Scotiabank Issues Optimistic Forecast for Vistra Earnings

Vistra Corp. (NYSE:VST) – Research analysts at Scotiabank upped their FY2026 earnings per share estimates for Vistra in a research report issued to clients and investors on Wednesday, July 15th. Scotiabank analyst A. Weisel now anticipates that the company will post earnings per share of $9.14 for the year, up from their previous forecast of $9.09. Scotiabank currently has a “Outperform” rating and a $298.00 target price on the stock. The consensus estimate for Vistra’s current full-year earnings is $9.53 per share. Scotiabank also issued estimates for Vistra’s FY2027 earnings at $11.16 EPS.

Several other equities analysts also recently weighed in on the stock. TD Cowen lowered their price target on shares of Vistra from $253.00 to $230.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Jefferies Financial Group reissued a “buy” rating and issued a $190.00 price objective on shares of Vistra in a research note on Thursday, May 21st. Sanford C. Bernstein set a $187.00 price objective on shares of Vistra and gave the company an “outperform” rating in a research report on Tuesday, June 16th. Weiss Ratings cut shares of Vistra from a “hold (c+)” rating to a “hold (c)” rating in a research note on Thursday. Finally, 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. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Vistra currently has a consensus rating of “Buy” and an average target price of $230.62.

Vistra Trading Up 1.7%

Vistra stock opened at $155.12 on Friday. Vistra has a 12-month low of $132.66 and a 12-month high of $219.82. The firm has a market capitalization of $52.30 billion, a price-to-earnings ratio of 25.98 and a beta of 1.40. The firm has a 50 day moving average of $154.14 and a 200 day moving average of $158.42. The company has a current ratio of 0.90, a quick ratio of 0.79 and a debt-to-equity ratio of 5.51.

Vistra (NYSE:VST) last posted its quarterly earnings data on Thursday, May 7th. The company reported $2.87 earnings per share for the quarter, beating analysts’ consensus estimates of $1.32 by $1.55. The firm had revenue of $5.64 billion for the quarter, compared to analysts’ expectations of $5.22 billion. Vistra had a return on equity of 105.64% and a net margin of 11.52%.

Vistra Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were paid a dividend of $0.229 per share. The ex-dividend date of this dividend was Monday, June 22nd. This is a positive change from Vistra’s previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a yield of 0.6%. Vistra’s dividend payout ratio is 15.41%.

Insider Activity at Vistra

In other Vistra news, CAO Margaret Montemayor sold 4,600 shares of the business’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $160.00, for a total value of $736,000.00. Following the sale, the chief accounting officer owned 9,760 shares in the company, valued at $1,561,600. The trade was a 32.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Scott B. Helm sold 25,000 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $160.00, for a total transaction of $4,000,000.00. Following the transaction, the director directly owned 232,200 shares of the company’s stock, valued at $37,152,000. This trade represents a 9.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 41,588 shares of company stock valued at $6,739,227. 0.92% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Vistra

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Empowered Funds LLC raised its holdings in shares of Vistra by 24.1% during the 1st quarter. Empowered Funds LLC now owns 20,190 shares of the company’s stock worth $2,371,000 after acquiring an additional 3,920 shares in the last quarter. Woodline Partners LP grew its holdings in shares of Vistra by 40.7% in the first quarter. Woodline Partners LP now owns 28,744 shares of the company’s stock valued at $3,376,000 after purchasing an additional 8,312 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of Vistra by 37.3% in the first quarter. Focus Partners Wealth now owns 7,828 shares of the company’s stock valued at $920,000 after purchasing an additional 2,125 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in Vistra in the second quarter worth $269,000. Finally, Slocum Gordon & Co LLP increased its position in Vistra by 20.0% in the second quarter. Slocum Gordon & Co LLP now owns 1,200 shares of the company’s stock worth $233,000 after purchasing an additional 200 shares during the last quarter. 90.88% of the stock is owned by institutional investors.

Vistra News Summary

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Scotiabank raised its FY2026 and FY2027 earnings estimates for Vistra, while keeping an Outperform rating and a $298 price target, reinforcing the view that earnings can keep growing. Scotiabank Raises Vistra Estimates
• Positive Sentiment: News that Vistra secured PJM capacity points to better future revenue visibility, which investors typically view as supportive for utility and power producer stocks. Vistra Secures PJM Capacity
• Positive Sentiment: Coverage highlighting rising demand from data centers and increased capital investments in nuclear, solar, storage, and gas assets suggests Vistra could benefit from long-term load growth and reliable earnings expansion. Vistra Benefiting From Data Center Demand
• Positive Sentiment: KeyBanc reaffirmed its Buy rating, adding to the bullish analyst tone around the stock. KeyBanc Sticks to Buy Rating
• Neutral Sentiment: Vistra was also mentioned in media coverage and trading commentary as a stock showing momentum, which may reflect investor enthusiasm but does not add new fundamental information. Vistra Rises Higher Than Market

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.