EP Wealth Advisors LLC Has $30 Million Stock Holdings in Vistra Corp. $VST

Posted by Stanley Muller on Aug 22nd, 2026

EP Wealth Advisors LLC increased its stake in shares of Vistra Corp. (NYSE:VST – Free Report) by 1,646.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 189,132 shares of the company’s stock after buying an additional 178,303 shares during the period. EP Wealth Advisors LLC’s holdings in Vistra were worth $30,002,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of VST. BlackRock Inc. bought a new position in Vistra in the 2nd quarter valued at about $4,610,496,000. Norges Bank bought a new stake in shares of Vistra during the fourth quarter worth approximately $746,729,000. Capital World Investors bought a new stake in shares of Vistra during the fourth quarter worth approximately $574,499,000. Bank of New York Mellon Corp acquired a new position in shares of Vistra in the second quarter valued at approximately $381,938,000. Finally, Rubric Capital Management LP acquired a new position in shares of Vistra in the fourth quarter valued at approximately $322,660,000. Institutional investors and hedge funds own 90.88% of the company’s stock.

Vistra Trading Down 1.8%

VST opened at $136.43 on Friday. Vistra Corp. has a twelve month low of $132.66 and a twelve month high of $219.82. The company has a 50-day simple moving average of $153.73 and a 200 day simple moving average of $155.83. The company has a quick ratio of 0.87, a current ratio of 0.97 and a debt-to-equity ratio of 5.87. The stock has a market capitalization of $45.79 billion, a price-to-earnings ratio of 23.05 and a beta of 1.41.

Vistra (NYSE:VST – Get Free Report) last released its earnings results on Friday, August 7th. The company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.61 by ($0.85). Vistra had a net margin of 11.55% and a return on equity of 108.68%. The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $5.46 billion. Analysts predict that Vistra Corp. will post 9.23 EPS for the current fiscal year.

Vistra Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, September 21st will be given a dividend of $0.23 per share. The ex-dividend date is Monday, September 21st. This represents a $0.92 annualized dividend and a dividend yield of 0.7%. This is a positive change from Vistra’s previous quarterly dividend of $0.23. Vistra’s dividend payout ratio (DPR) is 15.54%.

Insider Activity

In other Vistra news, CAO Margaret Montemayor sold 5,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $164.96, for a total transaction of $824,800.00. Following the completion of the sale, the chief accounting officer directly owned 14,360 shares in the company, valued at $2,368,825.60. This represents a 25.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Paul M. Barbas sold 244 shares of the firm’s 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 in the company, valued at approximately $8,109,918. This represents a 0.46% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 41,588 shares of company stock valued at $6,739,227. 0.92% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on VST shares. Morgan Stanley increased their target price on Vistra from $212.00 to $227.00 and gave the stock an “overweight” rating in a research note on Friday. The Goldman Sachs Group set a $206.00 price objective on Vistra in a report on Wednesday, August 12th. TD Cowen lowered their price objective on Vistra from $222.00 to $221.00 and set a “buy” rating on the stock in a research report on Wednesday. Seaport Research Partners reissued a “buy” rating and set a $230.00 target price on shares of Vistra in a report on Monday, June 15th. Finally, Wells Fargo & Company reissued an “overweight” rating and set a $212.00 target price on shares of Vistra in a report on Monday, August 10th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Vistra has an average rating of “Moderate Buy” and a consensus target price of $226.94.

View Our Latest Report on Vistra

About Vistra

(Free Report)

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.