Insider Selling: Vistra (NYSE:VST) EVP Sells $3,558,631.08 in Stock

Vistra Corp. (NYSE:VST) EVP Scott Hudson sold 22,222 shares of the firm’s stock in a transaction that occurred on Tuesday, October 6th. The stock was sold at an average price of $160.14, for a total transaction of $3,558,631.08. Following the completion of the sale, the executive vice president directly owned 308,915 shares in the company, valued at $49,469,648.10. This represents a 6.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Vistra Stock Up 3.6%

VST opened at $161.77 on Friday. The company has a market cap of $54.30 billion, a PE ratio of 27.33 and a beta of 1.38. The company has a debt-to-equity ratio of 5.87, a quick ratio of 0.87 and a current ratio of 0.97. Vistra Corp. has a 1 year low of $132.66 and a 1 year high of $217.10. The firm has a 50 day moving average price of $143.94 and a 200 day moving average price of $151.18.

Vistra (NYSE:VST) last issued its earnings results on Friday, August 7th. The company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.61 by ($0.85). The firm had revenue of $4.02 billion during the quarter, compared to analyst estimates of $5.46 billion. Vistra had a return on equity of 108.68% and a net margin of 11.55%. Sell-side analysts expect that Vistra Corp. will post 9.04 earnings per share for the current year.

Vistra Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Monday, September 21st were given a $0.23 dividend. The ex-dividend date was Monday, September 21st. This represents a $0.92 annualized dividend and a yield of 0.6%. This is a boost from Vistra’s previous quarterly dividend of $0.2290. Vistra’s payout ratio is 15.54%.

Institutional Investors Weigh In On Vistra

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Oak Grove Capital LLC raised its holdings in Vistra by 12.8% in the 3rd quarter. Oak Grove Capital LLC now owns 224,510 shares of the company’s stock valued at $31,061,000 after acquiring an additional 25,400 shares in the last quarter. Sound Income Strategies LLC raised its holdings in shares of Vistra by 41.5% in the 3rd quarter. Sound Income Strategies LLC now owns 2,559 shares of the company’s stock worth $354,000 after buying an additional 751 shares in the last quarter. Avaii Wealth Management LLC lifted its position in shares of Vistra by 18.6% during the 3rd quarter. Avaii Wealth Management LLC now owns 4,124 shares of the company’s stock worth $577,000 after buying an additional 648 shares during the period. Wedmont Private Capital increased its position in shares of Vistra by 3.7% during the 3rd quarter. Wedmont Private Capital now owns 4,226 shares of the company’s stock worth $585,000 after purchasing an additional 151 shares in the last quarter. Finally, Intelligence Driven Advisers LLC increased its holdings in Vistra by 6.9% during the 3rd quarter. Intelligence Driven Advisers LLC now owns 1,480 shares of the company’s stock valued at $205,000 after purchasing an additional 96 shares in the last quarter. Institutional investors and hedge funds own 90.88% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on VST. UBS Group reduced their price target on shares of Vistra from $233.00 to $227.00 and set a “buy” rating for the company in a research note on Tuesday, July 28th. BNP Paribas Exane set a $255.00 target price on shares of Vistra in a report on Wednesday, August 19th. TD Cowen decreased their price target on shares of Vistra from $222.00 to $221.00 and set a “buy” rating on the stock in a research report on Wednesday, August 19th. The Goldman Sachs Group set a $206.00 target price on Vistra in a report on Wednesday, August 12th. Finally, BMO Capital Markets decreased their target price on shares of Vistra from $231.00 to $210.00 and set an “outperform” rating for the company in a report on Monday, October 5th. Fifteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $217.61.

Trending Headlines about Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: The U.S. Department of Energy conditionally committed up to $4.2 billion in loans to support Vistra’s nuclear expansion and extend the operating lives of plants in Pennsylvania and Ohio. The financing could lower capital requirements and strengthen the long-term value of the company’s nuclear assets. U.S. loan to Vistra
• Positive Sentiment: Investors continue to price in growing demand for reliable, around-the-clock power from AI data centers. Vistra’s long-term agreements with major customers, including Meta and New Era Energy, may provide greater revenue visibility and support future cash flow. Vistra growth and customer contracts
• Positive Sentiment: Recent fundamental commentary noted that second-quarter 2026 adjusted EBITDA increased more than 30% year over year. Analysts remain broadly constructive, with reported price targets well above the current trading range, although estimates imply that much of the AI-power opportunity is already reflected in the valuation. Vistra earnings outlook
• Neutral Sentiment: The nuclear sector outlook describes 2026 as a period of “digestion rather than deterioration.” Investors are weighing strong AI-related demand against high capital spending, financing costs and the time required to expand generation capacity. Nuclear sector outlook
• Negative Sentiment: An executive sold 22,222 shares for approximately $3.6 million, while another report cited an insider sale of roughly $3.3 million. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a bearish signal, but they add near-term selling pressure. Vistra insider sale
• Negative Sentiment: Vistra’s previous quarterly results missed consensus estimates for both earnings and revenue, making the November 6 report important. Investors will look for evidence that contracted demand and higher EBITDA can offset execution risks, substantial leverage and ongoing regulatory uncertainty.

Vistra Company Profile

Vistra Corp. (NYSE:VST) is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.