owned 50,039 shares in the company, valued at approximately $2,214,225.75. The trade was a 4.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Solaris Energy Infrastructure Trading Up 4.2%

Shares of SEI opened at $44.85 on Friday. The stock has a market capitalization of $3.07 billion, a P/E ratio of 47.71 and a beta of 1.14. Solaris Energy Infrastructure, Inc. has a twelve month low of $14.27 and a twelve month high of $57.17. The company has a quick ratio of 2.28, a current ratio of 2.39 and a debt-to-equity ratio of 0.69. The firm has a fifty day simple moving average of $49.26 and a two-hundred day simple moving average of $37.90.

Solaris Energy Infrastructure (NYSE:SEI) last issued its quarterly earnings data on Monday, November 3rd. The company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.24 by $0.08. The firm had revenue of $166.84 million during the quarter, compared to the consensus estimate of $142.82 million. Solaris Energy Infrastructure had a net margin of 7.02% and a return on equity of 9.38%. On average, research analysts anticipate that Solaris Energy Infrastructure, Inc. will post 0.36 EPS for the current year.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Encompass Capital Advisors LLC bought a new position in shares of Solaris Energy Infrastructure during the first quarter valued at approximately $78,967,000. Driehaus Capital Management LLC purchased a new stake in shares of Solaris Energy Infrastructure in the 1st quarter worth approximately $44,073,000. Vanguard Group Inc. bought a new position in Solaris Energy Infrastructure during the 1st quarter valued at approximately $35,060,000. Millennium Management LLC purchased a new position in Solaris Energy Infrastructure during the first quarter valued at $24,335,000. Finally, Brightline Capital Management LLC bought a new stake in Solaris Energy Infrastructure in the first quarter worth $24,306,000. 67.44% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on SEI. Piper Sandler lifted their price objective on Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a research report on Monday, November 17th. Citigroup boosted their price objective on shares of Solaris Energy Infrastructure from $38.00 to $56.00 and gave the company a “buy” rating in a research report on Monday, October 13th. Morgan Stanley began coverage on shares of Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 target price for the company. Zacks Research lowered shares of Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Finally, Barclays increased their price target on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the stock an “overweight” rating in a research note on Wednesday, November 5th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $52.80.

More Solaris Energy Infrastructure News

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

• Positive Sentiment: CEO Amanda Brock increased her stake by buying 3,669 shares (~$150k at ~$40.89), a signal of management confidence that can support the stock. CEO Purchase Filing
• Positive Sentiment: Director Aj Teague purchased 2,310 shares (~$99.6k at ~$43.13), increasing his holding ~2.2% — another insider buy that tends to be viewed positively by investors. Director Purchase Report
• Neutral Sentiment: Recent analyst coverage and institutional buying remain supportive: multiple buy/overweight ratings and rising price targets plus large institutional holdings (Vanguard and others) provide a bullish backdrop but are already priced in. MarketBeat Coverage
• Negative Sentiment: Significant insider sales: Cynthia Durrett sold 47,011 shares (~$2.1M) and director Laurie H. Argo sold 2,300 shares (~$101.8k), which may weigh on sentiment if investors view them as profit-taking or reallocation. Durrett Sale Filing
• Negative Sentiment: Chief Administrative Officer executed a multi-million-dollar sale (~$2.10M) reported by Benzinga, which could amplify negative reactions to insider selling. Benzinga: CAO Sale
• Negative Sentiment: Unusually large put-option activity — traders bought ~26,876 puts (a ~507% rise vs. normal volume) — suggests increased short/hedge interest that can pressure near-term sentiment. (Options flow report)

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.