LRI Investments LLC Buys 3,521 Shares of Vistra Corp. $VST

LRI Investments LLC boosted its stake in shares of Vistra Corp. (NYSE:VST) by 780.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,972 shares of the company’s stock after purchasing an additional 3,521 shares during the quarter. LRI Investments LLC’s holdings in Vistra were worth $641,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its stake in Vistra by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 41,588,784 shares of the company’s stock valued at $6,709,519,000 after buying an additional 390,157 shares during the last quarter. Massachusetts Financial Services Co. MA raised its stake in Vistra by 15.1% in the third quarter. Massachusetts Financial Services Co. MA now owns 7,106,465 shares of the company’s stock valued at $1,392,299,000 after buying an additional 930,912 shares during the last quarter. Invesco Ltd. raised its stake in Vistra by 0.8% in the third quarter. Invesco Ltd. now owns 4,572,642 shares of the company’s stock valued at $895,872,000 after buying an additional 35,258 shares during the last quarter. Franklin Resources Inc. raised its stake in Vistra by 11.3% in the third quarter. Franklin Resources Inc. now owns 2,983,868 shares of the company’s stock valued at $584,599,000 after buying an additional 303,573 shares during the last quarter. Finally, Bank of New York Mellon Corp raised its stake in Vistra by 0.7% in the third quarter. Bank of New York Mellon Corp now owns 2,344,142 shares of the company’s stock valued at $459,264,000 after buying an additional 16,321 shares during the last quarter. 90.88% of the stock is currently owned by hedge funds and other institutional investors.

Vistra Stock Up 0.1%

Shares of VST opened at $147.80 on Monday. The company has a debt-to-equity ratio of 6.01, a quick ratio of 0.69 and a current ratio of 0.78. Vistra Corp. has a one year low of $133.73 and a one year high of $219.82. The stock has a market capitalization of $50.04 billion, a price-to-earnings ratio of 24.76, a PEG ratio of 0.85 and a beta of 1.43. The stock has a 50 day moving average price of $159.25 and a 200 day moving average price of $166.57.

Vistra (NYSE:VST) last issued its quarterly earnings results on Thursday, May 7th. The company reported $2.87 EPS for the quarter, topping the consensus estimate of $1.32 by $1.55. Vistra had a return on equity of 111.30% and a net margin of 11.52%.The firm had revenue of $5.64 billion during the quarter, compared to analysts’ expectations of $5.22 billion. Equities research analysts forecast that Vistra Corp. will post 9.16 earnings per share for the current fiscal year.

Vistra Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Monday, June 22nd will be given a dividend of $0.229 per share. The ex-dividend date is Monday, June 22nd. This is a positive change from Vistra’s previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a dividend yield of 0.6%. Vistra’s dividend payout ratio (DPR) is presently 41.94%.

Insider Activity at Vistra

In related news, EVP Stephanie Zapata Moore sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $160.31, for a total transaction of $1,603,100.00. Following the completion of the sale, the executive vice president directly owned 114,409 shares in the company, valued at approximately $18,340,906.79. The trade was 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 the SEC website. Insiders own 0.92% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on VST. BMO Capital Markets reiterated an “outperform” rating and issued a $241.00 price target on shares of Vistra in a research note on Monday, March 2nd. JPMorgan Chase & Co. decreased their price target on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Scotiabank increased their price target on Vistra from $287.00 to $293.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Weiss Ratings restated a “hold (c)” rating on shares of Vistra in a research note on Friday, March 27th. Finally, Morgan Stanley restated an “overweight” rating and issued a $208.00 price objective on shares of Vistra in a research note on Tuesday, April 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Vistra presently has a consensus rating of “Buy” and an average price target of $233.93.

Vistra News Roundup

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra reported first-quarter EPS of $2.90, well above expectations, and revenue of $5.64 billion versus estimates of $5.22 billion, showing strong operating momentum. Conference Call / Earnings Report
• Positive Sentiment: The company swung to a quarterly profit as rising power demand and higher prices boosted results, reinforcing the bullish demand backdrop for its electricity business. Reuters Article
• Positive Sentiment: Vistra reaffirmed its 2026 guidance for adjusted EBITDA and adjusted free cash flow, signaling management confidence in the outlook despite market volatility. Press Release
• Positive Sentiment: The company also received an investment-grade credit rating upgrade from a second major agency, which can improve financing flexibility and support valuation. Press Release
• Neutral Sentiment: Analysts continue to hold a consensus “Buy” rating on Vistra, suggesting Wall Street remains constructive but not necessarily surprised by the longer-term story. Analyst Rating Article
• Neutral Sentiment: Several commentary pieces focused on whether Vistra’s strong multi-year run leaves room for further upside, which may temper enthusiasm even after the earnings beat. Valuation Commentary

Vistra Company 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.