Vistra (VST)

• Market cap: $47.6B
• 1 day: 2.00%
• 5 days: -3.29%
• 1 month: -9.49%
• 3 months: 29.73%
• 6 months: 58.69%
• Year to date: 267.61%
• 1 year: 272.11%
• 5 years: 482.88%
• 10 years: 823.76%
• Sector: Utilities
• Industry: Electric Services

About: Vistra Energy is one of the largest power producers and retail energy providers in the us Following the 2024 Energy Harbor acquisition, Vistra owns 41 gigawatts of nuclear, coal, natural gas, and solar power generation along with one of the largest utility-scale battery projects in the world. Its retail electricity business serves 5 million customers in 20 states, including almost a third of all Texas electricity consumers. Vistra emerged from the Energy Future Holdings bankruptcy as a stand-alone entity in 2016. It acquired Dynegy in 2018.

Employees: 4,870

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

109% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 105

31% more funds holding in top 10

Funds holding in top 10: 35 [Q2] → 46 (+11) [Q3]

31% more capital invested

Capital invested by funds: $27B [Q2] → $35.3B (+$8.29B) [Q3]

20% more call options, than puts

Call options by funds: $1.49B | Put options by funds: $1.24B

14% more funds holding

Funds holding: 791 [Q2] → 905 (+114) [Q3]

13% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 294

3.88% less ownership

Funds ownership: 90.47% [Q2] → 86.59% (-3.88%) [Q3]

Research analyst outlook

7 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $137 2% downside
• Avg. target: $157 12% upside
• High target: $178 27% upside

7 analyst ratings

• positive: 7 100%
• neutral: 0 0%
• negative: 0 0%

Morgan Stanley Stephen Byrd 52% 1-year accuracy 58 / 111 met price target	21% upside $169	Overweight Maintained	22 Nov 2024
BMO Capital James Thalacker 64% 1-year accuracy 49 / 77 met price target	5% upside $147	Outperform Maintained	29 Oct 2024
UBS William Appicelli 56% 1-year accuracy 5 / 9 met price target	7% upside $150	Buy Maintained	22 Oct 2024
JP Morgan Jeremy Tonet 62% 1-year accuracy 18 / 29 met price target	27% upside $178	Overweight Initiated	17 Oct 2024
Guggenheim Shahriar Pourreza 74% 1-year accuracy 14 / 19 met price target	26% upside $177	Buy Maintained	8 Oct 2024