Oak Grove Capital LLC lifted its stake in shares of Vistra Corp. (NYSE:VST – Free Report) by 12.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 224,510 shares of the company’s stock after buying an additional 25,400 shares during the quarter. Vistra makes up about 1.4% of Oak Grove Capital LLC’s investment portfolio, making the stock its 13th largest holding. Oak Grove Capital LLC owned approximately 0.07% of Vistra worth $31,061,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds also recently added to or reduced their stakes in VST. Apella Capital LLC increased its holdings in Vistra by 2.6% in the third quarter. Apella Capital LLC now owns 2,728 shares of the company’s stock valued at $377,000 after buying an additional 69 shares during the last quarter. Outlook Wealth Advisors LLC lifted its position in shares of Vistra by 4.9% in the 1st quarter. Outlook Wealth Advisors LLC now owns 1,511 shares of the company’s stock worth $227,000 after buying an additional 70 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its holdings in Vistra by 5.3% in the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,728 shares of the company’s stock worth $274,000 after acquiring an additional 87 shares during the last quarter. Portfolio Design Labs LLC lifted its holdings in Vistra by 1.2% in the second quarter. Portfolio Design Labs LLC now owns 7,348 shares of the company’s stock worth $1,166,000 after acquiring an additional 87 shares during the last quarter. Finally, First National Bank of Hutchinson lifted its holdings in shares of Vistra by 2.0% in the 1st quarter. First National Bank of Hutchinson now owns 4,521 shares of the company’s stock worth $680,000 after purchasing an additional 90 shares during the last quarter. 90.88% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In other news, EVP Scott A. Hudson sold 22,222 shares of the stock in a transaction on Tuesday, October 6th. The stock was sold at an average price of $160.14, for a total value of $3,558,631.08. Following the completion of the sale, the executive vice president owned 308,915 shares in the company, valued at $49,469,648.10. This represents a 6.71% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO James Burke acquired 4,465 shares of Vistra stock in a transaction that occurred on Tuesday, September 1st. The stock was acquired at an average cost of $135.25 per share, with a total value of $603,891.25. Following the completion of the purchase, the chief executive officer owned 1,146,352 shares in the company, valued at approximately $155,044,108. This 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 currently owned by insiders.
Vistra Stock Up 3.6%
Vistra (NYSE:VST – Get Free Report) last posted its quarterly earnings data on Friday, August 7th. The company reported $0.76 earnings per share for the quarter, missing the consensus estimate of $1.61 by ($0.85). The business had revenue of $4.02 billion for the quarter, compared to the consensus estimate of $5.46 billion. Vistra had a net margin of 11.55% and a return on equity of 108.68%. On average, equities analysts predict that Vistra Corp. will post 9.04 EPS for the current fiscal year.
Vistra Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st were given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from Vistra’s previous quarterly dividend of $0.2290. The ex-dividend date of this dividend was Monday, September 21st. Vistra’s payout ratio is presently 15.54%.
Analysts Set New Price Targets
A number of analysts recently weighed in on the stock. BNP Paribas Exane set a $255.00 price objective on shares of Vistra in a report on Wednesday, August 19th. Seaport Research Partners reiterated a “buy” rating and set a $230.00 price objective on shares of Vistra in a research report on Monday, June 15th. Williams Trading set a $202.00 price target on Vistra in a research report on Friday, October 2nd. The Goldman Sachs Group set a $206.00 price target on Vistra in a research note on Wednesday, August 12th. Finally, Mizuho began coverage on shares of Vistra in a research note on Monday, August 24th. They set an “outperform” rating and a $169.00 target price on the stock. Fifteen equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $217.61.
Read Our Latest Research Report on VST
More Vistra News
Here are the key news stories impacting Vistra this week:
- Positive Sentiment: The U.S. Department of Energy conditionally committed up to $4.2 billion in loans to support Vistra’s nuclear expansion and extend the operating lives of plants in Pennsylvania and Ohio. The financing could lower capital requirements and strengthen the long-term value of the company’s nuclear assets. U.S. loan to Vistra
- Positive Sentiment: Investors continue to price in growing demand for reliable, around-the-clock power from AI data centers. Vistra’s long-term agreements with major customers, including Meta and New Era Energy, may provide greater revenue visibility and support future cash flow. Vistra growth and customer contracts
- Positive Sentiment: Recent fundamental commentary noted that second-quarter 2026 adjusted EBITDA increased more than 30% year over year. Analysts remain broadly constructive, with reported price targets well above the current trading range, although estimates imply that much of the AI-power opportunity is already reflected in the valuation. Vistra earnings outlook
- Neutral Sentiment: The nuclear sector outlook describes 2026 as a period of “digestion rather than deterioration.” Investors are weighing strong AI-related demand against high capital spending, financing costs and the time required to expand generation capacity. Nuclear sector outlook
- Negative Sentiment: An executive sold 22,222 shares for approximately $3.6 million, while another report cited an insider sale of roughly $3.3 million. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a bearish signal, but they add near-term selling pressure. Vistra insider sale
- Negative Sentiment: Vistra’s previous quarterly results missed consensus estimates for both earnings and revenue, making the November 6 report important. Investors will look for evidence that contracted demand and higher EBITDA can offset execution risks, substantial leverage and ongoing regulatory uncertainty.
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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