Kestra Private Wealth Services LLC increased its position in shares of Vistra Corp. (NYSE:VST – Free Report) by 46.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 29,963 shares of the company’s stock after buying an additional 9,514 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in Vistra were worth $4,145,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new position in Vistra in the second quarter valued at $4,610,496,000. State Street Corp raised its position in shares of Vistra by 0.5% in the second quarter. State Street Corp now owns 16,850,452 shares of the company’s stock worth $2,672,987,000 after acquiring an additional 79,972 shares during the period. Dimensional Fund Advisors LP raised its position in shares of Vistra by 1.0% in the first quarter. Dimensional Fund Advisors LP now owns 3,436,880 shares of the company’s stock worth $516,616,000 after acquiring an additional 32,982 shares during the period. Bank of America Corp DE acquired a new position in shares of Vistra in the second quarter worth about $468,354,000. Finally, Bank of New York Mellon Corp purchased a new stake in shares of Vistra during the 2nd quarter worth about $381,938,000. Institutional investors and hedge funds own 90.88% of the company’s stock.
Insider Buying and Selling
In related news, EVP Scott A. Hudson sold 22,222 shares of the stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $160.14, for a total value of $3,558,631.08. Following the completion of the transaction, the executive vice president directly owned 308,915 shares of the company’s stock, valued at approximately $49,469,648.10. This represents a 6.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO James Burke acquired 4,465 shares of Vistra stock in a transaction that occurred on Tuesday, September 1st. The stock was purchased at an average cost of $135.25 per share, with a total value of $603,891.25. Following the completion of the purchase, the chief executive officer owned 1,146,352 shares in the company, valued at $155,044,108. The trade was a 0.39% increase in their position. The SEC filing for this purchase provides additional information. Insiders own 0.92% of the company’s stock.
Wall Street Analysts Forecast Growth
Several analysts have commented on VST shares. The Goldman Sachs Group set a $206.00 price objective on Vistra and gave the company a “buy” rating in a report on Wednesday, August 12th. KeyCorp cut Vistra from an “overweight” rating to a “sector weight” rating in a research report on Wednesday. UBS Group set a $176.00 target price on Vistra in a research note on Wednesday, October 21st. Siebert Williams Shank began coverage on Vistra in a research report on Friday, October 2nd. They set a “buy” rating and a $202.00 target price on the stock. Finally, Jefferies Financial Group decreased their target price on Vistra from $190.00 to $189.00 and set a “buy” rating on the stock in a research report on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Vistra has an average rating of “Moderate Buy” and a consensus price target of $205.00.
Vistra News Roundup
Here are the key news stories impacting Vistra this week:
- Positive Sentiment: Some analysts still see substantial upside. BMO Capital Markets lowered its price target to $188 but maintained an “outperform” rating. An investment analysis also points to growth in contracted power revenue and 2026 EBITDA guidance, while arguing the shares are undervalued. Vistra: The Market Is Underpricing Its Shift To Contracted Earnings
- Positive Sentiment: Vistra’s board approved dividends on preferred and common shares, providing a modest income-related positive amid the share-price weakness. Vistra (VST) Could Be 8% Undervalued On Dividend Approval
- Neutral Sentiment: Vistra is scheduled to report third-quarter results on November 6. Analysts expect year-over-year revenue growth, but the report will be important for gauging performance and outlook amid recent uncertainty. Vistra Set for Q3 Earnings Release: Is the Stock a Buy, Sell or Hold?
- Negative Sentiment: The key concern is possible Texas policy changes after the election, including a potential pause on data-center development that could constrain future electricity demand. Texas represents about 28% of Vistra’s EBITDA, though much of its 2027 output is already hedged. Vistra downgraded at KeyBanc as Texas policy questions swirl after midterm election
- Negative Sentiment: KeyBanc cut its rating from “overweight” to “sector weight,” citing the policy uncertainty. Separately, Scotiabank trimmed its 2026 EPS estimate, and unusually heavy put-option activity suggests increased demand for downside protection.
Vistra Stock Down 6.1%
VST stock opened at $113.00 on Friday. The stock has a market capitalization of $37.93 billion, a P/E ratio of 19.09 and a beta of 1.37. The firm has a 50-day simple moving average of $144.19 and a 200-day simple moving average of $152.81. The company has a quick ratio of 0.87, a current ratio of 0.97 and a debt-to-equity ratio of 5.87. Vistra Corp. has a 52 week low of $110.89 and a 52 week high of $196.80.
Vistra (NYSE:VST – Get Free Report) last posted its quarterly earnings data on Friday, August 7th. The company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.61 by ($0.85). Vistra had a return on equity of 108.68% and a net margin of 11.55%. The firm had revenue of $4.02 billion for the quarter, compared to analysts’ expectations of $5.46 billion. Equities analysts forecast that Vistra Corp. will post 8.92 earnings per share for the current fiscal year.
Vistra Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Tuesday, December 22nd will be given a $0.2310 dividend. This represents a $0.92 annualized dividend and a dividend yield of 0.8%. This is a boost from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date is Tuesday, December 22nd. Vistra’s dividend payout ratio (DPR) is 15.54%.
Vistra Profile
Vistra Corp. (NYSE: VST) is an integrated energy company based in Irving, Texas. The company operates across electricity generation, power distribution support, energy marketing and retail electricity sales, serving residential, commercial and industrial customers primarily in the United States.
Vistra owns and operates a diverse portfolio of power generation and energy storage facilities. Its assets include natural gas, nuclear, coal and renewable generation, as well as battery storage projects.
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