Two Seas Capital LP Acquires 245,024 Shares of Vistra Corp. $VST

23 Aug 2026, 08:16 by Renee Jackson · The Cerbat Gem

Two Seas Capital LP raised its holdings in Vistra Corp. (NYSE:VST – Free Report) by 132.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 430,621 shares of the company’s stock after acquiring an additional 245,024 shares during the period. Vistra comprises approximately 1.4% of Two Seas Capital LP’s holdings, making the stock its 16th biggest position. Two Seas Capital LP’s holdings in Vistra were worth $68,309,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of VST. Equitable Holdings Inc. lifted its holdings in shares of Vistra by 0.9% during the third quarter. Equitable Holdings Inc. now owns 7,045 shares of the company’s stock worth $1,380,000 after purchasing an additional 61 shares during the period. UMB Bank n.a. increased its holdings in Vistra by 3.8% in the fourth quarter. UMB Bank n.a. now owns 1,770 shares of the company’s stock valued at $286,000 after purchasing an additional 65 shares during the period. Rothschild Investment LLC raised its position in Vistra by 2.9% during the 4th quarter. Rothschild Investment LLC now owns 2,409 shares of the company’s stock worth $389,000 after purchasing an additional 68 shares during the last quarter. Outlook Wealth Advisors LLC raised its position in Vistra by 4.9% during the 1st quarter. Outlook Wealth Advisors LLC now owns 1,511 shares of the company’s stock worth $227,000 after purchasing an additional 70 shares during the last quarter. Finally, Principle Wealth Partners LLC lifted its holdings in Vistra by 0.5% during the 4th quarter. Principle Wealth Partners LLC now owns 14,462 shares of the company’s stock worth $2,333,000 after buying an additional 73 shares during the period. Institutional investors own 90.88% of the company’s stock.

Vistra Stock Performance

Shares of VST opened at $136.43 on Friday. The company has a current ratio of 0.97, a quick ratio of 0.87 and a debt-to-equity ratio of 5.87. The stock has a market capitalization of $45.79 billion, a P/E ratio of 23.05 and a beta of 1.41. The firm’s fifty day simple moving average is $153.73 and its two-hundred day simple moving average is $155.83. Vistra Corp. has a 12 month low of $132.66 and a 12 month high of $219.82.

Vistra (NYSE:VST – Get Free Report) last issued its quarterly earnings results on Friday, August 7th. The company reported $0.76 earnings per share for the quarter, missing analysts’ consensus estimates of $1.61 by ($0.85). Vistra had a return on equity of 108.68% and a net margin of 11.55%.The business had revenue of $4.02 billion for the quarter, compared to analyst estimates of $5.46 billion. As a group, analysts predict that Vistra Corp. will post 9.23 EPS for the current year.

Vistra Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Monday, September 21st will be paid a dividend of $0.23 per share. This is an increase from Vistra’s previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, September 21st. Vistra’s payout ratio is 15.54%.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on VST shares. Morgan Stanley upped their price target on Vistra from $212.00 to $227.00 and gave the company an “overweight” rating in a research report on Friday. Weiss Ratings downgraded Vistra from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, August 13th. TD Cowen cut their price objective on Vistra from $222.00 to $221.00 and set a “buy” rating on the stock in a research note on Wednesday. Zacks Research cut Vistra from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 18th. Finally, Jefferies Financial Group reiterated a “buy” rating and issued a $190.00 target price on shares of Vistra in a report on Thursday, May 21st. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, Vistra has a consensus rating of “Moderate Buy” and a consensus target price of $226.94.

Read Our Latest Stock Report on Vistra

Insiders Place Their Bets

In other Vistra news, Director Paul M. Barbas sold 244 shares of Vistra 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 directly owned 53,006 shares in the company, valued at approximately $8,109,918. The trade was a 0.46% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director John R. Sult sold 6,500 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $170.00, for a total value of $1,105,000.00. Following the transaction, the director owned 70,714 shares in the company, valued at $12,021,380. The trade was a 8.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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. Company insiders own 0.92% of the company’s stock.

Vistra Company Profile

(Free Report)

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.