Cornerstone Planning LLC Makes New Investment in Vistra Corp. $VST

Cornerstone Planning LLC acquired a new stake in Vistra Corp. (NYSE:VST) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 4,161 shares of the company’s stock, valued at approximately $659,000.

A number of other hedge funds also recently made changes to their positions in the business. World Investment Advisors increased its holdings in shares of Vistra by 85.8% during the 4th quarter. World Investment Advisors now owns 8,057 shares of the company’s stock worth $1,300,000 after acquiring an additional 3,721 shares during the last quarter. Nalls Sherbakoff Group LLC bought a new stake in Vistra in the 4th quarter valued at $282,000. SHP Wealth Management acquired a new stake in Vistra during the 4th quarter valued at $74,000. Caitong International Asset Management Co. Ltd lifted its holdings in Vistra by 9,740.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 984 shares of the company’s stock valued at $159,000 after purchasing an additional 974 shares during the last quarter. Finally, Oak Grove Capital LLC boosted its position in Vistra by 85.6% during the fourth quarter. Oak Grove Capital LLC now owns 43,810 shares of the company’s stock worth $7,068,000 after purchasing an additional 20,200 shares during the period. 90.88% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

VST has been the topic of several research reports. Seaport Research Partners reiterated a “buy” rating and issued a $230.00 price objective on shares of Vistra in a report on Monday, June 15th. Raymond James Financial set a $208.00 target price on shares of Vistra in a research note on Monday, April 27th. BMO Capital Markets reaffirmed an “outperform” rating and set a $241.00 target price on shares of Vistra in a report on Monday, March 2nd. Jefferies Financial Group reiterated a “buy” rating and issued a $190.00 price target on shares of Vistra in a research note on Thursday, May 21st. Finally, Wells Fargo & Company lowered their price target on shares of Vistra from $236.00 to $234.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $230.44.

Insider Buying and Selling

In other Vistra news, Director Paul M. Barbas sold 244 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $153.00, for a total transaction of $37,332.00. Following the transaction, the director owned 53,006 shares in the company, valued at $8,109,918. This represents a 0.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Scott B. Helm sold 25,000 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $160.00, for a total transaction of $4,000,000.00. Following the transaction, the director owned 232,200 shares in the company, valued at approximately $37,152,000. The trade was a 9.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 35,088 shares of company stock valued at $5,634,227. 0.92% of the stock is owned by company insiders.

Vistra Stock Performance

VST opened at $163.59 on Friday. The business has a fifty day simple moving average of $154.21 and a 200 day simple moving average of $159.63. The company has a market capitalization of $55.16 billion, a PE ratio of 27.40 and a beta of 1.40. Vistra Corp. has a 1 year low of $132.66 and a 1 year high of $219.82. The company has a debt-to-equity ratio of 5.51, a current ratio of 0.90 and a quick ratio of 0.79.

Vistra (NYSE:VST) last issued its quarterly earnings data on Thursday, May 7th. The company reported $2.87 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $1.55. Vistra had a return on equity of 105.64% and a net margin of 11.52%.The firm had revenue of $5.64 billion for the quarter, compared to analyst estimates of $5.22 billion. Research analysts expect that Vistra Corp. will post 9.31 EPS for the current year.

Vistra Increases Dividend

The firm 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. This is a positive change from Vistra’s previous quarterly dividend of $0.23. This represents a $0.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Monday, June 22nd. Vistra’s payout ratio is 15.24%.

More Vistra News

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Goldman Sachs maintained its Buy rating on Vistra, reinforcing the bullish analyst view after recent strength in the shares. Goldman Sachs Sticks to Its Buy Rating for Vistra Corp (VST)
• Positive Sentiment: Vistra is benefiting from investor enthusiasm around its role as the main power provider for Helix Digital Infrastructure’s $10 billion KKR-backed AI data center venture, which highlights VST’s exposure to surging AI electricity demand. Vistra (VST) Stock Could Be 27.3% Undervalued After Helix AI Power Deal
• Positive Sentiment: Melius Research also reiterated a Buy rating, adding to the broader analyst support behind the stock. Melius Research Remains a Buy on Vistra Corp (VST)
• Positive Sentiment: Commentary from Jim Cramer that Vistra has “just fallen enough” may be helping sentiment by signaling the shares could still offer value after recent pullbacks. Jim Cramer on Vistra: “It’s Just Fallen Enough”
• Neutral Sentiment: Vistra’s director Scott Helm sold 25,000 shares in a pre-arranged 10b5-1 transaction, which is usually less concerning than discretionary insider selling but can still weigh on sentiment. Insider Selling: Vistra (NYSE:VST) Director Sells 25,000 Shares of Stock
• Positive Sentiment: Investors are also reacting to Vistra’s ongoing $6.3 billion buyback program, strong free cash flow, and analyst commentary that the company could unlock more per-share value over time. Can Vistra Unlock More Value for Investors Through Share Buybacks?

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.