Vistra Corp. $VST Shares Acquired by Stevens Capital Management LP

Key Points

• Stevens Capital Management LP boosted its stake in Vistra by 228.7% in Q4, acquiring an additional 13,550 shares to hold 19,476 shares worth about $3.14 million, making Vistra roughly 1.1% of the firm's portfolio and its 22nd largest holding.
• Vistra missed the latest quarter with EPS $2.18 vs. $2.45 expected and revenue of $4.58B versus $5.75B consensus, while carrying elevated leverage (debt‑to‑equity ~6.01) and having priced roughly a $4.0B senior‑note offering, which raises near‑term financing risk.
• Analysts remain broadly positive—Vistra has an average "Buy" rating and a mean price target of about $233.93—supported by long‑duration PPAs and AI/data‑center demand as structural tailwinds, and management modestly raised the quarterly dividend to $0.229 (≈0.6% yield).

Stevens Capital Management LP grew its position in shares of Vistra Corp. (NYSE:VST - Free Report) by 228.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,476 shares of the company's stock after purchasing an additional 13,550 shares during the quarter. Vistra makes up about 1.1% of Stevens Capital Management LP's portfolio, making the stock its 22nd biggest holding. Stevens Capital Management LP's holdings in Vistra were worth $3,142,000 at the end of the most recent reporting period.

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

Vistra Price Performance

Shares of NYSE VST opened at $160.43 on Wednesday. The firm has a 50-day simple moving average of $159.78 and a 200-day simple moving average of $167.27. The company has a quick ratio of 0.69, a current ratio of 0.78 and a debt-to-equity ratio of 6.01. The stock has a market capitalization of $54.31 billion, a price-to-earnings ratio of 73.93, a price-to-earnings-growth ratio of 0.93 and a beta of 1.43. Vistra Corp. has a 52 week low of $133.73 and a 52 week high of $219.82.

Vistra (NYSE:VST - Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The company reported $2.18 earnings per share for the quarter, missing analysts' consensus estimates of $2.45 by ($0.27). The business had revenue of $4.58 billion for the quarter, compared to analyst estimates of $5.75 billion. Vistra had a return on equity of 81.09% and a net margin of 5.32%. On average, equities analysts predict that Vistra Corp. will post 9.16 earnings per share for the current fiscal year.

Vistra Increases Dividend

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

More Vistra News

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

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Morgan Stanley reissued an "overweight" rating and issued a $208.00 price target on shares of Vistra in a report on Tuesday, April 21st. BMO Capital Markets restated an "outperform" rating and set a $241.00 price target on shares of Vistra in a research report on Monday, March 2nd. Bank of America lowered their price objective on Vistra from $231.00 to $218.00 and set a "buy" rating on the stock in a report on Monday, January 12th. UBS Group boosted their price objective on Vistra from $230.00 to $233.00 and gave the stock a "buy" rating in a research note on Monday, January 12th. Finally, Wells Fargo & Company reduced their target price on Vistra from $236.00 to $234.00 and set an "overweight" rating for the company in a report on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Vistra presently has an average rating of "Buy" and an average price target of $233.93.

Insider Activity

In other news, EVP Stephanie Zapata Moore sold 10,000 shares of the company's stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 114,409 shares in the company, valued at $18,340,906.79. This represents a 8.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.92% of the stock is owned by company insiders.

About Vistra

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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