Solaris Energy Infrastructure (NYSE:SEI) Trading 8.7% Higher Following Insider Buying Activity

Shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) traded up 8.7% during trading on Thursday following insider buying activity. The company traded as high as $44.94 and last traded at $44.16. 377,806 shares were traded during trading, a decline of 83% from the average session volume of 2,185,466 shares. The stock had previously closed at $40.64.

Specifically, CEO Amanda M. Brock acquired 3,669 shares of Solaris Energy Infrastructure stock in a transaction that occurred on Wednesday, December 17th. The stock was acquired at an average price of $40.89 per share, with a total value of $150,025.41. Following the purchase, the chief executive officer owned 141,080 shares in the company, valued at approximately $5,768,761.20. This trade represents a 2.67% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Aj Teague bought 2,310 shares of the stock in a transaction on Wednesday, December 17th. The shares were acquired at an average cost of $43.13 per share, for a total transaction of $99,630.30. Following the completion of the transaction, the director directly owned 106,465 shares of the company’s stock, valued at approximately $4,591,835.45. The trade was a 2.22% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure.

Analyst Ratings Changes

Several analysts have recently issued reports on SEI shares. Citigroup upped their price target on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the stock a “buy” rating in a research note on Monday, October 13th. Morgan Stanley started coverage on Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 target price for the company. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a report on Monday. Northland Securities set a $61.00 target price on shares of Solaris Energy Infrastructure in a research note on Thursday, October 9th. Finally, Piper Sandler upped their price target on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the company an “overweight” rating in a report on Monday, November 17th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and one has issued a Hold rating to the company. According to MarketBeat.com, Solaris Energy Infrastructure currently has an average rating of “Buy” and an average price target of $52.80.

Key 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 Stock Up 4.2%

The company has a debt-to-equity ratio of 0.69, a current ratio of 2.39 and a quick ratio of 2.28. The stock has a market capitalization of $3.07 billion, a P/E ratio of 47.71 and a beta of 1.14. The firm has a 50 day moving average of $49.26 and a 200-day moving average of $37.90.

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

Institutional Investors Weigh In On Solaris Energy Infrastructure

A number of institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. bought a new position in Solaris Energy Infrastructure in the 1st quarter valued at $35,060,000. Russell Investments Group Ltd. acquired a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at $1,695,000. Deutsche Bank AG bought a new position in shares of Solaris Energy Infrastructure in the first quarter valued at about $1,597,000. AE Wealth Management LLC lifted its position in Solaris Energy Infrastructure by 39.7% during the 2nd quarter. AE Wealth Management LLC now owns 120,112 shares of the company’s stock worth $3,398,000 after buying an additional 34,164 shares in the last quarter. Finally, Ardsley Advisory Partners LP bought a new stake in Solaris Energy Infrastructure during the 2nd quarter worth about $566,000. Institutional investors and hedge funds own 67.44% 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.