Solaris Energy Infrastructure, Inc. (SEI)
Energy · NYQ
Price as at 1 Oct 2026, 08:39 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Solaris Energy Infrastructure, Inc. trades at $71.18, which is 57% above the $30.42 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 47 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 85.0 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
SEI dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | $0.360 | 3 |
| 2025 | $0.480 | 4 |
| 2024 | $0.480 | 4 |
| 2023 | $0.450 | 4 |
| 2022 | $0.420 | 4 |
| 2021 | $0.420 | 4 |
| 2020 | $0.420 | 4 |
| 2019 | $0.405 | 4 |
| 2018 | $0.100 | 1 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
SEI earnings and analyst estimates
Recommendation mix, 14 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Solaris Energy Infrastructure, Inc.
Solaris Energy Infrastructure, Inc. provides modular and scalable equipment-based solutions for power generation, control and distribution, and management of raw materials used in the completion of oil and natural gas wells in the United States. It operates in Solaris Power Solutions and Solaris Logistics Solutions segments. The Solaris Power Solutions segment delivers power generation, control, and distribution solutions; and offers support to data center, energy, and other commercial and industrial sector. It also provides site preparation, specialized structural and foundational work, and gas pipeline construction services. The Solaris Logistics Solutions segment designs and manufactures specialized equipment; and offers field technician support, last mile, and mobilization logistics services, as well as provides software solutions. The company was formerly known as Solaris Oilfield Infrastructure, Inc. and changed its name to Solaris Energy Infrastructure, Inc. in September 2024. Solaris Energy Infrastructure, Inc. was founded in 2014 and is headquartered in Houston, Texas.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
SEI passes 3 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
10 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Two Sigma, TWO SIGMA INVESTMENTS, LP$159.30M · 0.1% of book
- Robert Pitts, STEADFAST CAPITAL MANAGEMENT LP$38.77M · 1.2% of book
- Marshall Wace, MARSHALL WACE, LLP$34.75M · 0.0% of book
- Steve Cohen, Point72 Asset Management, L.P.$23.27M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$22.00M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in SEI
Trades in SEI disclosed by members of Congress and executive-branch officials, latest first:
- Gilbert Cisneros · HouseSell · $15,001 - $50,000 · traded 9 Jan 2026 · disclosed 13 Feb 2026
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 2 Sept 2025 · disclosed 12 Sept 2025
- Gilbert Cisneros · HouseBuy · $1,001 - $15,000 · traded 6 May 2025 · disclosed 6 Jun 2025
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
SEI peers
The largest companies in the same industry (Oil & Gas Equipment & Services), then in the same sector.
- BKR Baker Hughes Company
- FTI TechnipFMC plc
- TS Tenaris S.A.
- OII Oceaneering International, Inc.
- WHD Cactus, Inc.
- FLOC Flowco Holdings Inc.
- NEXT NextDecade Corporation
- WBI WaterBridge Infrastructure LLC
Every energy company we cover is on the Energy hub.
Common questions
Is Solaris Energy Infrastructure, Inc. (SEI) undervalued?
Against our fair value estimate of $30.42, SEI at $71.18 is 57% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own SEI?
10 of the institutions we track reported a position in SEI in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is SEI's P/E ratio?
SEI trades at 85.0 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Solaris Energy Infrastructure, Inc. (SEI) pay a dividend?
Yes. Solaris Energy Infrastructure, Inc. yields 0.67% at the current share price. It has paid $0.480 per share over the trailing twelve months. It has paid a dividend in each of the last 8 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
Where does SteadyShares get its SEI data?
Fundamentals for SEI come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 08:39 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for SEI, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.