Solaris Energy Infrastructure, Inc.(SEI)

搜索文档
SEI Declares Dividend of $0.49 per Share
Prnewswire· 2024-12-13 05:05
OAKS, Pa., Dec. 12, 2024 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on Dec. 12, 2024 declared a regular semi-annual dividend of $0.49 per share, an increase from the prior semi-annual dividend of $0.46. The cash dividend will be payable to shareholders of record on Dec. 27, 2024, with a payment date of Jan. 8, 2025.About SEI®SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment p ...
SEI Files Exemptive Application for ETF Multi-Share Class
Prnewswire· 2024-12-12 22:00
Fund Structure to Provide Investment Flexibility and Growth Opportunities for Investment AdvisorsOAKS, Pa., Dec. 12, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the filing of an exemptive application with the Securities and Exchange Commission (SEC), seeking approval to establish an ETF multi-share class structure of mutual funds administered and distributed by SEI.As industry demand for this fund structure has increased, SEI has evaluated the ETF multi-share class model and how it can help effe ...
SEI Acquires LifeYield
Prnewswire· 2024-12-11 22:00
New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax CapabilitiesOAKS, Pa., Dec. 11, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations ...
Front Street Capital Management Selects SEI for Custody and Advisor Technology
Prnewswire· 2024-11-21 22:00
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth OAKS, Pa., Nov. 21, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Front Street Capital Management (Front Street) has selected SEI for custody and technology solutions, embracing a tightly integrated, single infrastructure that provides an end-to-end experience across every aspect of an advisor's business, including a dedicated service and relationship management model.Front Street is moving more than $6 ...
SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies
Prnewswire· 2024-11-19 01:00
New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for AdvisorsOAKS, Pa., Nov. 18, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of a new lineup of separately managed account (SMA) strategies, offered through the Managed Account Solutions program1 and designed to increase flexibility in both equity and fixed income solutions. The additions include SEI-managed strategies and third-party strategies from exceptional global investment firms, including AllianceBe ...
Brown Advisory Selects SEI to Launch First ETF
Prnewswire· 2024-11-18 22:00
SEI's Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and StabilityOAKS, Pa., Nov. 18, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Brown Advisory selected the Advisors' Inner Circle Fund® (AIC) series trust as its operational platform to launch the Brown Advisory Flexible Equity ETF (NASDAQ:BAFE), the firm's first ETF. A fundamental active strategy focused on U.S. companies, Brown Advisory's Flexible Equity ETF is managed by a tenured team with an existing foo ...
Solaris Energy Infrastructure, Inc.(SEI) - 2024 Q3 - Quarterly Report
2024-11-08 06:26
收购相关 - 2024年9月11日公司完成对MER的收购,其运营结果已纳入财务报表[146] - 2024年9月11日公司签订3.25亿美元高级担保定期贷款协议,主要用于收购MER[147] Solaris Logistics Solutions营收情况 - 2024年第三季度Solaris Logistics Solutions营收7030万美元,较2023年同期增长1%[157] - 2024年前九个月Solaris Logistics Solutions营收2.121亿美元,较2023年同期下降8%[158] - 2024年第三季度Solaris Logistics Solutions成本较2023年同期增长8%[160] Solaris Power Solutions相关 - 2024年第三季度Solaris Power Solutions营收473.9万美元,较2023年同期增长归因于MER收购[159] - 2024年第三季度Solaris Power Solutions平均发电容量约156兆瓦[153] - 预计到2025年第三季度公司发电能力将显著提升至约535兆瓦,其中约450兆瓦已与客户签订商业协议[153] 预计资本支出 - 预计未来四个季度公司资本支出约2.95亿美元,其中2024年第四季度预计1.3亿美元[154] 折旧和摊销 - 2024年第三季度折旧和摊销较2023年同期增长20%[164] 所得税相关 - 2024年第三季度美国联邦和州所得税费用为50万美元较2023年同期130万美元减少80万美元[169] - 2024年前九个月美国联邦和州所得税费用为370万美元较2023年同期650万美元减少280万美元[169] - 2024年第三季度有效综合美国联邦和州所得税率为-26.3%2023年为14.6%[169] - 2024年前九个月有效综合美国联邦和州所得税率为19.7%2023年为16.9%[170] 高级担保定期贷款情况 - 截至2024年9月30日高级担保定期贷款协议下未偿还借款3.25亿美元[172] - 高级担保定期贷款下未偿还借款3.25亿美元利率变动100个基点将导致利息费用每年约变动330万美元[188] 股票回购情况 - 截至2024年9月30日已回购并注销4272127股A类普通股共花费3460万美元[175] 现金流量情况 - 2024年前九个月经营活动提供的现金净额为4630万美元较2023年同期6470万美元减少1840万美元[179] - 2024年前九个月投资活动使用的现金净额为1.899亿美元较2023年同期5480万美元增加1.351亿美元[180] - 2024年前九个月融资活动提供的现金净额为2.544亿美元2023年同期为使用1520万美元[181]
SEI Investments Collaborates With Close Brothers Asset Management
ZACKS· 2024-11-08 01:06
SEI Investments Co. (SEIC) has entered into a strategic partnership with Close Brothers Asset Management (“CBAM”) to power the latter’s operational growth and transformation.Details of SEIC’s CollaborationSEI Investments was chosen after an extensive, multi-stage evaluation process that included numerous providers. This strategic collaboration between SEI Investments Europe Ltd., SEIC’s wholly-owned UK subsidiary, and CBAM will provide the latter with advanced, integrated technology and services, such as da ...
Close Brothers Asset Management and SEI Announce Strategic Partnership
Prnewswire· 2024-11-06 21:00
文章核心观点 - 2024年11月6日Close Brothers Asset Management(CBAM)与SEI宣布建立战略伙伴关系,CBAM将采用SEI Wealth PlatformSM(SWP)和SEI Data Cloud,以推动其运营转型和增长 [1] 合作情况 - CBAM管理约200亿英镑资产,经多阶段全面筛选后选择SEI,双方合作将提供集成的领先技术和服务,助力CBAM实现战略目标 [2] - 部分CBAM员工将加入SEI的SWP运营团队,双方会紧密合作确保过渡顺利 [3] 双方表态 - CBAM首席运营官Gregg Clarke称与SEI合作是重要时刻,采用SEI Wealth Platform能带来多重益处,且双方技术和文化契合,会确保同事顺利过渡 [4][5] - SEI Investments Europe Limited首席执行官Jim London表示很高兴与CBAM合作,将提供全面解决方案助其实现增长目标,期待欢迎CBAM人才加入 [5][6] SEI公司介绍 - SEI提供连接金融服务行业的技术和投资解决方案,业务涵盖投资处理、运营和资产管理,截至2024年9月30日管理、咨询或管理约1.6万亿美元资产 [6]
Solaris Energy Infrastructure, Inc.(SEI) - 2024 Q3 - Earnings Call Transcript
2024-11-06 03:27
财务数据和关键指标变化 - 公司在第三季度实现总收入7500万美元,调整后EBITDA为2200万美元,调整后净收入为400万美元,调整后每股收益为0.08美元 [30][11] - 公司在第三季度的财务表现受到新收购的Mobile Energy Rentals(MER)业务的贡献,尽管仅包括20天的业绩 [30][11] 各条业务线数据和关键指标变化 - Solaris Logistics Solutions(传统业务)在第三季度产生7000万美元的收入,调整后EBITDA为2400万美元,收入较前一季度下降5% [32] - Solaris Power Solutions(新业务)在第三季度的最后20天内产生约500万美元的收入和300万美元的调整后EBITDA,符合预期 [34] 各个市场数据和关键指标变化 - 数据中心的电力需求因人工智能计算应用的快速增长而加速,客户对可靠电力的需求日益增加 [16] - 能源客户的需求主要受到生产和加工操作的驱动,与短期商品价格的相关性较低 [17] 公司战略和发展方向和行业竞争 - 公司已更名为Solaris Energy Infrastructure,以更好地反映其提供的更广泛解决方案,包括为能源行业内外的公司提供电力即服务 [8] - 公司计划在2025年第三季度之前将发电能力从约150兆瓦扩展到535兆瓦,显示出强劲的市场需求和增长潜力 [20] 管理层对经营环境和未来前景的评论 - 管理层指出,电网连接的延迟正在加长,客户对长期电力解决方案的需求正在增加 [62] - 公司对未来的展望乐观,预计2025年下半年将实现自由现金流的显著增长 [46] 其他重要信息 - 公司在第三季度向股东返还500万美元的股息,并宣布第四季度每股0.12美元的股息 [11][47] - 公司在第三季度的资本支出为5800万美元,主要用于电力设备的进度付款 [44] 问答环节所有提问和回答 问题: 关于移动能源租赁业务的合同情况 - 管理层表示,设备的可用性仍然紧张,但通过与制造商的合作,已能在一定程度上满足需求 [50] - 合同的定价保持稳定,客户愿意锁定长期合同以应对电力需求的增长 [52] 问题: 数据中心和油田客户的电力需求 - 目前有6个合同地点,其中约75%的电力需求来自数据中心,显示出数据中心市场的强劲需求 [53] 问题: 关于未来的太阳能涡轮机容量 - 管理层表示,市场仍然紧张,未来的增量订单将直接与客户需求相关 [66] 问题: 关于天然气需求的盈利能力 - 管理层指出,客户通常会购买天然气,整体拥有成本在与替代电力的比较中具有竞争力 [75]