Strs Ohio Has $26.77 Million Stock Position in Vistra Corp. $VST

Strs Ohio boosted its position in Vistra Corp. (NYSE:VST) by 5.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 165,904 shares of the company’s stock after purchasing an additional 8,014 shares during the period. Strs Ohio’s holdings in Vistra were worth $26,765,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of VST. Salomon & Ludwin LLC acquired a new stake in Vistra in the 3rd quarter valued at about $25,000. Quent Capital LLC acquired a new stake in Vistra in the 3rd quarter valued at about $25,000. Archer Investment Corp lifted its stake in Vistra by 2,700.0% in the 3rd quarter. Archer Investment Corp now owns 140 shares of the company’s stock valued at $27,000 after purchasing an additional 135 shares during the last quarter. Pinpoint Asset Management Singapore Pte. Ltd. acquired a new stake in Vistra in the 3rd quarter valued at about $28,000. Finally, Orion Capital Management LLC acquired a new stake in Vistra in the 3rd quarter valued at about $29,000. 90.88% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Vistra

In other news, EVP Stephanie Zapata Moore sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $160.31, for a total transaction of $1,603,100.00. Following the transaction, the executive vice president directly owned 114,409 shares of the company’s stock, valued at approximately $18,340,906.79. This trade represents a 8.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.92% of the company’s stock.

Key Stories Impacting Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Board declared a quarterly common dividend of $0.229/share (a ~0.4% increase versus prior quarter), payable June 30 to holders of record June 22; company estimates an aggregate ~$75 million common payout this quarter — supports income-oriented investors. Vistra Declares Dividend on Common Stock, Series B Preferred Stock, and Series C Preferred Stock
• Positive Sentiment: Vistra was listed among the “10 Best Electrical Infrastructure Stocks to Buy According to Hedge Funds,” highlighting its large, diversified generation fleet (gas, nuclear, coal, solar, batteries) — positive for sentiment and potential fund interest. Vistra Corp. (VST) – Among the 10 Best Electrical Infrastructure Stocks to Buy According to Hedge Funds
• Neutral Sentiment: JPMorgan trimmed its price target from $240 to $231 but kept an “overweight” rating — a lower target could temper upside expectations, though the firm remains constructive. Benzinga Coverage
• Neutral Sentiment: Analyses and valuation pieces are circulating (coverage of recent share volatility and valuation metrics), drawing investor attention to Vistra’s revenue mix and earnings profile — increases scrutiny but not a clear directional catalyst. Assessing Vistra (VST) Valuation After Recent Share Price Volatility
• Neutral Sentiment: Zacks compares Vistra favorably vs. Southern Co., citing its nuclear expansion and valuation edge — useful context for longer-term investors but not an immediate share driver. Vistra or Southern Co.: Which Utility Stock Looks Stronger in 2026?
• Negative Sentiment: Pre-earnings coverage warns Vistra may lack the setup for an earnings beat next week — heightened risk the upcoming report could disappoint and pressure the stock. Vistra Corp. (VST) Earnings Expected to Grow: What to Know Ahead of Next Week’s Release
• Negative Sentiment: MarketWatch noted Vistra underperformed peers on a recent trading day despite some daily gains — a reminder of relative weakness that can amplify selling if sector momentum fades. Vistra Corp. stock underperforms Thursday when compared to competitors despite daily gains

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on VST. Morgan Stanley reiterated an “overweight” rating and issued a $208.00 target price on shares of Vistra in a research note on Tuesday, April 21st. BMO Capital Markets reiterated an “outperform” rating and issued a $241.00 target price on shares of Vistra in a research note on Monday, March 2nd. The Goldman Sachs Group upgraded shares of Vistra from a “neutral” rating to a “buy” rating and set a $205.00 target price for the company in a research note on Friday, February 6th. UBS Group raised their target price on shares of Vistra from $230.00 to $233.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Finally, Bank of America lowered their price target on shares of Vistra from $231.00 to $218.00 and set a “buy” rating on the stock in a report on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $235.27.

Vistra Stock Down 1.4%

Vistra stock opened at $155.62 on Friday. Vistra Corp. has a twelve month low of $133.73 and a twelve month high of $219.82. The company’s 50-day moving average price is $159.99 and its two-hundred day moving average price is $167.89. The stock has a market cap of $52.68 billion, a P/E ratio of 71.71, a P/E/G ratio of 0.94 and a beta of 1.44. The company has a quick ratio of 0.69, a current ratio of 0.78 and a debt-to-equity ratio of 6.01.

Vistra (NYSE:VST) last announced its earnings results on Thursday, February 26th. The company reported $2.18 EPS for the quarter, missing the consensus estimate of $2.45 by ($0.27). Vistra had a return on equity of 81.09% and a net margin of 5.32%.The business had revenue of $4.58 billion for the quarter, compared to the consensus estimate of $5.75 billion. As a group, analysts expect that Vistra Corp. will post 9.05 EPS for the current year.

Vistra Increases Dividend

The firm 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 is a boost from Vistra’s previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, June 22nd. Vistra’s payout ratio is 41.94%.

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.