Vistra Corp. $VST Stock Holdings Boosted by Cloverfields Capital Group LP

Cloverfields Capital Group LP grew its position in shares of Vistra Corp. (NYSE:VST) by 438.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 40,402 shares of the company’s stock after purchasing an additional 32,900 shares during the quarter. Vistra accounts for 2.0% of Cloverfields Capital Group LP’s portfolio, making the stock its 12th largest position. Cloverfields Capital Group LP’s holdings in Vistra were worth $6,074,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in Vistra during the fourth quarter worth about $25,000. Mcguire Capital Advisors Inc. acquired a new stake in Vistra in the 4th quarter valued at about $28,000. Kemnay Advisory Services Inc. bought a new position in shares of Vistra during the 4th quarter valued at about $30,000. Strive Financial Group LLC bought a new position in shares of Vistra during the 4th quarter valued at about $33,000. Finally, Salomon & Ludwin LLC grew its stake in shares of Vistra by 74.8% in the 4th quarter. Salomon & Ludwin LLC now owns 215 shares of the company’s stock worth $35,000 after purchasing an additional 92 shares during the last quarter. Institutional investors own 90.88% of the company’s stock.

Key Vistra News

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra was upgraded by Zacks Research from hold to strong-buy, which is supporting sentiment around the stock and may be encouraging buyers. Zacks.com
• Positive Sentiment: Wall Street analysts currently see about 34% upside in Vistra based on consensus price targets, with recent earnings estimate revisions also pointing to improving expectations. Wall Street Analysts Think Vistra (VST) Could Surge 34.12%: Read This Before Placing a Bet
• Positive Sentiment: Investors are also focusing on Vistra’s upcoming August 7 earnings report, with articles highlighting optimism around power demand and valuation, which has helped keep the stock in focus. Vistra (VST) Could Be 26% Below Fair Value On Power Demand Optimism
• Neutral Sentiment: Several reports note that Vistra has been one of the most watched stocks on Zacks.com lately, suggesting elevated trader interest rather than a clear fundamental catalyst. Vistra Corp. (VST) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Coverage of Vistra’s Q2 2026 earnings is building ahead of the release, but no new results were announced in the articles provided. Vistra’s Q2 2026 earnings: What to expect

Vistra Price Performance

VST opened at $168.84 on Friday. The stock has a fifty day moving average of $155.59 and a 200-day moving average of $158.43. The firm has a market capitalization of $56.93 billion, a P/E ratio of 28.28 and a beta of 1.40. Vistra Corp. has a 12-month low of $132.66 and a 12-month high of $219.82. The company has a quick ratio of 0.79, a current ratio of 0.90 and a debt-to-equity ratio of 5.51.

Vistra (NYSE:VST) last issued its quarterly earnings results on Thursday, May 7th. The company reported $2.87 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $1.55. The business had revenue of $5.64 billion for the quarter, compared to the consensus estimate of $5.22 billion. Vistra had a return on equity of 105.64% and a net margin of 11.52%. Equities analysts forecast that Vistra Corp. will post 9.35 EPS for the current fiscal year.

Vistra Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were paid a dividend of $0.229 per share. This is a boost from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $0.92 annualized dividend and a yield of 0.5%. Vistra’s dividend payout ratio (DPR) is presently 15.41%.

Insiders Place Their Bets

In other news, Director John R. Sult sold 6,500 shares of the stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $170.00, for a total value of $1,105,000.00. Following the completion of the sale, the director directly owned 70,714 shares of the company’s stock, valued at $12,021,380. This represents a 8.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Scott B. Helm sold 25,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $160.00, for a total transaction of $4,000,000.00. Following the sale, the director owned 232,200 shares of the company’s stock, valued at approximately $37,152,000. This represents a 9.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 41,588 shares of company stock worth $6,739,227. Insiders own 0.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently commented on the stock. Jefferies Financial Group reiterated a “buy” rating and issued a $190.00 target price on shares of Vistra in a report on Thursday, May 21st. TD Cowen decreased their price target on shares of Vistra from $253.00 to $230.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Weiss Ratings downgraded Vistra from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Sanford C. Bernstein set a $187.00 price objective on Vistra and gave the stock an “outperform” rating in a research note on Tuesday, June 16th. Finally, Seaport Research Partners restated a “buy” rating and issued a $230.00 target price on shares of Vistra in a report on Monday, June 15th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat.com, Vistra presently has a consensus rating of “Buy” and an average target price of $230.62.

Vistra Company Profile

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.