ZEGA Investments LLC Takes $871,000 Position in Vistra Corp. $VST

ZEGA Investments LLC acquired a new stake in Vistra Corp. (NYSE:VST) in the 3rd quarter, Holdings Channel reports. The fund acquired 4,446 shares of the company’s stock, valued at approximately $871,000.

Other large investors also recently bought and sold shares of the company. Kirr Marbach & Co. LLC IN increased its stake in shares of Vistra by 0.9% during the second quarter. Kirr Marbach & Co. LLC IN now owns 168,713 shares of the company’s stock worth $32,698,000 after purchasing an additional 1,535 shares in the last quarter. ELCO Management Co. LLC acquired a new stake in Vistra in the 2nd quarter worth about $499,000. FUKOKU MUTUAL LIFE INSURANCE Co acquired a new stake in Vistra in the 2nd quarter worth about $292,000. Charles Schwab Investment Management Inc. increased its stake in Vistra by 1.7% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,099,120 shares of the company’s stock worth $406,830,000 after buying an additional 35,444 shares in the last quarter. Finally, BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its holdings in shares of Vistra by 55.3% during the second quarter. BNP PARIBAS ASSET MANAGEMENT Holding S.A. now owns 6,232 shares of the company’s stock valued at $1,208,000 after acquiring an additional 2,220 shares during the last quarter. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Vistra Stock Performance

NYSE:VST opened at $172.54 on Tuesday. The company’s 50-day moving average is $170.46 and its two-hundred day moving average is $188.38. Vistra Corp. has a 1-year low of $90.51 and a 1-year high of $219.82. The company has a debt-to-equity ratio of 5.74, a current ratio of 0.99 and a quick ratio of 0.88. The firm has a market capitalization of $58.46 billion, a price-to-earnings ratio of 62.29, a PEG ratio of 1.69 and a beta of 1.41.

Vistra (NYSE:VST) last released its quarterly earnings data on Friday, November 7th. The company reported $1.75 EPS for the quarter, missing analysts’ consensus estimates of $1.78 by ($0.03). The business had revenue of $4.97 billion during the quarter, compared to analyst estimates of $6.60 billion. Vistra had a net margin of 6.70% and a return on equity of 64.04%. Analysts forecast that Vistra Corp. will post 7 EPS for the current year.

Vistra Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were given a dividend of $0.227 per share. This represents a $0.91 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Monday, December 22nd. This is a positive change from Vistra’s previous quarterly dividend of $0.23. Vistra’s dividend payout ratio is 32.85%.

Analyst Upgrades and Downgrades

Several analysts recently commented on VST shares. JPMorgan Chase & Co. dropped their price target on Vistra from $249.00 to $233.00 and set an “overweight” rating for the company in a research report on Tuesday, December 16th. Daiwa America raised shares of Vistra from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 17th. Bank of America dropped their target price on shares of Vistra from $231.00 to $218.00 and set a “buy” rating for the company in a report on Monday. BMO Capital Markets raised their price target on shares of Vistra from $230.00 to $244.00 and gave the stock an “outperform” rating in a research note on Monday. Finally, Daiwa Capital Markets raised shares of Vistra from a “neutral” rating to a “buy” rating and set a $250.00 price objective for the company in a research note on Wednesday, September 17th. Four analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Vistra presently has an average rating of “Buy” and an average target price of $239.40.

Insider Activity at Vistra

In other news, EVP Carrie Lee Kirby sold 58,275 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $174.75, for a total value of $10,183,556.25. Following the sale, the executive vice president directly owned 218,239 shares of the company’s stock, valued at approximately $38,137,265.25. The trade was a 21.07% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO James A. Burke sold 22,251 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $162.05, for a total transaction of $3,605,774.55. Following the completion of the transaction, the chief executive officer owned 297,998 shares in the company, valued at approximately $48,290,575.90. This represents a 6.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 343,080 shares of company stock valued at $64,262,559 in the last quarter. Corporate insiders own 1.42% of the company’s stock.

Key Vistra News

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra is part of Meta’s multi-project energy pipeline (including agreements to extend life of existing nuclear plants and add near-term nuclear generation), positioning Vistra to benefit from rising demand for reliable baseload power for large data centers — a bullish strategic revenue catalyst. Power Hungry: Inside Meta’s Huge Investment in a Nuclear Strategy
• Positive Sentiment: Analysts remain constructive: Bank of America reiterated a Buy (while trimming its price target modestly), and other analyst commentary in the press highlights Vistra as a high-return/strategic play in energy infrastructure — supporting investor conviction. Benzinga coverage
• Positive Sentiment: Shares saw heavy trading and a notable intraday surge after the Meta/Oklo/Vistra news cycle, reflecting momentum buying as investors price in future contracted demand from hyperscale data center projects. Vistra (VST) Soars 10.5%
• Neutral Sentiment: Vistra announced the launch of a private offering of senior secured notes — a financing move that could be routine capital markets activity depending on use of proceeds. Investors will watch disclosures on purpose and covenants. Vistra Announces Private Offering of Senior Secured Notes
• Negative Sentiment: Vistra priced $2.25 billion of senior secured notes (2031 and 2036 maturities) to institutional buyers — increasing secured leverage on a subsidiary and potentially raising credit/interest-cost scrutiny given Vistra’s already elevated debt-to-equity profile; this can weigh on sentiment if perceived as balance-sheet pressure. Vistra Prices Private Offering of $2.250 Billion of Senior Secured Notes

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.