M&T Bank Corp boosted its position in Vistra Corp. (NYSE:VST – Free Report) by 13.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 44,908 shares of the company’s stock after acquiring an additional 5,225 shares during the quarter. M&T Bank Corp’s holdings in Vistra were worth $7,246,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also added to or reduced their stakes in VST. Dynamic Technology Lab Private Ltd acquired a new position in Vistra during the 3rd quarter valued at about $1,445,000. CIBC Bancorp USA Inc. acquired a new position in Vistra during the 3rd quarter valued at about $8,755,000. Teamwork Financial Advisors LLC boosted its stake in Vistra by 39.9% during the 4th quarter. Teamwork Financial Advisors LLC now owns 78,855 shares of the company’s stock valued at $12,722,000 after purchasing an additional 22,492 shares during the last quarter. Fisher Funds Management LTD acquired a new position in Vistra during the 3rd quarter valued at about $1,241,000. Finally, Envestnet Asset Management Inc. boosted its stake in Vistra by 49.2% during the 3rd quarter. Envestnet Asset Management Inc. now owns 371,497 shares of the company’s stock valued at $72,784,000 after purchasing an additional 122,545 shares during the last quarter. 90.88% of the stock is owned by institutional investors.
Insider Buying and Selling at Vistra
In other news, EVP Stephanie Zapata Moore sold 10,000 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $160.31, for a total value of $1,603,100.00. Following the transaction, the executive vice president owned 114,409 shares in the company, valued at $18,340,906.79. The trade was a 8.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.92% of the stock is owned by insiders.
Vistra Price Performance
Vistra (NYSE:VST – Get Free Report) last announced its earnings results on Thursday, February 26th. The company reported $2.18 earnings per share 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 during the quarter, compared to analysts’ expectations of $5.75 billion. On average, equities analysts anticipate that Vistra Corp. will post 9.16 EPS for the current year.
Vistra Increases Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd will be paid a $0.229 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, June 22nd. This is a boost from Vistra’s previous quarterly dividend of $0.23. Vistra’s dividend payout ratio (DPR) is presently 41.94%.
Key Vistra News
Here are the key news stories impacting Vistra this week:
- Positive Sentiment: BMO Capital reiterated a Buy rating, reaffirming analyst confidence in Vistra’s growth path and valuation support from long‑term contracts. BMO Keeps Buy on VST
- Positive Sentiment: Bank of America also kept a Buy rating, adding institutional support to the bullish narrative around Vistra’s contracted revenue and nuclear exposure. BofA Keeps Buy on VST
- Positive Sentiment: Market narrative: long‑duration PPAs (notably large deals with Meta and Amazon) and AI‑driven data‑center demand are de‑risking Vistra’s cash flows and supporting higher long‑term valuations for its nuclear fleet. This structural tailwind is central to bullish coverage. Atomic Dividends: Big Tech’s New Energy Bet
- Positive Sentiment: Sector pieces highlight Vistra as a leading play on AI power demand and equipment spend — investor interest in utilities tied to data centers is lifting sentiment. AI Trade: Power Equipment
- Neutral Sentiment: Analysts expect Vistra to beat in the current earnings cycle (multiple utilities‑focused previews highlight VST), which supports forward expectations but remains to be proven by results. Utilities in Focus
- Neutral Sentiment: Shareholders voted to support the board, executive pay and the auditor — governance risk has been reduced, which removes a potential overhang but is unlikely to be a major price catalyst. Shareholder Vote
- Neutral Sentiment: Management declared a modestly higher quarterly common dividend, signaling a commitment to shareholder returns even while pursuing growth — a mixed signal on capital allocation. Dividend Strategy
- Negative Sentiment: Balance‑sheet and near‑term execution risks: Vistra priced a ~$4.0B private senior‑note offering to refinance debt, and the company still carries elevated net leverage — investors worry refinancing costs and a recent quarterly EPS miss indicate near‑term downside risk. Financing & Debt
Wall Street Analyst Weigh In
A number of equities analysts have issued reports on VST shares. Raymond James Financial set a $208.00 price target on Vistra in a research note on Monday, April 27th. JPMorgan Chase & Co. cut their price target on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Wells Fargo & Company cut their price target on Vistra from $236.00 to $234.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. The Goldman Sachs Group upgraded Vistra from a “neutral” rating to a “buy” rating and set a $205.00 price target for the company in a research note on Friday, February 6th. Finally, Bank of America cut their target price on Vistra from $231.00 to $218.00 and set a “buy” rating on the stock in a research note on Monday, January 12th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $233.93.
Check Out Our Latest Research Report on VST
About Vistra
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.
Further Reading
Want to see what other hedge funds are holding VST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vistra Corp. (NYSE:VST – Free Report).
Receive News & Ratings for Vistra Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Vistra and related companies with MarketBeat.com's FREE daily email newsletter.
