CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 13F: Adds $3.6M to VST Stake

Cushing Asset Management boosted its stake in Vistra Corp. (VST) by 26,000 shares, according to a filing on October 26, 2026.

VST Vistra Corp.

$141.73 ▼ -13.84% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Vistra Corp. Fits in Cushing Asset Management's Portfolio

This position accounts for 2.19% of Cushing Asset Management's total reported assets, ranking it 14th out of 73 holdings. The increase of 26,000 shares represents a 13.1% rise in their stake.

Vistra Corp. Stock Up 1.2%

Vistra Corp. shares are recently trading around $141.78, which is about equal to the closing price of $141.73 on October 26, 2026. The stock is currently below its 50-day moving average of $145.07 and its 200-day average of $154.16, suggesting it may face some challenges ahead.

Recent Earnings

Vistra Corp. reported trailing twelve-month revenue of approximately $19.21 billion, with an earnings per share (EPS) of $5.93. The next earnings report is scheduled for November 6, 2026.

Dividend

Vistra Corp. pays an annual dividend rate of $0.92, which gives it a yield of 0.65% based on current stock prices.

Insider Buying and Selling at Vistra Corp.

Several insiders sold shares recently. Scott A. Hudson, an officer, sold 44,444 shares valued at $6.75 million on September 8, 2026. Chief Financial Officer Kristopher E. Moldovan sold 20,000 shares for about $3.02 million on the same day. More recently, on October 6, Hudson sold another 22,222 shares at approximately $3.56 million, and Moldovan sold 20,000 shares for $3.30 million on October 7, 2026.

Analysts Set New Price Targets

On October 1, 2026, Bernstein reiterated an "Outperform" rating for Vistra with a price target of $181.00. BMO Capital maintained its "Outperform" rating with a target of $210.00 on October 5. CIBC initiated coverage with an "Outperformer" rating and a target of $201.00 on October 16. Morgan Stanley maintained an "Overweight" rating with a target of $226.00 on October 21, and HSBC initiated a "Buy" rating with a target of $190.00 on October 22.

About Vistra Corp.

Vistra Corp. is an integrated retail electricity and power generation company based in Irving, Texas. It operates through various segments, providing electricity and natural gas to residential, commercial, and industrial customers across the U.S.

Bottom Line

Investors should keep an eye on Vistra Corp.'s upcoming earnings report on November 6, 2026, and monitor how its stock performs relative to analyst expectations and its recent trading trends.