Solaris Energy Infrastructure (NYSE:SEI) Trading Up 8.7% on Insider Buying Activity

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

Specifically, CEO Amanda M. Brock bought 3,669 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were purchased at an average price of $40.89 per share, with a total value of $150,025.41. Following the completion of the acquisition, the chief executive officer directly owned 141,080 shares of the company’s stock, valued at approximately $5,768,761.20. The trade was a 2.67% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Aj Teague purchased 2,310 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were bought at an average price 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 in the company, valued at approximately $4,591,835.45. This trade represents a 2.22% increase in their position. The SEC filing for this purchase provides additional information.

Analysts Set New Price Targets

SEI has been the subject of a number of recent research reports. Morgan Stanley initiated coverage on Solaris Energy Infrastructure in a research note on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 price objective for the company. Northland Securities set a $61.00 price target on shares of Solaris Energy Infrastructure in a report on Thursday, October 9th. Citigroup increased their price objective on shares of Solaris Energy Infrastructure from $38.00 to $56.00 and gave the stock a “buy” rating in a report on Monday, October 13th. Barclays boosted their target price on shares of Solaris Energy Infrastructure from $44.00 to $61.00 and gave the company an “overweight” rating in a research note on Wednesday, November 5th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Solaris Energy Infrastructure in a research report on Monday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $52.80.

Key Stores Impacting Solaris Energy Infrastructure

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 Performance

The stock has a market cap of $3.07 billion, a price-to-earnings ratio of 47.71 and a beta of 1.14. The company’s 50 day simple moving average is $49.26 and its 200 day simple moving average is $37.90. The company has a debt-to-equity ratio of 0.69, a quick ratio of 2.28 and a current ratio of 2.39.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings data 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. Solaris Energy Infrastructure had a net margin of 7.02% and a return on equity of 9.38%. The business had revenue of $166.84 million during the quarter, compared to analysts’ expectations of $142.82 million. On average, equities research analysts anticipate that Solaris Energy Infrastructure, Inc. will post 0.36 earnings per share for the current year.

Hedge Funds Weigh In On Solaris Energy Infrastructure

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. purchased a new position in shares of Solaris Energy Infrastructure during the first quarter valued at $35,060,000. Russell Investments Group Ltd. purchased a new stake in Solaris Energy Infrastructure in the 1st quarter worth about $1,695,000. Deutsche Bank AG acquired a new stake in Solaris Energy Infrastructure during the 1st quarter worth about $1,597,000. AE Wealth Management LLC boosted 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 acquiring an additional 34,164 shares during the period. Finally, Ardsley Advisory Partners LP purchased a new position in Solaris Energy Infrastructure during the 2nd quarter valued at about $566,000. 67.44% of the stock is owned by institutional investors.

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.