Intech Investment Management LLC Has $27.54 Million Stake in Vistra Corp. $VST

Intech Investment Management LLC increased its stake in Vistra Corp. (NYSE:VST) by 25.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 140,543 shares of the company’s stock after purchasing an additional 28,440 shares during the quarter. Intech Investment Management LLC’s holdings in Vistra were worth $27,535,000 at the end of the most recent reporting period.

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

Key Stories Impacting Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Company is increasing power capacity targeted at data centers, completed a roughly $4 billion acquisition to expand generation (natural gas & nuclear) and is maintaining dividend growth — supports revenue/earnings growth from hyperscale demand. Vistra Doubles Down On Data Center Power While Growing Dividends
• Positive Sentiment: “Smart money” options flow shows heavy bullish bets in VST options, indicating investor/speculator conviction about near-term upside and increasing buy-side activity. Smart Money Is Betting Big In VST Options
• Positive Sentiment: Analyst support: Wells Fargo reaffirmed a Buy and $236 price target (implying substantial upside), reinforcing bullish institutional views on the story. What’s Latest With Vistra Corp. (VST)
• Positive Sentiment: Nuclear power tailwinds — MarketBeat highlights a potential “nuclear supercycle” as AI/data-center demand raises baseload power value; positions Vistra as a beneficiary of structural demand. Radioactive Returns: Geopolitics and AI Fuel a Nuclear Supercycle
• Neutral Sentiment: Morgan Stanley trimmed its price target (from $227 to $215) but kept an Overweight rating — suggests continued long-term confidence but slightly reduced near-term expectations. Morgan Stanley Lowers Vistra (VST) Target While Staying Bullish on Long-Term Outlook
• Neutral Sentiment: Investor guides and analyst roundups (Fool, Investing.com) highlight solid EBITDA/margins and growing capacity but note a relatively low dividend yield versus peers — mixed signal for income-focused investors. Should You Buy Vistra Stock While It’s Below $200 — Or Wait for a Better Yield?
• Negative Sentiment: Operational/headline risk: shares have lagged the industry due to a Moss Landing setback — a reminder that project execution and localized issues can weigh near-term performance. VST Stock Underperforms Industry in the Past 6 Months: How to Play?

Vistra Stock Up 2.2%

Shares of VST opened at $175.39 on Thursday. The company has a quick ratio of 0.88, a current ratio of 0.99 and a debt-to-equity ratio of 5.74. The company has a 50-day moving average price of $163.02 and a two-hundred day moving average price of $181.08. The stock has a market cap of $59.43 billion, a price-to-earnings ratio of 63.32, a P/E/G ratio of 1.04 and a beta of 1.40. Vistra Corp. has a 12 month low of $90.51 and a 12 month high of $219.82.

Vistra Increases Dividend

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

Insider Buying and Selling

In other Vistra news, CEO James A. Burke sold 22,251 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $162.05, for a total value of $3,605,774.55. Following the sale, the chief executive officer directly owned 297,998 shares in the company, valued at $48,290,575.90. This represents a 6.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 1.42% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

VST has been the subject of a number of research reports. Bank of America reduced their price target on shares of Vistra from $231.00 to $218.00 and set a “buy” rating for the company in a report on Monday, January 12th. UBS Group upped their price objective on shares of Vistra from $230.00 to $233.00 and gave the company a “buy” rating in a research report on Monday, January 12th. BMO Capital Markets increased their target price on shares of Vistra from $230.00 to $244.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. JPMorgan Chase & Co. decreased their target price on Vistra from $249.00 to $233.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 16th. Finally, Evercore upped their price target on Vistra from $237.00 to $243.00 and gave the company an “outperform” rating in a report on Friday, November 7th. Three investment 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’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $236.73.

Vistra 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.