World Investment Advisors Raises Stake in Vistra Corp. $VST

World Investment Advisors increased its position in Vistra Corp. (NYSE:VST) by 85.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,057 shares of the company’s stock after buying an additional 3,721 shares during the period. World Investment Advisors’ holdings in Vistra were worth $1,300,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the company. Empowered Funds LLC raised its holdings in Vistra by 24.1% in the 1st quarter. Empowered Funds LLC now owns 20,190 shares of the company’s stock valued at $2,371,000 after acquiring an additional 3,920 shares during the last quarter. Woodline Partners LP boosted its holdings in shares of Vistra by 40.7% during the first quarter. Woodline Partners LP now owns 28,744 shares of the company’s stock worth $3,376,000 after purchasing an additional 8,312 shares during the last quarter. Focus Partners Wealth boosted its holdings in shares of Vistra by 37.3% during the first quarter. Focus Partners Wealth now owns 7,828 shares of the company’s stock worth $920,000 after purchasing an additional 2,125 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Vistra in the second quarter valued at $269,000. Finally, Slocum Gordon & Co LLP grew its position in shares of Vistra by 20.0% in the second quarter. Slocum Gordon & Co LLP now owns 1,200 shares of the company’s stock valued at $233,000 after purchasing an additional 200 shares during the period. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Vistra Trading Down 0.1%

VST stock opened at $163.59 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.90 and a debt-to-equity ratio of 5.51. The company has a market cap of $55.16 billion, a price-to-earnings ratio of 27.40 and a beta of 1.40. The business has a fifty day simple moving average of $154.21 and a 200-day simple moving average of $159.63. Vistra Corp. has a 52 week low of $132.66 and a 52 week high of $219.82.

Vistra (NYSE:VST) last issued its 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. Vistra had a return on equity of 105.64% and a net margin of 11.52%.The firm had revenue of $5.64 billion for the quarter, compared to analysts’ expectations of $5.22 billion. On average, equities research analysts expect that Vistra Corp. will post 9.31 EPS for the current year.

Vistra Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd will be issued a dividend of $0.229 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, June 22nd. This is an increase from Vistra’s previous quarterly dividend of $0.23. Vistra’s dividend payout ratio (DPR) is presently 15.24%.

Wall Street Analyst Weigh In

VST has been the subject of several analyst reports. Sanford C. Bernstein set a $187.00 target price on Vistra and gave the company an “outperform” rating in a research note on Tuesday. Wells Fargo & Company lowered their price target on Vistra from $236.00 to $234.00 and set an “overweight” rating for the company in a report on Friday, February 27th. BMO Capital Markets reaffirmed an “outperform” rating and set a $241.00 price objective on shares of Vistra in a research note on Monday, March 2nd. TD Cowen cut their price objective on shares of Vistra from $253.00 to $230.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $212.00 target price on shares of Vistra in a research report on Thursday, May 21st. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has issued 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 $230.44.

Vistra News Summary

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 Vistra news, Director Scott B. Helm sold 25,000 shares of Vistra stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $160.00, for a total transaction of $4,000,000.00. Following the transaction, the director directly owned 232,200 shares of the company’s stock, valued at $37,152,000. The trade was a 9.72% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul M. Barbas sold 244 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $153.00, for a total transaction of $37,332.00. Following the sale, the director owned 53,006 shares of the company’s stock, valued at approximately $8,109,918. This represents a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 35,088 shares of company stock worth $5,634,227. 0.92% of the stock is currently owned by company insiders.

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.