Oak Grove Capital LLC Purchases 25,400 Shares of Vistra Corp. $VST

by · The Markets Daily

Oak Grove Capital LLC boosted its holdings in shares of Vistra Corp. (NYSE:VST – Free Report) by 12.8% during the 3rd quarter, Holdings Channel.com reports. The fund owned 224,510 shares of the company’s stock after purchasing an additional 25,400 shares during the period. Vistra comprises approximately 1.4% of Oak Grove Capital LLC’s investment portfolio, making the stock its 13th biggest position. Oak Grove Capital LLC’s holdings in Vistra were worth $31,061,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of VST. Apella Capital LLC lifted its position in shares of Vistra by 2.6% in the third quarter. Apella Capital LLC now owns 2,728 shares of the company’s stock worth $377,000 after buying an additional 69 shares during the last quarter. Outlook Wealth Advisors LLC lifted its stake in shares of Vistra by 4.9% in the first quarter. Outlook Wealth Advisors LLC now owns 1,511 shares of the company’s stock worth $227,000 after buying an additional 70 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of Vistra by 5.3% during the 2nd quarter. Thurston Springer Miller Herd & Titak Inc. now owns 1,728 shares of the company’s stock worth $274,000 after buying an additional 87 shares during the period. Portfolio Design Labs LLC lifted its position in Vistra by 1.2% during the 2nd quarter. Portfolio Design Labs LLC now owns 7,348 shares of the company’s stock worth $1,166,000 after acquiring an additional 87 shares during the last quarter. Finally, First National Bank of Hutchinson increased its stake in shares of Vistra by 2.0% in the first quarter. First National Bank of Hutchinson now owns 4,521 shares of the company’s stock worth $680,000 after purchasing an additional 90 shares during the period. Institutional investors and hedge funds own 90.88% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have commented on the company. TD Cowen dropped their price target on Vistra from $222.00 to $221.00 and set a “buy” rating on the stock in a research report on Wednesday, August 19th. Zacks Research cut shares of Vistra from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 18th. Morgan Stanley upped their price objective on shares of Vistra from $212.00 to $227.00 and gave the company an “overweight” rating in a research report on Friday, August 21st. Weiss Ratings cut Vistra from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, August 13th. Finally, UBS Group lowered their price objective on Vistra from $233.00 to $227.00 and set a “buy” rating on the stock in a research report on Tuesday, July 28th. Fifteen analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, Vistra currently has a consensus rating of “Moderate Buy” and an average price target of $217.61.

Check Out Our Latest Research Report on VST

Insider Transactions at Vistra

In other news, EVP Scott A. Hudson sold 44,444 shares of the company’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $151.82, for a total transaction of $6,747,488.08. Following the transaction, the executive vice president directly owned 331,137 shares in the company, valued at approximately $50,273,219.34. This represents a 11.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO James Burke acquired 4,465 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was bought at an average price of $135.25 per share, with a total value of $603,891.25. Following the transaction, the chief executive officer directly owned 1,146,352 shares in the company, valued at $155,044,108. The trade was a 0.39% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders own 0.92% of the company’s stock.

Vistra Price Performance

Vistra stock opened at $161.77 on Friday. The company has a market capitalization of $54.30 billion, a PE ratio of 27.33 and a beta of 1.38. The business has a 50 day simple moving average of $143.94 and a 200 day simple moving average of $151.18. Vistra Corp. has a one year low of $132.66 and a one year high of $217.10. The company has a debt-to-equity ratio of 5.87, a current ratio of 0.97 and a quick ratio of 0.87.

Vistra (NYSE:VST – Get Free Report) last posted its earnings results on Friday, August 7th. The company reported $0.76 earnings per share for the quarter, missing the consensus estimate of $1.61 by ($0.85). The firm had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $5.46 billion. Vistra had a return on equity of 108.68% and a net margin of 11.55%. On average, sell-side analysts forecast that Vistra Corp. will post 9.04 EPS for the current fiscal year.

Vistra Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Shareholders of record on Monday, September 21st were paid a $0.23 dividend. This is an increase from Vistra’s previous quarterly dividend of $0.2290. This represents a $0.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date of this dividend was Monday, September 21st. Vistra’s payout ratio is presently 15.54%.

Key Headlines Impacting Vistra

Here are the key news stories impacting Vistra this week:

  • Positive Sentiment: The U.S. Department of Energy conditionally committed up to $4.2 billion in loans to support Vistra’s nuclear expansion and extend the operating lives of plants in Pennsylvania and Ohio. The financing could lower capital requirements and strengthen the long-term value of the company’s nuclear assets. U.S. loan to Vistra
  • Positive Sentiment: Investors continue to price in growing demand for reliable, around-the-clock power from AI data centers. Vistra’s long-term agreements with major customers, including Meta and New Era Energy, may provide greater revenue visibility and support future cash flow. Vistra growth and customer contracts
  • Positive Sentiment: Recent fundamental commentary noted that second-quarter 2026 adjusted EBITDA increased more than 30% year over year. Analysts remain broadly constructive, with reported price targets well above the current trading range, although estimates imply that much of the AI-power opportunity is already reflected in the valuation. Vistra earnings outlook
  • Neutral Sentiment: The nuclear sector outlook describes 2026 as a period of “digestion rather than deterioration.” Investors are weighing strong AI-related demand against high capital spending, financing costs and the time required to expand generation capacity. Nuclear sector outlook
  • Negative Sentiment: An executive sold 22,222 shares for approximately $3.6 million, while another report cited an insider sale of roughly $3.3 million. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a bearish signal, but they add near-term selling pressure. Vistra insider sale
  • Negative Sentiment: Vistra’s previous quarterly results missed consensus estimates for both earnings and revenue, making the November 6 report important. Investors will look for evidence that contracted demand and higher EBITDA can offset execution risks, substantial leverage and ongoing regulatory uncertainty.

Vistra Company Profile

(Free Report)

Vistra Corp. (NYSE:VST) is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.

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