Scotiabank Comments on Vistra’s FY2026 Earnings (NYSE:VST)

Vistra Corp. (NYSE:VST) – Analysts at Scotiabank raised their FY2026 earnings per share estimates for shares of Vistra in a research note issued on Wednesday, July 15th. Scotiabank analyst A. Weisel now anticipates that the company will earn $9.14 per share for the year, up from their previous estimate 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.

Vistra (NYSE:VST) last released its earnings results on Thursday, May 7th. The company reported $2.87 EPS for the quarter, beating analysts’ consensus estimates of $1.32 by $1.55. The company had revenue of $5.64 billion during 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%.

A number of other analysts have also recently commented on the stock. Jefferies Financial Group restated a “buy” rating and set a $190.00 target price on shares of Vistra in a report on Thursday, May 21st. Raymond James Financial set a $208.00 price target on shares of Vistra in a research note on Monday, April 27th. Seaport Research Partners reissued a “buy” rating and set a $230.00 price target on shares of Vistra in a research report on Monday, June 15th. Morgan Stanley reissued an “overweight” rating and set a $210.00 price objective on shares of Vistra in a research note on Wednesday, June 24th. Finally, Sanford C. Bernstein set a $187.00 price objective on shares of Vistra and gave the stock an “outperform” rating in a report on Tuesday, June 16th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $230.62.

Vistra Price Performance

VST opened at $155.12 on Friday. The stock has a fifty day simple moving average of $154.14 and a two-hundred day simple 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. The company has a market cap of $52.30 billion, a price-to-earnings ratio of 25.98 and a beta of 1.40. Vistra has a 12-month low of $132.66 and a 12-month high of $219.82.

Institutional Investors Weigh In On Vistra

A number of large investors have recently added to or reduced their stakes in VST. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in shares of Vistra in the 4th quarter worth $25,000. Mcguire Capital Advisors Inc. purchased a new stake in Vistra during the fourth quarter valued at $28,000. Kemnay Advisory Services Inc. purchased a new stake in Vistra during the fourth quarter valued at $30,000. Triumph Capital Management bought a new position in Vistra in the third quarter valued at about $38,000. Finally, Strive Asset Management LLC bought a new position in Vistra in the third quarter valued at about $38,000. Institutional investors own 90.88% of the company’s stock.

Insider Activity at Vistra

In other Vistra news, Director John R. Sult sold 6,500 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $170.00, for a total transaction of $1,105,000.00. Following the transaction, the director owned 70,714 shares in the company, valued at approximately $12,021,380. This represents a 8.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Paul M. Barbas sold 244 shares of Vistra stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $153.00, for a total transaction of $37,332.00. Following the completion of the sale, the director owned 53,006 shares of the company’s stock, valued at $8,109,918. This represents a 0.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 41,588 shares of company stock worth $6,739,227 over the last quarter. 0.92% of the stock is currently owned by insiders.

Vistra Increases Dividend

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

Key Headlines Impacting Vistra

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.