Horizon Investments LLC Sells 21,270 Shares of Vistra Corp. $VST

Key Points

• Horizon Investments LLC cut its stake in Vistra by 64.4%, selling 21,270 shares and leaving it with 11,739 shares valued at about $1.89 million at quarter-end.
• An insider transaction: EVP Stephanie Zapata Moore sold 10,000 shares at an average $160.31 (reducing her holdings to 114,409 shares); corporate insiders own roughly 0.92% of the stock.
• Analysts maintain a consensus "Buy" on VST with an average target of $233.93, but Vistra recently missed quarterly EPS and revenue and faces near‑term leverage risk after pricing a roughly $4.0B senior‑note offering.

Horizon Investments LLC decreased its holdings in Vistra Corp. (NYSE:VST - Free Report) by 64.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,739 shares of the company's stock after selling 21,270 shares during the period. Horizon Investments LLC's holdings in Vistra were worth $1,894,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Dynamic Technology Lab Private Ltd acquired a new stake in Vistra during the 3rd quarter worth approximately $1,445,000. CIBC Bancorp USA Inc. bought a new position in Vistra during the 3rd quarter worth $8,755,000. Teamwork Financial Advisors LLC increased its stake in shares of Vistra by 39.9% in the 4th quarter. Teamwork Financial Advisors LLC now owns 78,855 shares of the company's stock valued at $12,722,000 after purchasing an additional 22,492 shares during the last quarter. Fisher Funds Management LTD bought a new position in shares of Vistra in the 3rd quarter valued at $1,241,000. Finally, Envestnet Asset Management Inc. increased its stake in shares of Vistra by 49.2% in the 3rd quarter. Envestnet Asset Management Inc. now owns 371,497 shares of the company's stock valued at $72,784,000 after purchasing an additional 122,545 shares during the last quarter. Institutional investors own 90.88% of the company's stock.

Insider Activity

In other news, EVP Stephanie Zapata Moore sold 10,000 shares of the business's stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $160.31, for a total value of $1,603,100.00. Following the transaction, the executive vice president directly owned 114,409 shares of the company's stock, valued at $18,340,906.79. The trade was a 8.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.92% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently issued reports on VST. Bank of America decreased their price target on Vistra from $231.00 to $218.00 and set a "buy" rating on the stock in a research note on Monday, January 12th. Raymond James Financial set a $208.00 price target on Vistra in a research note on Monday, April 27th. BMO Capital Markets reiterated an "outperform" rating and issued a $241.00 price target on shares of Vistra in a research note on Monday, March 2nd. Scotiabank lifted their price target on Vistra from $287.00 to $293.00 and gave the company an "outperform" rating in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. decreased their price target on Vistra from $240.00 to $231.00 and set an "overweight" rating on the stock in a research note on Thursday, April 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has issued a Hold rating to the stock. According to MarketBeat, Vistra presently has a consensus rating of "Buy" and an average target price of $233.93.

Vistra News Summary

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: BMO Capital reiterated a Buy rating, reaffirming analyst confidence in Vistra’s growth path and valuation support from long‑term contracts. BMO Keeps Buy on VST
• Positive Sentiment: Bank of America also kept a Buy rating, adding institutional support to the bullish narrative around Vistra’s contracted revenue and nuclear exposure. BofA Keeps Buy on VST
• Positive Sentiment: Market narrative: long‑duration PPAs (notably large deals with Meta and Amazon) and AI‑driven data‑center demand are de‑risking Vistra’s cash flows and supporting higher long‑term valuations for its nuclear fleet. This structural tailwind is central to bullish coverage. Atomic Dividends: Big Tech's New Energy Bet
• Positive Sentiment: Sector pieces highlight Vistra as a leading play on AI power demand and equipment spend — investor interest in utilities tied to data centers is lifting sentiment. AI Trade: Power Equipment
• Neutral Sentiment: Analysts expect Vistra to beat in the current earnings cycle (multiple utilities‑focused previews highlight VST), which supports forward expectations but remains to be proven by results. Utilities in Focus
• Neutral Sentiment: Shareholders voted to support the board, executive pay and the auditor — governance risk has been reduced, which removes a potential overhang but is unlikely to be a major price catalyst. Shareholder Vote
• Neutral Sentiment: Management declared a modestly higher quarterly common dividend, signaling a commitment to shareholder returns even while pursuing growth — a mixed signal on capital allocation. Dividend Strategy
• Negative Sentiment: Balance‑sheet and near‑term execution risks: Vistra priced a ~$4.0B private senior‑note offering to refinance debt, and the company still carries elevated net leverage — investors worry refinancing costs and a recent quarterly EPS miss indicate near‑term downside risk. Financing & Debt

Vistra Stock Down 0.3%

Shares of NYSE:VST opened at $160.43 on Wednesday. The company has a market capitalization of $54.31 billion, a price-to-earnings ratio of 73.93, a P/E/G ratio of 0.93 and a beta of 1.43. The company has a debt-to-equity ratio of 6.01, a current ratio of 0.78 and a quick ratio of 0.69. The business's 50-day moving average is $159.78 and its 200-day moving average is $167.27. Vistra Corp. has a 1 year low of $133.73 and a 1 year high of $219.82.

Vistra (NYSE:VST - Get Free Report) last announced its quarterly earnings data on Thursday, February 26th. The company reported $2.18 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $2.45 by ($0.27). The business 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%. Equities research analysts predict that Vistra Corp. will post 9.16 earnings per share 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 paid a $0.229 dividend. The ex-dividend date of this dividend is Monday, June 22nd. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. This is a positive change from Vistra's previous quarterly dividend of $0.23. Vistra's dividend payout ratio (DPR) is presently 41.94%.

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.

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.