Haven Capital Group Inc. Makes New Investment in Vistra Corp. $VST

Haven Capital Group Inc. purchased a new stake in shares of Vistra Corp. (NYSE:VST) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 17,728 shares of the company’s stock, valued at approximately $2,812,000. Vistra comprises 2.3% of Haven Capital Group Inc.’s portfolio, making the stock its 13th largest position.

Several other large investors have also recently made changes to their positions in VST. Vanguard Group Inc. grew its holdings in shares of Vistra by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 41,588,784 shares of the company’s stock valued at $6,709,519,000 after purchasing an additional 390,157 shares during the last quarter. State Street Corp lifted its stake in Vistra by 2.7% in the fourth quarter. State Street Corp now owns 16,474,869 shares of the company’s stock worth $2,657,891,000 after purchasing an additional 432,028 shares during the last quarter. Geode Capital Management LLC boosted its position in Vistra by 1.1% during the fourth quarter. Geode Capital Management LLC now owns 8,965,648 shares of the company’s stock valued at $1,441,112,000 after buying an additional 97,424 shares during the period. Norges Bank purchased a new stake in Vistra during the fourth quarter valued at about $746,729,000. Finally, Invesco Ltd. grew its stake in shares of Vistra by 0.8% during the third quarter. Invesco Ltd. now owns 4,572,642 shares of the company’s stock valued at $895,872,000 after buying an additional 35,258 shares during the last quarter. 90.88% of the stock is owned by hedge funds and other institutional investors.

Vistra Trading Up 1.4%

NYSE VST opened at $144.94 on Wednesday. The stock has a market cap of $48.87 billion, a P/E ratio of 24.48 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. The stock has a 50 day simple moving average of $154.45 and a two-hundred day simple moving average of $156.82. The company has a debt-to-equity ratio of 5.51, a quick ratio of 0.79 and a current ratio of 0.90.

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 issued a dividend of $0.23 per share. This is a boost from Vistra’s previous quarterly dividend of $0.23. 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. Vistra’s dividend payout ratio is currently 15.54%.

Insiders Place Their Bets

In other Vistra news, Director John R. Sult sold 6,500 shares of the company’s stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $170.00, for a total value of $1,105,000.00. Following the completion of the transaction, the director directly owned 70,714 shares in the company, valued at approximately $12,021,380. This represents a 8.42% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul M. Barbas sold 244 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $153.00, for a total transaction of $37,332.00. Following the completion of the sale, the director directly owned 53,006 shares of the company’s stock, valued at approximately $8,109,918. This represents a 0.46% decrease in their ownership of the stock. 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. Over the last three months, insiders sold 41,588 shares of company stock worth $6,739,227. Insiders own 0.92% of the company’s stock.

Key Stories Impacting Vistra

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

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. UBS Group decreased their price objective on Vistra from $233.00 to $227.00 and set a “buy” rating on the stock in a report on Tuesday, July 28th. Weiss Ratings upgraded Vistra from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, July 31st. Jefferies Financial Group restated a “buy” rating and set a $190.00 price target on shares of Vistra in a research report on Thursday, May 21st. Scotiabank boosted their price objective on Vistra from $293.00 to $298.00 and gave the company an “outperform” rating in a research report on Wednesday, July 15th. Finally, Morgan Stanley increased their price objective on Vistra from $208.00 to $212.00 and gave the company an “overweight” rating in a research note on Tuesday, July 28th. Three research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat.com, Vistra presently has a consensus rating of “Buy” and an average price target of $228.50.

About Vistra

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.