Robeco Institutional Asset Management B.V. Acquires 66,732 Shares of Vistra Corp. $VST

Robeco Institutional Asset Management B.V. raised its holdings in shares of Vistra Corp. (NYSE:VST) by 3,055.5% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 68,916 shares of the company’s stock after acquiring an additional 66,732 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Vistra were worth $13,502,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Kirr Marbach & Co. LLC IN grew its position in shares of Vistra by 0.9% during the second quarter. Kirr Marbach & Co. LLC IN now owns 168,713 shares of the company’s stock worth $32,698,000 after purchasing an additional 1,535 shares in the last quarter. ELCO Management Co. LLC bought a new position in Vistra in the 2nd quarter worth approximately $499,000. FUKOKU MUTUAL LIFE INSURANCE Co purchased a new stake in Vistra during the 2nd quarter valued at approximately $292,000. Peak Financial Advisors LLC purchased a new stake in Vistra during the 2nd quarter valued at approximately $547,000. Finally, Charles Schwab Investment Management Inc. raised its position in shares of Vistra by 1.7% during the second quarter. Charles Schwab Investment Management Inc. now owns 2,099,120 shares of the company’s stock valued at $406,830,000 after buying an additional 35,444 shares during the last quarter. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on VST. Jefferies Financial Group restated a “hold” rating and set a $230.00 target price (down previously from $241.00) on shares of Vistra in a research report on Monday, September 22nd. Evercore ISI boosted their price target on shares of Vistra from $237.00 to $243.00 and gave the stock an “outperform” rating in a research note on Friday, November 7th. Morgan Stanley reissued an “overweight” rating and set a $228.00 price objective on shares of Vistra in a report on Tuesday, December 16th. BMO Capital Markets reduced their target price on Vistra from $245.00 to $230.00 and set an “outperform” rating on the stock in a report on Tuesday. Finally, KeyCorp started coverage on Vistra in a research report on Monday, November 24th. They issued an “overweight” rating and a $217.00 target price on the stock. Four investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $231.40.

Insider Transactions at Vistra

In other Vistra news, CEO James A. Burke sold 41,426 shares of Vistra stock in a transaction on Monday, October 13th. The shares were sold at an average price of $201.32, for a total transaction of $8,339,882.32. Following the completion of the transaction, the chief executive officer directly owned 246,522 shares of the company’s stock, valued at $49,629,809.04. The trade was a 14.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Scott A. Hudson sold 56,000 shares of the business’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $168.86, for a total transaction of $9,456,160.00. Following the transaction, the executive vice president owned 306,600 shares in the company, valued at $51,772,476. This trade represents a 15.44% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 405,876 shares of company stock worth $76,995,686. 1.42% of the stock is currently owned by company insiders.

Key Stories Impacting Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra announced a deal to buy Cogentrix Energy for $4.7 billion, expanding its generation footprint to capture surging power demand — a strategic growth move that supports long-term revenue and scale. Vistra to buy Cogentrix Energy
• Positive Sentiment: Macro/sector articles are bullish on utilities for 2026, which supports a defensive, cash-flow-driven thesis for VST amid rising demand for power. Why Utilities Stocks Are Your Best Friend in 2026
• Positive Sentiment: Longer-term performance write-ups highlight past shareholder gains, supporting a buy-and-hold case for investors focused on total return. If You Invested $1000 In Vistra Stock 5 Years Ago
• Neutral Sentiment: Valuation analyses are circulating after recent share weakness; some argue VST looks cheaper on pullbacks, but high P/E and recent earnings/revenue misses keep debate open. A Look At Vistra Valuation
• Neutral Sentiment: Stock is trending in investor screens and comparisons with peers (e.g., Duke Energy) are being published — useful for relative-value checks but not immediate catalysts. Vistra Is a Trending Stock (Zacks) Duke Energy and Vistra Financial Comparison
• Negative Sentiment: Unusual options flow: investors bought ~53,525 put options (≈115% above average), signaling elevated bearish bets or hedging activity — a short-term downside pressure on the stock.

Vistra Stock Performance

Shares of NYSE:VST opened at $150.49 on Friday. The firm has a fifty day simple moving average of $171.31 and a two-hundred day simple moving average of $188.62. Vistra Corp. has a 52 week low of $90.51 and a 52 week high of $219.82. The company has a quick ratio of 0.88, a current ratio of 0.99 and a debt-to-equity ratio of 5.74. The stock has a market capitalization of $50.99 billion, a P/E ratio of 54.33, a PEG ratio of 1.57 and a beta of 1.41.

Vistra (NYSE:VST) last announced its quarterly earnings results on Friday, November 7th. The company reported $1.75 EPS for the quarter, missing analysts’ consensus estimates of $1.78 by ($0.03). The business had revenue of $4.97 billion during the quarter, compared to the consensus estimate of $6.60 billion. Vistra had a net margin of 6.70% and a return on equity of 64.04%. On average, analysts expect that Vistra Corp. will post 7 earnings per share for the current fiscal year.

Vistra Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were paid a $0.227 dividend. This represents a $0.91 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Vistra’s previous quarterly dividend of $0.23. Vistra’s dividend payout ratio is 32.49%.

About Vistra

Vistra (NYSE: VST) is an integrated power company that develops, owns and operates electricity generation and retail businesses in the United States. The company’s operations span wholesale power production—through a diversified fleet of thermal and lower‑carbon generation assets—and retail electricity supply to residential, commercial and industrial customers. Vistra serves organized wholesale markets and competitive retail markets, with a notable presence in Texas and other regional U.S. power markets.

Vistra’s core activities include the ownership and operation of generation facilities, the commercial dispatch and optimization of those assets into wholesale markets, and the sale of electricity and related services to end-use customers through its retail brands.