Aristides Capital LLC Acquires New Holdings in Vistra Corp. $VST

Aristides Capital LLC purchased a new position in shares of Vistra Corp. (NYSE:VST) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 11,243 shares of the company’s stock, valued at approximately $1,690,000.

A number of other large investors also recently made changes to their positions in the business. Empowered Funds LLC grew its stake in shares of Vistra by 24.1% during the 1st quarter. Empowered Funds LLC now owns 20,190 shares of the company’s stock valued at $2,371,000 after buying an additional 3,920 shares during the period. Woodline Partners LP grew its holdings in Vistra by 40.7% during the 1st quarter. Woodline Partners LP now owns 28,744 shares of the company’s stock valued at $3,376,000 after purchasing an additional 8,312 shares in the last quarter. Focus Partners Wealth grew its holdings in Vistra by 37.3% during the 1st quarter. Focus Partners Wealth now owns 7,828 shares of the company’s stock valued at $920,000 after purchasing an additional 2,125 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in Vistra during the 2nd quarter worth $269,000. Finally, Slocum Gordon & Co LLP increased its stake in Vistra by 20.0% during the 2nd quarter. Slocum Gordon & Co LLP now owns 1,200 shares of the company’s stock worth $233,000 after buying an additional 200 shares during the period. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Vistra Price Performance

Shares of NYSE VST opened at $168.84 on Friday. Vistra Corp. has a twelve month low of $132.66 and a twelve month high of $219.82. The company has a current ratio of 0.90, a quick ratio of 0.79 and a debt-to-equity ratio of 5.51. The company has a market capitalization of $56.93 billion, a price-to-earnings ratio of 28.28 and a beta of 1.40. The business has a 50 day simple moving average of $155.59 and a 200-day simple moving average of $158.43.

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

Vistra Increases Dividend

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

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on VST shares. Sanford C. Bernstein set a $187.00 target price on Vistra and gave the stock an “outperform” rating in a research report on Tuesday, June 16th. Scotiabank raised their price objective on Vistra from $293.00 to $298.00 and gave the company an “outperform” rating in a research note on Wednesday, July 15th. JPMorgan Chase & Co. lowered their price objective on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Morgan Stanley restated an “overweight” rating on shares of Vistra in a report on Wednesday. Finally, Weiss Ratings lowered Vistra from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, July 16th. Three equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus price target of $230.62.

Insider Buying and Selling at Vistra

In other Vistra news, Director John R. Sult sold 6,500 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 70,714 shares of the company’s stock, valued at $12,021,380. This trade represents a 8.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul M. Barbas sold 244 shares of Vistra 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 transaction, the director owned 53,006 shares of the company’s stock, valued at approximately $8,109,918. The trade was a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 41,588 shares of company stock worth $6,739,227 in the last ninety days. Insiders own 0.92% of the company’s stock.

Trending Headlines about Vistra

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 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.