Hel Ved Capital Management Ltd Makes New Investment in Solaris Energy Infrastructure, Inc. $SEI

Hel Ved Capital Management Ltd purchased a new stake in Solaris Energy Infrastructure, Inc. (NYSE:SEI) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 91,600 shares of the company’s stock, valued at approximately $3,661,000.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings 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 purchasing an additional 224,021 shares during the period. 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 worth $42,569,000 after purchasing an additional 158,338 shares during the period. GW&K Investment Management LLC increased its position in Solaris Energy Infrastructure by 12.5% during the third quarter. GW&K Investment Management LLC now owns 1,177,830 shares of the company’s stock worth $47,078,000 after buying an additional 130,975 shares during the last quarter. Geode Capital Management LLC increased its position in Solaris Energy Infrastructure by 10.8% during the second quarter. Geode Capital Management LLC now owns 863,553 shares of the company’s stock worth $24,433,000 after buying an additional 83,914 shares during the last quarter. Finally, Goodlander Investment Management LLC bought a new stake in Solaris Energy Infrastructure in the second quarter valued at approximately $19,803,000. 67.44% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Solaris Energy Infrastructure

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

Insider Buying and Selling at Solaris Energy Infrastructure

In other Solaris Energy Infrastructure news, Director Aj Teague bought 2,310 shares of the stock in a transaction dated Wednesday, December 17th. The shares were bought at an average cost of $43.13 per share, with a total value of $99,630.30. Following the completion of the acquisition, the director owned 106,465 shares of the company’s stock, valued at $4,591,835.45. This trade represents a 2.22% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Cynthia M. Durrett sold 47,011 shares of Solaris Energy Infrastructure stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $44.62, for a total transaction of $2,097,630.82. Following the completion of the sale, the insider owned 131,152 shares of the company’s stock, valued at approximately $5,852,002.24. The trade was a 26.39% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 21.20% of the company’s stock.

Solaris Energy Infrastructure Stock Down 2.6%

SEI stock opened at $49.14 on Friday. Solaris Energy Infrastructure, Inc. has a fifty-two week low of $14.27 and a fifty-two week high of $61.36. The company has a debt-to-equity ratio of 1.37, a current ratio of 2.96 and a quick ratio of 2.28. The stock has a market capitalization of $3.36 billion, a price-to-earnings ratio of 69.21 and a beta of 1.13. The business’s fifty day moving average price is $52.08 and its two-hundred day moving average price is $46.18.

Solaris Energy Infrastructure (NYSE:SEI) last announced its earnings results 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. Solaris Energy Infrastructure had a net margin of 4.81% and a return on equity of 11.83%. The company had revenue of $179.70 million during the quarter. On average, equities analysts anticipate that Solaris Energy Infrastructure, Inc. will post 0.36 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on SEI shares. UBS Group set a $65.00 target price on Solaris Energy Infrastructure in a research note on Tuesday, January 27th. Glj Research assumed coverage on Solaris Energy Infrastructure in a research note on Thursday. They issued a “buy” rating and a $60.00 price target on the stock. Raymond James Financial reaffirmed an “outperform” rating on shares of Solaris Energy Infrastructure in a report on Tuesday, January 27th. Piper Sandler upped their price objective on shares of Solaris Energy Infrastructure from $50.00 to $65.00 and gave the company an “overweight” rating in a report on Monday, November 17th. Finally, Morgan Stanley initiated coverage on shares of Solaris Energy Infrastructure in a research note on Tuesday, December 2nd. They set an “overweight” rating and a $68.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average 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.