Donoghue Forlines LLC Has $3.43 Million Stock Holdings in Vistra Corp. $VST

Donoghue Forlines LLC increased its position in Vistra Corp. (NYSE:VST) by 98.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,493 shares of the company’s stock after buying an additional 8,660 shares during the quarter. Vistra accounts for approximately 1.0% of Donoghue Forlines LLC’s investment portfolio, making the stock its 13th largest position. Donoghue Forlines LLC’s holdings in Vistra were worth $3,427,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. One Wealth Management Investment & Advisory Services LLC bought a new stake in Vistra during the 3rd quarter worth approximately $487,000. Resonant Capital Advisors LLC lifted its holdings in shares of Vistra by 417.6% during the third quarter. Resonant Capital Advisors LLC now owns 6,527 shares of the company’s stock worth $1,279,000 after purchasing an additional 5,266 shares during the period. Meitav Investment House Ltd. bought a new stake in shares of Vistra in the third quarter worth $346,000. Maryland State Retirement & Pension System grew its stake in shares of Vistra by 1.3% in the third quarter. Maryland State Retirement & Pension System now owns 16,664 shares of the company’s stock worth $3,265,000 after purchasing an additional 221 shares during the last quarter. Finally, McBroom & Associates LLC increased its holdings in Vistra by 61.7% in the third quarter. McBroom & Associates LLC now owns 34,975 shares of the company’s stock valued at $6,852,000 after purchasing an additional 13,345 shares during the period. Institutional investors own 90.88% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on the company. Evercore ISI lifted their target price on Vistra from $237.00 to $243.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. BMO Capital Markets raised their price objective on Vistra from $230.00 to $244.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. Wells Fargo & Company began coverage on Vistra in a report on Monday, October 27th. They issued an “overweight” rating and a $238.00 target price on the stock. KeyCorp began coverage on shares of Vistra in a research report on Monday, November 24th. They set an “overweight” rating and a $217.00 target price for the company. Finally, Scotiabank boosted 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. Four research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $239.40.

Vistra Price Performance

Shares of VST opened at $166.93 on Friday. The firm has a market cap of $56.56 billion, a PE ratio of 60.26, a price-to-earnings-growth ratio of 1.03 and a beta of 1.41. Vistra Corp. has a 52-week low of $90.51 and a 52-week high of $219.82. The business’s 50 day moving average price is $169.20 and its two-hundred day moving average price is $187.86. The company has a debt-to-equity ratio of 5.74, a quick ratio of 0.88 and a current ratio of 0.99.

Vistra (NYSE:VST) last released its quarterly earnings data on Friday, November 7th. The company reported $1.75 earnings per share for the quarter, missing the consensus estimate of $1.78 by ($0.03). Vistra had a net margin of 6.70% and a return on equity of 64.04%. The company had revenue of $4.97 billion during the quarter, compared to the consensus estimate of $6.60 billion. On average, equities analysts anticipate that Vistra Corp. will post 7 EPS for the current year.

Vistra Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd were issued a dividend of $0.227 per share. This is an increase from Vistra’s previous quarterly dividend of $0.23. This represents a $0.91 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, December 22nd. Vistra’s dividend payout ratio (DPR) is currently 32.49%.

Insider Transactions at Vistra

In other Vistra news, EVP Scott A. Hudson sold 56,000 shares of the stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $168.86, for a total value of $9,456,160.00. Following the transaction, the executive vice president owned 306,600 shares in the company, valued at approximately $51,772,476. This represents a 15.44% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO James A. Burke sold 22,251 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $162.05, for a total value of $3,605,774.55. Following the sale, the chief executive officer owned 297,998 shares of the company’s stock, valued at approximately $48,290,575.90. This represents a 6.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 278,995 shares of company stock valued at $50,757,547 in the last 90 days. 1.42% of the stock is currently owned by corporate insiders.

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.