Wealth Effects LLC Buys Shares of 4,701 Vistra Corp. $VST

17 Aug 2026, 11:52 by Mitch Edgeman · The Markets Daily

Wealth Effects LLC bought a new position in Vistra Corp. (NYSE:VST – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 4,701 shares of the company’s stock, valued at approximately $746,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank purchased a new position in Vistra during the 4th quarter worth $746,729,000. Fifth Third Bancorp increased its position in Vistra by 95.1% during the 1st quarter. Fifth Third Bancorp now owns 177,199 shares of the company’s stock valued at $26,638,000 after buying an additional 86,393 shares in the last quarter. Payden & Rygel raised its stake in Vistra by 3,118.2% in the fourth quarter. Payden & Rygel now owns 35,400 shares of the company’s stock valued at $5,711,000 after buying an additional 34,300 shares during the last quarter. Signature Estate & Investment Advisors LLC purchased a new stake in Vistra in the fourth quarter valued at about $29,875,000. Finally, Wealth High Governance Capital Ltda acquired a new stake in Vistra in the first quarter worth about $10,543,000. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Jefferies Financial Group restated a “buy” rating and set a $190.00 price target on shares of Vistra in a research note on Thursday, May 21st. UBS Group decreased their price objective on shares of Vistra from $233.00 to $227.00 and set a “buy” rating for the company in a research report on Tuesday, July 28th. Zacks Research upgraded shares of Vistra from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Weiss Ratings downgraded shares of Vistra from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday. Finally, JPMorgan Chase & Co. cut their price target on shares of Vistra from $240.00 to $231.00 and set an “overweight” rating on the stock in a research note on Thursday, April 30th. Three investment analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, Vistra presently has a consensus rating of “Buy” and a consensus price target of $228.56.

Read Our Latest Report on Vistra

Insider Transactions at Vistra

In related news, Director Scott B. Helm sold 25,000 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $160.00, for a total value of $4,000,000.00. Following the transaction, the director owned 232,200 shares in the company, valued at approximately $37,152,000. This represents a 9.72% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Margaret Montemayor sold 4,600 shares of the firm’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 transaction, the chief accounting officer directly owned 9,760 shares of the company’s stock, valued at $1,561,600. This represents a 32.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 41,588 shares of company stock worth $6,739,227. 0.92% of the stock is owned by company insiders.

Vistra Stock Up 0.1%

Vistra stock opened at $148.33 on Monday. The company has a debt-to-equity ratio of 5.87, a quick ratio of 0.87 and a current ratio of 0.97. The business’s 50-day simple moving average is $154.14 and its two-hundred day simple moving average is $156.55. The company has a market cap of $49.79 billion, a PE ratio of 25.06 and a beta of 1.41. Vistra Corp. has a fifty-two week low of $132.66 and a fifty-two week high of $219.82.

Vistra Increases Dividend

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

About Vistra

(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.