Cornerstone Planning LLC Purchases Shares of 4,161 Vistra Corp. $VST

Cornerstone Planning LLC purchased a new stake in Vistra Corp. (NYSE:VST) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 4,161 shares of the company’s stock, valued at approximately $659,000.

Other large investors also recently made changes to their positions in the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in Vistra during the 4th quarter worth about $25,000. Pinpoint Asset Management Singapore Pte. Ltd. bought a new stake in shares of Vistra in the third quarter valued at about $28,000. Mcguire Capital Advisors Inc. bought a new stake in shares of Vistra in the fourth quarter valued at about $28,000. Kemnay Advisory Services Inc. acquired a new position in shares of Vistra during the fourth quarter worth about $30,000. Finally, Strive Financial Group LLC acquired a new position in shares of Vistra during the fourth quarter worth about $33,000. 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: Goldman Sachs maintained its Buy rating on Vistra, reinforcing the bullish analyst view after recent strength in the shares. Goldman Sachs Sticks to Its Buy Rating for Vistra Corp (VST)
• Positive Sentiment: Vistra is benefiting from investor enthusiasm around its role as the main power provider for Helix Digital Infrastructure’s $10 billion KKR-backed AI data center venture, which highlights VST’s exposure to surging AI electricity demand. Vistra (VST) Stock Could Be 27.3% Undervalued After Helix AI Power Deal
• Positive Sentiment: Melius Research also reiterated a Buy rating, adding to the broader analyst support behind the stock. Melius Research Remains a Buy on Vistra Corp (VST)
• Positive Sentiment: Commentary from Jim Cramer that Vistra has “just fallen enough” may be helping sentiment by signaling the shares could still offer value after recent pullbacks. Jim Cramer on Vistra: “It’s Just Fallen Enough”
• Neutral Sentiment: Vistra’s director Scott Helm sold 25,000 shares in a pre-arranged 10b5-1 transaction, which is usually less concerning than discretionary insider selling but can still weigh on sentiment. Insider Selling: Vistra (NYSE:VST) Director Sells 25,000 Shares of Stock
• Positive Sentiment: Investors are also reacting to Vistra’s ongoing $6.3 billion buyback program, strong free cash flow, and analyst commentary that the company could unlock more per-share value over time. Can Vistra Unlock More Value for Investors Through Share Buybacks?

Insider Transactions at Vistra

In other news, Director Scott B. Helm sold 25,000 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $160.00, for a total value of $4,000,000.00. Following the completion of 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 position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul M. Barbas sold 244 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $153.00, for a total value of $37,332.00. Following the completion of the sale, the director directly owned 53,006 shares of the company’s stock, valued at approximately $8,109,918. The trade was a 0.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 35,088 shares of company stock worth $5,634,227 in the last 90 days. Corporate insiders own 0.92% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on VST shares. Raymond James Financial set a $208.00 price objective on Vistra in a report on Monday, April 27th. JPMorgan Chase & Co. reduced their price target on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a research report on Thursday, April 30th. TD Cowen reduced their price target on Vistra from $253.00 to $230.00 and set a “buy” rating for the company in a research report on Monday, May 4th. Sanford C. Bernstein set a $187.00 price target on shares of Vistra and gave the stock an “outperform” rating in a research note on Tuesday. Finally, Weiss Ratings upgraded shares of Vistra from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Vistra presently has a consensus rating of “Buy” and an average target price of $230.44.

Vistra Price Performance

Shares of NYSE VST opened at $163.59 on Friday. The stock has a market capitalization of $55.16 billion, a price-to-earnings ratio of 27.40 and a beta of 1.40. The business has a 50-day moving average of $154.21 and a 200-day moving average of $159.63. The company has a debt-to-equity ratio of 5.51, a current ratio of 0.90 and a quick ratio of 0.79. Vistra Corp. has a fifty-two week low of $132.66 and a fifty-two week high of $219.82.

Vistra (NYSE:VST) last released its earnings results on Thursday, May 7th. The company reported $2.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $1.55. Vistra had a return on equity of 105.64% and a net margin of 11.52%.The business had revenue of $5.64 billion for the quarter, compared to the consensus estimate of $5.22 billion. As a group, sell-side analysts predict that Vistra Corp. will post 9.31 earnings per share for the current fiscal year.

Vistra Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd will be given a dividend of $0.229 per share. This is a positive change from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend is Monday, June 22nd. This represents a $0.92 annualized dividend and a dividend yield of 0.6%. Vistra’s payout ratio is presently 15.24%.

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.