Allspring Global Investments Holdings LLC Buys 171,553 Shares of Vistra Corp. $VST

Key Points

• Allspring increased its Vistra stake by 26.9% in the third quarter, buying 171,553 shares to hold 809,741 shares valued at about $113.2 million. Institutional investors collectively own 90.88% of the company.
• Vistra beat quarterly expectations, reporting earnings of $3.23 per share and revenue of $6.35 billion. The company also raised its 2026 outlook and projected stronger cash flow per share through 2030.
• Vistra authorized a $1.5 billion share-repurchase program and slightly increased its quarterly dividend. Risks highlighted in the article include uncertainty around Texas data-center demand and a prospectus filing that could allow a securities offering.

Allspring Global Investments Holdings LLC raised its stake in Vistra Corp. (NYSE:VST - Free Report) by 26.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 809,741 shares of the company's stock after buying an additional 171,553 shares during the quarter. Allspring Global Investments Holdings LLC owned about 0.24% of Vistra worth $113,161,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the stock. Parallel Advisors LLC grew its holdings in shares of Vistra by 9.4% in the third quarter. Parallel Advisors LLC now owns 6,481 shares of the company's stock valued at $897,000 after purchasing an additional 558 shares in the last quarter. Guidance Capital Inc. increased its holdings in Vistra by 2.8% during the 3rd quarter. Guidance Capital Inc. now owns 8,258 shares of the company's stock worth $1,112,000 after purchasing an additional 224 shares during the period. Tamar Securities LLC increased its holdings in Vistra by 11.1% during the 3rd quarter. Tamar Securities LLC now owns 150,541 shares of the company's stock worth $20,827,000 after purchasing an additional 15,005 shares during the period. International Assets Investment Management LLC raised its position in Vistra by 299.8% in the 3rd quarter. International Assets Investment Management LLC now owns 10,000 shares of the company's stock valued at $1,384,000 after purchasing an additional 7,499 shares in the last quarter. Finally, Kestra Private Wealth Services LLC raised its position in Vistra by 46.5% in the 3rd quarter. Kestra Private Wealth Services LLC now owns 29,963 shares of the company's stock valued at $4,145,000 after purchasing an additional 9,514 shares in the last quarter. Institutional investors and hedge funds own 90.88% of the company's stock.

Vistra News Roundup

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra raised its 2026 outlook and projected stronger cash flow per share through 2030, citing the Cogentrix acquisition, power contracts and planned buybacks. Its latest quarter also beat analyst estimates, with EPS of $3.23 versus $2.98 expected and revenue of $6.35 billion versus $6.03 billion. These results and the improved outlook support the earnings-growth case for VST. Vistra Q3 Earnings Call Highlights Cash Flow Plans & Demand Risks
• Positive Sentiment: BMO cut its price target to $188 from $210 but maintained an Outperform rating, signaling continued analyst confidence despite the lower target. Vistra Keeps Sliding: Why BMO Sees 66% Upside
• Neutral Sentiment: Vistra filed a prospectus supplement under its automatic shelf registration. The filing allows for a securities offering, but the provided information does not specify whether or when securities will be sold or on what terms. Any issuance could affect shareholders, depending on its structure. Vistra Files Prospectus Supplement With SEC for Securities Offering
• Negative Sentiment: Demand risks remain, including uncertainty around Texas’s data-center market. One report argues Vistra’s greater exposure to Texas could make it more vulnerable to political changes affecting that market. Vistra and Constellation Both Fell Sharply After the Election. One Has Far More Exposure to Texas.

Wall Street Analyst Weigh In

VST has been the subject of several recent research reports. Bank of America decreased their price objective on Vistra from $196.00 to $194.00 and set a "buy" rating for the company in a research note on Tuesday, October 27th. Jefferies Financial Group cut their target price on shares of Vistra from $190.00 to $189.00 and set a "buy" rating on the stock in a research note on Friday, July 24th. Lake Street Capital set a $194.00 target price on shares of Vistra in a report on Tuesday, October 27th. HSBC started coverage on shares of Vistra in a research note on Thursday, October 22nd. They issued a "buy" rating and a $190.00 price target for the company. Finally, Morgan Stanley lowered their price target on shares of Vistra from $227.00 to $226.00 and set an "overweight" rating for the company in a report on Wednesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Vistra has an average rating of "Moderate Buy" and an average target price of $202.48.

Insider Buying and Selling

In other news, EVP Scott A. Hudson sold 22,222 shares of the company's stock in a transaction on Tuesday, October 6th. The shares were sold at an average price of $160.14, for a total value of $3,558,631.08. Following the completion of the transaction, the executive vice president owned 308,915 shares in the company, valued at approximately $49,469,648.10. This represents a 6.71% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO James Burke bought 4,465 shares of the stock in a transaction dated Tuesday, September 1st. The stock was bought at an average price of $135.25 per share, with a total value of $603,891.25. Following the acquisition, the chief executive officer owned 1,146,352 shares in the company, valued at approximately $155,044,108. This represents a 0.39% increase in their position. The disclosure for this purchase is available in the SEC filing. 0.92% of the stock is currently owned by company insiders.

Vistra Stock Up 7.2%

Shares of NYSE VST opened at $133.78 on Tuesday. The business has a 50-day moving average of $143.81 and a two-hundred day moving average of $152.52. The company has a market capitalization of $44.90 billion, a price-to-earnings ratio of 22.60 and a beta of 1.37. Vistra Corp. has a 1 year low of $110.89 and a 1 year high of $196.80. The company has a debt-to-equity ratio of 5.87, a current ratio of 0.97 and a quick ratio of 0.87.

Vistra (NYSE:VST - Get Free Report) last released its quarterly earnings data on Friday, November 6th. The company reported $3.23 EPS for the quarter, beating analysts' consensus estimates of $2.98 by $0.25. Vistra had a return on equity of 108.68% and a net margin of 11.55%. The business had revenue of $6.35 billion for the quarter, compared to the consensus estimate of $6.03 billion. On average, analysts forecast that Vistra Corp. will post 8.74 earnings per share for the current fiscal year.

Vistra Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Tuesday, December 22nd will be paid a $0.2310 dividend. This is an increase from Vistra's previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a yield of 0.7%. The ex-dividend date is Tuesday, December 22nd. Vistra's payout ratio is currently 15.54%.

Vistra declared that its Board of Directors has initiated a stock repurchase program on Friday, November 6th that permits the company to buy back $1.50 billion in outstanding shares. This buyback authorization permits the company to reacquire up to 3.3% of its shares through open market purchases. Share buyback programs are generally an indication that the company's board believes its shares are undervalued.

About Vistra

Vistra Corp. is an integrated energy company that generates and sells electricity and provides related services to residential, commercial and industrial customers. Its retail businesses offer electricity plans and energy services through brands that include TXU Energy and Ambit Energy.

The company owns and operates a diverse generation fleet, including natural gas, nuclear, coal and solar facilities, as well as battery energy storage systems. Its operations serve customers and wholesale power markets across multiple U.S.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.