Aware Super Pty Ltd as trustee of Aware Super Takes Position in Vistra Corp. $VST

Aware Super Pty Ltd as trustee of Aware Super acquired a new stake in Vistra Corp. (NYSE:VST) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 48,355 shares of the company’s stock, valued at approximately $7,269,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new position in Vistra in the 4th quarter valued at about $746,729,000. Capital World Investors purchased a new stake in shares of Vistra during the 4th quarter valued at approximately $574,499,000. Rubric Capital Management LP purchased a new stake in shares of Vistra during the 4th quarter valued at approximately $322,660,000. Amundi lifted its holdings in Vistra by 72.3% in the fourth quarter. Amundi now owns 1,949,568 shares of the company’s stock valued at $314,524,000 after acquiring an additional 817,876 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in Vistra by 585.0% in the fourth quarter. Corient Private Wealth LLC now owns 907,611 shares of the company’s stock valued at $146,425,000 after acquiring an additional 775,104 shares during the last quarter. 90.88% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Scotiabank raised its FY2026 and FY2027 earnings estimates for Vistra, while keeping an Outperform rating and a $298 price target, reinforcing the view that earnings can keep growing. Scotiabank Raises Vistra Estimates
• Positive Sentiment: News that Vistra secured PJM capacity points to better future revenue visibility, which investors typically view as supportive for utility and power producer stocks. Vistra Secures PJM Capacity
• Positive Sentiment: Coverage highlighting rising demand from data centers and increased capital investments in nuclear, solar, storage, and gas assets suggests Vistra could benefit from long-term load growth and reliable earnings expansion. Vistra Benefiting From Data Center Demand
• Positive Sentiment: KeyBanc reaffirmed its Buy rating, adding to the bullish analyst tone around the stock. KeyBanc Sticks to Buy Rating
• Neutral Sentiment: Vistra was also mentioned in media coverage and trading commentary as a stock showing momentum, which may reflect investor enthusiasm but does not add new fundamental information. Vistra Rises Higher Than Market

Insider Buying and Selling at Vistra

In other Vistra news, Director Scott B. Helm sold 25,000 shares of Vistra stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $160.00, for a total value of $4,000,000.00. Following the transaction, the director directly owned 232,200 shares in the company, valued at approximately $37,152,000. The trade was a 9.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul M. Barbas sold 244 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $153.00, for a total transaction of $37,332.00. Following the completion of the sale, the director directly owned 53,006 shares of the company’s stock, valued at $8,109,918. The trade was a 0.46% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 41,588 shares of company stock valued at $6,739,227. Company insiders own 0.92% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Raymond James Financial set a $208.00 target price on Vistra in a research note on Monday, April 27th. TD Cowen decreased their price target on Vistra from $253.00 to $230.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. Jefferies Financial Group reiterated a “buy” rating and set a $190.00 price target on shares of Vistra in a report on Thursday, May 21st. JPMorgan Chase & Co. cut their price objective on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a research report on Thursday, April 30th. Finally, Weiss Ratings lowered shares of Vistra from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus price target of $230.62.

Vistra Price Performance

VST stock opened at $155.12 on Friday. The company has a market capitalization of $52.30 billion, a P/E ratio of 25.98 and a beta of 1.40. Vistra Corp. has a twelve month low of $132.66 and a twelve month high of $219.82. The business has a 50 day simple moving average of $154.14 and a 200-day simple moving average of $158.42. The company has a current ratio of 0.90, a quick ratio of 0.79 and a debt-to-equity ratio of 5.51.

Vistra (NYSE:VST) last announced its earnings results on Thursday, May 7th. The company reported $2.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $1.55. The business had revenue of $5.64 billion for the quarter, compared to analyst estimates of $5.22 billion. Vistra had a net margin of 11.52% and a return on equity of 105.64%. As a group, equities analysts anticipate that Vistra Corp. will post 9.53 EPS for the current year.

Vistra Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were given a dividend of $0.229 per share. This represents a $0.92 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Monday, June 22nd. This is an increase from Vistra’s previous quarterly dividend of $0.23. Vistra’s payout ratio is 15.41%.

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.