Twin Capital Management Inc. Invests $798,000 in Vistra Corp. $VST

Twin Capital Management Inc. acquired a new stake in Vistra Corp. (NYSE:VST) in the 1st quarter, Holdings Channel reports. The fund acquired 5,310 shares of the company’s stock, valued at approximately $798,000.

Several other institutional investors also recently added to or reduced their stakes in VST. Bank of New York Mellon Corp grew its position in shares of Vistra by 1.0% during the first quarter. Bank of New York Mellon Corp now owns 2,385,939 shares of the company’s stock worth $358,678,000 after acquiring an additional 23,636 shares during the last quarter. Harel Insurance Investments & Financial Services Ltd. raised its position in Vistra by 5.4% in the 1st quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,866 shares of the company’s stock valued at $431,000 after purchasing an additional 146 shares during the last quarter. Hudson Canyon Capital Management raised its position in Vistra by 6.7% in the 1st quarter. Hudson Canyon Capital Management now owns 13,601 shares of the company’s stock valued at $2,045,000 after purchasing an additional 857 shares during the last quarter. NFSG Corp boosted its stake in Vistra by 148.8% during the 1st quarter. NFSG Corp now owns 4,453 shares of the company’s stock worth $669,000 after purchasing an additional 2,663 shares during the period. Finally, Zweig DiMenna Associates LLC acquired a new stake in Vistra during the 1st quarter worth $4,360,000. Institutional investors and hedge funds own 90.88% of the company’s stock.

Key Vistra News

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: KeyBanc reiterated its Buy rating on Vistra, adding to recent bullish sentiment from Wall Street. KeyBanc Sticks to Its Buy Rating for Vistra Corp (VST)
• Positive Sentiment: Scotiabank raised its price target on Vistra to $298 from $293 and kept a sector outperform rating, signaling expectations for meaningful upside. Scotiabank price target raise
• Positive Sentiment: News that Vistra secured PJM capacity improved visibility into future revenue, which is important for a power generator with a large capital base. Vistra Secures PJM Capacity, Bolstering Future Revenue Visibility
• Positive Sentiment: Several reports point to stronger demand from data centers and rising capital investment in nuclear, solar, storage, and gas assets, which could support long-term earnings growth and grid reliability. Why Is Vistra (NYSE:VST) Benefiting From Data Center Demand? Can Increased Capital Investments Boost VST Stock’s Performance?
• Neutral Sentiment: Vistra was also mentioned on CNBC’s Final Trades and in momentum-focused market coverage, which can add attention but does not change fundamentals by itself. Meta, Vistra, T Rowe Price and a health care stock on CNBC’s Final Trades
• Neutral Sentiment: Recent “rises higher than market” and momentum articles mainly reflect the stock’s recent strength rather than a new catalyst. Vistra Corp. (VST) Rises Higher Than Market: Key Facts

Vistra Price Performance

Shares of NYSE:VST opened at $152.67 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.90 and a debt-to-equity ratio of 5.51. The company has a market cap of $51.48 billion, a P/E ratio of 25.57 and a beta of 1.40. Vistra Corp. has a 52 week low of $132.66 and a 52 week high of $219.82. The company has a 50-day moving average price of $154.00 and a 200 day moving average price of $158.45.

Vistra (NYSE:VST) last released its earnings results on Thursday, May 7th. The company reported $2.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $1.55. The company had revenue of $5.64 billion for 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%. Research analysts predict that Vistra Corp. will post 9.52 earnings per share for the current year.

Vistra Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were paid a $0.229 dividend. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. This is a boost from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date was Monday, June 22nd. Vistra’s dividend payout ratio (DPR) is presently 15.41%.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on VST. Sanford C. Bernstein set a $187.00 price objective on shares of Vistra and gave the stock an “outperform” rating in a research report on Tuesday, June 16th. Raymond James Financial set a $208.00 target price on shares of Vistra in a report on Monday, April 27th. Morgan Stanley reaffirmed an “overweight” rating and set a $210.00 price objective on shares of Vistra in a research note on Wednesday, June 24th. Weiss Ratings raised Vistra from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, May 11th. Finally, JPMorgan Chase & Co. dropped their target price on Vistra from $240.00 to $231.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat, Vistra presently has an average rating of “Buy” and a consensus target price of $230.62.

Insiders Place Their Bets

In related news, CAO Margaret Montemayor sold 5,000 shares of the company’s stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $164.96, for a total transaction of $824,800.00. Following the transaction, the chief accounting officer owned 14,360 shares of the company’s stock, valued at $2,368,825.60. This represents a 25.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Scott B. Helm sold 25,000 shares of the stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $160.00, for a total value of $4,000,000.00. Following the completion of the transaction, the director owned 232,200 shares of the company’s stock, valued at $37,152,000. The trade was a 9.72% 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. Over the last ninety days, insiders sold 41,588 shares of company stock worth $6,739,227. Insiders own 0.92% of the company’s 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.