NewEdge Advisors LLC Has $15.14 Million Stake in Vistra Corp. $VST

Key Points

• NewEdge Advisors cut its Vistra stake by 64.7% in the first quarter, selling 184,415 shares and retaining 100,741 shares valued at approximately $15.14 million. Institutional investors and hedge funds own 90.88% of Vistra’s stock.
• Vistra’s underlying operations remained strong, with adjusted EBITDA rising more than 30% year over year to $1.767 billion and full-year guidance reaffirmed. However, second-quarter EPS of $0.76 and revenue of $4.02 billion missed analyst expectations, partly due to a $472 million unrealized commodity-hedging loss.
• Analysts maintain a broadly positive view, giving Vistra a consensus “Buy” rating and an average price target of $229.88, while the company declared a quarterly dividend of $0.23 per share. Analysts also see potential long-term upside from electricity demand linked to artificial-intelligence data centers.

NewEdge Advisors LLC trimmed its stake in Vistra Corp. (NYSE:VST - Free Report) by 64.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 100,741 shares of the company's stock after selling 184,415 shares during the period. NewEdge Advisors LLC's holdings in Vistra were worth $15,144,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in shares of Vistra in the 4th quarter worth about $25,000. Mcguire Capital Advisors Inc. bought a new position in Vistra during the 4th quarter valued at about $28,000. Kemnay Advisory Services Inc. bought a new position in Vistra during the 4th quarter valued at about $30,000. Strive Financial Group LLC acquired a new position in Vistra in the fourth quarter valued at about $33,000. Finally, Salomon & Ludwin LLC grew its stake in Vistra by 74.8% during the fourth quarter. Salomon & Ludwin LLC now owns 215 shares of the company's stock worth $35,000 after buying an additional 92 shares during the last quarter. 90.88% of the stock is currently owned by institutional investors and hedge funds.

Vistra News Summary

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Ongoing-operations adjusted EBITDA increased more than 30% year over year to $1.767 billion, supported by strong power-generation performance and elevated demand during periods of extreme heat. Management reaffirmed its full-year financial guidance. Vistra Reports Second Quarter 2026 Results
• Positive Sentiment: Analysts continue to view Vistra as a potential beneficiary of rising electricity consumption from artificial-intelligence infrastructure and data centers, including potential large-scale projects in the United States. Its generation fleet, nuclear assets and clean-power investments could support longer-term demand. Vistra Is Seen As A Beneficiary Of Rising AI Power Demand
• Positive Sentiment: Vistra declared a quarterly common dividend of $0.23 per share and a semiannual dividend on its Series A preferred stock, reinforcing the company’s income-return strategy. Is Vistra’s Bigger Dividend and AI Power Demand Story Altering The Investment Case
• Neutral Sentiment: Before the release, expectations were elevated because estimates called for sharply higher revenue and EPS, driven by clean-power demand, hedging activity, nuclear generation and contributions from the Lotus business. Vistra to Report Q2 Earnings
• Negative Sentiment: Second-quarter EPS was $0.76 versus the $2.43 analyst consensus, while revenue of $4.02 billion fell well short of the $5.46 billion estimate. Vistra Earnings Data
• Negative Sentiment: GAAP net income was $305 million and included a $472 million unrealized loss on commodity hedges that are expected to settle in future years. The hedge-related loss caused quarterly profit to slip even as the underlying power business strengthened. Vistra Quarterly Profit Slips on Hedging Losses

Vistra Trading Down 0.5%

VST opened at $140.65 on Friday. The company has a current ratio of 0.90, a quick ratio of 0.79 and a debt-to-equity ratio of 5.51. The stock has a market capitalization of $47.42 billion, a PE ratio of 23.56 and a beta of 1.41. Vistra Corp. has a 1-year low of $132.66 and a 1-year high of $219.82. The firm has a 50-day moving average price of $154.94 and a two-hundred day moving average price of $157.09.

Vistra (NYSE:VST - Get Free Report) last announced its earnings results on Friday, August 7th. The company reported $0.76 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.61 by ($0.85). Vistra had a return on equity of 105.64% and a net margin of 11.52%.The company had revenue of $4.02 billion for the quarter, compared to analyst estimates of $5.46 billion. As a group, equities analysts anticipate that Vistra Corp. will post 9.42 earnings per share for the current fiscal year.

Vistra Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, September 21st will be given a $0.23 dividend. This is a boost from Vistra's previous quarterly dividend of $0.23. The ex-dividend date is Monday, September 21st. This represents a $0.92 annualized dividend and a yield of 0.7%. Vistra's dividend payout ratio is presently 15.41%.

Wall Street Analyst Weigh In

Several analysts have recently weighed in on VST shares. Seaport Research Partners reaffirmed a "buy" rating and set a $230.00 price objective on shares of Vistra in a report on Monday, June 15th. Zacks Research raised Vistra from a "hold" rating to a "strong-buy" rating in a report on Monday, July 20th. Jefferies Financial Group restated a "buy" rating and set a $190.00 price target on shares of Vistra in a research report on Thursday, May 21st. Raymond James Financial set a $208.00 price target on Vistra in a report on Monday, April 27th. Finally, TD Cowen cut their price objective on Vistra from $230.00 to $222.00 and set a "buy" rating for the company in a research report on Monday, July 27th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has issued a Hold rating to the company's stock. Based on data from MarketBeat, Vistra has a consensus rating of "Buy" and a consensus price target of $229.88.

Insider Activity at Vistra

In other news, Director John R. Sult sold 6,500 shares of Vistra stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $170.00, for a total value of $1,105,000.00. Following the completion of the sale, the director directly owned 70,714 shares of the company's stock, valued at approximately $12,021,380. This trade represents a 8.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul M. Barbas sold 244 shares of Vistra stock in a transaction on Monday, June 15th. The shares were sold at an average price of $153.00, for a total value of $37,332.00. Following the completion of the sale, the director directly owned 53,006 shares of the company's stock, valued at $8,109,918. This trade represents a 0.46% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 41,588 shares of company stock worth $6,739,227. Company 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.

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