Driehaus Capital Management Adds $32M in Solaris Energy Infrastructure, Inc. ($SEI)

The fund raised its holdings by 32.6%, adding 400,453 shares to its portfolio.

Written by EarningsIQ · Published Jun 14, 2026, 4:52 AM EDT · Updated Jun 16, 2026, 4:55 AM EDT

Key Points

Driehaus Capital Management boosted its stake in Solaris Energy Infrastructure by 400,453 shares, a 32.6% increase, bringing its total to 1,628,174 shares valued at $120.5 million.
Solaris Energy Infrastructure, trading at $74.01, has a market cap of $4.32 billion and a P/E ratio of 88.1, with a 52-week range of $24.57 to $81.24.
Insider transactions included sales by Chief Accounting Officer Christopher Wirtz and others, while analysts from Morgan Stanley and Citigroup maintained 'buy' ratings.

Driehaus Capital Management has increased its investment in Solaris Energy Infrastructure, Inc. (NYSE: SEI). The fund added 400,453 shares, boosting its stake by 32.6% to a total of 1,628,174 shares. This move, reported in its latest Form 13F filing with the SEC, brings the value of Driehaus's holdings in Solaris to approximately $120.5 million as of the reporting period.

What Changed in Driehaus Capital Management's Solaris Energy Infrastructure Position

Driehaus Capital Management significantly increased its position in Solaris Energy Infrastructure, moving from 1,227,721 shares to 1,628,174 shares. The addition of 400,453 shares represents a 32.6% increase. This substantial boost in shares reflects Driehaus's growing interest in the company, with the total investment valued at around $120.5 million.

Other Institutional Activity in Solaris Energy Infrastructure

Other institutional investors also made notable moves with Solaris Energy Infrastructure. BlackRock, Inc. reduced its holdings by 189,532 shares, ending with 4,122,436 shares valued at about $232.96 million. Millennium Management LLC increased its stake by 440,494 shares, bringing its total to 2,285,544 shares worth approximately $129.16 million. Vanguard Capital Management LLC made a significant addition, acquiring 2,040,451 shares valued at around $115.31 million. Van Eck Associates Corp also increased its position by 712,736 shares, totaling 1,954,455 shares with a value of $110.45 million. Finally, Two Sigma Investments, LP added 861,615 shares, resulting in 1,941,546 shares valued at $109.72 million.

Solaris Energy Infrastructure Stock Snapshot

Shares of Solaris Energy Infrastructure (NYSE: SEI) recently traded at $74.01. The company has a market capitalization of approximately $4.32 billion and a P/E ratio of 88.1, with a forward P/E of 29.1. The stock's beta is 1.207, indicating a relatively high level of volatility. Over the past 52 weeks, the stock has ranged from a low of $24.57 to a high of $81.24. Its 50-day moving average stands at $70.10, while the 200-day moving average is $53.74. The company's current ratio is 1.113, and its quick ratio is 1.053, with a debt-to-equity ratio of 146.47.

Recent Earnings

Solaris Energy Infrastructure reported revenues of $692.1 million, with a revenue growth rate of 55.3%. The company's earnings per share (EPS) is $0.84, with a net margin of 6.688% and a return on equity (ROE) of 8.74%. The next earnings report is expected on July 23, 2026.

Dividend

The company offers an annual dividend rate of $0.48, yielding 0.65%. The dividend payout ratio is 57.14%.

Insider Buying and Selling at Solaris Energy Infrastructure, Inc.

Recent insider transactions at Solaris Energy Infrastructure have involved several key figures. Chief Accounting Officer Christopher Wirtz sold 1,303 shares on June 1, 2026, at an average price of $69.54, and 700 shares on May 13, 2026, at $77.22. Laurie Argo sold 5,200 shares on May 12, 2026, at $72.88. Chief Legal Officer Christopher Powell sold 36,852 shares on May 11, 2026, at $74.63. AJ Teague bought 6,175 shares on May 8, 2026, at $72.98, while Ray Walker Jr. sold 56,841 shares on the same day at $72.11.

Analysts Set New Price Targets

Analysts have been active in their assessments of Solaris Energy Infrastructure. On June 4, 2026, Morgan Stanley maintained a 'buy' rating with a price target of $90. Citigroup also maintained a 'buy' rating with an $84 target on May 5, 2026. Barclays, on April 30, 2026, kept a 'buy' rating and set a target of $86. Wells Fargo maintained a 'hold' rating with an $82 target on April 29, 2026, while Stifel reiterated a 'buy' rating with a $93 target on the same day.

About Solaris Energy Infrastructure

Solaris Energy Infrastructure, Inc. is an energy sector company based in Houston, Texas. It specializes in providing modular and scalable equipment-based solutions for power generation, control, and distribution, as well as managing raw materials used in oil and gas well completions. The company operates through its Solaris Power Solutions and Solaris Logistics Solutions segments. Led by CEO William A. Zartler, Solaris employs 468 people and serves various sectors, including data centers and industrial clients.

Bottom Line

Driehaus Capital Management's decision to increase its stake in Solaris Energy Infrastructure highlights the fund's confidence in the company's potential. While 13F filings are backward-looking, they offer valuable insight into institutional investment trends. Investors will continue to watch Solaris's performance, especially with the upcoming earnings report and recent analyst ratings suggesting potential growth.