Vistra (NYSE:VST) Shares Down 2.1% – What’s Next?

Posted by Stanley Muller on Oct 12th, 2026

Shares of Vistra Corp. (NYSE:VST – Get Free Report) dropped 2.1% on Monday. The stock traded as low as $156.85 and last traded at $158.1260. 6,483,161 shares traded hands during mid-day trading, an increase of 27% from the average daily volume of 5,111,283 shares. The stock had previously closed at $161.48.

Analysts Set New Price Targets

Several equities analysts have commented on the company. Seaport Research Partners reissued a “buy” rating and set a $230.00 price objective on shares of Vistra in a research report on Monday, June 15th. TD Cowen dropped their target price on shares of Vistra from $222.00 to $221.00 and set a “buy” rating on the stock in a report on Wednesday, August 19th. Morgan Stanley upped their target price on shares of Vistra from $212.00 to $227.00 and gave the stock an “overweight” rating in a research report on Friday, August 21st. Williams Trading set a $202.00 price target on shares of Vistra in a research note on Friday, October 2nd. Finally, Wells Fargo & Company reiterated an “overweight” rating and issued a $212.00 price target on shares of Vistra in a research note on Monday, August 10th. Fifteen equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, Vistra presently has an average rating of “Moderate Buy” and a consensus price target of $217.61.

Read Our Latest Stock Analysis on VST

Vistra Stock Performance

The company has a debt-to-equity ratio of 5.87, a quick ratio of 0.87 and a current ratio of 0.97. The business has a 50-day moving average price of $143.94 and a 200 day moving average price of $151.18. The stock has a market capitalization of $53.07 billion, a P/E ratio of 26.71 and a beta of 1.38.

Vistra (NYSE:VST – Get Free Report) last posted its quarterly earnings results on Friday, August 7th. The company reported $0.76 earnings per share for the quarter, missing the consensus estimate of $1.61 by ($0.85). Vistra had a return on equity of 108.68% and a net margin of 11.55%. The company had revenue of $4.02 billion during the quarter, compared to analysts’ expectations of $5.46 billion. As a group, sell-side analysts forecast that Vistra Corp. will post 9.04 EPS for the current fiscal year.

Vistra Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 30th. Stockholders of record on Monday, September 21st were given a $0.23 dividend. The ex-dividend date of this dividend was Monday, September 21st. This represents a $0.92 annualized dividend and a dividend yield of 0.6%. This is a boost from Vistra’s previous quarterly dividend of $0.2290. Vistra’s payout ratio is presently 15.54%.

Insider Transactions at Vistra

In related news, EVP Scott Hudson sold 44,444 shares of the company’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $151.82, for a total value of $6,747,488.08. Following the transaction, the executive vice president owned 331,137 shares in the company, valued at $50,273,219.34. The trade was a 11.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO James A. Burke acquired 4,465 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were purchased at an average cost of $135.25 per share, for a total transaction of $603,891.25. Following the completion of the transaction, the chief executive officer directly owned 1,146,352 shares in the company, valued at $155,044,108. The trade was a 0.39% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 0.92% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in VST. Oak Grove Capital LLC grew its holdings in Vistra by 12.8% during the third quarter. Oak Grove Capital LLC now owns 224,510 shares of the company’s stock valued at $31,061,000 after purchasing an additional 25,400 shares during the period. Sound Income Strategies LLC increased its position in Vistra by 41.5% in the third quarter. Sound Income Strategies LLC now owns 2,559 shares of the company’s stock worth $354,000 after buying an additional 751 shares in the last quarter. Avaii Wealth Management LLC raised its stake in shares of Vistra by 18.6% in the third quarter. Avaii Wealth Management LLC now owns 4,124 shares of the company’s stock worth $577,000 after buying an additional 648 shares during the period. Wedmont Private Capital raised its stake in shares of Vistra by 3.7% in the third quarter. Wedmont Private Capital now owns 4,226 shares of the company’s stock worth $585,000 after buying an additional 151 shares during the period. Finally, Intelligence Driven Advisers LLC raised its stake in shares of Vistra by 6.9% in the third quarter. Intelligence Driven Advisers LLC now owns 1,480 shares of the company’s stock worth $205,000 after buying an additional 96 shares during the period. Institutional investors own 90.88% of the company’s stock.

Vistra Company Profile

(Get Free Report)

Vistra Corp. (NYSE:VST) is an integrated energy company headquartered in Irving, Texas. The company operates electricity generation facilities and provides electricity and related energy services to residential, commercial, and industrial customers. Its portfolio includes natural gas, nuclear, coal, solar, and battery energy storage assets.

Vistra also operates a retail electricity business that offers power plans, renewable energy options, and energy-management services. Its retail brands include TXU Energy, Homefield Energy, Dynegy, and Ambit Energy, serving customers in competitive electricity markets across the United States.