Clough Capital Partners L P Sells 8,342 Shares of Solaris Energy Infrastructure, Inc. $SEI

Clough Capital Partners L P lessened its stake in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 14.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 48,932 shares of the company’s stock after selling 8,342 shares during the period. Clough Capital Partners L P’s holdings in Solaris Energy Infrastructure were worth $2,249,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. bought a new position in Solaris Energy Infrastructure during the 4th quarter valued at approximately $28,000. Signaturefd LLC raised its position in shares of Solaris Energy Infrastructure by 344.9% in the 4th quarter. Signaturefd LLC now owns 614 shares of the company’s stock worth $28,000 after purchasing an additional 476 shares during the last quarter. Caitong International Asset Management Co. Ltd purchased a new position in shares of Solaris Energy Infrastructure in the 3rd quarter worth about $31,000. Larson Financial Group LLC boosted its stake in Solaris Energy Infrastructure by 363.0% in the 3rd quarter. Larson Financial Group LLC now owns 1,014 shares of the company’s stock worth $41,000 after purchasing an additional 795 shares in the last quarter. Finally, Assetmark Inc. grew its position in Solaris Energy Infrastructure by 29.1% during the 3rd quarter. Assetmark Inc. now owns 1,130 shares of the company’s stock valued at $45,000 after purchasing an additional 255 shares during the last quarter. Institutional investors own 67.44% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on SEI. Barclays raised their price objective on shares of Solaris Energy Infrastructure from $74.00 to $86.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Zacks Research raised shares of Solaris Energy Infrastructure from a “strong sell” rating to a “hold” rating in a report on Thursday, March 12th. Morgan Stanley lifted their target price on shares of Solaris Energy Infrastructure from $81.00 to $90.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. Wells Fargo & Company lifted their target price on shares of Solaris Energy Infrastructure from $71.00 to $82.00 and gave the stock an “equal weight” rating in a report on Wednesday, April 29th. Finally, Raymond James Financial reaffirmed an “outperform” rating and issued a $82.00 target price on shares of Solaris Energy Infrastructure in a report on Wednesday, April 29th. Eight equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Solaris Energy Infrastructure currently has an average rating of “Moderate Buy” and an average price target of $81.80.

Insider Buying and Selling at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, insider Christopher M. Powell sold 36,852 shares of the stock in a transaction on Monday, May 11th. The stock was sold at an average price of $74.63, for a total transaction of $2,750,264.76. Following the sale, the insider directly owned 114,117 shares in the company, valued at approximately $8,516,551.71. This trade represents a 24.41% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Laurie H. Argo sold 5,200 shares of the stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $72.88, for a total value of $378,976.00. Following the sale, the director owned 44,839 shares in the company, valued at approximately $3,267,866.32. This represents a 10.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 4,099,593 shares of company stock worth $297,782,099. Insiders own 20.23% of the company’s stock.

Solaris Energy Infrastructure Stock Performance

Shares of SEI opened at $81.30 on Thursday. The business’s fifty day simple moving average is $71.10 and its two-hundred day simple moving average is $59.06. 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 12 month low of $24.57 and a 12 month high of $84.09. The company has a market cap of $5.98 billion, a price-to-earnings ratio of 91.35 and a beta of 1.19.

Solaris Energy Infrastructure (NYSE:SEI) last issued its earnings results on Monday, April 27th. The company reported $0.44 EPS for the quarter, beating the consensus estimate of $0.26 by $0.18. Solaris Energy Infrastructure had a return on equity of 13.33% and a net margin of 6.69%.The business had revenue of $196.24 million for the quarter. Research analysts anticipate that Solaris Energy Infrastructure, Inc. will post 1.09 earnings per share for the current fiscal year.

Key Solaris Energy Infrastructure News

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

• Positive Sentiment: A market article highlighted Solaris Energy Infrastructure as one of two “AI infrastructure stocks” benefiting from rapid data-center growth, which can support a stronger valuation if investors continue to rotate into power and infrastructure names tied to AI demand. Two AI Infrastructure Stocks Eye Breakouts After Rapid Growth
• Positive Sentiment: Investor enthusiasm around data-center power and infrastructure stocks may be helping sentiment, since SEI is being viewed as a beneficiary of surging electricity and equipment demand tied to AI buildouts. Data center power name tests critical level
• Neutral Sentiment: SEI’s broader investment-manager affiliate announced an upgraded technology and AI platform aimed at improving data access and operational efficiency; while strategically positive for the franchise, the press release is not a direct earnings catalyst for Solaris Energy Infrastructure. SEI Introduces Technology and AI to Boost Investment Manager Efficiency
• Negative Sentiment: Northland Securities cut several of Solaris Energy Infrastructure’s forward EPS estimates, including FY2026, FY2027, and multiple quarterly forecasts, which could temper some of the stock’s upside if investors start focusing on slower-than-expected earnings growth. Solaris Energy Infrastructure estimate changes

Solaris Energy Infrastructure 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.