Hel Ved Capital Management Ltd Invests $3.66 Million in Solaris Energy Infrastructure, Inc. $SEI

Hel Ved Capital Management Ltd acquired a new position in shares of Solaris Energy Infrastructure, Inc. (NYSE:SEI) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 91,600 shares of the company’s stock, valued at approximately $3,661,000. Hel Ved Capital Management Ltd owned 0.14% of Solaris Energy Infrastructure as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. increased its stake in shares of Solaris Energy Infrastructure by 9.2% in the 3rd quarter. Vanguard Group Inc. now owns 2,664,870 shares of the company’s stock valued at $106,515,000 after acquiring an additional 224,021 shares during the last quarter. Westwood Holdings Group Inc. grew its holdings in Solaris Energy Infrastructure by 11.8% during the second quarter. Westwood Holdings Group Inc. now owns 1,504,738 shares of the company’s stock valued at $42,569,000 after purchasing an additional 158,338 shares during the period. GW&K Investment Management LLC increased its stake in Solaris Energy Infrastructure by 12.5% in the third quarter. GW&K Investment Management LLC now owns 1,177,830 shares of the company’s stock valued at $47,078,000 after purchasing an additional 130,975 shares in the last quarter. Geode Capital Management LLC increased its stake in Solaris Energy Infrastructure by 10.8% in the second quarter. Geode Capital Management LLC now owns 863,553 shares of the company’s stock valued at $24,433,000 after purchasing an additional 83,914 shares in the last quarter. Finally, Goodlander Investment Management LLC acquired a new stake in Solaris Energy Infrastructure in the second quarter worth $19,803,000. Institutional investors and hedge funds own 67.44% of the company’s stock.

Insider Buying and Selling at Solaris Energy Infrastructure

In related news, Director Aj Teague acquired 2,310 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was bought at an average price of $43.13 per share, for a total transaction of $99,630.30. Following the acquisition, the director directly owned 106,465 shares of the company’s stock, valued at approximately $4,591,835.45. The trade was a 2.22% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Cynthia M. Durrett sold 47,011 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $44.62, for a total value of $2,097,630.82. Following the sale, the insider owned 131,152 shares in the company, valued at $5,852,002.24. The trade was a 26.39% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 21.20% of the company’s stock.

Solaris Energy Infrastructure Trading Down 2.6%

NYSE:SEI opened at $49.14 on Friday. The company has a market cap of $3.36 billion, a P/E ratio of 69.21 and a beta of 1.13. Solaris Energy Infrastructure, Inc. has a twelve month low of $14.27 and a twelve month high of $61.36. The business has a 50 day moving average price of $52.08 and a two-hundred day moving average price of $46.18. The company has a quick ratio of 2.28, a current ratio of 2.96 and a debt-to-equity ratio of 1.37.

Solaris Energy Infrastructure (NYSE:SEI) last posted its quarterly earnings data on Tuesday, February 24th. The company reported $0.35 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.24 by $0.11. The company had revenue of $179.70 million for the quarter. Solaris Energy Infrastructure had a net margin of 4.81% and a return on equity of 11.83%. As a group, analysts expect that Solaris Energy Infrastructure, Inc. will post 0.36 EPS for the current fiscal year.

Solaris Energy Infrastructure News Summary

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

• Positive Sentiment: GLJ Research initiated coverage at a Buy, providing an independent catalyst for flows and signaling confidence from a new analyst. GLJ Research Starts Solaris Energy Infrastructure (SEI) at Buy
• Positive Sentiment: Northland Securities raised multiple quarterly and annual EPS forecasts across 2026–2028 (examples: FY2026 to $1.33 from $1.17; FY2027 to $2.81 from $2.70; FY2028 to $3.34 from $3.17) and bumped several quarter-level estimates (Q1–Q4 2026/2027). Those upgrades materially improve the earnings outlook versus the current consensus and support a higher valuation multiple for SEI. (Source: Northland research releases)
• Positive Sentiment: Brokerage consensus remains constructive — SEI is rated “Moderate Buy” by analysts, reinforcing the positive analyst tone and likely encouraging additional investor interest. Solaris Energy Infrastructure, Inc. (NYSE:SEI) Given Consensus Rating of “Moderate Buy” by Brokerages

Analyst Ratings Changes

SEI has been the subject of a number of recent analyst reports. Morgan Stanley started coverage on shares of Solaris Energy Infrastructure in a research report on Tuesday, December 2nd. They issued an “overweight” rating and a $68.00 price objective for the company. Piper Sandler lifted their target price on Solaris Energy Infrastructure from $50.00 to $65.00 and gave the stock an “overweight” rating in a report on Monday, November 17th. Raymond James Financial restated an “outperform” rating on shares of Solaris Energy Infrastructure in a report on Tuesday, January 27th. Northland Securities set a $70.00 price target on Solaris Energy Infrastructure in a research report on Monday, January 5th. Finally, Wall Street Zen cut Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a report on Saturday. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $56.60.

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.