Vistra (VST)
Pairs retail energy sales with gas, nuclear, coal, solar, and battery generation.
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Sells electricity and natural gas to homes and businesses while operating gas, nuclear, coal, solar, and battery plants across major U.S. competitive power markets. Retail demand, generation output, and wholesale hedging are managed as an integrated portfolio.
Sells electricity, natural gas, and related services through TXU Energy, Ambit Energy, Dynegy Energy Services, Homefield Energy, Energy Harbor, and U.S. Gas & Electric. Power generation spans natural gas, nuclear, coal, solar, and battery storage across Texas, the Northeast, Midwest, and California; retired facilities sit in a separate Asset Closure segment.
Pairs retail demand with owned generation and wholesale risk management, allowing customer load, plant output, and hedges to be managed as one portfolio. The retail base is concentrated in competitive Texas markets, while generation participates in ERCOT, PJM, ISO New England, NYISO, MISO, and CAISO. Earnings remain exposed to wholesale electricity prices, fuel supply and costs, weather, grid-market rules, and environmental and nuclear regulation.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 24, 2026 | Mizuho Securities | Target | Target: — | Target: $169 |
| Aug 19, 2026 | BNP Paribas | Target | Target: — | Target: $255 |
| Aug 12, 2026 | Goldman Sachs | Target | Target: $205 | Target: $206 |
| Aug 10, 2026 | Wells Fargo | Reiterate | Rating: —Target: $236 | Target: $212 |
| Jul 28, 2026 | UBS | Reiterate | Rating: —Target: $233 | Target: $227 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $435.0M · Total debt $19.90B · Total assets $42.60B · Shareholders' equity $5.48B
- Revenue
- $4.02B
- Operating income
- $553.0M
- Net income
- $305.0M
HistoryDividendAnnual yield
| Institutions | ≈ 82.26% | 276.10M shares | |
|---|---|---|---|
| 1,514 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.38% | 21.41M shares | |
| 19 holders · as of Sep 10, 2026 | |||
| Other | ≈ 11.36% | 38.13M shares | |
| remainder | |||
335.64M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.66% | 29.06M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.37% | 21.39M | as of Jun 30, 2026 |
Investment Authority Qatar1Insider10 percent owner | 5.56% | 18.68M | filed Aug 5, 2025 |
Vanguard Portfolio Management LLCInstitution | 5.05% | 16.94M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.02% | 16.85M | as of Jun 30, 2026 |
- Investment Authority Qatar's own ownership statement (13G, Aug 5, 2025) reports fewer shares than the transaction reports; the statement is used.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 8, 2026 | Scott A. Hudson | officer: EVP & President Vistra Retail | −44,444 | $151.82 |
| Sep 8, 2026 | Kristopher E. Moldovan | officer: EVP and CFO | −20,000 | $151.03 |
| Sep 1, 2026 | James A. Burke | director, officer: President and CEO | +4,465 | $135.25 |
| Aug 31, 2026 | James A. Burke | director, officer: President and CEO | +2,200 | $135.99 |
| Aug 24, 2026 | James A. Burke | director, officer: President and CEO | +2,000 | $135.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vistra | $140.83 | +0.04% | $47.47B | 23.7 | 15.0 | 3.0 | −5.5% |
| Constellation Energy | $264.25 | +0.82% | $94.12B | 25.5 | 21.3 | 3.0 | +23.0% |
| NRG Energy | $103.44 | +0.15% | $21.79B | 27.1 | 10.0 | 0.6 | +11.0% |
| Talen Energy | $300.39 | +0.14% | $13.62B | — | 11.2 | 3.9 | +18.6% |
| AES | $14.84 | +0.13% | $10.58B | 5.6 | 7.7 | 0.8 | +19.9% |
| Public Service Enterprise Group | $69.51 | +0.28% | $34.54B | 17.2 | 15.5 | 2.8 | −9.0% |
| Median | 21.4 | 11.2 | 2.8 | +18.6% |