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

Strs Ohio raised its holdings in shares of Vistra Corp. (NYSE:VST) by 5.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 165,904 shares of the company’s stock after acquiring an additional 8,014 shares during the period. Strs Ohio’s holdings in Vistra were worth $26,765,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Objectivity Squared LLC raised its position in shares of Vistra by 7.1% during the 4th quarter. Objectivity Squared LLC now owns 12,397 shares of the company’s stock valued at $2,000,000 after acquiring an additional 826 shares during the last quarter. Ashton Thomas Securities LLC raised its position in shares of Vistra by 15.5% during the 4th quarter. Ashton Thomas Securities LLC now owns 2,120 shares of the company’s stock valued at $342,000 after acquiring an additional 285 shares during the last quarter. Robertson Stephens Wealth Management LLC raised its position in shares of Vistra by 8.6% during the 4th quarter. Robertson Stephens Wealth Management LLC now owns 1,280 shares of the company’s stock valued at $207,000 after acquiring an additional 101 shares during the last quarter. Fifth Third Bancorp raised its position in shares of Vistra by 30.4% during the 4th quarter. Fifth Third Bancorp now owns 90,806 shares of the company’s stock valued at $14,650,000 after acquiring an additional 21,150 shares during the last quarter. Finally, Danske Bank A S raised its position in shares of Vistra by 2.9% during the 4th quarter. Danske Bank A S now owns 7,000 shares of the company’s stock valued at $1,129,000 after acquiring an additional 200 shares during the last quarter. Institutional investors own 90.88% 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

Insider Activity at Vistra

In other news, EVP Stephanie Zapata Moore sold 10,000 shares of the stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 114,409 shares in the company, valued at $18,340,906.79. This represents a 8.04% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.92% of the stock is currently owned by corporate insiders.

Vistra Trading Down 1.4%

Vistra stock opened at $155.62 on Friday. The firm has a 50-day moving average of $159.99 and a 200-day moving average of $167.89. Vistra Corp. has a one year low of $133.73 and a one year high of $219.82. The company has a debt-to-equity ratio of 6.01, a current ratio of 0.78 and a quick ratio of 0.69. The company has a market cap of $52.68 billion, a price-to-earnings ratio of 71.71, a P/E/G ratio of 0.94 and a beta of 1.44.

Vistra (NYSE:VST) last posted its quarterly earnings data on Thursday, February 26th. The company reported $2.18 EPS for the quarter, missing analysts’ consensus estimates 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 analyst estimates of $5.75 billion. On average, equities analysts expect that Vistra Corp. will post 9.05 earnings per share for the current fiscal year.

Vistra Increases Dividend

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

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Vistra in a research report on Friday, March 27th. UBS Group upped their target price on shares of Vistra from $230.00 to $233.00 and gave the company a “buy” rating in a research report on Monday, January 12th. Morgan Stanley reiterated an “overweight” rating and set a $208.00 target price on shares of Vistra in a research report on Tuesday, April 21st. 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 report on Friday, February 6th. Finally, Wells Fargo & Company dropped their target price on shares of Vistra from $236.00 to $234.00 and set an “overweight” rating for the company in a research report on Friday, February 27th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, Vistra currently has a consensus rating of “Buy” and a consensus price target of $235.27.

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.