Here’s What Hurt Vistra Corp. (VST) in Q4

Core Viewpoint - The fourth-quarter 2025 investor letter from Carillon Eagle Mid Cap Growth Fund indicates mixed results for midcap stocks, with a notable performance disparity between growth and value indexes, and highlights potential investment opportunities in various sectors through 2026 [1]. Group 1: Midcap Stock Performance - The Russell Midcap® Growth Index decreased by 3.70% in the fourth quarter of 2025, while the Russell Midcap® Value Index rose by 1.41% [1]. - In 2025, the Russell Midcap Growth Index rose by 8.66%, lagging behind the Russell Midcap Value Index's return of 11.04% [1]. - Utilities recorded the highest absolute return in the growth index, up 29.40% [1]. Group 2: Sector Contributions - The materials sector achieved the highest absolute return at 17.51%, although its contribution to overall returns was limited due to its smaller weight in the index [1]. - The healthcare sector increased by 1.13% and the real estate sector by 0.24%, being the only other positive contributors [1]. - The firm anticipates favorable conditions for equity markets and identifies potential opportunities in Cyclicals, Healthcare, Information Technology, Financials, and Consumer Spending sectors through 2026 [1]. Group 3: Vistra Corp. (NYSE:VST) Insights - Vistra Corp. (NYSE:VST) closed at $161.70 per share on March 03, 2026, with a one-month return of 13.46% and a 52-week gain of 27.45% [2]. - The company has a market capitalization of $54.788 billion [2]. - Investor sentiment has been negatively impacted by a lack of announced power purchase agreements (PPAs) and recent inconsistent results, alongside a moderation in AI-related enthusiasm affecting its valuation [3]. Group 4: Hedge Fund Interest - Vistra Corp. (NYSE:VST) was held by 102 hedge fund portfolios at the end of the fourth quarter, down from 112 in the previous quarter [4]. - While Vistra is recognized for its potential, the company is not considered among the 40 most popular stocks among hedge funds, with certain AI stocks viewed as having greater upside potential and less downside risk [4].