SEI to Present at Raymond James 47th Annual Institutional Investors Conference [Accessibility Statement] Skip NavigationOAKS, Pa., Feb. 23, 2026 /PRNewswire/ -- [SEI]® (NASDAQ:SEIC) today announced that the company will participate in the Raymond James & Associates' 47th Annual Institutional Investors Conference in Orlando, FL. Ryan Hicke, SEI's Chief Executive Officer, will present at 3:25 p.m. Eastern time on March 2, 2026. A live webcast of the presentation will be available [here].A link to a replay of ...

Solaris Energy Infrastructure, Inc. (SEI) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on February 24, might help the stock move higher if these key numb ...

Core Viewpoint - Solaris Energy Infrastructure, Inc. (SEI) has successfully reached the previously set price target of $56, indicating strong market performance and investor confidence [1]. Company Summary - A Buy recommendation was issued for SEI in November, which has now been met with ease [1]. - The company is positioned well within the energy infrastructure sector, reflecting positive market dynamics [1]. Analyst Background - The analysis is conducted by a portfolio manager with over 10 years of experience in global markets, focusing on multi-asset strategies and equity portfolios [1]. - The approach combines macroeconomic analysis with stock selection and real-time positioning, emphasizing earnings, technological disruption, policy changes, and capital flows [1].

The share price of Solaris Energy Infrastructure, Inc. (NYSE:SEI) surged by 9.79% between February 6 and February 13, 2026, putting it among the Energy Stocks that Gained the Most This Week. Solaris Energy Infrastructure (SEI) Surges Following AI Data Center Deal Carol Gauthier/Shutterstock.com Solaris Energy Infrastructure, Inc. (NYSE:SEI) designs and manufactures specialized equipment for oil and natural gas operators in the United States. Solaris Energy Infrastructure, Inc. (NYSE:SEI) shot up on Feb ...

Company Overview - Solaris Energy Infrastructure is a Houston-based provider of equipment and logistics solutions for the oil and gas industry, focusing on automation and operational efficiency [6] - The company leverages proprietary technologies such as Railtronix and all-electric systems to support well completion and material handling for upstream operators [6] - Solaris generates revenue through the sale of equipment, technician support, logistics services, and transloading and storage solutions for the energy sector [8] Financial Performance - As of February 12, 2026, Solaris shares were priced at $51.47, reflecting a 92.6% increase over the past year, significantly outperforming the S&P 500 by 79.7 percentage points [7] - The company reported $167 million in third-quarter revenue, up 12% sequentially, with net income of $25 million and $0.31 per diluted share [9] - Total Adjusted EBITDA reached $68 million, also up 12% sequentially, with Power Solutions revenue jumping 39% sequentially to $105 million [9] Recent Developments - Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance of $70 million to $75 million [10] - The company issued $748 million of 0.25% convertible notes to fund expansion and repaid a $325 million term loan, leaving debt attributable to Solaris at about $497 million as of quarter end [10] Investment Insights - Ranger Investment Management, L.P. increased its holding in Solaris by 197,073 shares, raising its position to 1.97% of 13F assets under management as of December 31, 2025 [2][7] - The position now rivals some core mid-cap holdings, adding exposure to a different growth vector compared to larger stakes in software and biotech [11] - Long-term investors should monitor fleet expansion toward 2,200 MW and assess whether cash generation keeps pace with ambitious capital spending [11]

Core Viewpoint - Solaris Energy Infrastructure Inc. (NYSE:SEI) has shown strong performance, particularly following a new partnership with Hatchbo LLC for power generation equipment, which has positively influenced investor sentiment [1][4]. Group 1: Stock Performance - Solaris Energy's stock reached an intra-day high of $61.36, ultimately closing up by 10.03% at $56.63 [2]. - The stock's performance is attributed to the announcement of a significant partnership, indicating strong market interest [1]. Group 2: Partnership Details - Solaris Power Solutions, a subsidiary of Solaris Energy, has entered into a 10-year rental agreement with Hatchbo for the supply of 500 MW of power generation equipment for data centers [4]. - The lease is set to commence on January 1, 2027, with an option for a five-year extension, highlighting long-term growth potential [4]. Group 3: Earnings Guidance - Solaris Energy is expected to announce its earnings results for the full year and fourth quarter of 2025 on February 25, targeting adjusted EBITDA of $65 million to $70 million, an increase from previous guidance of $58 million to $63 million [5].

Group 1 - Solaris Energy Infrastructure Inc. experienced a significant stock surge of 12.26%, reaching $57.78 in after-hours trading, following a regular session close at $51.47, which was down 4.21% [1] - Solaris Power Solutions LLC, a subsidiary of Solaris Energy Infrastructure, entered into a Master Equipment Rental Agreement with Hatchbo LLC to provide over 500 megawatts of power generation equipment for AI computing needs [2] - The rental agreement has a 10-year term starting January 1, 2027, with provisions for early termination by Hatchbo, requiring 30 days' notice and payment of 50% of remaining rental fees [3] Group 2 - Voya Financial Inc. disclosed a 5.2% stake in Solaris Energy Infrastructure, holding 2.54 million shares [4] - Solaris Energy Infrastructure has a market capitalization of $3.52 billion, with a 52-week high of $59.80 and a low of $14.27, reflecting an 88.74% gain over the past 12 months [5] - The company is positioned approximately 81.7% above its 52-week low, indicating strong long-term trend and potential for continued upside [5]

Company Participation - SEI will participate in the UBS Financial Services Conference in Key Biscayne, FL on February 10, 2026, with CFO Sean Denham speaking at 1 p.m. Eastern time [1] - Denham and Brad Burke, Head of Investor Relations, will conduct one-on-one or small group meetings throughout the day for investors [2] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services within the financial services industry [3] - As of December 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets [3]

Core Insights - SEI Investments Co. (SEIC) reported fourth-quarter 2025 earnings of $1.38 per share, exceeding the Zacks Consensus Estimate of $1.34, reflecting a 16% increase from the prior-year quarter [1][10] - The company's net income attributable to SEI Investments was $172.5 million, up 11% year-over-year, supported by higher revenues and a rise in assets under management (AUM) [3][10] - Total quarterly revenues reached $607.9 million, a 9% year-over-year increase, driven by higher asset management and administration fees, surpassing the Zacks Consensus Estimate of $595.8 million [5][10] Financial Performance - For the full year 2025, SEIC's earnings were $5.63 per share, exceeding the Zacks Consensus Estimate of $4.99, with net income attributable to SEI Investments at $715.3 million, up 23% from the previous year [4] - Total quarterly expenses were $446.3 million, an 8% increase year-over-year, influenced by various cost components, while operating income rose 11% to $161.6 million [6] - As of December 31, 2025, AUM was $554.6 billion, reflecting a 16% increase from the prior-year quarter, with client assets under administration (AUA) at $1.25 trillion, up 18% year-over-year [7] Strategic Developments - SEIC completed the first stage of its strategic collaboration with Stratos Wealth Holdings, investing approximately $527 million for a 57.5% stake [2] - The reported quarter included $20.1 million in elevated corporate overhead due to severance expenses and third-party M&A fees related to Stratos, alongside a $3 million tax benefit from purchased energy credits [3] Shareholder Actions - In the reported quarter, SEIC repurchased 1.2 million shares for $101 million at an average price of $82.61 per share [8] Industry Context - SEI Investments' global presence, diverse product offerings, and robust AUM balance are expected to support revenue growth, despite concerns over elevated operating expenses and concentrated fee-based revenues [9]

Core Insights - SEI Investments Company reported strong financial results for Q4 2025, with a 16% increase in EPS, 9% growth in revenue, and 11% growth in operating income compared to Q4 2024, achieving an operating margin of 27% [1][2][6] Financial Performance - Q4 2025 revenues reached $607.9 million, up from $557.2 million in Q4 2024, marking a 9% increase. For the full year, revenues totaled $2.3 billion, an 8% increase from $2.1 billion in 2024 [2][6] - Operating income for Q4 2025 was $161.6 million, an 11% increase from $145.5 million in Q4 2024. For the full year, operating income was $627.3 million, a 14% increase from $551.7 million in 2024 [2][6] - Net income attributable to SEI Investments was $172.5 million for Q4 2025, up 11% from $155.8 million in Q4 2024, and $715.3 million for the full year, a 23% increase from $581.2 million in 2024 [2][6] Business Segment Performance - Investment Managers segment revenues increased by 15% to $220.8 million in Q4 2025, with operating profit rising by 25% to $91.3 million [3][4] - Private Banks segment revenues grew by 7% to $149.8 million, with operating profit increasing by 47% to $29.1 million [3][4] - Investment Advisors segment revenues rose by 12% to $156.2 million, with operating profit growing by 15% to $71.9 million [3][4] - Institutional Investors segment revenues increased by 3% to $72.8 million, with operating profit rising by 6% to $34.5 million [3][4] Sales and Market Activity - SEI achieved record net sales events of $149.9 million for the full year, with Q4 net sales events totaling $43.6 million [6] - Private Banks led Q4 with $27.5 million in net sales events, while Investment Managers generated $20.5 million, primarily from U.S.-based alternative asset managers [6] - Institutional Investors recorded negative net sales events of $5.0 million due to client losses in the UK [6] Strategic Initiatives - SEI completed the acquisition of Stratos for $440.8 million, enhancing its capabilities in advisory services and expanding distribution channels [6] - The company emphasized its alignment with long-term industry trends, including increased demand for outsourcing and the convergence of public and private markets [3][6] Shareholder Actions - SEI repurchased 1.2 million shares for $101.0 million during Q4 2025, bringing total shares repurchased for the year to 7.5 million [7]