Vistra マネジメント
マネジメント 基準チェック /34
Vistraの CEO はJim Burkeで、 Dec2020年に任命され、 の在任期間は 5.42年です。 の年間総報酬は$ 15.99Mで、 8.7%給与と91.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.37%を直接所有しており、その価値は$ 192.78M 。経営陣と取締役会の平均在任期間はそれぞれ3.8年と6.3年です。
主要情報
Jim Burke
最高経営責任者
US$16.0m
報酬総額
| CEO給与比率 | 8.70% |
| CEO在任期間 | 5.4yrs |
| CEOの所有権 | 0.4% |
| 経営陣の平均在職期間 | 3.8yrs |
| 取締役会の平均在任期間 | 6.3yrs |
経営陣の近況
Recent updates
Seeking Alpha • May 25
A Peer Showdown Reveals Why Vistra Stands Out Vs. Other Major IPPs
Summary Vistra is rated 'Buy' for its strong positioning to benefit from AI-driven power demand, particularly via nuclear and gas bridge power capabilities. VST's diverse portfolio—second-largest U.S. nuclear fleet and significant gas assets—enables both contracted stability and rapid deployment for data center needs. The company trades at an attractive EV/EBITDA of 9.65 and EV/MW of 1.5x, with the market undervaluing its nuclear and bridge power potential versus peers. Pending Cogentrix acquisition and uncontracted nuclear capacity offer upside to EBITDA and FCF guidance, while regulatory risks are moderating. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 27
VST: Data Center Power Hype Will Pressure Meta Nuclear And Gas Deal Risks
Analysts have modestly reduced their fair value estimate for Vistra by about $3 to $145.33. This reflects slightly lower assumptions for revenue growth, profit margins and future P/E, while still largely reaffirming their broader positive research stance on the stock.
ナラティブの更新 • Apr 13
VST: Long Term Nuclear Contracts Will Support PJM Demand And Undervalued Upside
Analysts have updated their view on Vistra with a higher fair value estimate, moving from $293.00 to $318.00. They cite recent mixed but generally supportive price target adjustments and ongoing confidence in the company story across several research firms.
ナラティブの更新 • Mar 30
VST: Long-Term Data Center Nuclear Contracts Will Shape Future Power Pricing
Analysts have made a modest upward adjustment to the Vistra price target to about $234 from about $233, reflecting fine tuned expectations around revenue growth, margin assumptions, and future P/E multiples following recent research updates that highlight both positive contract wins and more cautious views on gas exposure and sector valuation. Analyst Commentary Recent research on Vistra reflects a mix of enthusiasm around new long term contracts and growth projects, alongside more careful adjustments to gas exposure and valuation multiples.ナラティブの更新 • Mar 16
VST: Meta Nuclear Deals And Gas Acquisition Will Reshape Future Risk Profile
Vistra's analyst price target has been revised lower by about $20.94, with analysts citing updated sector-wide assumptions, tempered revenue growth outlooks, and adjustments to valuation multiples, even as they highlight solid execution, long-term contracts such as the Meta PPAs, and continued interest in gas-related opportunities. Analyst Commentary Recent Street research on Vistra shows a mix of confidence in the business model and caution around valuation, sector conditions, and deal risks.ナラティブの更新 • Mar 02
VST: Long Term Meta Nuclear Contracts Will Anchor PJM Power Demand
Narrative Update The analyst price target for Vistra is unchanged at $293, as analysts balance modest tweaks to growth, margins and P/E assumptions with ongoing support from recent price target revisions across the Street. These revisions include reactions to new long-term Meta contracts, PJM exposure and recent gas generation deals.ナラティブの更新 • Feb 16
VST: Long Term Meta Nuclear Contracts Will Support PJM Data Center Demand
Analysts kept their average price target for Vistra around $293, with modest tweaks to assumptions on discount rates, revenue growth, profit margins, and future P/E, reflecting mixed but generally constructive recent research updates on the company and its long term contracts and acquisitions. Analyst Commentary Recent research on Vistra has leaned constructive, with several price target adjustments and ratings actions reflecting confidence in the company’s ability to execute on long term contracts, acquisitions, and capital allocation.ナラティブの更新 • Feb 02
VST: Long Term Meta Nuclear Agreements Will Support PJM Data Center Demand
Analysts have nudged their average price targets on Vistra higher into a range around $217 to $293, citing recent long term nuclear power agreements with Meta, as well as updated expectations for execution and market conditions as key drivers behind the recalibration. Analyst Commentary Recent Street research around Vistra reflects mixed adjustments to price targets, but the tone from several bullish analysts remains constructive.ナラティブの更新 • Jan 19
VST: Long Term Meta Nuclear Contracts Will Support Data Center Power Demand
Analysts nudged their price target on Vistra up to $293 from $288 as they factor in stronger contracted growth from long term Meta power agreements and updated expectations for revenue, margins and future P/E multiples across the independent power producer group. Analyst Commentary Bullish analysts are largely framing the latest Vistra moves, including long term power agreements with Meta and recent generation acquisitions, as supportive for the company’s valuation and earnings power within the independent power producer peer group.ナラティブの更新 • Jan 04
VST: Data Center Demand Will Drive Long-Term Power Pricing Upside
The analyst price target for Vistra has inched higher to approximately $233 per share from about $231, as analysts factor in a slightly lower discount rate, a modestly stronger margin outlook, and supportive sector research highlighting rising power prices and data-center-driven demand for electric utilities. Analyst Commentary Bullish analysts remain constructive on Vistra, highlighting that the combination of rising power prices, data center demand, and improving cash flows supports a premium valuation versus historical levels.ナラティブの更新 • Dec 15
VST: Data Center Power Demand Will Drive Long-Term Cash Flow Upside
Analysts have raised their fair value estimate for Vistra to $288 from $232 per share. This reflects higher projected revenue growth and profit margins driven by accelerating data center power demand, robust pricing for thermal IPPs, and a series of supportive Overweight and Buy initiations and price target increases across the Street.ナラティブの更新 • Dec 01
VST: Long-Term Power Deals And Buybacks Will Drive Strength Ahead
Analysts have moderately increased their price target for Vistra, raising fair value from $228.26 to $230.71 per share. This change reflects expectations for stable earnings growth and sector tailwinds, despite slightly tempered revenue outlooks.ナラティブの更新 • Nov 17
VST: Accelerating Power Demand From Data Centers Will Drive Next Phase
Vistra's analyst price target has been raised slightly to approximately $228. Analysts cite robust earnings prospects supported by surging power demand, higher expected growth rates, and industry tailwinds from evolving utility and data center markets.ナラティブの更新 • Nov 02
VST: Accelerating Power Demand Will Drive New Nuclear And Gas Asset Expansion
Vistra's analyst fair value price target has been modestly raised from $226.45 to $227.03. Analysts point to factors including improving profit margins, a positive outlook for thermal IPPs due to higher power prices, and robust demand growth driven by data centers and utility asset upgrades.ナラティブの更新 • Oct 18
Increasing AI And Data Center Demand Will Energize Grid Flexibility
Vistra's analyst price target has been raised by nearly $2.53 to $226.45, as analysts cite an improved profit margin outlook and continued sector optimism. This optimism is driven by strong power demand and asset expansion opportunities.ナラティブの更新 • Oct 04
Increasing AI And Data Center Demand Will Energize Grid Flexibility
Vistra's analyst price target has risen by approximately $2 to just under $224, as analysts cite updated EBITDA estimates, new power agreements, and favorable market fundamentals for the upgrade. Analyst Commentary Recent Street research on Vistra reflects a dynamic mix of optimism and caution among analysts as the company continues to secure long-term power agreements, increase capacity, and benefit from evolving power market fundamentals.ナラティブの更新 • Sep 18
Increasing AI And Data Center Demand Will Energize Grid Flexibility
Upward revisions to Vistra's price target reflect bullish sentiment driven by record PJM capacity prices, growing power demand from AI adoption and data centers, higher expected EBITDA, and regulatory tailwinds, resulting in a new analyst consensus fair value of $221.57. Analyst Commentary Bullish analysts cite record PJM capacity market prices for the 2026-2027 delivery year and a favorable shift in power market dynamics, leading to valuation upside.ナラティブの更新 • Aug 08
Increasing AI And Data Center Demand Will Energize Grid Flexibility
The consensus analyst price target for Vistra has increased to $207.22, primarily reflecting an improved net profit margin, despite a slight reduction in revenue growth forecasts. What's in the News Vistra completed the repurchase of 1,705,797 shares for $273.13 million, totaling 163,499,236 shares (39.89% of shares outstanding) bought back for $5,350 million under its ongoing buyback program.Seeking Alpha • Feb 28
Vistra: Stay Long, Key Drivers Intact
Summary Vistra has sold off on fears that the AI/Data Center demand may evaporate, which is one of three demand drivers. VST's 2026 "guidance" may be a communication error; potential high-impact events in 2025 could materially change the outlook. Valuation points to a US$175 YE25 price target at 13x P/cash earnings on 10% 3yr growth. Free cash flow of over US$3bn annually can add further upside via share buybacks or M&A. I rate VST a BUY; recent weakness is misplaced, and the stock should benefit from ongoing demand and strategic capacity additions. Read the full article on Seeking AlphaSeeking Alpha • Feb 11
Vistra Stands To Benefit From The Energy State Of Emergency
Summary President Trump declared a national energy emergency, expediting energy infrastructure projects to support increased electricity demand from AI, EVs, and electrification. Vistra Corp. is positioned to benefit from the energy crisis. Key growth drivers include AI and EV demand, though challenges like the outdated US electric grid and regulatory uncertainty remain. VST shares surged 293% in the past year, with a further 21% upside potential and a 'Buy' rating. Long-term price target of $204. Read the full article on Seeking AlphaSeeking Alpha • Jan 27
Vistra: DeepSeek Sparks Undue AI Selling (Rating Upgrade)
Summary I am upgrading Vistra Corp. to a buy due to improved EPS forecasts and technical support around current levels. Despite a 25%+ drop on January 27, VST shares are up big in the last year, and shares are now a value considering the growth trajectory. Vistra's impressive Q3 results and strong cash flow highlight its robust financial health and growth potential. Key risks include AI competition, regulatory changes, and market volatility. I outline key price levels to watch ahead of earnings as implied volatility spikes. Read the full article on Seeking AlphaSeeking Alpha • Dec 23
Power Play: Why Vistra Is My Favorite Utility Star
Summary Vistra's strategic mix of nuclear and coal power, combined with robust free cash flow, drives aggressive share buybacks and shareholder value. AI and data center demand boost power needs in ERCOT and PJM markets, positioning Vistra for significant long-term growth. Despite a low dividend yield, Vistra's disciplined capital allocation and growth trajectory make it a top utility stock pick. Valuation remains attractive with strong EPS growth projections, making Vistra a buyable stock even after its recent rally. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$2b |
| Dec 31 2025 | US$16m | US$1m | US$752m |
| Sep 30 2025 | n/a | n/a | US$960m |
| Jun 30 2025 | n/a | n/a | US$2b |
| Mar 31 2025 | n/a | n/a | US$2b |
| Dec 31 2024 | US$12m | US$1m | US$2b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$477m |
| Mar 31 2024 | n/a | n/a | US$598m |
| Dec 31 2023 | US$10m | US$1m | US$1b |
| Sep 30 2023 | n/a | n/a | US$1b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | -US$393m |
| Dec 31 2022 | US$9m | US$1m | -US$1b |
| Sep 30 2022 | n/a | n/a | -US$388m |
| Jun 30 2022 | n/a | n/a | -US$1b |
| Mar 31 2022 | n/a | n/a | US$425m |
| Dec 31 2021 | US$5m | US$853k | -US$1b |
| Sep 30 2021 | n/a | n/a | -US$2b |
| Jun 30 2021 | n/a | n/a | -US$2b |
| Mar 31 2021 | n/a | n/a | -US$1b |
| Dec 31 2020 | US$5m | US$843k | US$636m |
| Sep 30 2020 | n/a | n/a | US$899m |
| Jun 30 2020 | n/a | n/a | US$569m |
| Mar 31 2020 | n/a | n/a | US$759m |
| Dec 31 2019 | US$5m | US$800k | US$928m |
報酬と市場: Jimの 総報酬 ($USD 15.99M ) は、 US市場 ($USD 14.79M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Jimの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。
CEO
Jim Burke (57 yo)
5.4yrs
在職期間
US$15,989,188
報酬
Mr. James A. Burke, also known as Jim, has been President of Vistra Corp. since December 7, 2020 and serves as its Chief Executive Officer and Director since August 1, 2022 and served as its Chief Financia...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 5.4yrs | US$15.99m | 0.37% $ 192.8m | |
| Executive VP & CFO | 3.8yrs | US$6.71m | 0.073% $ 38.3m | |
| Executive VP | 9.6yrs | US$3.17m | 0.034% $ 17.9m | |
| Chief Strategy and Sustainability Officer & Executive VP of Public Affairs | 3.8yrs | US$6.76m | 0.046% $ 24.4m | |
| Executive VP & President of Retail | 9.6yrs | US$4.13m | 0.11% $ 58.7m | |
| Senior VP | 2.5yrs | データなし | 0.0057% $ 3.0m | |
| Senior VP & CIO | 3.8yrs | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Senior VP & Chief Human Resources Officer | less than a year | データなし | データなし | |
| Senior Vice President of Government Affairs | no data | データなし | データなし | |
| Regional Managing Director of Continental Europe | 5yrs | データなし | データなし | |
| Chief AI & Digital Officer | less than a year | データなし | データなし |
3.8yrs
平均在職期間
52.5yo
平均年齢
経験豊富な経営陣: VSTの経営陣は 経験豊富 であると考えられます ( 3.8年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 3.8yrs | US$15.99m | 0.37% $ 192.8m | |
| Independent Director | 8.1yrs | US$310.69k | 0.016% $ 8.4m | |
| Independent Chairman of the Board | 8.8yrs | US$493.49k | 0.076% $ 40.2m | |
| Independent Director | 8.1yrs | US$315.69k | 0.023% $ 12.1m | |
| Independent Director | 1.4yrs | US$272.55k | 0.00072% $ 379.4k | |
| Independent Director | 6.3yrs | US$309.94k | 0.010% $ 5.4m | |
| Independent Director | 6.3yrs | US$302.42k | 0.014% $ 7.4m | |
| Independent Director | 2.2yrs | US$325.69k | 0.0018% $ 922.1k | |
| Independent Director | 3.3yrs | US$320.69k | 0.0063% $ 3.3m | |
| Independent Director | 9.6yrs | US$301.67k | 0.015% $ 8.1m | |
| Independent Director | 8.1yrs | US$319.94k | 0.020% $ 10.8m |
6.3yrs
平均在職期間
61yo
平均年齢
経験豊富なボード: VSTの 取締役会 は 経験豊富 であると考えられます ( 6.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 08:48 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Vistra Corp. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30
| アナリスト | 機関 |
|---|---|
| James Thalacker | BMO Capital Markets Equity Research |
| Moses Sutton | BNP Paribas |
| Rinny Singh | BofA Global Research |