Vistra Corp. (NYSE:VST) Stock Has Consensus Target Price of $219.33

Vistra Corp. (NYSE:VST) has been given a consensus rating of “Moderate Buy” by the seventeen analysts that are currently covering the stock, Marketbeat Ratings reports. Two investment analysts have rated the stock with a hold recommendation and fifteen have given a buy recommendation to the company. The average 1-year price target among brokers that have issued ratings on the stock in the last year is $217.61.

VST has been the topic of several research reports. Seaport Research Partners reaffirmed a “buy” rating and issued a $230.00 target price on shares of Vistra in a report on Monday, June 15th. Morgan Stanley increased their price target on Vistra from $212.00 to $227.00 and gave the company an “overweight” rating in a research note on Friday, August 21st. BNP Paribas Exane set a $255.00 price target on Vistra in a research note on Wednesday, August 19th. Sanford C. Bernstein restated an “outperform” rating and set a $181.00 price target on shares of Vistra in a report on Thursday, October 1st. Finally, Siebert Williams Shank assumed coverage on Vistra in a report on Friday, October 2nd. They set a “buy” rating and a $202.00 price target for the company.

Key Headlines Impacting Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: The U.S. Department of Energy conditionally committed up to $4.2 billion in loans to support Vistra’s nuclear expansion and extend the operating lives of plants in Pennsylvania and Ohio. The financing could lower capital requirements and strengthen the long-term value of the company’s nuclear assets. U.S. loan to Vistra
• Positive Sentiment: Investors continue to price in growing demand for reliable, around-the-clock power from AI data centers. Vistra’s long-term agreements with major customers, including Meta and New Era Energy, may provide greater revenue visibility and support future cash flow. Vistra growth and customer contracts
• Positive Sentiment: Recent fundamental commentary noted that second-quarter 2026 adjusted EBITDA increased more than 30% year over year. Analysts remain broadly constructive, with reported price targets well above the current trading range, although estimates imply that much of the AI-power opportunity is already reflected in the valuation. Vistra earnings outlook
• Neutral Sentiment: The nuclear sector outlook describes 2026 as a period of “digestion rather than deterioration.” Investors are weighing strong AI-related demand against high capital spending, financing costs and the time required to expand generation capacity. Nuclear sector outlook
• Negative Sentiment: An executive sold 22,222 shares for approximately $3.6 million, while another report cited an insider sale of roughly $3.3 million. The transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their significance as a bearish signal, but they add near-term selling pressure. Vistra insider sale
• Negative Sentiment: Vistra’s previous quarterly results missed consensus estimates for both earnings and revenue, making the November 6 report important. Investors will look for evidence that contracted demand and higher EBITDA can offset execution risks, substantial leverage and ongoing regulatory uncertainty.

Insider Buying and Selling

In related news, EVP Scott A. Hudson sold 44,444 shares of the business’s stock in a transaction on Tuesday, September 8th. The shares were sold at an average price of $151.82, for a total value of $6,747,488.08. Following the sale, the executive vice president owned 331,137 shares in the company, valued at approximately $50,273,219.34. The trade was a 11.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO James Burke purchased 4,465 shares of the firm’s stock in a transaction that occurred on Tuesday, September 1st. The shares were acquired at an average cost of $135.25 per share, for a total transaction of $603,891.25. Following the purchase, the chief executive officer owned 1,146,352 shares of the company’s stock, valued at $155,044,108. This represents a 0.39% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.92% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Vistra

Several institutional investors have recently bought and sold shares of the business. Oak Grove Capital LLC raised its position in Vistra by 12.8% in the 3rd quarter. Oak Grove Capital LLC now owns 224,510 shares of the company’s stock worth $31,061,000 after purchasing an additional 25,400 shares during the period. Sound Income Strategies LLC boosted its position in shares of Vistra by 41.5% during the third quarter. Sound Income Strategies LLC now owns 2,559 shares of the company’s stock valued at $354,000 after buying an additional 751 shares during the period. Avaii Wealth Management LLC boosted its position in shares of Vistra by 18.6% during the third quarter. Avaii Wealth Management LLC now owns 4,124 shares of the company’s stock valued at $577,000 after buying an additional 648 shares during the period. Wedmont Private Capital boosted its position in shares of Vistra by 3.7% during the third quarter. Wedmont Private Capital now owns 4,226 shares of the company’s stock valued at $585,000 after buying an additional 151 shares during the period. Finally, Intelligence Driven Advisers LLC grew its stake in shares of Vistra by 6.9% during the third quarter. Intelligence Driven Advisers LLC now owns 1,480 shares of the company’s stock valued at $205,000 after buying an additional 96 shares during the last quarter. Institutional investors own 90.88% of the company’s stock.

Vistra Stock Performance

VST opened at $161.77 on Monday. The company has a debt-to-equity ratio of 5.87, a quick ratio of 0.87 and a current ratio of 0.97. The stock has a market capitalization of $54.30 billion, a price-to-earnings ratio of 27.33 and a beta of 1.38. The company has a fifty day moving average of $143.94 and a 200 day moving average of $151.18. Vistra has a fifty-two week low of $132.66 and a fifty-two week high of $217.10.

Vistra (NYSE:VST) last announced its quarterly earnings results on Friday, August 7th. The company reported $0.76 EPS for the quarter, missing the consensus estimate of $1.61 by ($0.85). Vistra had a return on equity of 108.68% and a net margin of 11.55%. The company had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $5.46 billion. As a group, sell-side analysts forecast that Vistra will post 9.04 earnings per share for the current fiscal year.

Vistra Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st were issued a dividend of $0.23 per share. This is a positive change from Vistra’s previous quarterly dividend of $0.2290. The ex-dividend date of this dividend was Monday, September 21st. This represents a $0.92 annualized dividend and a dividend yield of 0.6%. Vistra’s payout ratio is currently 15.54%.

About Vistra

Vistra Corp. (NYSE:VST) is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.