Segra Capital Management LLC Buys 77,500 Shares of Vistra Corp. $VST

Key Points

• Segra Capital Management increased its Vistra stake by 26.2%, purchasing 77,500 additional shares to own 373,456 shares valued at approximately $51.7 million. Institutional investors collectively hold 90.88% of Vistra’s stock.
• Vistra’s outlook is supported by a potential $4.2 billion Department of Energy loan to extend and upgrade several nuclear plants, plus long-term agreements supplying nuclear power to Meta and data-center operators.
• Shares recently rose 12% to $162.24, but the company faces significant risks: its latest quarter missed earnings and revenue estimates, leverage remains high with a debt-to-equity ratio near 5.9, and nuclear regulatory and operating challenges persist.

Segra Capital Management LLC grew its stake in Vistra Corp. (NYSE:VST - Free Report) by 26.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 373,456 shares of the company's stock after purchasing an additional 77,500 shares during the period. Vistra makes up about 5.2% of Segra Capital Management LLC's holdings, making the stock its 4th largest holding. Segra Capital Management LLC owned approximately 0.11% of Vistra worth $51,668,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Polaris Financial Partners acquired a new position in shares of Vistra during the 3rd quarter valued at about $338,000. Versant Capital Management Inc boosted its holdings in Vistra by 89.1% in the 3rd quarter. Versant Capital Management Inc now owns 1,023 shares of the company's stock valued at $142,000 after purchasing an additional 482 shares during the last quarter. QRG Capital Management Inc. boosted its holdings in Vistra by 15.6% in the 2nd quarter. QRG Capital Management Inc. now owns 70,821 shares of the company's stock valued at $11,234,000 after purchasing an additional 9,556 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its stake in shares of Vistra by 19.5% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 1,829 shares of the company's stock valued at $290,000 after buying an additional 298 shares during the period. Finally, Envestnet Asset Management Inc. grew its stake in shares of Vistra by 16.1% in the 2nd quarter. Envestnet Asset Management Inc. now owns 258,337 shares of the company's stock valued at $40,979,000 after buying an additional 35,862 shares during the period. Institutional investors and hedge funds own 90.88% of the company's stock.

Insider Activity at Vistra

In other Vistra news, EVP Scott A. Hudson sold 44,444 shares of the business's stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $151.82, for a total transaction of $6,747,488.08. Following the sale, the executive vice president directly owned 331,137 shares in the company, valued at approximately $50,273,219.34. The trade was a 11.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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 on Tuesday, September 1st. The shares were bought at an average price of $135.25 per share, for a total transaction of $603,891.25. Following the completion of the transaction, the chief executive officer directly owned 1,146,352 shares of the company's stock, valued at $155,044,108. This trade represents a 0.39% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.92% of the stock is owned by corporate insiders.

Trending Headlines about Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: The U.S. Department of Energy confirmed a conditional loan commitment of up to approximately $4.2 billion to help Vistra upgrade and extend the operating lives of its Perry and Davis-Besse plants in Ohio and Beaver Valley in Pennsylvania. The projects are expected to add roughly 433 megawatts of capacity while reducing Vistra’s upfront capital burden. DOE confirms loan to Vistra
• Positive Sentiment: Investors see rising demand for reliable, around-the-clock nuclear power from AI and data-center operators as improving Vistra’s earnings visibility. The company has a 20-year agreement with Meta for nuclear output and recently signed a 20-year, 207-megawatt deal with New Era Energy & Digital for a Texas data center. A separate Google nuclear-power agreement with Constellation Energy also lifted the broader merchant-nuclear sector, providing a favorable read-through for VST. Vistra stock gains as federal funds fuel nuclear expansion
• Positive Sentiment: Market positioning has turned more constructive: trading in Vistra call options rose about 52% above typical volume, while reported short interest declined nearly 10%. BMO Capital Markets maintained an “outperform” rating despite lowering its price target from $231 to $210, still implying substantial upside from recent levels. Unusual Vistra options activity
• Neutral Sentiment: Vistra challenged PJM’s proposed Interim Resource Adequacy Service framework before the Federal Energy Regulatory Commission, arguing that it is discriminatory and legally flawed. The filing could protect future investment incentives, but the outcome and potential effects on regional power-market revenues remain uncertain. Vistra challenges PJM proposal
• Negative Sentiment: Risks remain significant. Vistra carries high leverage, with a debt-to-equity ratio near 5.9, and its latest reported quarter missed consensus on both earnings and revenue. The company extended its revolving-credit maturity to September 2027, supporting liquidity but underscoring ongoing balance-sheet pressure. Nuclear operating, regulatory and execution risks also remain.

Vistra Trading Up 12.0%

Shares of VST stock traded up $17.35 during trading hours on Tuesday, hitting $162.24. The company had a trading volume of 12,005,718 shares, compared to its average volume of 4,991,564. The company's fifty day moving average is $142.79 and its 200 day moving average is $151.11. 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 Corp. has a fifty-two week low of $132.66 and a fifty-two week high of $217.10. The stock has a market capitalization of $54.45 billion, a PE ratio of 27.45 and a beta of 1.38.

Vistra (NYSE:VST - Get Free Report) last posted its earnings results on Friday, August 7th. The company reported $0.76 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.61 by ($0.85). The firm had revenue of $4.02 billion for the quarter, compared to analyst estimates of $5.46 billion. Vistra had a return on equity of 108.68% and a net margin of 11.55%. Research analysts expect that Vistra Corp. will post 9.04 earnings per share for the current fiscal year.

Vistra Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st were paid a dividend of $0.23 per share. This represents a $0.92 annualized dividend and a dividend yield of 0.6%. This is a positive change from Vistra's previous quarterly dividend of $0.2290. The ex-dividend date was Monday, September 21st. Vistra's payout ratio is currently 15.54%.

Wall Street Analysts Forecast Growth

VST has been the topic of several analyst reports. Scotiabank lifted their price target on shares of Vistra from $293.00 to $298.00 and gave the company an "outperform" rating in a research report on Wednesday, July 15th. Zacks Research cut Vistra from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, August 18th. UBS Group cut their target price on Vistra from $233.00 to $227.00 and set a "buy" rating for the company in a research note on Tuesday, July 28th. Wells Fargo & Company restated an "overweight" rating and issued a $212.00 target price on shares of Vistra in a research report on Monday, August 10th. Finally, BMO Capital Markets decreased their price target on Vistra from $231.00 to $210.00 and set an "outperform" rating on the stock in a research note on Monday. Fifteen analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $217.61.

Vistra Company Profile

Vistra Corp. NYSE: VST is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.

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