Dana Investment Advisors Inc. Has $429,000 Stake in Vistra Corp. $VST

Dana Investment Advisors Inc. lowered its holdings in Vistra Corp. (NYSE:VST) by 76.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,189 shares of the company’s stock after selling 7,227 shares during the quarter. Dana Investment Advisors Inc.’s holdings in Vistra were worth $429,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Empowered Funds LLC grew its holdings in Vistra by 24.1% during the 1st quarter. Empowered Funds LLC now owns 20,190 shares of the company’s stock worth $2,371,000 after acquiring an additional 3,920 shares during the last quarter. Woodline Partners LP lifted its position in shares of Vistra by 40.7% during the first quarter. Woodline Partners LP now owns 28,744 shares of the company’s stock worth $3,376,000 after purchasing an additional 8,312 shares in the last quarter. Focus Partners Wealth lifted its position in shares of Vistra by 37.3% during the first quarter. Focus Partners Wealth now owns 7,828 shares of the company’s stock worth $920,000 after purchasing an additional 2,125 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of Vistra during the second quarter valued at approximately $269,000. Finally, Brighton Jones LLC increased its holdings in shares of Vistra by 166.8% in the second quarter. Brighton Jones LLC now owns 2,003 shares of the company’s stock valued at $388,000 after purchasing an additional 5,003 shares in the last quarter. 90.88% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

VST has been the topic of several research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Vistra in a report on Monday, December 29th. Morgan Stanley reaffirmed an “overweight” rating and set a $215.00 price target on shares of Vistra in a research note on Friday, February 20th. The Goldman Sachs Group raised shares of Vistra from a “neutral” rating to a “buy” rating and set a $205.00 target price on the stock in a research note on Friday, February 6th. BMO Capital Markets boosted their price target on shares of Vistra from $230.00 to $244.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Vistra from $249.00 to $233.00 and set an “overweight” rating on the stock in a report on Tuesday, December 16th. Three analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $236.60.

Vistra Stock Performance

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

Vistra Increases Dividend

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

Vistra News Roundup

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

Insider Activity

In related news, CEO James A. Burke sold 22,251 shares of the company’s stock in a transaction 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 completion of the sale, the chief executive officer owned 297,998 shares in the company, valued at $48,290,575.90. This represents a 6.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.42% 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.