Overbrook Management Corp Sells 13,995 Shares of Vistra Corp. $VST

Overbrook Management Corp lessened its stake in Vistra Corp. (NYSE:VST) by 39.4% in the third quarter, Holdings Channel reports. The fund owned 21,484 shares of the company’s stock after selling 13,995 shares during the quarter. Overbrook Management Corp’s holdings in Vistra were worth $2,972,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of VST. BlackRock Inc. purchased a new position in shares of Vistra in the second quarter valued at $4,610,496,000. Bank of America Corp DE acquired a new position in Vistra in the 2nd quarter worth $468,354,000. Bank of New York Mellon Corp purchased a new position in Vistra in the 2nd quarter valued at about $381,938,000. Jupiter Topco LLC purchased a new position in Vistra in the 2nd quarter valued at about $262,169,000. Finally, Deutsche Bank AG acquired a new stake in shares of Vistra during the second quarter valued at about $138,267,000. Institutional investors and hedge funds own 90.88% of the company’s stock.

Vistra Stock Performance

Shares of NYSE:VST traded down $10.36 on Thursday, hitting $156.36. The company’s stock had a trading volume of 11,292,595 shares, compared to its average volume of 5,093,885. The company has a market capitalization of $52.48 billion, a price-to-earnings ratio of 26.41 and a beta of 1.38. The company has a debt-to-equity ratio of 5.87, a quick ratio of 0.87 and a current ratio of 0.97. The stock’s 50-day moving average is $143.51 and its two-hundred day moving average is $151.04. Vistra Corp. has a 12 month low of $132.66 and a 12 month high of $217.10.

Vistra (NYSE:VST) last announced its earnings results on Friday, August 7th. The company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.61 by ($0.85). The firm had revenue of $4.02 billion for the quarter, compared to the consensus estimate of $5.46 billion. Vistra had a return on equity of 108.68% and a net margin of 11.55%. On average, equities research analysts forecast that Vistra Corp. will post 9.04 EPS for the current year.

Vistra Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Monday, September 21st were paid a dividend of $0.23 per share. This is an increase from Vistra’s previous quarterly dividend of $0.2290. This represents a $0.92 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend was Monday, September 21st. Vistra’s dividend payout ratio (DPR) is 15.54%.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Siebert Williams Shank started coverage on Vistra in a research note on Friday, October 2nd. They issued a “buy” rating and a $202.00 price target on the stock. Seaport Research Partners reissued a “buy” rating and set a $230.00 price target on shares of Vistra in a research report on Monday, June 15th. Zacks Research cut shares of Vistra from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 18th. Wells Fargo & Company reissued an “overweight” rating and issued a $212.00 target price on shares of Vistra in a research report on Monday, August 10th. Finally, Williams Trading set a $202.00 price target on shares of Vistra in a research report on Friday, October 2nd. Fifteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat.com, Vistra has an average rating of “Moderate Buy” and an average target price of $217.61.

Insider Transactions at Vistra

In other Vistra news, CEO James Burke acquired 4,465 shares of Vistra stock in a transaction dated Tuesday, September 1st. The stock was bought at an average price of $135.25 per share, for a total transaction of $603,891.25. Following the transaction, the chief executive officer owned 1,146,352 shares in the company, valued at approximately $155,044,108. This trade represents a 0.39% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Scott A. Hudson sold 44,444 shares of Vistra stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $151.82, for a total transaction of $6,747,488.08. Following the completion of the transaction, the executive vice president directly owned 331,137 shares in the company, valued at $50,273,219.34. This represents a 11.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.92% of the stock is owned by insiders.

Vistra News Roundup

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: The U.S. Department of Energy announced a conditional loan commitment of up to $4.2 billion to support Vistra’s nuclear expansion and extend the operating lives of plants in Pennsylvania and Ohio. The funding could reduce financing needs and enhance the long-term value of the company’s nuclear fleet. U.S. loaning $4.2 billion to energy firm
• Positive Sentiment: Investors continue to view Vistra as a potential beneficiary of growing electricity demand from AI data centers. Long-term agreements with large customers and increasing interest from hyperscalers in dependable nuclear generation could improve future revenue visibility and cash flow. Vistra stock rallies on nuclear investment
• Neutral Sentiment: Analysts remain broadly constructive, with a consensus “Moderate Buy” rating and price targets above the current trading level, although BMO recently reduced its target. Investors are also comparing Vistra with Talen Energy to determine which company can convert AI-related power demand into shareholder cash flow after capital spending, interest costs and debt service. Analysts offer insights on Vistra
• Negative Sentiment: The latest decline followed an earlier sharp rally tied to the DOE announcement, suggesting investors may be locking in gains. Vistra also trades at a relatively elevated valuation while carrying substantial leverage, with a debt-to-equity ratio of 5.87.
• Negative Sentiment: EVP Scott Hudson sold 22,222 shares worth approximately $3.56 million under a pre-arranged Rule 10b5-1 plan. The scheduled nature of the sale reduces its significance, but insider selling can still weigh modestly on sentiment. Vistra insider share sale
• Negative Sentiment: Fundamental concerns remain after Vistra’s latest reported quarter missed analyst expectations on both EPS and revenue, leaving investors focused on whether nuclear expansion can translate into stronger earnings and free cash flow.

Vistra Profile

Vistra Corp. (NYSE:VST) is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.