American Century Companies Inc. Purchases 28,338 Shares of Vistra Corp. $VST

American Century Companies Inc. raised its position in shares of Vistra Corp. (NYSE:VST) by 1.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,711,220 shares of the company’s stock after acquiring an additional 28,338 shares during the period. American Century Companies Inc. owned approximately 0.51% of Vistra worth $335,263,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in VST. Salomon & Ludwin LLC acquired a new position in shares of Vistra during the 3rd quarter worth about $25,000. Quent Capital LLC bought a new position in Vistra in the 3rd quarter worth approximately $25,000. Archer Investment Corp increased its position in Vistra by 2,700.0% in the 3rd quarter. Archer Investment Corp now owns 140 shares of the company’s stock worth $27,000 after buying an additional 135 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Vistra during the second quarter worth approximately $28,000. Finally, Anfield Capital Management LLC bought a new stake in shares of Vistra in the second quarter valued at approximately $29,000. 90.88% of the stock is owned by institutional investors and hedge funds.

Vistra Stock Down 1.9%

Shares of NYSE VST opened at $173.42 on Friday. The firm has a market capitalization of $58.76 billion, a PE ratio of 62.61, a price-to-earnings-growth ratio of 1.07 and a beta of 1.40. The company has a current ratio of 0.99, a quick ratio of 0.88 and a debt-to-equity ratio of 5.74. Vistra Corp. has a 1 year low of $90.51 and a 1 year high of $219.82. The firm’s 50-day moving average is $163.44 and its 200-day moving average is $180.87.

Vistra Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Friday, March 20th will be paid a $0.228 dividend. The ex-dividend date of this dividend is Friday, March 20th. This is a boost from Vistra’s previous quarterly dividend of $0.23. This represents a $0.91 dividend on an annualized basis and a yield of 0.5%. Vistra’s payout ratio is 32.85%.

Insider Buying and Selling

In other Vistra news, CEO James A. Burke sold 22,251 shares of Vistra stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $162.05, for a total transaction of $3,605,774.55. Following the completion of the sale, the chief executive officer owned 297,998 shares of the company’s stock, valued at approximately $48,290,575.90. The trade was a 6.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 1.42% of the company’s stock.

Key Headlines Impacting Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Operational beat and AI-driven demand — Vistra said core profit beat estimates, citing stronger power demand driven in part by AI-related loads; this supports the company’s earnings power and growth thesis. Vistra beats quarterly core profit estimates
• Positive Sentiment: Record 2025 operating results and constructive 2026 guidance — Vistra reported Ongoing Operations Adjusted EBITDA of ~$5.91B and strong adjusted free cash flow, and its 2026 guidance was presented as reinforcing a multi‑year growth path, which underpins longer‑term valuation. Press Release
• Positive Sentiment: Fleet expansion improves market positioning — Announcements about expanding Vistra’s dispatchable fleet should boost its exposure to power market upside and demand from data centers and other large users. Fleet expansion article
• Neutral Sentiment: Analyst view unchanged despite trim — Wells Fargo trimmed its price target slightly from $236 to $234 but kept an “overweight” rating, implying meaningful upside; the small target cut is a mild signal but not a rating downgrade. Benzinga
• Neutral Sentiment: More color available — Earnings call transcript, slides and multiple analyst write-ups (Zacks, Seeking Alpha, Yahoo/Fool) provide detail for investors to parse operational vs. accounting impacts. Zacks Q4 metrics
• Negative Sentiment: GAAP earnings and revenue misses; large unrealized hedge losses — The quarter showed a sizable EPS and revenue miss against some street estimates, and an $808M non‑cash unrealized commodity hedging loss depressed GAAP results, which likely pressured the stock. Press Release / Slide Deck
• Negative Sentiment: Relative performance concerns — Analyst comparisons (e.g., Zacks piece contrasting VST vs. NRG) note peers may offer stronger ROE, yield or recent performance, which can shift investor preference within the utility/power space. VST vs NRG

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Vistra in a research note on Monday, December 29th. BMO Capital Markets increased their price target on shares of Vistra from $230.00 to $244.00 and gave the company an “outperform” rating in a report on Monday, January 12th. UBS Group boosted their price objective on shares of Vistra from $230.00 to $233.00 and gave the stock a “buy” rating in a report on Monday, January 12th. JPMorgan Chase & Co. cut their price objective on shares of Vistra from $249.00 to $233.00 and set an “overweight” rating for the company in a research report on Tuesday, December 16th. Finally, The Goldman Sachs Group raised Vistra from a “neutral” rating to a “buy” rating and set a $205.00 target price on the stock in a research report on Friday, February 6th. Three analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $236.60.

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.