Allspring Global Investments Holdings LLC Boosts Stock Position in Vistra Corp. $VST

Allspring Global Investments Holdings LLC lifted its holdings in shares of Vistra Corp. (NYSE:VST) by 18.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 694,157 shares of the company’s stock after buying an additional 109,096 shares during the quarter. Allspring Global Investments Holdings LLC owned approximately 0.21% of Vistra worth $106,872,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in shares of Vistra in the fourth quarter worth about $25,000. Mcguire Capital Advisors Inc. acquired a new stake in Vistra in the 4th quarter valued at about $28,000. Kemnay Advisory Services Inc. acquired a new stake in Vistra in the 4th quarter valued at about $30,000. Strive Financial Group LLC purchased a new position in Vistra in the 4th quarter worth approximately $33,000. Finally, Salomon & Ludwin LLC lifted its stake in Vistra by 74.8% in the 4th quarter. Salomon & Ludwin LLC now owns 215 shares of the company’s stock worth $35,000 after purchasing an additional 92 shares in the last quarter. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. Seaport Research Partners restated a “buy” rating and issued a $230.00 price target on shares of Vistra in a research report on Monday, June 15th. TD Cowen reduced their price objective on Vistra from $253.00 to $230.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. JPMorgan Chase & Co. cut their target price on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Morgan Stanley reissued an “overweight” rating and set a $210.00 price target on shares of Vistra in a research report on Wednesday, June 24th. Finally, Weiss Ratings lowered shares of Vistra from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus price target of $230.62.

Vistra News Summary

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Scotiabank raised its FY2026 and FY2027 earnings estimates for Vistra, while keeping an Outperform rating and a $298 price target, reinforcing the view that earnings can keep growing. Scotiabank Raises Vistra Estimates
• Positive Sentiment: News that Vistra secured PJM capacity points to better future revenue visibility, which investors typically view as supportive for utility and power producer stocks. Vistra Secures PJM Capacity
• Positive Sentiment: Coverage highlighting rising demand from data centers and increased capital investments in nuclear, solar, storage, and gas assets suggests Vistra could benefit from long-term load growth and reliable earnings expansion. Vistra Benefiting From Data Center Demand
• Positive Sentiment: KeyBanc reaffirmed its Buy rating, adding to the bullish analyst tone around the stock. KeyBanc Sticks to Buy Rating
• Neutral Sentiment: Vistra was also mentioned in media coverage and trading commentary as a stock showing momentum, which may reflect investor enthusiasm but does not add new fundamental information. Vistra Rises Higher Than Market

Insiders Place Their Bets

In other Vistra news, CAO Margaret Montemayor sold 4,600 shares of Vistra stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $160.00, for a total value of $736,000.00. Following the completion of the sale, the chief accounting officer owned 9,760 shares in the company, valued at $1,561,600. The trade was a 32.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Paul M. Barbas sold 244 shares of Vistra stock in a transaction on Monday, June 15th. The shares were sold at an average price of $153.00, for a total transaction of $37,332.00. Following the transaction, the director owned 53,006 shares in the company, valued at $8,109,918. The trade was a 0.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 41,588 shares of company stock valued at $6,739,227 in the last quarter. Corporate insiders own 0.92% of the company’s stock.

Vistra Stock Up 1.7%

Vistra stock opened at $155.12 on Friday. The company has a market capitalization of $52.30 billion, a P/E ratio of 25.98 and a beta of 1.40. The company has a debt-to-equity ratio of 5.51, a quick ratio of 0.79 and a current ratio of 0.90. Vistra Corp. has a fifty-two week low of $132.66 and a fifty-two week high of $219.82. The stock has a 50-day simple moving average of $154.14 and a 200-day simple moving average of $158.42.

Vistra (NYSE:VST) last posted its quarterly earnings data on Thursday, May 7th. The company reported $2.87 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $1.55. The company had revenue of $5.64 billion during the quarter, compared to analysts’ expectations of $5.22 billion. Vistra had a return on equity of 105.64% and a net margin of 11.52%. Equities research analysts expect that Vistra Corp. will post 9.53 earnings per share for the current year.

Vistra Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were issued a $0.229 dividend. This is a positive change from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date was Monday, June 22nd. This represents a $0.92 dividend on an annualized basis and a yield of 0.6%. Vistra’s payout ratio is currently 15.41%.

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.