Sun Financial Inc Takes Position in Vistra Corp. $VST

Key Points

• Sun Financial bought a new stake in Vistra (NYSE:VST) in Q4—6,615 shares valued at about $1.067 million.
• Vistra missed its latest quarter expectations with EPS of $2.18 versus $2.45 and revenue of $4.58 billion versus $5.75 billion, though it reported a very high return on equity (81.09%).
• Dividend & sentiment: Vistra raised its quarterly dividend to $0.229/share (annualized $0.92, yield ~0.6%); institutional investors own ~90.9% of shares and analysts have a consensus "Buy" with an average target of $235.27.

Sun Financial Inc bought a new stake in Vistra Corp. (NYSE:VST - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 6,615 shares of the company's stock, valued at approximately $1,067,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in shares of Vistra by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 41,588,784 shares of the company's stock valued at $6,709,519,000 after purchasing an additional 390,157 shares in the last quarter. Massachusetts Financial Services Co. MA boosted its stake in shares of Vistra by 15.1% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 7,106,465 shares of the company's stock valued at $1,392,299,000 after purchasing an additional 930,912 shares in the last quarter. Invesco Ltd. boosted its stake in shares of Vistra by 0.8% in the 3rd quarter. Invesco Ltd. now owns 4,572,642 shares of the company's stock valued at $895,872,000 after purchasing an additional 35,258 shares in the last quarter. Franklin Resources Inc. boosted its stake in shares of Vistra by 11.3% in the 3rd quarter. Franklin Resources Inc. now owns 2,983,868 shares of the company's stock valued at $584,599,000 after purchasing an additional 303,573 shares in the last quarter. Finally, Bank of New York Mellon Corp boosted its stake in shares of Vistra by 0.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 2,344,142 shares of the company's stock valued at $459,264,000 after purchasing an additional 16,321 shares in the last quarter. Institutional investors and hedge funds own 90.88% of the company's stock.

Vistra Stock Up 0.2%

Shares of NYSE VST opened at $155.62 on Monday. The firm's 50-day simple moving average is $159.99 and its 200 day simple moving average is $167.62. The company has a market cap of $52.68 billion, a price-to-earnings ratio of 71.71, a price-to-earnings-growth ratio of 0.91 and a beta of 1.43. The company has a quick ratio of 0.69, a current ratio of 0.78 and a debt-to-equity ratio of 6.01. Vistra Corp. has a 12-month low of $133.73 and a 12-month high of $219.82.

Vistra (NYSE:VST - Get Free Report) last issued its quarterly earnings results on Thursday, February 26th. The company reported $2.18 earnings per share (EPS) 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 company had revenue of $4.58 billion for the quarter, compared to analyst estimates of $5.75 billion. On average, research analysts expect that Vistra Corp. will post 9.05 earnings per share for the current fiscal year.

Vistra Increases Dividend

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

Insider Transactions at Vistra

In other Vistra news, EVP Stephanie Zapata Moore sold 10,000 shares of the company's stock in a transaction dated 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 directly owned 114,409 shares in the company, valued at approximately $18,340,906.79. This represents a 8.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.92% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on VST. BMO Capital Markets reiterated an "outperform" rating and set a $241.00 price target on shares of Vistra in a research report on Monday, March 2nd. UBS Group upped their price target on shares of Vistra from $230.00 to $233.00 and gave the stock a "buy" rating in a research report on Monday, January 12th. Wells Fargo & Company reduced their price target on shares of Vistra from $236.00 to $234.00 and set an "overweight" rating on the stock in a research report on Friday, February 27th. Scotiabank upped their price target on shares of Vistra from $287.00 to $293.00 and gave the stock an "outperform" rating in a research report on Monday, January 12th. Finally, Bank of America reduced their price target on shares of Vistra from $231.00 to $218.00 and set a "buy" rating on the stock in a research report on Monday, January 12th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, Vistra presently has a consensus rating of "Buy" and an average target price of $235.27.

Vistra News Summary

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

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.

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