Meros Investment Management LP Has $7.55 Million Position in Solaris Energy Infrastructure, Inc. $SEI

Meros Investment Management LP reduced its stake in Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 43.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 164,324 shares of the company’s stock after selling 127,414 shares during the period. Solaris Energy Infrastructure accounts for 3.0% of Meros Investment Management LP’s holdings, making the stock its 12th largest holding. Meros Investment Management LP’s holdings in Solaris Energy Infrastructure were worth $7,554,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. Signaturefd LLC increased its holdings in shares of 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 purchasing an additional 476 shares during the last quarter. Cullen Frost Bankers Inc. bought a new stake in shares of Solaris Energy Infrastructure in the fourth quarter valued at about $28,000. Strs Ohio bought a new stake in shares of Solaris Energy Infrastructure in the first quarter valued at about $28,000. Caitong International Asset Management Co. Ltd bought a new stake in shares of Solaris Energy Infrastructure in the third quarter valued at about $31,000. Finally, Larson Financial Group LLC boosted its position in shares of 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 acquiring an additional 795 shares during the period. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Solaris Energy Infrastructure Trading Up 5.6%

SEI opened at $78.17 on Tuesday. Solaris Energy Infrastructure, Inc. has a twelve month low of $24.57 and a twelve month high of $81.24. The company has a 50-day simple moving average of $70.16 and a 200 day simple moving average of $58.60. 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 stock has a market capitalization of $5.75 billion, a price-to-earnings ratio of 87.83 and a beta of 1.19.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings data on Monday, April 27th. The company reported $0.44 earnings per share for the quarter, topping the consensus estimate of $0.26 by $0.18. Solaris Energy Infrastructure had a net margin of 6.69% and a return on equity of 13.33%. The business had revenue of $196.24 million during the quarter. Analysts predict that Solaris Energy Infrastructure, Inc. will post 1.26 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

SEI has been the subject of a number of recent research reports. Stifel Nicolaus boosted their target price on shares of Solaris Energy Infrastructure from $71.00 to $93.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Northland Securities set a $104.00 target price on shares of Solaris Energy Infrastructure in a research report on Friday. Barclays boosted their target price on shares of Solaris Energy Infrastructure from $74.00 to $86.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Raymond James Financial reissued an “outperform” rating and issued a $82.00 target price on shares of Solaris Energy Infrastructure in a research report on Wednesday, April 29th. Finally, Glj Research initiated coverage on shares of Solaris Energy Infrastructure in a research report on Thursday, March 5th. They issued a “buy” rating and a $60.00 target price for the company. Eight analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $81.80.

Insider Buying and Selling at Solaris Energy Infrastructure

In related news, CAO Christopher P. Wirtz sold 700 shares of the company’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $77.22, for a total transaction of $54,054.00. Following the completion of 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 transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Christopher M. Powell sold 36,852 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $74.63, for a total value of $2,750,264.76. Following the transaction, the insider directly owned 114,117 shares of the company’s stock, valued at approximately $8,516,551.71. The trade was a 24.41% 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 three months. 20.23% of the stock is owned by insiders.

Key Stories Impacting Solaris Energy Infrastructure

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

• Positive Sentiment: Northland Securities initiated/updated coverage on Solaris Energy Infrastructure with a Buy rating, signaling confidence in the company’s longer-term growth prospects. Northland Securities Releases a Buy Rating on Solaris Energy Infrastructure (SEI)
• Positive Sentiment: Northland’s estimates point to improving earnings power later on, including FY2027 EPS of $2.26 and Q1 2028 EPS of $0.87, which may support the stock’s valuation. SEI FY2028 EPS Forecast Increased by Northland Securities
• Positive Sentiment: Brokerage sentiment remains favorable overall, with Solaris Energy Infrastructure carrying an average recommendation of “Moderate Buy”. Solaris Energy Infrastructure, Inc. (NYSE:SEI) Receives Average Recommendation of “Moderate Buy” from Brokerages
• Neutral Sentiment: Northland also published specific quarterly earnings forecasts for 2026-2028, giving investors a more detailed road map for future performance, but these projections were largely informational rather than a fresh operating update.
• Negative Sentiment: Several near- and medium-term EPS estimates were cut, including Q2 2026, Q3 2026, Q4 2026, FY2026, Q1 2027, Q2 2027, Q3 2027, and Q4 2027, which can pressure sentiment if investors focus on softer shorter-term profitability expectations.

About Solaris Energy Infrastructure

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.