Vistra (NYSE:VST) Price Target Lowered to $234.00 at Wells Fargo & Company

Vistra (NYSE:VST) had its price target lowered by investment analysts at Wells Fargo & Company from $236.00 to $234.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price objective would indicate a potential upside of 35.66% from the company’s current price.

Several other research analysts have also recently issued reports on the company. KeyCorp began coverage on Vistra in a research note on Monday, November 24th. They issued an “overweight” rating and a $217.00 price target for the company. The Goldman Sachs Group upgraded Vistra from a “neutral” rating to a “buy” rating and set a $205.00 price objective on the stock in a research report on Friday, February 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Vistra in a research report on Monday, December 29th. BMO Capital Markets increased their target price on Vistra from $230.00 to $244.00 and gave the stock an “outperform” rating in a research note on Monday, January 12th. Finally, UBS Group raised their price objective on shares of Vistra from $230.00 to $233.00 and gave the company a “buy” rating in a report on Monday, January 12th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $236.60.

Vistra Trading Down 2.4%

Shares of Vistra stock traded down $4.33 during trading hours on Friday, reaching $172.49. The stock had a trading volume of 2,007,874 shares, compared to its average volume of 5,990,037. The company has a current ratio of 0.99, a quick ratio of 0.88 and a debt-to-equity ratio of 5.74. Vistra has a 1 year low of $90.51 and a 1 year high of $219.82. The firm has a 50 day simple moving average of $163.23 and a two-hundred day simple moving average of $181.05. The firm has a market capitalization of $58.45 billion, a price-to-earnings ratio of 62.27, a P/E/G ratio of 1.06 and a beta of 1.40.

Insider Transactions at Vistra

In other Vistra news, CEO James A. Burke sold 22,251 shares of the stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $162.05, for a total value of $3,605,774.55. Following the transaction, the chief executive officer directly owned 297,998 shares in the company, valued at approximately $48,290,575.90. This trade represents a 6.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 1.42% of the company’s stock.

Institutional Trading of Vistra

Hedge funds and other institutional investors have recently bought and sold shares of the business. Oak Grove Capital LLC grew its position in Vistra by 85.6% during the 4th quarter. Oak Grove Capital LLC now owns 43,810 shares of the company’s stock worth $7,068,000 after purchasing an additional 20,200 shares during the last quarter. Sit Investment Associates Inc. purchased a new position in Vistra during the 4th quarter worth approximately $3,081,000. MidFirst Bank acquired a new position in shares of Vistra during the 4th quarter worth $134,000. Astoria Portfolio Advisors LLC. purchased a new stake in shares of Vistra in the fourth quarter valued at $201,000. Finally, Walser Wealth Management Company A Ltd Liability Co purchased a new position in Vistra during the fourth quarter worth approximately $271,000. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Key Stories Impacting Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra reported stronger-than-expected core/ongoing metrics and cited rising power demand tied to AI and data centers, which supports higher future dispatch and margins. Read More.
• Positive Sentiment: Company delivered record Ongoing Operations Adjusted EBITDA ($5.91B) and provided 2026 guidance management says reinforces a multi‑year growth path — supportive for long‑term earnings and cash flow expectations. Read More.
• Positive Sentiment: Vistra is expanding its dispatchable generation fleet and striking strategic partnerships/acquisitions to capture power-market opportunities (data centers, S&P 500 futures commentary), which could raise utilization and pricing power. Read More.
• Positive Sentiment: At least one sell‑side analyst (Wells Fargo) recently reaffirmed a Buy and a $236 target, signaling continued analyst confidence and upside vs. current levels. Read More.
• Neutral Sentiment: Management held the Q4 earnings call and published the slide deck and transcripts — useful for investors wanting detail on hedge timing, cash flow conversion and 2026 assumptions. Read More.
• Neutral Sentiment: Options activity shows increased interest (“smart money” flow), which can amplify short‑term moves but is not a directional guarantee. Read More.
• Negative Sentiment: GAAP EPS and revenue missed consensus — reported EPS and revenue were materially below estimates, driven largely by an $808M unrealized commodity hedging loss that hit GAAP results despite strong operating cash flow. That explains the headline “miss” and creates near‑term headline risk. Read More.
• Negative Sentiment: Analysts and articles note recent underperformance tied to a Moss Landing setback and other execution/operational risks, which keep downside risk if near‑term operational issues persist. Read More.

About Vistra

Vistra (NYSE: VST) is an integrated power company that develops, owns and operates electricity generation and retail businesses in the United States. The company’s operations span wholesale power production—through a diversified fleet of thermal and lower‑carbon generation assets—and retail electricity supply to residential, commercial and industrial customers. Vistra serves organized wholesale markets and competitive retail markets, with a notable presence in Texas and other regional U.S. power markets.

Vistra’s core activities include the ownership and operation of generation facilities, the commercial dispatch and optimization of those assets into wholesale markets, and the sale of electricity and related services to end-use customers through its retail brands.