Headquartered in Irving, TX Fiscal year ends December NYSE: VST vistracorp.com
Vistra Corp. (NYSE: VST) is a Fortune 500 integrated retail electricity and power generation company that serves customers, businesses and communities from California to Maine.
Its generation fleet includes natural gas, nuclear, coal, solar and battery energy storage facilities. It sells power and capacity in competitive wholesale markets, including ERCOT (Texas) and PJM (East), and supplies retail electricity to residential and commercial customers. The company reports through Retail, Texas, East and West segments, plus an Asset Closure segment for retired operations. It uses an extensive multi-year hedging program, with about 100% of 2026 and 94% of 2027 expected generation hedged.
Recent strategic activity:
- **Lotus plants:** contributing to results after the Lotus acquisition.
- **Cogentrix Energy:** acquisition pending, with FERC approval received.
- **Meta:** signed long-term power purchase agreements for supply to large-load customers.
- **Helix Digital Infrastructure:** co-founded with KKR, the Kuwait Investment Authority and NVIDIA. Vistra committed up to $1.0 billion initially and is the preferred power provider.
- **New generation:** building two Permian Basin natural gas units and developing solar projects including Oak Hill 2 and Pulaski.
The company also returns capital through share repurchases and common and preferred dividends. Updated
A Vistra executive cashed out 20,000 shares at $165 while the AI data center power trade is still running hot, trimming about 11% of his stake. He still holds 179,044 shares, so this reads as trimming rather than an exit, but no 10b5-1 plan was flagged on the filing.
Spotify closed the session's best performer at 5.24%, taking the stock to $513.73. GoPro, MicroStrategy, Iren, Applied Optoelectronics and Lucid all shed more than 6%.
A 6.97% intraday climb to $165.56 adds roughly $3.9 billion to Vistra's $55.6 billion market value in a single session. Moves this size are rare for a utility, so keep an eye on whether it holds into the close.
A 5.93% run to $160.50 adds roughly $3 billion of market value to the $53.9 billion power producer in a single session. Moves this size are where Vistra's year gets made, so keep an eye on whether $160 holds into tomorrow's open.
A 5.5% intraday jump to $159.91 adds roughly $3 billion to a $53.7 billion power name in a single session. Moves this size rarely stay quiet in the independent power group, so keep an eye on whether it holds into the close.
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Vistra Corp. (NYSE: VST) is a Fortune 500 integrated retail electricity and power generation company that serves customers, businesses and communities from California to Maine. Its generation fleet includes natural gas, nuclear, coal, solar and battery energy storage facilities.
24/7 Wall St.'s 12-month price target for VST is $164.19, rated Buy. The Wall Street consensus target is $206.86. VST price prediction →
