Bluebird Wealth Management LLC Invests $1.40 Million in Vistra Corp. $VST

Bluebird Wealth Management LLC acquired a new position in shares of Vistra Corp. (NYSE:VST) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 8,652 shares of the company’s stock, valued at approximately $1,396,000.

A number of other institutional investors have also recently added to or reduced their stakes in VST. Empowered Funds LLC lifted its position in Vistra by 24.1% in the first quarter. Empowered Funds LLC now owns 20,190 shares of the company’s stock worth $2,371,000 after purchasing an additional 3,920 shares during the period. Woodline Partners LP lifted its position in Vistra by 40.7% in 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 period. Focus Partners Wealth lifted its position in Vistra by 37.3% in 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 period. Sivia Capital Partners LLC acquired a new stake in Vistra in the second quarter worth approximately $269,000. Finally, Slocum Gordon & Co LLP lifted its position in Vistra by 20.0% in the second quarter. Slocum Gordon & Co LLP now owns 1,200 shares of the company’s stock worth $233,000 after purchasing an additional 200 shares during the period. 90.88% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Vistra

In other news, EVP Stephanie Zapata Moore sold 10,000 shares of the company’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $160.31, for a total value 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 represents a 8.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.92% of the company’s stock.

Vistra Price Performance

Shares of NYSE:VST opened at $158.20 on Thursday. The company’s fifty day moving average is $159.59 and its two-hundred day moving average is $166.90. 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 Corp. has a 12-month low of $133.73 and a 12-month high of $219.82. The company has a market cap of $53.56 billion, a P/E ratio of 72.90, a price-to-earnings-growth ratio of 0.93 and a beta of 1.43.

Vistra (NYSE:VST) last announced its earnings results on Thursday, February 26th. The company reported $2.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.45 by ($0.27). Vistra had a net margin of 5.32% and a return on equity of 81.09%. The firm had revenue of $4.58 billion for the quarter, compared to analyst estimates of $5.75 billion. Equities analysts expect that Vistra Corp. will post 9.16 earnings per share for the current fiscal year.

Vistra Increases Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. JPMorgan Chase & Co. cut their target price on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a research report on Thursday, April 30th. Jefferies Financial Group upgraded Vistra from a “hold” rating to a “buy” rating and upped their target price for the stock from $191.00 to $203.00 in a research report on Tuesday, February 10th. TD Cowen cut their target price on Vistra from $253.00 to $230.00 and set a “buy” rating for the company in a research report on Monday. BMO Capital Markets reiterated an “outperform” rating and set a $241.00 price objective on shares of Vistra in a research report on Monday, March 2nd. Finally, Morgan Stanley reiterated an “overweight” rating and set a $208.00 price objective on shares of Vistra in a research report on Tuesday, April 21st. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, Vistra has an average rating of “Buy” and a consensus price target of $233.93.

Trending Headlines about Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Analysts and models expect a strong Q1 driven by data-center/A.I. power demand — revenue and EPS estimates are materially higher year-over-year, supporting an upbeat outlook for growth and buyback/dividend capacity. All Eyes on Vistra’s Q1 Earnings: What Lies Ahead for the Stock?
• Positive Sentiment: Major brokers are maintaining buy ratings (BMO, Bank of America), which supports investor confidence and could cushion downside. BMO Capital Sticks to Its Buy Rating for Vistra Corp (VST)
• Positive Sentiment: Shareholders approved the board slate, executive pay and auditor, removing a governance overhang and reducing near-term proxy risk. Vistra Shareholders Back Board, Executive Pay and Auditor
• Neutral Sentiment: Vistra completed a $4.0B private senior-note offering to refinance debt and for general corporate purposes — this addresses near-term maturities but leaves leverage and interest-cost exposure as key variables. Why Vistra (VST) Is Gaining From AI-Driven Power Demand
• Neutral Sentiment: Multiple industry pieces highlight Vistra as a beneficiary of the long-term “AI → power” investment cycle (substations, transformers, generation), which is constructive for multi-year earnings but not a short-term guarantee. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Negative Sentiment: Valuation and leverage are potential headwinds: reported metrics show a high P/E and a large debt load (debt/equity elevated), leaving the stock sensitive to any earnings miss or rising rates.
• Negative Sentiment: Near-term earnings risk — with a Q1 report approaching, some investors may be booking profits or reducing exposure ahead of results despite bullish secular narratives, weighing on the share price. All Eyes on Vistra’s Q1 Earnings: What Lies Ahead for the Stock?

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.