Third Point Management holds $242,262,500 worth of Vistra Corp. (NYSE:VST) shares, representing 3.18% of its portfolio. The stock is included in our list of Billionaire Dan Loeb’s 10 Stocks with Huge Upside Potential.
On October 3, 2025, BMO Capital increased its price target on Vistra Corp. from $229 to $236, maintaining an “Outperform” rating.
This price revision follows investor meetings as well as Vistra Corp.’s recent project announcements. A day prior to the target revision, the Federal Energy Regulatory Commission approved the company’s acquisition of seven natural gas generation facilities from Lotus Infrastructure Partners. With this acquisition, Vistra expects to add 2,600 megawatts of capacity across multiple U.S. markets.
Furthermore, the investment firm cited the company’s reaffirmation that strong pricing premiums will be commanded by carbon-free resources. Meanwhile, 2025-2026 EBITDA forecasts are maintained, and longer-term estimates are revised upward through 2030.
Vistra Corp. is an integrated retail electricity and power generation company in the U.S. It is included in Dan Loeb’s stock portfolio.
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