Mitsubishi UFJ Asset Management Co. Ltd. Buys 5,763 Shares of Vistra Corp. $VST

27 Feb 2026, 11:56 by Sarita Garza · The Markets Daily

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in Vistra Corp. (NYSE:VST – Free Report) by 0.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 656,024 shares of the company’s stock after buying an additional 5,763 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Vistra were worth $128,528,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently made changes to their positions in the company. State Street Corp increased its holdings in Vistra by 1.4% in the 2nd quarter. State Street Corp now owns 16,660,027 shares of the company’s stock worth $3,228,880,000 after acquiring an additional 226,514 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in Vistra by 15.1% during the third quarter. Massachusetts Financial Services Co. MA now owns 7,106,465 shares of the company’s stock valued at $1,392,299,000 after purchasing an additional 930,912 shares in the last quarter. Norges Bank bought a new position in shares of Vistra in the second quarter worth approximately $930,080,000. Invesco Ltd. increased its stake in shares of Vistra by 25.2% in the second quarter. Invesco Ltd. now owns 4,537,384 shares of the company’s stock worth $879,390,000 after purchasing an additional 913,350 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its position in shares of Vistra by 0.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 2,344,142 shares of the company’s stock valued at $459,264,000 after purchasing an additional 16,321 shares during the period. 90.88% of the stock is owned by hedge funds and other institutional investors.

Vistra News Roundup

Here are the key news stories impacting Vistra this week:

Positive Sentiment: Company reported record full‑year 2025 performance with Ongoing Operations Adjusted EBITDA of $5.912B and Ongoing Operations Adjusted FCFbG of $3.592B, both beating the original guidance midpoint (EBITDA ~+$112M, FCFbG ~+$292M); strong cash flow and operational beats support the multi‑year growth story. Vistra Reports Fourth Quarter and Full-Year 2025 Results
Positive Sentiment: Management issued 2026 guidance that analysts and outlets say reinforces Vistra’s multi‑year growth path following the record 2025 results — an encouraging signal for forward revenue/EBITDA cadence. Vistra’s 2026 Guidance Reinforces Its Multi-Year Growth Path
Positive Sentiment: Elevated options activity suggests institutional/big‑money positioning in VST, which can amplify moves on favorable catalysts. Smart Money Is Betting Big In VST Options
Neutral Sentiment: Analyst commentary is mixed: Wells Fargo reaffirmed a Buy and $236 target (bullish), while Morgan Stanley trimmed its target to $215 but kept an Overweight rating — signals of long‑term support but some near‑term target re‑calibration. Morgan Stanley Lowers Vistra (VST) Target While Staying Bullish on Long-Term Outlook
Neutral Sentiment: Coverage pieces note that VST has lagged peers recently (Moss Landing operational setback), but highlight secular demand from data centers and M&A as potential upside catalysts — a mixed backdrop for valuation. VST Stock Underperforms Industry in the Past 6 Months: How to Play?
Negative Sentiment: Quarterly GAAP results showed an EPS miss (reported $0.55 vs. ~$2.45 est.) and revenue below consensus ($4.58B vs. ~$5.75B), reflecting items that pressured near‑term earnings — investors may focus on GAAP volatility and near‑term operational issues. View Press Release
Negative Sentiment: GAAP full‑year net income included an $808M unrealized hedge loss (expected to settle in later years), which compresses reported earnings and can spook short‑term GAAP‑focused investors despite strong adjusted metrics. Vistra Reports Fourth Quarter and Full-Year 2025 Results

Insiders Place Their Bets

In related news, CEO James A. Burke sold 22,251 shares of the company’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $162.05, for a total transaction of $3,605,774.55. Following the sale, the chief executive officer owned 297,998 shares of the company’s stock, valued at $48,290,575.90. This represents a 6.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 1.42% of the company’s stock.

Vistra Stock Performance

NYSE VST opened at $176.71 on Friday. The company has a debt-to-equity ratio of 5.74, a current ratio of 0.99 and a quick ratio of 0.88. Vistra Corp. has a 1-year low of $90.51 and a 1-year high of $219.82. The business has a 50 day simple moving average of $163.23 and a two-hundred day simple moving average of $181.05. The stock has a market capitalization of $59.87 billion, a PE ratio of 63.79, a P/E/G ratio of 1.06 and a beta of 1.40.

Vistra Increases Dividend

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

Analysts Set New Price Targets

Several research analysts recently weighed in on VST shares. Evercore upped their target price on shares of Vistra from $237.00 to $243.00 and gave the stock an “outperform” rating in a report on Friday, November 7th. Morgan Stanley restated an “overweight” rating and issued a $215.00 price objective on shares of Vistra in a research report on Friday, February 20th. Wells Fargo & Company cut their target price on Vistra from $238.00 to $236.00 and set an “overweight” rating for the company in a research report on Tuesday, January 20th. Jefferies Financial Group raised Vistra from a “hold” rating to a “buy” rating and lifted their target price for the company from $191.00 to $203.00 in a research note on Tuesday, February 10th. Finally, BMO Capital Markets upped their price target on Vistra from $230.00 to $244.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and an average target price of $236.73.

Check Out Our Latest Stock Report on Vistra

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.

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.