US · Utilities · Utilities - Independent Power Producers
Analysts rate Vistra Corp. a strong buy (22 buy, 0 hold, 1 sell out of 23) with an average price target of $204.32.
CONFIDENT VST delivered Q2 adj. EBITDA of $1.77B (+30% YoY), reaffirmed 2026 guidance ($6.8–7.6B), and launched Helix partnership with KKR/NVIDIA for data center infrastructure. ERCOT softness offset by PJM strength and hedging. Q2 2026 ERCOT weakness offset by PJM strength; diversification benefit realized YTD. Management attributes ERCOT softness to supply influx and recency bias from weather/batteries, expects strengthening as data center load materializes 2027–2028. Analysts probed Texas audit delays, Helix capital structure and evolution, ERCOT price weakness drivers, and colocation tariff clarity. Management stressed baseload projects on track, Helix optionality, and that ERCOT softness is cyclical—tied to battery supply and weather, not long-term fundamentals. 2026-08-07…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.66% |
| Vanguard Capital Management, LLC | 6.37% |
| Vanguard Portfolio Management, LLC | 5.05% |
| State Street Corp | 5.02% |
| FMR Inc | 4.22% |
| Geode Capital Management, LLC | 2.69% |
| Morgan Stanley - Brokerage Accounts | 2.65% |
| NORGES BANK | 1.73% |
| Document | Date |
|---|---|
| Acquisition completed · Q4 2026 HEADLINE NUMBERS • Vistra completed its acquisition of Q-Generation, LLC and the related merger on October 30, 2026. • Total consideration included | 2026-11-05 |
| Material agreement · Q3 2026 BALANCE SHEET & CASH • On September 30, 2026, Vistra Operations Company LLC, an indirect, wholly owned subsidiary of Vistra Corp., amended its commod | 2026-10-05 |
| Material agreement · Q3 2026 VISTRA CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Vistra Operations Company LLC (Vistra's subsidiary) issued $850 million in Series A Junior Subord | 2026-09-24 |
| Quarterly report · Q2 2026 VISTRA CORP. – FORM 10-Q SUMMARY (Q2 2026) HEADLINE NUMBERS • Operating revenues (6M 2026): $9,657 million vs. $8,183 million (6M 2025) – up 18% • N | 2026-08-10 |
| Results announced · Q3 2026 VISTRA CORP. Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $305 million (down $22 million vs. Q2 2025) • Q2 2026 Ongoing Operation | 2026-08-07 |
| Material agreement · Q3 2026 VISTRA CORP. (VST) – FORM 8-K SUMMARY July 10, 2026 Filing --- HEADLINE NUMBERS • Accounts Receivable Securitization Facility: Commitment increased | 2026-07-16 |
| Company announcement · Q3 2026 VISTRA CORP. - FORM 8-K SUMMARY HEADLINE NUMBERS • Capacity Auction Results (July 14, 2026): Vistra cleared 10,924.40 megawatts (MW) in the PJM Capa | 2026-07-14 |
| Material agreement · Q2 2026 VISTRA CORP. (VST) — FORM 8-K SUMMARY Filed June 30, 2026 | Event Date June 24, 2026 --- HEADLINE NUMBERS • Revolving credit commitments increased | 2026-06-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.23 / share ex-date Dec 22, 2026 · pay Dec 31, 2026 | 2026-12-22 |
| Dividend | $0.23 / share ex-date Sep 21, 2026 · pay Sep 30, 2026 | 2026-09-21 |
| Dividend | $0.23 / share ex-date Jun 22, 2026 · pay Jun 30, 2026 | 2026-06-22 |
| Dividend | $0.23 / share ex-date Mar 20, 2026 · pay Mar 31, 2026 | 2026-03-20 |
| Dividend | $0.23 / share ex-date Dec 22, 2025 · pay Dec 31, 2025 | 2025-12-22 |
| Announcement | Date |
|---|---|
| Completed acquisition of Q-Generation and merger with Hamilton Holdings Vistra completed its previously announced acquisition of Q-Generation, including Hamilton Holdings II and related assets. Vistra paid approximately $2.2 billion in cash, after adjustments, a | 2026-11-05 |
| Cleared approximately 10,924 MW in PJM capacity auction at $325/MW-day Vistra Corp., a major U.S. power generation and retail electricity company, successfully cleared approximately 10,924 megawatts (MW) of capacity in the PJM Capacity Auction for the 2028/2029 | 2026-07-14 |
| Entered into 20-year power purchase agreements with Meta for 2,609 MW Vistra Corp. announced it has signed 20-year power purchase agreements (PPAs) with Meta Platforms to supply 2,609 MW of carbon-free nuclear power. The deal includes 2,176 MW from currently o | 2026-01-09 |
| Entry into transaction agreements for acquisition or strategic partnership Vistra Corp announced on January 5, 2026 that it has entered into transaction agreements to acquire a company (referred to as the 'Acquired Company'). The acquisition will be partially funde | 2026-01-05 |
| Cleared 10,566 MW capacity in PJM auction at $333.44/MW-day Vistra Corp., a major U.S. power generation and retail electricity company, successfully cleared approximately 10,566 megawatts (MW) of capacity in the PJM Capacity Auction for the 2027/2028 | 2025-12-17 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.