Overbrook Management Corp Sells 13,995 Shares of Vistra Corp. $VST

Overbrook Management Corp cut its position in shares of Vistra Corp. (NYSE:VST) by 39.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 21,484 shares of the company’s stock after selling 13,995 shares during the quarter. Overbrook Management Corp’s holdings in Vistra were worth $2,972,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Premier Financial Group purchased a new position in shares of Vistra in the second quarter valued at $34,000. Stonehage Fleming Financial Services Holdings Ltd purchased a new stake in shares of Vistra in the 2nd quarter worth about $37,000. Silicon Valley Capital Partners acquired a new stake in Vistra in the 2nd quarter valued at about $39,000. Brown Lisle Cummings Inc. increased its holdings in Vistra by 141.2% during the 1st quarter. Brown Lisle Cummings Inc. now owns 246 shares of the company’s stock valued at $37,000 after acquiring an additional 144 shares in the last quarter. Finally, Physician Wealth Advisors Inc. raised its position in Vistra by 46.6% during the first quarter. Physician Wealth Advisors Inc. now owns 302 shares of the company’s stock worth $45,000 after acquiring an additional 96 shares during the last quarter. 90.88% of the stock is currently owned by hedge funds and other institutional investors.

Vistra Trading Down 6.2%

NYSE:VST traded down $10.36 during mid-day trading on Thursday, reaching $156.36. The company’s stock had a trading volume of 11,292,595 shares, compared to its average volume of 5,093,885. The company has a debt-to-equity ratio of 5.87, a current ratio of 0.97 and a quick ratio of 0.87. The stock has a market cap of $52.48 billion, a P/E ratio of 26.41 and a beta of 1.38. The company’s fifty day simple moving average is $143.51 and its two-hundred day simple moving average is $151.04. Vistra Corp. has a twelve month low of $132.66 and a twelve month high of $217.10.

Vistra (NYSE:VST) last posted its quarterly earnings data on Friday, August 7th. The company reported $0.76 EPS for the quarter, missing analysts’ consensus estimates of $1.61 by ($0.85). Vistra had a net margin of 11.55% and a return on equity of 108.68%. The company had revenue of $4.02 billion for the quarter, compared to analyst estimates of $5.46 billion. On average, equities analysts predict that Vistra Corp. will post 9.04 EPS for the current year.

Vistra Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Monday, September 21st were issued a $0.23 dividend. The ex-dividend date was Monday, September 21st. This is an increase from Vistra’s previous quarterly dividend of $0.2290. This represents a $0.92 dividend on an annualized basis and a yield of 0.6%. Vistra’s payout ratio is 15.54%.

Insider Transactions at Vistra

In other Vistra news, CEO James Burke bought 4,465 shares of Vistra stock in a transaction that occurred on Tuesday, September 1st. The shares were acquired at an average price of $135.25 per share, for a total transaction of $603,891.25. Following the acquisition, the chief executive officer owned 1,146,352 shares of the company’s stock, valued at $155,044,108. The trade was a 0.39% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Scott A. Hudson sold 22,222 shares of the stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $160.14, for a total value of $3,558,631.08. Following the completion of the sale, the executive vice president owned 308,915 shares of the company’s stock, valued at approximately $49,469,648.10. This represents a 6.71% 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. 0.92% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on VST. Mizuho initiated coverage on shares of Vistra in a research report on Monday, August 24th. They issued an “outperform” rating and a $169.00 price target on the stock. Wells Fargo & Company reissued an “overweight” rating and issued a $212.00 price target on shares of Vistra in a report on Monday, August 10th. Scotiabank upped their price objective on Vistra from $293.00 to $298.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. Zacks Research cut Vistra from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 18th. Finally, BMO Capital Markets cut their target price on shares of Vistra from $231.00 to $210.00 and set an “outperform” rating for the company in a research note on Monday. Fifteen investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, Vistra currently has a consensus rating of “Moderate Buy” and an average price target of $217.61.

Key Vistra News

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: The U.S. Department of Energy announced a conditional loan commitment of up to $4.2 billion to support Vistra’s nuclear expansion and extend the operating lives of plants in Pennsylvania and Ohio. The funding could reduce financing needs and enhance the long-term value of the company’s nuclear fleet. U.S. loaning $4.2 billion to energy firm
• Positive Sentiment: Investors continue to view Vistra as a potential beneficiary of growing electricity demand from AI data centers. Long-term agreements with large customers and increasing interest from hyperscalers in dependable nuclear generation could improve future revenue visibility and cash flow. Vistra stock rallies on nuclear investment
• Neutral Sentiment: Analysts remain broadly constructive, with a consensus “Moderate Buy” rating and price targets above the current trading level, although BMO recently reduced its target. Investors are also comparing Vistra with Talen Energy to determine which company can convert AI-related power demand into shareholder cash flow after capital spending, interest costs and debt service. Analysts offer insights on Vistra
• Negative Sentiment: The latest decline followed an earlier sharp rally tied to the DOE announcement, suggesting investors may be locking in gains. Vistra also trades at a relatively elevated valuation while carrying substantial leverage, with a debt-to-equity ratio of 5.87.
• Negative Sentiment: EVP Scott Hudson sold 22,222 shares worth approximately $3.56 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the sale reduces its significance, but insider selling can still weigh modestly on sentiment. Vistra insider share sale
• Negative Sentiment: Fundamental concerns remain after Vistra’s latest reported quarter missed analyst expectations on both EPS and revenue, leaving investors focused on whether nuclear expansion can translate into stronger earnings and free cash flow.

Vistra Profile

Vistra Corp. (NYSE:VST) is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.