NewEdge Advisors LLC Has $15.14 Million Stake in Vistra Corp. $VST

NewEdge Advisors LLC trimmed its holdings in shares of Vistra Corp. (NYSE:VST) by 64.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 100,741 shares of the company’s stock after selling 184,415 shares during the period. NewEdge Advisors LLC’s holdings in Vistra were worth $15,144,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of VST. Empowered Funds LLC lifted its stake in shares of Vistra by 24.1% in the 1st quarter. Empowered Funds LLC now owns 20,190 shares of the company’s stock valued at $2,371,000 after purchasing an additional 3,920 shares during the period. Woodline Partners LP grew its stake in shares of Vistra by 40.7% during 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 increased its holdings in Vistra by 37.3% in the first quarter. Focus Partners Wealth now owns 7,828 shares of the company’s stock valued at $920,000 after purchasing an additional 2,125 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in Vistra in the second quarter valued at about $269,000. Finally, Slocum Gordon & Co LLP lifted its stake in Vistra by 20.0% in the second quarter. Slocum Gordon & Co LLP now owns 1,200 shares of the company’s stock valued at $233,000 after buying an additional 200 shares during the period. 90.88% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

VST has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. reduced their target price on Vistra from $240.00 to $231.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Zacks Research raised Vistra from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Raymond James Financial set a $208.00 price target on shares of Vistra in a research report on Monday, April 27th. Weiss Ratings raised shares of Vistra from a “hold (c)” rating to a “hold (c+)” rating in a research note on Friday, July 31st. Finally, TD Cowen cut their target price on shares of Vistra from $230.00 to $222.00 and set a “buy” rating on the stock in a report on Monday, July 27th. Three research 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 data from MarketBeat, Vistra has a consensus rating of “Buy” and a consensus price target of $229.88.

Trending Headlines about Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Ongoing-operations adjusted EBITDA increased more than 30% year over year to $1.767 billion, supported by strong power-generation performance and elevated demand during periods of extreme heat. Management reaffirmed its full-year financial guidance. Vistra Reports Second Quarter 2026 Results
• Positive Sentiment: Analysts continue to view Vistra as a potential beneficiary of rising electricity consumption from artificial-intelligence infrastructure and data centers, including potential large-scale projects in the United States. Its generation fleet, nuclear assets and clean-power investments could support longer-term demand. Vistra Is Seen As A Beneficiary Of Rising AI Power Demand
• Positive Sentiment: Vistra declared a quarterly common dividend of $0.23 per share and a semiannual dividend on its Series A preferred stock, reinforcing the company’s income-return strategy. Is Vistra’s Bigger Dividend and AI Power Demand Story Altering The Investment Case
• Neutral Sentiment: Before the release, expectations were elevated because estimates called for sharply higher revenue and EPS, driven by clean-power demand, hedging activity, nuclear generation and contributions from the Lotus business. Vistra to Report Q2 Earnings
• Negative Sentiment: Second-quarter EPS was $0.76 versus the $2.43 analyst consensus, while revenue of $4.02 billion fell well short of the $5.46 billion estimate. Vistra Earnings Data
• Negative Sentiment: GAAP net income was $305 million and included a $472 million unrealized loss on commodity hedges that are expected to settle in future years. The hedge-related loss caused quarterly profit to slip even as the underlying power business strengthened. Vistra Quarterly Profit Slips on Hedging Losses

Vistra Trading Down 0.5%

NYSE VST opened at $140.65 on Friday. Vistra Corp. has a one year low of $132.66 and a one 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. The firm has a market cap of $47.42 billion, a P/E ratio of 23.56 and a beta of 1.41. The stock’s 50-day moving average is $154.94 and its 200-day moving average is $157.09.

Vistra (NYSE:VST) last issued its quarterly earnings data on Friday, August 7th. The company reported $0.76 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.61 by ($0.85). Vistra had a net margin of 11.52% and a return on equity of 105.64%. The business had revenue of $4.02 billion during the quarter, compared to analyst estimates of $5.46 billion. Sell-side analysts anticipate that Vistra Corp. will post 9.42 earnings per share for the current fiscal year.

Vistra Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, September 21st will be given a $0.23 dividend. The ex-dividend date of this dividend is Monday, September 21st. This represents a $0.92 annualized dividend and a yield of 0.7%. This is an increase from Vistra’s previous quarterly dividend of $0.23. Vistra’s payout ratio is presently 15.41%.

Insider Activity at Vistra

In related news, Director John R. Sult sold 6,500 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $170.00, for a total value of $1,105,000.00. Following the completion of the transaction, the director directly owned 70,714 shares of the company’s stock, valued at approximately $12,021,380. This represents a 8.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 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 dated Tuesday, June 16th. The stock was sold at an average price of $160.00, for a total value of $4,000,000.00. Following the transaction, the director owned 232,200 shares of the company’s stock, valued at approximately $37,152,000. This trade represents 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. Insiders sold a total of 41,588 shares of company stock valued at $6,739,227 in the last quarter. 0.92% of the stock is currently owned by company insiders.

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.