Vistra Corp. $VST Shares Acquired by Northside Capital Management LLC

Northside Capital Management LLC increased its stake in shares of Vistra Corp. (NYSE:VST) by 4.9% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 139,784 shares of the company’s stock after buying an additional 6,582 shares during the quarter. Vistra comprises about 1.8% of Northside Capital Management LLC’s holdings, making the stock its 13th largest position. Northside Capital Management LLC’s holdings in Vistra were worth $22,174,000 as of its most recent filing with the Securities & Exchange Commission.

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

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. UBS Group dropped their price objective on shares of Vistra from $233.00 to $227.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. Seaport Research Partners restated a “buy” rating and issued a $230.00 target price on shares of Vistra in a research note on Monday, June 15th. TD Cowen lowered their target price on shares of Vistra from $230.00 to $222.00 and set a “buy” rating on the stock in a report on Monday, July 27th. JPMorgan Chase & Co. lowered their target price on shares of Vistra from $240.00 to $231.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Finally, Morgan Stanley boosted their price target on shares of Vistra from $208.00 to $212.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Three equities research 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 stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $228.50.

Vistra Stock Performance

Shares of VST opened at $144.94 on Wednesday. The company has a quick ratio of 0.79, a current ratio of 0.90 and a debt-to-equity ratio of 5.51. Vistra Corp. has a 52-week low of $132.66 and a 52-week high of $219.82. The company has a 50-day simple moving average of $154.45 and a 200-day simple moving average of $156.82. The company has a market capitalization of $48.87 billion, a PE ratio of 24.48 and a beta of 1.41.

Vistra Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st will be given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date is Monday, September 21st. This is a positive change from Vistra’s previous quarterly dividend of $0.23. Vistra’s payout ratio is 15.54%.

Vistra News Roundup

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra’s second-quarter ongoing-operations adjusted EBITDA rose more than 30% year over year to $1.767 billion, indicating substantial operating strength despite lower GAAP profit. The decline in net income to $305 million was primarily linked to hedge-accounting effects rather than weaker core operations. Vistra EBITDA growth article
• Positive Sentiment: Management maintained its 2026 guidance, while rising electricity demand from data centers supports Vistra’s longer-term growth outlook and reinforces the investment case for its generation portfolio. VST Q2 earnings call article
• Positive Sentiment: Some coverage argues that the stock’s recent underperformance may create a contrarian opportunity if robust fundamentals and the company’s exposure to AI-related power demand attract renewed investor interest. Vistra contrarian options article
• Neutral Sentiment: The quarter presents a mixed picture: EBITDA growth was strong, but investors must distinguish cash-generating operating performance from GAAP earnings affected by hedging volatility. VST Q2 key metrics article
• Negative Sentiment: Vistra missed quarterly expectations, reporting $0.76 in EPS versus a $1.61 consensus estimate and $4.02 billion in revenue versus $5.46 billion expected, which may limit near-term enthusiasm.
• Negative Sentiment: Softer ERCOT pricing clouds the company’s 2027 outlook, creating concern that regional power-market weakness could offset some of the benefits from data-center demand. VST ERCOT outlook article

Insider Activity at Vistra

In other news, CAO Margaret Montemayor sold 4,600 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $160.00, for a total transaction of $736,000.00. Following the sale, the chief accounting officer owned 9,760 shares of the company’s stock, valued at $1,561,600. The trade was a 32.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Paul M. Barbas sold 244 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $153.00, for a total value of $37,332.00. Following the completion of the sale, the director owned 53,006 shares in the company, valued at approximately $8,109,918. This represents 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 have sold a total of 41,588 shares of company stock valued at $6,739,227 in the last 90 days. Insiders own 0.92% of the company’s stock.

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.