Concentric Capital Strategies LP Cuts Position in Solaris Energy Infrastructure, Inc. $SEI

Concentric Capital Strategies LP lowered its holdings in Solaris Energy Infrastructure, Inc. (NYSE:SEI) by 69.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 92,549 shares of the company’s stock after selling 207,419 shares during the quarter. Concentric Capital Strategies LP’s holdings in Solaris Energy Infrastructure were worth $4,254,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in SEI. Farmers Trust Co. increased its holdings in shares of Solaris Energy Infrastructure by 3.2% in the 4th quarter. Farmers Trust Co. now owns 6,450 shares of the company’s stock valued at $297,000 after purchasing an additional 200 shares in the last quarter. Creative Financial Designs Inc. ADV boosted its holdings in Solaris Energy Infrastructure by 5.5% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 3,920 shares of the company’s stock worth $180,000 after buying an additional 205 shares in the last quarter. Assetmark Inc. grew its position in Solaris Energy Infrastructure by 29.1% during the third quarter. Assetmark Inc. now owns 1,130 shares of the company’s stock worth $45,000 after buying an additional 255 shares during the period. Legal & General Group Plc increased its holdings in Solaris Energy Infrastructure by 1.1% in the third quarter. Legal & General Group Plc now owns 36,698 shares of the company’s stock valued at $1,467,000 after buying an additional 391 shares in the last quarter. Finally, Cerity Partners LLC increased its holdings in Solaris Energy Infrastructure by 3.3% in 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. 67.44% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, major shareholder Ktr Management Company, Llc sold 2,000,000 shares of Solaris Energy Infrastructure stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $70.75, for a total transaction of $141,500,000.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Christopher M. Powell sold 36,852 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $74.63, for a total transaction of $2,750,264.76. Following the completion of the transaction, the insider directly owned 114,117 shares of the company’s stock, valued at approximately $8,516,551.71. This represents a 24.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 4,099,593 shares of company stock worth $297,782,099 in the last 90 days. 20.23% of the stock is currently owned by corporate insiders.

Trending Headlines about Solaris Energy Infrastructure

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 Stock Performance

Solaris Energy Infrastructure stock opened at $81.30 on Thursday. Solaris Energy Infrastructure, Inc. has a fifty-two week low of $24.57 and a fifty-two week high of $84.09. The company has a market capitalization of $5.98 billion, a price-to-earnings ratio of 91.35 and a beta of 1.19. The stock has a fifty day moving average of $71.10 and a two-hundred day moving average of $59.06. The company has a debt-to-equity ratio of 1.23, a quick ratio of 1.07 and a current ratio of 1.11.

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

Wall Street Analyst Weigh In

A number of research firms recently weighed in on SEI. Wall Street Zen cut Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a report on Saturday, March 7th. Weiss Ratings raised Solaris Energy Infrastructure from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, May 28th. Citigroup boosted their target price on Solaris Energy Infrastructure from $61.00 to $84.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Morgan Stanley raised their price target on Solaris Energy Infrastructure from $81.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. Finally, Raymond James Financial reaffirmed an “outperform” rating and set a $82.00 price target on shares of Solaris Energy Infrastructure in a research note on Wednesday, April 29th. Eight equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $81.80.

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.