Reported Earnings • Aug 09
Second quarter 2026 earnings released: EPS: US$0.77 (vs US$0.82 in 2Q 2025) Second quarter 2026 results: EPS: US$0.77 (down from US$0.82 in 2Q 2025). Revenue: US$4.02b (down 5.5% from 2Q 2025). Net income: US$258.0m (down 7.9% from 2Q 2025). Profit margin: 6.4% (down from 6.6% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Renewable Energy industry in Europe. Ankündigung • Jul 07
Vistra Corp. to Report Q2, 2026 Results on Aug 07, 2026 Vistra Corp. announced that they will report Q2, 2026 results at 10:00 AM, US Eastern Standard Time on Aug 07, 2026 Valuation Update With 7 Day Price Move • Jun 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €139, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 16x in the Renewable Energy industry in Europe. Total loss to shareholders of 10% over the past year. Upcoming Dividend • Jun 12
Upcoming dividend of US$0.23 per share Eligible shareholders must have bought the stock before 19 June 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Italian dividend payers (4.8%). Lower than average of industry peers (2.3%). Valuation Update With 7 Day Price Move • May 25
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €135, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Renewable Energy industry in Europe. Total loss to shareholders of 1.2% over the past year. Reported Earnings • May 11
First quarter 2026 earnings released: EPS: US$2.90 (vs US$0.93 loss in 1Q 2025) First quarter 2026 results: EPS: US$2.90 (up from US$0.93 loss in 1Q 2025). Revenue: US$5.64b (up 43% from 1Q 2025). Net income: US$980.0m (up US$1.30b from 1Q 2025). Profit margin: 17% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Renewable Energy industry in Europe. Declared Dividend • May 04
Dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 19th June 2026 Payment date: 30th June 2026 Dividend yield will be 0.5%, which is lower than the industry average of 3.2%. Payout Ratios Payout ratio: 41%. Cash payout ratio: 76%. Ankündigung • May 03
Vistra Declares Quarterly Dividend on Common Dividend, Payable on June 30, 2026 Vistra announced that its board of directors has declared a quarterly dividend of $0.2290 per share of Vistra's common stock. The common dividend is payable on June 30, 2026, to common stockholders of record as of June 22, 2026. The ex-dividend date for the common dividend will be June 22, 2026. Ankündigung • Apr 04
Vistra Corp. to Report Q1, 2026 Results on May 07, 2026 Vistra Corp. announced that they will report Q1, 2026 results on May 07, 2026 Ankündigung • Mar 19
Vistra Corp., Annual General Meeting, Apr 29, 2026 Vistra Corp., Annual General Meeting, Apr 29, 2026. Reported Earnings • Feb 27
Full year 2025 earnings released: EPS: US$2.23 (vs US$7.16 in FY 2024) Full year 2025 results: EPS: US$2.23 (down from US$7.16 in FY 2024). Revenue: US$17.7b (up 3.0% from FY 2024). Net income: US$752.0m (down 70% from FY 2024). Profit margin: 4.2% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Renewable Energy industry in Europe. Ankündigung • Feb 20
Vistra Corp. Declares Quarterly Dividend on Common Stock, Payable on March 31, 2026 Vistra Corp. announced that its board of directors has declared a quarterly dividend of $0.2280 per share of Vistra's common stock, reflecting an estimated aggregate payment of approximately $75 million this quarter. The common dividend is payable on March 31, 2026, to common stockholders of record as of March 20, 2026. The ex-dividend date for the common dividend will be March 20, 2026. Ankündigung • Jan 24
Vistra Corp. to Report Q4, 2025 Results on Feb 26, 2026 Vistra Corp. announced that they will report Q4, 2025 results on Feb 26, 2026 Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to €156, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Renewable Energy industry in Europe. New Risk • Jan 09
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (7.5% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (5.6% net profit margin). Significant insider selling over the past 3 months (€1.2m sold). Upcoming Dividend • Dec 12
Upcoming dividend of US$0.23 per share Eligible shareholders must have bought the stock before 19 December 2025. Payment date: 31 December 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (3.2%). Recent Insider Transactions • Nov 27
Executive VP recently sold €1.2m worth of stock On the 24th of November, Stephanie Moore sold around 8k shares on-market at roughly €150 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €29m more than they bought in the last 12 months. Reported Earnings • Nov 07
Third quarter 2025 earnings released: EPS: US$1.78 (vs US$5.37 in 3Q 2024) Third quarter 2025 results: EPS: US$1.78 (down from US$5.37 in 3Q 2024). Revenue: US$4.97b (down 21% from 3Q 2024). Net income: US$604.0m (down 67% from 3Q 2024). Profit margin: 12% (down from 29% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Renewable Energy industry in Europe. Declared Dividend • Nov 03
Dividend of US$0.23 announced Shareholders will receive a dividend of US$0.23. Ex-date: 19th December 2025 Payment date: 31st December 2025 Dividend yield will be 0.4%, which is lower than the industry average of 3.2%. Payout Ratios Payout ratio: 14%. Cash payout ratio: 27%. Ankündigung • Oct 31
Vistra Declares Quarterly Dividend on Common Stock, Payable on December 31, 2025 Vistra Corp. board of directors has declared a quarterly dividend of $0.2270 per share of Vistra's common stock, reflecting an estimated aggregate payment of approximately $75 million this quarter. This represents an approximate 2% increase in the company's quarterly common stock dividend per share from its fourth quarter 2024 dividend. The common dividend is payable on December 31, 2025, to common stockholders of record as of December 22, 2025. The ex-dividend date for the common dividend will be December 22, 2025. Ankündigung • Oct 03
Vistra Corp. to Report Q3, 2025 Results on Nov 06, 2025 Vistra Corp. announced that they will report Q3, 2025 results at 12:30 PM, US Eastern Standard Time on Nov 06, 2025 Valuation Update With 7 Day Price Move • Sep 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €184, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 13x in the Renewable Energy industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €352 per share. Reported Earnings • Aug 08
Second quarter 2025 earnings released: EPS: US$0.83 (vs US$0.92 in 2Q 2024) Second quarter 2025 results: EPS: US$0.83 (down from US$0.92 in 2Q 2024). Revenue: US$4.25b (up 11% from 2Q 2024). Net income: US$280.0m (down 12% from 2Q 2024). Profit margin: 6.6% (down from 8.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Renewable Energy industry in Europe. Ankündigung • Aug 07
Vistra Corp. Reports Unaudited Impairment of Long-Lived Assets for the Three Months Ended June 30, 2025 Vistra Corp. reports unaudited impairment of long-lived assets for the three months ended June 30, 2025. For the period, the company reported impairment of long-lived assets was $68 million. Ankündigung • Jul 31
Vistra Declares Dividend on Common Stock, Payable on September 30, 2025 Vistra announced that its board of directors has declared a quarterly dividend of $0.2260 per share of Vistra's common stock, reflecting an estimated aggregate payment of approximately $75 million this quarter. This represents an approximate 3% increase in the company's quarterly common stock dividend per share from its third quarter 2024 dividend. The common dividend is payable on September 30, 2025, to common stockholders of record as of September 19, 2025. The ex-dividend date for the common dividend will be September 19, 2025. Ankündigung • Jul 09
Vistra Corp. to Report Q2, 2025 Results on Aug 07, 2025 Vistra Corp. announced that they will report Q2, 2025 results on Aug 07, 2025 Ankündigung • Jul 08
Vistra Receives Approval to Extend Operation of Perry Nuclear Plant Through 2046 Vistra announced that it has received approval from the Nuclear Regulatory Commission to extend the operation of its 1,268-megawatt Perry Nuclear Power Plant through 2046, an additional 20 years beyond its original license. The plant first connected to the grid in 1986 and is currently operating under its initial 40-year license. The company submitted its application for license renewal to the NRC in 2023. Perry, a single-unit facility, is the last of Vistra's six nuclear reactors to apply for and receive its license extension, through 2046, from the NRC. Now, each of Vistra's reactors is licensed to operate for a total of 60 years. Beaver Valley units 1 and 2 in Pennsylvania are licensed through 2036 and 2047, respectively; the single reactor at Davis-Besse in Ohio is licensed through 2037; and Comanche Peak units 1 and 2 in Texas are licensed to operate through 2050 and 2053, respectively. Nuclear plants are uniquely positioned to provide both carbon-free power and always-on baseload generation. Vistra has established a leading role in a strategic, responsible energy transition and expansion, operating the nation's second-largest competitive fleet of nuclear power plants. Together, these six nuclear reactors have the capacity to generate more than 6,500 MW of emission-free energy, enough to power about 3.25 million homes. Locally, the extension of Perry's operating license also secures long-term economic benefits for the community around the plant. Perry employs approximately 600 full-time staff and more than 200 permanent contractors, supporting hundreds of families in the region. In addition, regularly scheduled refueling outages bring in 800 to 1,200 highly skilled technicians from across the country, generating significant economic activity for local hotels, restaurants, and service businesses. These recurring events represent an important boost to the local economy and underscore the plant's role as a vital regional employer. Recent Insider Transactions • Jun 09
Independent Chairman of the Board recently sold €7.5m worth of stock On the 5th of June, Scott Helm sold around 50k shares on-market at roughly €151 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Scott has been a net seller over the last 12 months, reducing personal holdings by €13m. Recent Insider Transactions • May 31
Executive VP recently sold €5.0m worth of stock On the 27th of May, Stephanie Moore sold around 35k shares on-market at roughly €142 per share. This transaction amounted to 28% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.7m. Insiders have been net sellers, collectively disposing of €24m more than they bought in the last 12 months. Recent Insider Transactions • May 22
Independent Chairman of the Board recently sold €2.8m worth of stock On the 19th of May, Scott Helm sold around 20k shares on-market at roughly €139 per share. This transaction amounted to 6.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €5.7m. Scott has been a net seller over the last 12 months, reducing personal holdings by €5.4m. Ankündigung • May 17
Vistra Corp. (NYSE:VST) agreed to acquire Natural Gas Assets of Lotus Infrastructure Partners for $1.9 billion. Vistra Corp. (NYSE:VST) agreed to acquire Natural Gas Assets of Lotus Infrastructure Partners for $1.9 billion on May 15, 2025. Vistra is acquiring these assets for $1.9 billion or approximately $743/kW, subject to certain net working capital adjustments. The acquisition includes five combined cycle gas turbine facilities and two combustion turbine facilities located across PJM, New England, New York, and California. Vistra expects to fund the transaction with the assumption of an existing term loan from Lotus and cash on hand.
The transaction is subject to certain regulatory approvals, including the Federal Energy Regulatory Commission and the Department of Justice under the Hart-Scott-Rodino Act, and is expected to close sometime in late 2025 or early 2026. The acquisition is expected to deliver immediate benefits to Vistra shareholders, including Ongoing Operations AFCFbG per share accretion. Barclays and Moelis & Company LLC are serving as financial advisors, and Trina Chandler, Caroline Phillips, Max Raskin, Natasha Gianvecchio, James Blackburn, Laura Waller, Stacey VanBelleghem, Robert Brown, Michelle Gross, Seth Richardson, Jocelyn Noll, Elizabeth Park, Bradley Bourne and S. Drew Levin of Latham & Watkins LLP and Cleary Gottlieb Steen & Hamilton LLP are serving as legal advisors, to Vistra. Lazard is serving as exclusive financial advisor, and Jonathan Melmed and Adam Hankiss of King & Spalding LLP and Eversheds Sutherland are serving as legal advisors, to Lotus Infrastructure Partners. Reported Earnings • May 14
First quarter 2025 earnings released: US$0.93 loss per share (vs US$0.24 loss in 1Q 2024) First quarter 2025 results: US$0.93 loss per share (further deteriorated from US$0.24 loss in 1Q 2024). Revenue: US$3.93b (up 29% from 1Q 2024). Net loss: US$317.0m (loss widened 277% from 1Q 2024). Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Europe are expected to remain flat. 
