Bluebird Wealth Management LLC Makes New Investment in Vistra Corp. $VST

Bluebird Wealth Management LLC acquired a new position in shares of Vistra Corp. (NYSE:VST - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 8,652 shares of the company's stock, valued at approximately $1,396,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Dynamic Technology Lab Private Ltd purchased a new stake in shares of Vistra during the third quarter worth about $1,445,000. Teamwork Financial Advisors LLC increased its position in shares of Vistra by 39.9% during the fourth quarter. Teamwork Financial Advisors LLC now owns 78,855 shares of the company's stock worth $12,722,000 after acquiring an additional 22,492 shares during the last quarter. CIBC Bancorp USA Inc. purchased a new stake in shares of Vistra during the third quarter worth about $8,755,000. Fisher Funds Management LTD purchased a new stake in shares of Vistra during the third quarter worth about $1,241,000. Finally, Envestnet Asset Management Inc. increased its position in shares of Vistra by 49.2% during the third quarter. Envestnet Asset Management Inc. now owns 371,497 shares of the company's stock worth $72,784,000 after acquiring an additional 122,545 shares during the last quarter. Institutional investors and hedge funds own 90.88% of the company's stock.

Vistra Stock Performance

Shares of VST stock opened at $158.20 on Thursday. The company has a quick ratio of 0.69, a current ratio of 0.78 and a debt-to-equity ratio of 6.01. The business has a 50 day moving average of $159.59 and a two-hundred day moving average of $166.90. Vistra Corp. has a 52 week low of $133.73 and a 52 week high of $219.82. The company has a market cap of $53.56 billion, a P/E ratio of 72.90, a PEG ratio of 0.93 and a beta of 1.43.

Vistra (NYSE:VST - Get Free Report) last issued its earnings results on Thursday, February 26th. The company reported $2.18 EPS for the quarter, missing analysts' consensus estimates of $2.45 by ($0.27). The company had revenue of $4.58 billion during the quarter, compared to analyst estimates of $5.75 billion. Vistra had a net margin of 5.32% and a return on equity of 81.09%. As a group, analysts anticipate that Vistra Corp. will post 9.16 EPS for the current year.

Vistra Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd will be given a dividend of $0.229 per share. This is a boost from Vistra's previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a dividend yield of 0.6%. The ex-dividend date is Monday, June 22nd. Vistra's payout ratio is presently 41.94%.

More Vistra News

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Analysts and models expect a strong Q1 driven by data-center/A.I. power demand — revenue and EPS estimates are materially higher year-over-year, supporting an upbeat outlook for growth and buyback/dividend capacity. All Eyes on Vistra's Q1 Earnings: What Lies Ahead for the Stock?
• Positive Sentiment: Major brokers are maintaining buy ratings (BMO, Bank of America), which supports investor confidence and could cushion downside. BMO Capital Sticks to Its Buy Rating for Vistra Corp (VST)
• Positive Sentiment: Shareholders approved the board slate, executive pay and auditor, removing a governance overhang and reducing near-term proxy risk. Vistra Shareholders Back Board, Executive Pay and Auditor
• Neutral Sentiment: Vistra completed a $4.0B private senior-note offering to refinance debt and for general corporate purposes — this addresses near-term maturities but leaves leverage and interest-cost exposure as key variables. Why Vistra (VST) Is Gaining From AI-Driven Power Demand
• Neutral Sentiment: Multiple industry pieces highlight Vistra as a beneficiary of the long-term “AI → power” investment cycle (substations, transformers, generation), which is constructive for multi-year earnings but not a short-term guarantee. The Real AI Trade May Not Be Software. It May Be Power Equipment
• Negative Sentiment: Valuation and leverage are potential headwinds: reported metrics show a high P/E and a large debt load (debt/equity elevated), leaving the stock sensitive to any earnings miss or rising rates.
• Negative Sentiment: Near-term earnings risk — with a Q1 report approaching, some investors may be booking profits or reducing exposure ahead of results despite bullish secular narratives, weighing on the share price. All Eyes on Vistra's Q1 Earnings: What Lies Ahead for the Stock?

Analysts Set New Price Targets

VST has been the topic of a number of analyst reports. The Goldman Sachs Group raised Vistra from a "neutral" rating to a "buy" rating and set a $205.00 target price on the stock in a research report on Friday, February 6th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Vistra in a research report on Friday, March 27th. Bank of America dropped their target price on Vistra from $231.00 to $218.00 and set a "buy" rating on the stock in a research report on Monday, January 12th. Raymond James Financial set a $208.00 target price on Vistra in a research report on Monday, April 27th. Finally, Scotiabank lifted their target price on Vistra from $287.00 to $293.00 and gave the stock an "outperform" rating in a research report on Monday, January 12th. Two 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.com, Vistra currently has a consensus rating of "Buy" and an average price target of $233.93.

Insider Activity

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 transaction of $1,603,100.00. Following the completion of the transaction, the executive vice president directly owned 114,409 shares in the company, valued at approximately $18,340,906.79. The trade was a 8.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Corporate insiders own 0.92% of the company's stock.

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.

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.