Vistra Corp.: Can This Quiet Power Play Still Shock the Market?
Vistra Corp. has transitioned from a Texas power producer to a closely watched utility stock on Wall Street, benefiting from AI-driven electricity demand and clean energy build-out. While analysts are largely positive, recognizing its outperformance and capital returns, the article questions if the stock still offers significant upside for investors given its massive run. Investors are advised to consider its sensitivity to ERCOT dynamics, natural gas prices, and interest rates, and to thoroughly evaluate risks before investing.
Vistra (VST) Increases Quarterly Dividend by 0.4%
Vistra Corp. (VST) has announced a 0.4% increase in its quarterly dividend to $0.228 per share, resulting in a forward yield of 0.53%. Despite this dividend growth and a strong market position as a major power producer in the USA, the company faces financial vulnerabilities, including a distressing Altman Z-Score and significant insider selling. Its valuation metrics indicate a potentially overvalued stock, urging caution for investors despite a moderate buy recommendation from analysts.
Vistra Increases Quarterly Dividend to $0.2280 per Share From $0.2270; Payable March 31 to Holders of Record on March 20
Vistra Corp. has announced an increase in its quarterly dividend from $0.2270 to $0.2280 per share. This dividend will be payable on March 31, 2026, to shareholders of record as of March 20, 2026. The company, an integrated retail and electric power generation firm, operates across six business segments including Retail, Texas, and East.
Vistra to pay $0.228 per share, $40 on preferred in March–April
Vistra (NYSE: VST) has declared a quarterly common-stock dividend of $0.2280 per share, amounting to an estimated aggregate payment of approximately $75 million for the quarter. The common dividend is payable on March 31, 2026, to shareholders of record as of March 20, 2026. Additionally, the company announced a semi-annual dividend of $40.00 per preferred share on its 8.0% Series A preferred stock, payable April 15, 2026, to holders of record as of April 1, 2026.
Vistra Corp. (VST): Independent Power Leader And The 2026 AI Energy Demand | 2-Minute Analysis
This 2-Minute Analysis video dives into Vistra Corp. (VST), an independent power leader, examining its Quant rating (Hold), Seeking Alpha Analyst rating (Buy), and Wall Street rating (Strong Buy). Despite a strong profitability grade (A) and growth grade (A-), the stock receives an F for valuation and a D- for momentum, with its price performance largely flat over the last year. The analysis highlights Vistra's market capitalization of $58.11 billion and its position in the Utility sector, providing detailed factor grades for valuation, growth, profitability, momentum, and revisions.
Vistra Corp. (VST) Reports Next Week: Wall Street Expects Earnings Growth
Vistra Corp. (VST) is expected to report significant year-over-year earnings and revenue growth for the quarter ended December 2025, with an estimated EPS of $2.51 and revenues of $5.34 billion. However, despite the positive outlook, the company's Zacks Earnings ESP of -48.87% and a Zacks Rank #3 suggest it might not beat consensus EPS estimates. Investors are advised to consider other factors beyond just earnings expectations when evaluating the stock.
Vistra Declares Dividend on Common Stock and Series A Preferred Stock
Vistra (NYSE: VST) announced that its board of directors has declared a quarterly dividend of $0.2280 per share of common stock, payable on March 31, 2026, to stockholders of record as of March 20, 2026. The company also declared a semi-annual dividend of $40.00 per share on its 8.0% Series A Fixed-Rate Reset Cumulative Redeemable Perpetual Preferred Stock, payable on April 15, 2026, to stockholders of record as of April 1, 2026.
Vistra Corp. (VST) Reports Next Week: Wall Street Expects Earnings Growth
Wall Street anticipates Vistra Corp. (VST) to report significant earnings and revenue growth for the quarter ending December 2025, with an expected 120.2% increase in EPS and a 32.3% rise in revenues. However, the company's Zacks Earnings ESP of -48.87% combined with a Zacks Rank #3 makes it difficult to conclusively predict an earnings beat, despite past successes in exceeding estimates. Investors are advised to consider other factors beyond just earnings surprise history.
Vistra Corp. (VST) Stock Drops Despite Market Gains: Important Facts to Note
Vistra Corp. (VST) stock experienced a 1.79% drop, closing at $170.57, despite broader market gains. Upcoming earnings, anticipated on February 26, 2026, project a significant 120.18% year-over-year growth in EPS to $2.51, and a 32.26% increase in revenue to $5.34 billion for the quarter. Analysts generally hold a positive outlook for Vistra, reflected in recent estimate revisions and a Zacks Rank of #3 (Hold).
Vistra (VST) Is Up 12.1% After New Meta Nuclear Deal And Analyst Upgrades - Has The Bull Case Changed?
Vistra (VST) recently saw its stock jump 12.1% after receiving "Buy" upgrades from Jefferies and Goldman Sachs, alongside securing a 20-year agreement to supply 2,600 MW of zero-carbon nuclear energy to Meta. This deal is expected to significantly impact Vistra's investment narrative and future earnings, strengthening its position as a clean energy provider for data centers and corporate entities, though its high debt load and fossil fuel transition remain key risks. Analysts project Vistra's revenue to reach $24.5 billion and earnings $3.4 billion by 2028, with a fair value estimate of $233.29, indicating a 36% upside.
A milestone achievement in our journey to carbon negative
Microsoft has achieved its goal of matching 100% of its annual global electricity consumption with renewable energy by 2025, a key milestone in its commitment to become carbon negative by 2030. This was accomplished by contracting 40 gigawatts of new renewable energy supply across 26 countries, driving significant private investment and reducing Scope 2 carbon emissions. The company emphasizes the importance of partnerships, community benefits, and innovation in further advancing carbon-free energy solutions.
Do Wall Street Analysts Like Vistra Stock?
Vistra Corp. (VST) is a leading U.S. integrated electricity company with a market cap of $58.1 billion. Despite underperforming the S&P 500 and the Utilities Select Sector SPDR Fund over the past year, analysts remain highly optimistic about VST, with a "Strong Buy" consensus rating and significant upside potential in its price target. This bullish outlook is driven by factors such as new Texas data-center power contracts and the attractively priced Cogentrix acquisition.
Vistra Corp. (VST) Stock Drops Despite Market Gains: Important Facts to Note
Vistra Corp. (VST) experienced a stock drop of 1.79% in a recent trading session, despite overall market gains. The company's shares have risen 10.76% over the last month and are set to release earnings on February 26, 2026, with analysts projecting significant year-over-year growth in EPS and revenue. Vistra currently holds a Zacks Rank of #3 (Hold) and is trading at a Forward P/E ratio of 19.78.
Do Wall Street Analysts Like Vistra Stock?
Vistra Corp. (VST) is an integrated retail electricity and power-generation company with a market cap of $58.1 billion. Despite underperforming the broader market over the past year, shares are up 7.7% YTD. Analysts have a "Strong Buy" rating on VST, with a mean price target suggesting a 38.9% upside, and Jefferies recently upgraded the stock due to attractive risk-reward prospects.
Constellation Energy stock jumps near $300: what’s moving CEG today and what traders watch next
Constellation Energy (CEG) stock rose almost 3.9% to $299.60, hitting an intraday high of $305.78, fueled by speculation around direct partnerships between electricity-hungry data centers and power producers. New large-scale contracts, including a significant deal with CyrusOne, and the recent acquisition of Calpine, are further bolstering the stock. However, regulatory pushback, construction delays, and an upcoming SEC filing regarding share resale could introduce volatility.
Vistra Stock Looks Ready to Topple Technical Resistance
Vistra (VST) stock is showing bullish signs, trading near its highest level in over a month and poised for further gains. A "crossover" with its 80-day moving average has historically led to an average 8.3% pop within a month, suggesting it could break past the $180 resistance level. Additionally, options traders are exhibiting more bullish sentiment than usual, coupled with low volatility expectations.
Meridian Hedged Equity Fund Maintains Confidence in Vistra Corp. (VST)
Meridian Hedged Equity Fund, managed by ArrowMark Partners, released its Q4 2025 investor letter, noting Vistra Corp. (VST) as a major performance detractor despite the fund's continued confidence. The fund believes Vistra is well-positioned to benefit from surging electricity demand due to data centers and electrification trends, thanks to its balanced portfolio of nuclear, natural gas, and renewable assets. Vistra Corp. closed at $171.49 per share on February 13, 2026, with a market capitalization of $58.105 billion, and is held by 112 hedge funds according to Insider Monkey's database.
Constellation Energy Corporation (CEG) Gets a Buy from Wells Fargo
Wells Fargo analyst Shahriar Pourreza maintained a Buy rating on Constellation Energy Corporation (CEG) with a price target of $460.00. This follows another Buy rating from Barclays and a Hold rating from TipRanks – xAI. Constellation Energy reported strong Q3 earnings with $7.18 billion in revenue and $930 million in net profit.
Constellation Energy Corporation (CEG) Gets a Buy from Wells Fargo
Wells Fargo analyst Shahriar Pourreza maintained a Buy rating on Constellation Energy Corporation (CEG) with a price target of $460.00. This follows Constellation Energy's last reported quarterly revenue of $7.18 billion and a net profit of $930 million. Other analysts have also weighed in, with Barclays issuing a Buy and TipRanks – xAI reiterating a Hold rating.
Vistra Stock Looks Ready to Topple Technical Resistance
Vistra Corp (NYSE:VST) stock is poised to break through technical resistance, driven by an "80-day moving average crossover" signal that historically leads to an 8.3% climb within a month. Shares are up 1.4% and eyeing an eighth consecutive daily gain. Options traders are displaying unusual bullishness, with a high call/put volume ratio, and low volatility expectations, further suggesting an impending breakout above the $180 resistance level.
The Technical Signals Behind (VST) That Institutions Follow
This article analyzes Vistra Corp. (NYSE: VST) using AI models to provide insights into institutional trading strategies. It highlights a strong near-term sentiment with a potential mid-term neutrality and long-term positive bias, outlining specific risk-reward setups. The piece details position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis for VST.
Constellation Energy Corporation stock (CEG) jumps 4.5% — what investors watch next
Constellation Energy Corporation (CEG) stock gained 4.46% to $288.43 on Friday, contributing to a 10% rebound from early February lows. Investors are closely watching a PJM grid plan and potential new data-center power deals, especially after Constellation's Calpine unit secured a 380-megawatt supply agreement with CyrusOne. A recent SEC filing also revealed Capital International Investors adjusted its 5.5% stake in the company.
GF Fund Management CO. LTD. Has $12.38 Million Position in Vistra Corp. $VST
GF Fund Management CO. LTD. significantly increased its stake in Vistra Corp. (NYSE:VST) by 72.6% in the third quarter, bringing its holding to 63,204 shares valued at $12.38 million. This move comes as Vistra maintains a "Buy" consensus rating from analysts with an average target price of $237.53, despite recent insider share sales. Institutional investors hold a substantial 90.88% of the company's stock.
Cibc World Market Inc. Cuts Position in Vistra Corp. $VST
Cibc World Market Inc. has reduced its stake in Vistra Corp. by 43.7% in the third quarter, selling 19,045 shares and leaving them with 24,568 shares valued at approximately $4.81 million. Several Vistra executives, including EVP Stephanie Zapata Moore and CEO James A. Burke, have also recently sold significant amounts of their stock. Despite these sales, Wall Street analysts maintain a largely positive outlook for Vistra, with an average "Buy" rating and an average price target of $237.53.
Atria Investments Inc Boosts Stake in Vistra Corp. $VST
Atria Investments Inc significantly increased its stake in Vistra Corp. (NYSE:VST) by 47.1% in the third quarter, acquiring an additional 7,690 shares to bring its total holdings to 24,029 shares valued at $4.71 million. Despite this institutional buying, Vistra's CEO and EVP recently sold substantial amounts of company stock. Analysts maintain a generally positive outlook on Vistra, with a consensus "Buy" rating and a mean target price of $237.53.
Vistra Corp. (VST) Upgraded by Jefferies Following Improved Risk/Reward Profile
Jefferies upgraded Vistra Corp. (VST) from Hold to Buy, increasing its price target to $203 from $191, citing an improved risk/reward profile after a 25% stock decline since September. Goldman Sachs also upgraded Vistra to Buy with a $205 price target, noting a recent stock pullback and higher earnings estimates. Both firms believe Vistra's current share price doesn't fully reflect future data center opportunities and its ability to secure significant power purchase agreements.
Objectivity Squared LLC Increases Position in Vistra Corp. $VST
Objectivity Squared LLC significantly increased its stake in Vistra Corp. ($VST) by 118.8% in Q3, now holding 11,571 shares worth approximately $2.27 million, making it their 14th largest holding. Despite this, key Vistra executives sold significant shares, with EVP Stephanie Zapata Moore reducing her position by 9.33% and CEO James A. Burke by 6.95%. Analysts maintain a broadly positive outlook with an average "Buy" rating and a price target of $237.53, following several upgrades.
Vistra Corp. (VST) upgraded by Jefferies following improved risk/reward profile
Jefferies has upgraded Vistra Corp. (VST) due to an improved risk/reward profile, indicating a more positive outlook for the company's stock. This upgrade suggests that the analysts at Jefferies believe the potential for VST's stock performance now outweighs the associated risks.
Vistra Corp. (VST) Upgraded by Jefferies Following Improved Risk/Reward Profile
Jefferies analyst Julien Dumoulin-Smith upgraded Vistra Corp. (VST) from Hold to Buy, increasing the price target to $203 from $191, citing an improved risk/reward profile after a 25% stock decline. Goldman Sachs also upgraded Vistra to Buy with a $205 price target, based on share price pullback and higher earnings estimates, highlighting the company's ability to secure significant power purchase agreements. Both firms believe the current share price doesn't fully account for future data center opportunities.
Vistra Corp. (VST) Upgraded by Jefferies Following Improved Risk/Reward Profile
Vistra Corp. (VST) received upgrades from Jefferies and Goldman Sachs due to an improved risk/reward profile and higher earnings estimates. Jefferies raised its price target to $203 from $191, citing a 25% stock decline and future data center opportunities, while Goldman Sachs increased its target to $205 from $200 after a share price pullback and a successful Meta deal.
Vistra Corp. $VST Shares Purchased by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. increased its stake in Vistra Corp. by 46.2% in the third quarter of 2025, adding 7,651 shares to hold a total of 24,226 shares valued at approximately $4.75 million. Other institutional investors also adjusted their positions, and analysts maintain a "Buy" rating for Vistra with an average target price of $237.53. Despite some recent insider selling, institutional investors collectively own a significant 90.88% of the company's stock.
Goldman Sachs Loves 5 Energy Stocks Offering Dividends and Big Growth Potential
Goldman Sachs has identified five energy stocks with significant growth potential and reliable dividends, noting the sector's outperformance compared to the S&P 500 in 2026. These companies operate in various energy sub-sectors, including LNG export, natural gas production, marine infrastructure for LNG, Permian Basin oil and gas, and integrated retail electricity and power generation. Goldman Sachs projects substantial upside for these Buy-rated stocks based on their target prices.
Vistra Corp. $VST Shares Sold by ING Groep NV
ING Groep NV recently reduced its stake in Vistra Corp. (NYSE:VST) by 38.5% in the third quarter, selling 16,477 shares and retaining 26,273 shares valued at approximately $5.147 million. Insider selling also occurred, with CEO James A. Burke and EVP Stephanie Zapata Moore materially decreasing their positions. Despite these sales, analysts maintain a "Buy" consensus rating for VST, with an average price target of $237.53.
Freemont Management S.A. Trims Holdings in Vistra Corp. $VST
Freemont Management S.A. significantly reduced its stake in Vistra Corp. by 88.3% in the third quarter, now holding 2,100 shares valued at $411,000. Insider selling also occurred, with CEO James A. Burke selling over 22,000 shares and EVP Stephanie Zapata Moore selling over 8,000 shares. Despite these reductions, analysts largely maintain a "Buy" rating for Vistra, with a consensus target price of $237.53, and institutional investors collectively own a substantial 90.88% of the company's stock.
Assetmark Inc. Trims Stock Position in Vistra Corp. $VST
Assetmark Inc. reduced its stake in Vistra Corp. by 7.1% in the third quarter of 2025, selling over 102,000 shares but still owning approximately 0.40% of the company worth $263.8 million. This comes amidst other institutional investors adjusting their positions, and significant insider selling by Vistra's CEO and EVP in late 2025. Despite these sales, analyst sentiment for Vistra remains positive, with an average "Buy" rating and a consensus target price of $237.53 following several price target upgrades.
Vistra Corp. (VST) Gains As Market Dips: What You Should Know
Vistra Corp. (VST) closed with a 1.84% gain, outperforming the broader market which saw declines in the S&P 500, Dow, and Nasdaq. Despite a recent monthly decrease in share price, the company anticipates significant earnings and revenue growth for its upcoming release on February 26, 2026. Analysts currently assign Vistra Corp. a Zacks Rank of #3 (Hold) and note its favorable valuation metrics compared to its industry.
Vistra Corp. (VST) Gains As Market Dips: What You Should Know
Vistra Corp. (VST) closed at $163.10, up 1.84%, outperforming the broader market which saw S&P 500, Dow, and Nasdaq declines. Despite a monthly stock decrease, analysts anticipate significant earnings and revenue growth for Vistra's upcoming release. The company holds a Zacks Rank of #3 (Hold) and is currently valued at a discount compared to its industry.
Vistra Corp. (VST) Gains As Market Dips: What You Should Know
Vistra Corp. (VST) saw a 1.84% gain in its latest trading session, outperforming the broader market which experienced dips. The company is poised to release its earnings on February 26, 2026, with analysts predicting significant growth in EPS and revenue. Vistra currently holds a Zacks Rank of #3 (Hold) and is trading at a slight discount compared to its industry's average Forward P/E.
Mitchell Capital Management Co. Sells 16,420 Shares of Vistra Corp. $VST
Mitchell Capital Management Co. recently reduced its holdings in Vistra Corp. (NYSE:VST) by 38.3%, selling 16,420 shares and now owning 26,415 shares valued at $5.175 million. This divestment occurred amidst a period where Vistra insiders sold approximately 144,745 shares totaling around $24.67 million, reducing insider ownership to 1.42%. Despite these sales, Wall Street analysts maintain a "Buy" consensus with a target price of $237.53 for Vistra, which currently trades near $160.26.
Transocean (RIG) Earnings Expected to Grow: Should You Buy?
Transocean (RIG) is projected to show a year-over-year increase in earnings and revenue for the quarter ending December 2025, with an expected release date of February 19. The company's Zacks Earnings ESP of +5.88% combined with a Zacks Rank #3 suggests a strong probability of beating the consensus EPS estimate of $0.09 per share. Investors are advised to consider other factors alongside this positive outlook.
Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs’ Bullish Update
Analyst sentiment for Vistra Corp. (NYSE: VST) remains overwhelmingly positive, with over 90% of analysts bullish and a consensus price target suggesting a 62.2% upside. Goldman Sachs recently upgraded Vistra to 'Buy' with a $205 price target, citing its ability to secure large-scale contracts like the Meta power purchase agreement. This 20-year PPA for over 2,600 MW of zero-carbon energy is expected to support long-term operations, economic development, and job creation.
Analyst Sentiment on Vistra (VST) Remains Strong Following Goldman Sachs' Bullish Update
Vistra Corp. (VST) has seen strong analyst sentiment, with over 90% of analysts bullish on the stock and a consensus price target implying significant upside. Goldman Sachs recently upgraded Vistra to 'Buy' from 'Neutral,' citing a decline in shares, rising estimates, and the company's successful large-scale contract with Meta Platforms. This partnership involves a 20-year power purchase agreement for zero-carbon energy from nuclear plants, demonstrating Vistra's capability in securing major deals.
Vistra Corp Stock (VST) Opinions on Jefferies Upgrade
Jefferies upgraded Vistra Corp (VST) to a "Buy" with a $203 price target, citing the company's strength in data center power deals and potential 30% upside from AI power contracts. This news led to a more than 3% climb in VST shares, despite a recent dip. The report also details Vistra Corp's insider trading activity, congressional stock trading, hedge fund movements, and current analyst ratings and price targets.
Vistra (NYSE:VST) Trading 4.3% Higher - Here's What Happened
Vistra (NYSE:VST) shares increased by 4.3% to an intraday high of $161.42, with trading volume significantly above average. The stock maintains a "Buy" consensus rating and an average price target of $237.53, supported by analyst upgrades. Despite strong institutional ownership, insiders have been net sellers in recent months, and the company carries a high debt-to-equity ratio.
Vistra upgraded to Buy at Jefferies after 25% drop since September (VST:NYSE)
Jefferies upgraded Vistra (VST) to Buy from Hold, increasing its price target to $203 from $191. The upgrade comes after Vistra's stock fell 25% since September, despite the company making positive announcements regarding its Texas operations. Vistra's stock rose by 4.1% following the upgrade.
Vistra Corp. $VST Shares Bought by Reaves W H & Co. Inc.
Reaves W H & Co. Inc. has significantly increased its stake in Vistra Corp. by 22.3% in Q3, making it their second-largest portfolio position. Despite notable insider selling from executives, analysts largely maintain a "Buy" rating for Vistra, with an average price target considerably higher than its current trading price. The company, an integrated power provider, has a market capitalization of approximately $51.8 billion.
Analysts’ Top Utilities Picks: Alliant Energy (LNT), Vistra Corp (VST)
Two analysts have issued bullish sentiments on Utilities sector stocks Alliant Energy (LNT) and Vistra Corp (VST). UBS analyst William Appicelli reiterated a Buy rating for Alliant Energy with a $77.00 price target, while Goldman Sachs analyst Carly Davenport upgraded Vistra Corp to Buy with a $205.00 price target. The consensus among analysts for Alliant Energy is a Moderate Buy with a 6.6% upside, and a Strong Buy for Vistra Corp with a 55.9% upside.
Here are Tuesday’s top Wall Street analyst research calls: Booking Holdings, ON Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and more
This article lists the top Wall Street analyst research calls published on a Tuesday, featuring companies like Booking Holdings, ON Semi, Palantir Technologies, Snap, Spotify, Qualcomm, and Vistra Corp. It serves as a concise summary of significant analyst activity for the day.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Booking Holdings, On Semi, Palantir Technologies, Snap, Spotify, Qualcomm, Vistra Corp., and More
This article compiles top Wall Street analyst upgrades, downgrades, and initiations for Tuesday, February 10, 2026, featuring companies like Booking Holdings, Palantir Technologies, Snap, and Vistra Corp. It also provides a market overview, including stock futures, treasury bond yields, oil, gas, gold, and cryptocurrency performance, noting a follow-through rally in the stock market and continued volatility in other sectors. Investors are advised to remain alert due to potential market shifts and upcoming economic data releases.
Analysts’ Top Utilities Picks: Alliant Energy (LNT), Vistra Corp (VST)
Two analysts have issued bullish sentiments on Alliant Energy (LNT) and Vistra Corp (VST) in the Utilities sector. UBS reiterated a Buy rating on Alliant Energy with a $77.00 price target, while Goldman Sachs upgraded Vistra Corp to Buy with a $205.00 price target. The street generally suggests a Moderate Buy for Alliant Energy with a 6.6% upside and a Strong Buy for Vistra Corp with a 55.9% upside.
