Kornitzer Capital Management Inc. KS Takes Position in Solaris Energy Infrastructure, Inc. $SEI

Kornitzer Capital Management Inc. KS bought a new position in Solaris Energy Infrastructure, Inc. (NYSE:SEI) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 59,925 shares of the company’s stock, valued at approximately $2,395,000. Kornitzer Capital Management Inc. KS owned about 0.09% of Solaris Energy Infrastructure as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Nisa Investment Advisors LLC boosted its position in shares of Solaris Energy Infrastructure by 17.8% in the 2nd quarter. Nisa Investment Advisors LLC now owns 2,199 shares of the company’s stock valued at $62,000 after purchasing an additional 333 shares during the period. Cerity Partners LLC lifted its stake in Solaris Energy Infrastructure by 3.3% during the second quarter. Cerity Partners LLC now owns 12,551 shares of the company’s stock valued at $355,000 after buying an additional 397 shares in the last quarter. California State Teachers Retirement System boosted its holdings in shares of Solaris Energy Infrastructure by 1.4% in the second quarter. California State Teachers Retirement System now owns 32,282 shares of the company’s stock worth $913,000 after buying an additional 454 shares during the period. Ritholtz Wealth Management increased its position in shares of Solaris Energy Infrastructure by 0.4% in the third quarter. Ritholtz Wealth Management now owns 133,717 shares of the company’s stock worth $5,345,000 after acquiring an additional 539 shares in the last quarter. Finally, Ameritas Investment Partners Inc. raised its holdings in shares of Solaris Energy Infrastructure by 20.1% during the second quarter. Ameritas Investment Partners Inc. now owns 3,724 shares of the company’s stock valued at $105,000 after acquiring an additional 623 shares during the period. 67.44% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Solaris Energy Infrastructure

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

• Positive Sentiment: Northland projects a materially stronger FY2027 (FY2027 EPS of $3.17) and elevated quarterly targets for 2027 (e.g., Q1–Q4 2027 estimates range from $0.55 to $0.81), implying a multiyear recovery that could support a higher longer‑term valuation if execution matches estimates.
• Neutral Sentiment: Solaris scheduled its full‑year and Q4 2025 earnings release for after the market close on Feb 24, 2026 and a conference call for Feb 25, 2026 — a near‑term event that will provide management’s results and guidance. Conference Call Notice
• Negative Sentiment: Northland Securities (analyst B. Brooks) cut multiple near‑term estimates on Jan 26: Q4 2026 EPS to $0.42 (from $0.61), Q3 2026 to $0.32 (from $0.50), Q2 2026 to $0.25 (from $0.42), Q1 2026 to $0.19 (from $0.29) and Q4 2025 to $0.15 (from $0.30). Most notably Northland lowered FY2026 EPS to $1.17 from $1.82 — these downward revisions increase short‑term earnings risk and help explain selling pressure today.

Solaris Energy Infrastructure Stock Performance

Shares of NYSE SEI opened at $53.84 on Thursday. The company has a debt-to-equity ratio of 0.69, a current ratio of 2.39 and a quick ratio of 2.28. Solaris Energy Infrastructure, Inc. has a one year low of $14.27 and a one year high of $59.80. The business’s 50-day moving average price is $49.71 and its two-hundred day moving average price is $42.22. The company has a market capitalization of $3.69 billion, a P/E ratio of 57.28 and a beta of 1.12.

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

Insider Buying and Selling

In other Solaris Energy Infrastructure news, insider Cynthia M. Durrett sold 47,011 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $44.62, for a total value of $2,097,630.82. Following the completion of the sale, the insider directly owned 131,152 shares of the company’s stock, valued at $5,852,002.24. The trade was a 26.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Laurie H. Argo sold 2,300 shares of Solaris Energy Infrastructure stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $44.25, for a total transaction of $101,775.00. Following the completion of the sale, the director directly owned 50,039 shares of the company’s stock, valued at approximately $2,214,225.75. The trade was a 4.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 2,164,094 shares of company stock valued at $108,255,773. 21.20% of the stock is owned by company insiders.

Analysts Set New Price Targets

SEI has been the subject of a number of recent analyst reports. Barclays raised their price objective 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. Piper Sandler raised their target price 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. Zacks Research downgraded Solaris Energy Infrastructure from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research note on Monday, December 29th. Finally, Citigroup upped their target price on Solaris Energy Infrastructure from $38.00 to $56.00 and gave the company a “buy” rating in a report on Monday, October 13th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $56.10.

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.