Haven Capital Group Inc. Purchases New Shares in Vistra Corp. $VST

Haven Capital Group Inc. purchased a new position in Vistra Corp. (NYSE:VST) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 17,728 shares of the company’s stock, valued at approximately $2,812,000. Vistra accounts for about 2.3% of Haven Capital Group Inc.’s investment portfolio, making the stock its 13th largest position.

A number of other institutional investors have also added to or reduced their stakes in VST. Norges Bank purchased a new position in Vistra during the fourth quarter valued at $746,729,000. Capital World Investors purchased a new stake in shares of Vistra in the 4th quarter worth about $574,499,000. Rubric Capital Management LP purchased a new stake in shares of Vistra in the 4th quarter worth about $322,660,000. Amundi increased its stake in shares of Vistra by 72.3% in the 4th quarter. Amundi now owns 1,949,568 shares of the company’s stock worth $314,524,000 after acquiring an additional 817,876 shares in the last quarter. Finally, Corient Private Wealth LLC increased its stake in shares of Vistra by 585.0% in the 4th quarter. Corient Private Wealth LLC now owns 907,611 shares of the company’s stock worth $146,425,000 after acquiring an additional 775,104 shares in the last quarter. Institutional investors own 90.88% of the company’s stock.

More Vistra News

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra’s second-quarter ongoing-operations adjusted EBITDA rose more than 30% year over year to $1.767 billion, indicating substantial operating strength despite lower GAAP profit. The decline in net income to $305 million was primarily linked to hedge-accounting effects rather than weaker core operations. Vistra EBITDA growth article
• Positive Sentiment: Management maintained its 2026 guidance, while rising electricity demand from data centers supports Vistra’s longer-term growth outlook and reinforces the investment case for its generation portfolio. VST Q2 earnings call article
• Positive Sentiment: Some coverage argues that the stock’s recent underperformance may create a contrarian opportunity if robust fundamentals and the company’s exposure to AI-related power demand attract renewed investor interest. Vistra contrarian options article
• Neutral Sentiment: The quarter presents a mixed picture: EBITDA growth was strong, but investors must distinguish cash-generating operating performance from GAAP earnings affected by hedging volatility. VST Q2 key metrics article
• Negative Sentiment: Vistra missed quarterly expectations, reporting $0.76 in EPS versus a $1.61 consensus estimate and $4.02 billion in revenue versus $5.46 billion expected, which may limit near-term enthusiasm.
• Negative Sentiment: Softer ERCOT pricing clouds the company’s 2027 outlook, creating concern that regional power-market weakness could offset some of the benefits from data-center demand. VST ERCOT outlook article

Analyst Ratings Changes

Several equities research analysts recently commented on VST shares. Sanford C. Bernstein set a $187.00 price objective on shares of Vistra and gave the stock an “outperform” rating in a research note on Tuesday, June 16th. Zacks Research upgraded shares of Vistra from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. JPMorgan Chase & Co. dropped their price target on Vistra from $240.00 to $231.00 and set an “overweight” rating on the stock in a research report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and issued a $230.00 price target on shares of Vistra in a research note on Monday, June 15th. Finally, UBS Group cut their price target on Vistra from $233.00 to $227.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. Three 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 stock. According to data from MarketBeat, Vistra has an average rating of “Buy” and a consensus price target of $228.50.

Vistra Trading Up 1.4%

Vistra stock opened at $144.94 on Wednesday. The company has a debt-to-equity ratio of 5.51, a current ratio of 0.90 and a quick ratio of 0.79. Vistra Corp. has a one year low of $132.66 and a one year high of $219.82. The stock has a market capitalization of $48.87 billion, a PE ratio of 24.48 and a beta of 1.41. The business’s fifty day moving average is $154.45 and its 200 day moving average is $156.82.

Vistra Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st will be issued a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Monday, September 21st. This is a boost from Vistra’s previous quarterly dividend of $0.23. Vistra’s payout ratio is 15.54%.

Insider Activity at Vistra

In other news, CAO Margaret Montemayor sold 4,600 shares of Vistra stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $160.00, for a total value of $736,000.00. Following the completion of the sale, the chief accounting officer directly owned 9,760 shares in the company, valued at $1,561,600. The trade was a 32.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Paul M. Barbas sold 244 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $153.00, for a total transaction of $37,332.00. Following the transaction, 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. In the last 90 days, insiders sold 41,588 shares of company stock worth $6,739,227. 0.92% of the stock is owned by insiders.

Vistra Company 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.