During the third quarter, Hartline Investment Corp initiated a position in Vistra Corp by acquiring 27,974 shares valued at approximately $5.48 million, according to the company’s latest Form 13F filing with the SEC. Smaller hedge funds such as Salomon & Ludwin LLC and Quent Capital LLC also opened new stakes during the period, each investing around $25,000. Twin Peaks Wealth Advisors LLC and Anfield Capital Management LLC established positions worth roughly $28,000 and $29,000 respectively in the prior quarter. City State Bank expanded its stake by 210%, purchasing an additional 105 shares to bring its holding to 155 shares, valued at $30,000. Institutional ownership now stands at 90.88%, underscoring the strong interest from professional investors in Vistra’s integrated power platform.

Brokerages have recently revised their outlooks for Vistra. Evercore ISI increased its price target from $237 to $243 and maintained an outperform rating. BMO Capital Markets lifted its objective from $230 to $244, also assigning an outperform rating. Morgan Stanley reaffirmed an overweight rating with a $228 target, while Cowen initiated coverage with a buy rating and brand-new $250 target. Overall, four analysts rate the company as a strong buy, twelve as a buy and three as a hold. The consensus target price across the analyst community is $239.40, reflecting confidence in Vistra’s earnings growth prospects and cash flow generation.

In November, two executive vice presidents reduced their holdings: Carrie Lee Kirby sold 58,275 shares for a total of $10.18 million, decreasing her position by 21.07%, and Scott A. Hudson sold 56,000 shares for $9.46 million, a 15.44% reduction. Over the past three months, insiders have sold 278,995 shares worth $50.76 million, representing 1.42% of total shares outstanding. In its latest quarterly report, Vistra posted earnings per share of $1.75 on revenue of $4.97 billion, missing consensus EPS estimates by $0.03 and underperforming revenue forecasts by roughly $1.63 billion. The company’s net margin is 6.70%, return on equity stands at 64.04%, and it maintains a debt-to-equity ratio of 5.74. Additionally, Vistra raised its quarterly dividend to $0.227 per share, marking a year-over-year increase and reflecting a 32.49% payout ratio.