Vistra Corp.

NYSE:VST Stock Report

Market Cap: US$54.3b

Vistra Dividends and Buybacks

Dividend criteria checks 0/6

Vistra is a dividend paying company with a current yield of 0.58%. Next payment date is on 30th June, 2026 with an ex-dividend date of 22nd June, 2026.

Key information

0.6%

Dividend yield

1.9%

Buyback Yield

Total Shareholder Yield2.5%
Future Dividend Yield0.7%
Dividend Growth14.2%
Next dividend pay date30 Jun 26
Ex dividend date22 Jun 26
Dividend per sharen/a
Payout ratio41%

Recent dividend and buyback updates

Recent updates

Narrative Update 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.
Narrative Update 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.
Seeking Alpha Apr 06

Vistra: Still Not Buying The Dip Here

Summary Vistra faces a demanding valuation, with shares now trading near $150 after a sharp pullback from last summer’s peak. Despite solid growth and major PPAs with Meta and Amazon, Vistra's earnings multiples are stretched, with a notable gap between EBITDA and net income. Net debt is rising rapidly, set to exceed $20 billion post-Cogentrix acquisition, but leverage remains manageable at around 3x EBITDA. Political and customer concentration risks loom as energy costs rise and large data center clients increasingly pursue self-generation strategies. Read the full article on Seeking Alpha
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Narrative Update 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.
Analysis Article May 13

Vistra Corp. (NYSE:VST) Looks Just Right With A 31% Price Jump

Those holding Vistra Corp. ( NYSE:VST ) shares would be relieved that the share price has rebounded 31% in the last...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha Nov 22

Vistra: Too Much Hype Priced In

Summary Utilities have seen unexpected growth in 2024, driven by new demand sources like Bitcoin mining and AI, with Vistra gaining 332% YTD. Despite the surge, Vistra appears overextended with negative divergences in momentum indicators, suggesting caution in chasing the stock at current levels. Vistra's multiple expansion seems unjustified given its core business remains traditional fossil fuel electricity, lacking strong pricing power or controllable growth factors. Valuation concerns persist as Vistra's forward P/E has doubled from its historical average, making it prudent to hold rather than buy at current prices. Read the full article on Seeking Alpha

Upcoming Dividend Payment

TodayMay 07 2026Ex Dividend DateJun 22 2026Dividend Pay DateJun 30 20268 days from Ex DividendBuy in the next 46 days to receive the upcoming dividend

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: VST is not paying a notable dividend for the US market, therefore no need to check if payments are stable.

Growing Dividend: VST is not paying a notable dividend for the US market, therefore no need to check if payments are increasing.


Dividend Yield vs Market

Vistra Dividend Yield vs Market
How does VST dividend yield compare to the market?
SegmentDividend Yield
Company (VST)0.6%
Market Bottom 25% (US)1.4%
Market Top 25% (US)4.2%
Industry Average (Renewable Energy)1.9%
Analyst forecast (VST) (up to 3 years)0.7%

Notable Dividend: VST's dividend (0.58%) isn’t notable compared to the bottom 25% of dividend payers in the US market (1.39%).

High Dividend: VST's dividend (0.58%) is low compared to the top 25% of dividend payers in the US market (4.21%).


Earnings Payout to Shareholders

Earnings Coverage: VST is not paying a notable dividend for the US market.


Cash Payout to Shareholders

Cash Flow Coverage: VST is not paying a notable dividend for the US market.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/06 04:00
End of Day Share Price 2026/05/06 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Vistra Corp. is covered by 28 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James ThalackerBMO Capital Markets Equity Research
Moses SuttonBNP Paribas
Ross FowlerBofA Global Research