Birch Hill Investment Advisors LLC Purchases New Shares in Vistra Corp. $VST

Birch Hill Investment Advisors LLC purchased a new stake in Vistra Corp. (NYSE:VST) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 3,210 shares of the company’s stock, valued at approximately $518,000.

Several other large investors have also added to or reduced their stakes in VST. Empowered Funds LLC boosted its holdings in Vistra by 24.1% in the first quarter. Empowered Funds LLC now owns 20,190 shares of the company’s stock valued at $2,371,000 after acquiring an additional 3,920 shares in the last quarter. Woodline Partners LP boosted its holdings in Vistra by 40.7% in the first quarter. Woodline Partners LP now owns 28,744 shares of the company’s stock valued at $3,376,000 after acquiring an additional 8,312 shares in the last quarter. Focus Partners Wealth boosted its holdings in Vistra by 37.3% in the first quarter. Focus Partners Wealth now owns 7,828 shares of the company’s stock valued at $920,000 after acquiring an additional 2,125 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in Vistra in the second quarter valued at $269,000. Finally, Slocum Gordon & Co LLP boosted its holdings in Vistra by 20.0% in the second quarter. Slocum Gordon & Co LLP now owns 1,200 shares of the company’s stock valued at $233,000 after acquiring an additional 200 shares in the last quarter. Institutional investors own 90.88% of the company’s stock.

Insiders Place Their Bets

In other Vistra news, EVP Stephanie Zapata Moore sold 10,000 shares of the business’s stock in a transaction dated Monday, March 9th. The stock was sold at an average price of $160.31, for a total value of $1,603,100.00. Following the completion of the transaction, the executive vice president owned 114,409 shares of the company’s stock, valued at approximately $18,340,906.79. The trade was a 8.04% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.92% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently weighed in on the stock. Wells Fargo & Company cut their price target on shares of Vistra from $236.00 to $234.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. Scotiabank lifted their price target on shares of Vistra from $287.00 to $293.00 and gave the company an “outperform” rating in a report on Monday, January 12th. Jefferies Financial Group upgraded shares of Vistra from a “hold” rating to a “buy” rating and boosted their target price for the company from $191.00 to $203.00 in a report on Tuesday, February 10th. Weiss Ratings restated a “hold (c)” rating on shares of Vistra in a report on Friday, March 27th. Finally, Bank of America dropped their target price on shares of Vistra from $231.00 to $218.00 and set a “buy” rating on the stock in a report on Monday, January 12th. Three research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average target price of $236.87.

Vistra Price Performance

Shares of NYSE:VST opened at $163.14 on Friday. Vistra Corp. has a fifty-two week low of $103.34 and a fifty-two week high of $219.82. The business has a 50-day simple moving average of $161.28 and a two-hundred day simple moving average of $170.68. The company has a debt-to-equity ratio of 6.01, a quick ratio of 0.69 and a current ratio of 0.78. The firm has a market cap of $55.23 billion, a price-to-earnings ratio of 75.18, a price-to-earnings-growth ratio of 1.01 and a beta of 1.49.

Vistra (NYSE:VST) last issued its earnings results on Thursday, February 26th. The company reported $2.18 earnings per share for the quarter, missing analysts’ consensus estimates of $2.45 by ($0.27). Vistra had a return on equity of 81.09% and a net margin of 5.32%.The business had revenue of $4.58 billion during the quarter, compared to analysts’ expectations of $5.75 billion. On average, analysts expect that Vistra Corp. will post 7 earnings per share for the current year.

Vistra Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Shareholders of record on Friday, March 20th were given a $0.228 dividend. This is a positive change from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend was Friday, March 20th. This represents a $0.91 dividend on an annualized basis and a yield of 0.6%. Vistra’s payout ratio is presently 41.94%.

Vistra News Summary

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Technical momentum — VST is trading above its 50‑day simple moving average and is up ~43% year‑over‑year, a signal some momentum traders and quant funds use to buy. This supports near‑term demand for the stock. Vistra Stock Trades Above 50-Day SMA: Buy, Hold or Take Profits?
• Positive Sentiment: Digital transformation signal — Vistra appointed Damian Leach as Chief AI & Digital Officer to accelerate AI and digital capabilities, which may improve operational efficiency, hedging analytics and customer offerings over time. Investors often reward visible tech/efficiency initiatives in commodity‑exposed companies. Vistra Names Chief AI And Digital Officer As Investors Weigh Valuation
• Positive Sentiment: High profile endorsement — Jim Cramer publicly called Vistra “a steal” on Mad Money, which can boost retail interest and buying pressure in the short term. Jim Cramer on Vistra: “I Know It’s Utility, Doesn’t Matter, It’s a Steal”
• Neutral Sentiment: Cramer comparison / sector choice — in other comments Cramer named Sempra his preferred pick over Vistra and Constellation; that introduces mixed media context and may limit further upside from Cramer’s endorsement alone. Jim Cramer Names Sempra His Favorite Choice Over Vistra and Constellation
• Neutral Sentiment: Price action context — recent intraday gains (e.g., a 1.6% session close) show continued buying, but volume has been below recent averages so momentum may be fragile until confirmed by stronger volume or fundamental beats. Vistra Corp. (VST) Surpasses Market Returns: Some Facts Worth Knowing
• Negative Sentiment: Insider selling and fundamentals — notable insider dispositions over the last year and the company’s leverage/valuation (high D/E and elevated P/E) are potential red flags for some investors; together with past quarterly revenue/earnings misses, this likely contributes to profit‑taking or cautious institutional positioning. Possible Bearish Signals With Vistra Insiders Disposing Stock

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.