New York State Teachers Retirement System Has $43.38 Million Holdings in Vistra Corp. $VST

Key Points

• New York State Teachers Retirement System decreased its Vistra stake by 9.1% in Q4 and now owns 268,870 shares worth about $43.38 million (≈0.08% of the company).
• Vistra raised its quarterly dividend to $0.229 per share (payable June 30), representing an annualized $0.92 and supporting income-focused investors with an estimated ~$75 million common payout this quarter.
• Vistra missed last quarter's estimates (EPS $2.18 vs. $2.45 consensus; revenue $4.58B vs. $5.75B), yet analysts remain broadly positive with a consensus "Buy" and an average price target of $235.27 while the stock trades near $155.62.

New York State Teachers Retirement System decreased its holdings in Vistra Corp. (NYSE:VST - Free Report) by 9.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 268,870 shares of the company's stock after selling 26,934 shares during the period. New York State Teachers Retirement System owned about 0.08% of Vistra worth $43,377,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Salomon & Ludwin LLC bought a new position in Vistra in the 3rd quarter valued at about $25,000. Quent Capital LLC bought a new stake in Vistra during the third quarter worth $25,000. Archer Investment Corp increased its stake in shares of Vistra by 2,700.0% in the 3rd quarter. Archer Investment Corp now owns 140 shares of the company's stock valued at $27,000 after purchasing an additional 135 shares during the last quarter. Pinpoint Asset Management Singapore Pte. Ltd. acquired a new position in shares of Vistra during the 3rd quarter worth $28,000. Finally, Orion Capital Management LLC bought a new stake in shares of Vistra during the 3rd quarter worth $29,000. Institutional investors and hedge funds own 90.88% of the company's stock.

Key Stories Impacting Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Board declared a quarterly common dividend of $0.229/share (a ~0.4% increase versus prior quarter), payable June 30 to holders of record June 22; company estimates an aggregate ~$75 million common payout this quarter — supports income-oriented investors. Vistra Declares Dividend on Common Stock, Series B Preferred Stock, and Series C Preferred Stock
• Positive Sentiment: Vistra was listed among the "10 Best Electrical Infrastructure Stocks to Buy According to Hedge Funds," highlighting its large, diversified generation fleet (gas, nuclear, coal, solar, batteries) — positive for sentiment and potential fund interest. Vistra Corp. (VST) – Among the 10 Best Electrical Infrastructure Stocks to Buy According to Hedge Funds
• Neutral Sentiment: JPMorgan trimmed its price target from $240 to $231 but kept an "overweight" rating — a lower target could temper upside expectations, though the firm remains constructive. Benzinga Coverage
• Neutral Sentiment: Analyses and valuation pieces are circulating (coverage of recent share volatility and valuation metrics), drawing investor attention to Vistra's revenue mix and earnings profile — increases scrutiny but not a clear directional catalyst. Assessing Vistra (VST) Valuation After Recent Share Price Volatility
• Neutral Sentiment: Zacks compares Vistra favorably vs. Southern Co., citing its nuclear expansion and valuation edge — useful context for longer-term investors but not an immediate share driver. Vistra or Southern Co.: Which Utility Stock Looks Stronger in 2026?
• Negative Sentiment: Pre-earnings coverage warns Vistra may lack the setup for an earnings beat next week — heightened risk the upcoming report could disappoint and pressure the stock. Vistra Corp. (VST) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Negative Sentiment: MarketWatch noted Vistra underperformed peers on a recent trading day despite some daily gains — a reminder of relative weakness that can amplify selling if sector momentum fades. Vistra Corp. stock underperforms Thursday when compared to competitors despite daily gains

Insider Buying and Selling

In other Vistra news, EVP Stephanie Zapata Moore sold 10,000 shares of Vistra stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $160.31, for a total transaction of $1,603,100.00. Following the transaction, the executive vice president owned 114,409 shares of the company's stock, valued at $18,340,906.79. This trade represents a 8.04% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.92% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on VST shares. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Vistra in a report on Friday, March 27th. Jefferies Financial Group upgraded shares of Vistra from a "hold" rating to a "buy" rating and upped their price target for the stock from $191.00 to $203.00 in a report on Tuesday, February 10th. BMO Capital Markets restated an "outperform" rating and set a $241.00 price objective on shares of Vistra in a research report on Monday, March 2nd. Bank of America dropped their target price on Vistra from $231.00 to $218.00 and set a "buy" rating for the company in a research report on Monday, January 12th. Finally, The Goldman Sachs Group raised Vistra from a "neutral" rating to a "buy" rating and set a $205.00 price objective for the company in a research note on Friday, February 6th. Three analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat, Vistra presently has a consensus rating of "Buy" and an average price target of $235.27.

Vistra Trading Down 1.4%

NYSE:VST opened at $155.62 on Friday. Vistra Corp. has a 52 week low of $133.73 and a 52 week high of $219.82. The firm's fifty day moving average is $159.99 and its 200-day moving average is $168.18. The firm has a market cap of $52.68 billion, a P/E ratio of 71.71, a P/E/G ratio of 0.96 and a beta of 1.49. The company has a debt-to-equity ratio of 6.01, a quick ratio of 0.69 and a current ratio of 0.78.

Vistra (NYSE:VST - Get Free Report) last posted its quarterly earnings data on Thursday, February 26th. The company reported $2.18 earnings per share for the quarter, missing the consensus estimate of $2.45 by ($0.27). Vistra had a return on equity of 81.09% and a net margin of 5.32%.The business had revenue of $4.58 billion during the quarter, compared to the consensus estimate of $5.75 billion. Equities analysts expect that Vistra Corp. will post 8.72 earnings per share for the current year.

Vistra Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd will be given a $0.229 dividend. This represents a $0.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend is Monday, June 22nd. This is a positive change from Vistra's previous quarterly dividend of $0.23. Vistra's payout ratio is currently 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.