Ktr Management Company, Llc Sells 2,000,000 Shares of Solaris Energy Infrastructure (NYSE:SEI) Stock

Solaris Energy Infrastructure, Inc. (NYSE:SEI) major shareholder Ktr Management Company, Llc sold 2,000,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $70.75, for a total value of $141,500,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Major shareholders that own at least 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Solaris Energy Infrastructure Stock Up 1.7%

SEI opened at $75.75 on Wednesday. Solaris Energy Infrastructure, Inc. has a 12 month low of $21.22 and a 12 month high of $81.24. The company has a debt-to-equity ratio of 1.23, a current ratio of 1.11 and a quick ratio of 2.87. The stock has a market cap of $5.19 billion, a P/E ratio of 85.11 and a beta of 1.25. The stock’s 50 day moving average price is $59.79 and its 200 day moving average price is $53.64.

Solaris Energy Infrastructure (NYSE:SEI) last posted 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 firm had revenue of $196.24 million for the quarter. As a group, research analysts predict that Solaris Energy Infrastructure, Inc. will post 1.3 earnings per share for the current year.

Solaris Energy Infrastructure News Roundup

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

• Positive Sentiment: Q1 results beat expectations: SEI reported an earnings beat with profit and revenue growth driven by Power Solutions (behind‑the‑meter data center demand), a clear near‑term catalyst supporting higher valuation and momentum. Solaris Energy Q1 Earnings Crush Estimates on Power Growth
• Neutral Sentiment: Analyst coverage and commentary: several pieces discuss post‑earnings positioning (buy/sell/hold views and analyst Q&A). These shape sentiment but don’t change fundamentals immediately. Solaris Energy Infrastructure (SEI): Buy, sell, or hold post Q1 earnings?
• Neutral Sentiment: SEI launched a $1.3 billion senior notes offering (announcement stage), which signals management is accessing capital markets — context depends on use of proceeds (growth vs. refinancing). Solaris Energy Infrastructure Announces Offering of $1.3 Billion of Senior Notes due 2031
• Negative Sentiment: Debt pricing confirmed: SEI priced $1.3 billion of senior unsecured notes at a 6.375% coupon due 2031 — increases interest expense and leverage (debt/equity ~1.37), which may pressure margins and multiple if proceeds aren’t clearly accretive. Solaris Energy Infrastructure Announces Pricing of Offering of $1.3 Billion of 6.375% Senior Notes due 2031
• Negative Sentiment: Major shareholder sale: Ktr Management sold 2,000,000 shares (~$141.5M at $70.75 avg) — large insider/institutional disposals can weigh on sentiment or signal portfolio rebalancing. Solaris Energy Infrastructure Major Shareholder Ktr Management Company, Llc Sells 2,000,000 Shares

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on SEI. Barclays lifted their price target on Solaris Energy Infrastructure from $74.00 to $86.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Northland Securities set a $86.00 price target on Solaris Energy Infrastructure in a research report on Thursday, April 30th. Wells Fargo & Company lifted their price target on Solaris Energy Infrastructure from $71.00 to $82.00 and gave the company an “equal weight” rating in a research report on Wednesday, April 29th. Citigroup lifted their price target on Solaris Energy Infrastructure from $61.00 to $84.00 and gave the company a “buy” rating in a research report on Tuesday. Finally, Wall Street Zen cut Solaris Energy Infrastructure from a “hold” rating to a “sell” rating in a research report on Saturday, March 7th. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $75.18.

Hedge Funds Weigh In On Solaris Energy Infrastructure

A number of hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. grew its holdings in shares of Solaris Energy Infrastructure by 9.3% in the 4th quarter. Vanguard Group Inc. now owns 2,913,632 shares of the company’s stock worth $133,940,000 after acquiring an additional 248,762 shares during the last quarter. Situational Awareness LP grew its holdings in shares of Solaris Energy Infrastructure by 62.3% in the 4th quarter. Situational Awareness LP now owns 1,866,500 shares of the company’s stock worth $85,803,000 after acquiring an additional 716,200 shares during the last quarter. Principal Financial Group Inc. grew its holdings in shares of Solaris Energy Infrastructure by 2,120.7% in the 4th quarter. Principal Financial Group Inc. now owns 1,466,343 shares of the company’s stock worth $67,408,000 after acquiring an additional 1,400,311 shares during the last quarter. Van ECK Associates Corp grew its holdings in shares of Solaris Energy Infrastructure by 623.5% in the 3rd quarter. Van ECK Associates Corp now owns 1,295,898 shares of the company’s stock worth $51,797,000 after acquiring an additional 1,116,794 shares during the last quarter. Finally, Advent International L.P. grew its holdings in shares of Solaris Energy Infrastructure by 25.5% in the 4th quarter. Advent International L.P. now owns 1,263,809 shares of the company’s stock worth $58,097,000 after acquiring an additional 256,909 shares during the last quarter. 67.44% of the stock is currently owned by institutional investors and hedge funds.

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.