Market Cap
$46.4B
VST
Vistra Corp.
$137.09 ▼ -1.90%
Prev close $139.75Market cap$46.4B
ConsensusStrong Buy
12-mo target$212.79 (+55.2%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)37 New Institutional Positions13 Institutional Exits Traditional Energy
Snapshot
The big-picture read on VST right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (92%)
Inst. Holders
50 funds
Inst. Value
$35.6B
Inst. Activity
37 buys / 13 sells
Insider Activity
$1.2M buy / $20.6M sell
Insider Net $
-$19.5M
Social Sentiment
50° Neutral
SEC Reports
16
Press Releases
1
Congressional
1 trades
Price chart 30d -4.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 earnings
Sep 11, 2026 SEC Vistra to Report Third Quarter Results on Nov. 6, 2026
IRVING, Texas, Sept. 29, 2026 /PRNewswire/ -- Vistra (NYSE: VST) plans to report its third quarter 2
Vistra Corp. insiders showed mixed signals: the CEO bought $604K worth of shares on September 1, while the EVP & Preside
CLUSTER — Impact 5/10
Vistra priced a $1.5B registered offering of junior subordinated notes (Series A 7.00% and Series B 7.25%, both due 2057
Impact 5/10
Sep 8, 2026 Insider
HUDSON SCOTT A sold 7,841 shares
EVP & President Vistra Retail @ $152.56 ($1.2M)
Sep 8, 2026 Insider
Moldovan Kristopher E. sold 20,000 shares
EVP and CFO @ $151.03 ($3.0M)
Sep 8, 2026 Insider
Sep 2, 2026 SEC HUDSON SCOTT A sold 7,777 shares
EVP & President Vistra Retail @ $150.97 ($1.2M)
Vistra Corp. CEO James Burke made two open-market purchases totaling $569K between August 24-31, 2026, at an average pri
INSIDER-BUY — Impact 4/10
Vistra Corp. CEO James Burke purchased $270K of VST stock on the open market at $135/share on August 24, 2026. This is a
INSIDER-BUY — Impact 4/10
Analyst ratings buy % +4.5%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
92% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Bernstein | REITERATE | Outperform | 51% |
| Aug 24, 2026 | Mizuho | INITIATE | Outperform | 52% |
| Aug 21, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Aug 19, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 28, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 27, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Jul 15, 2026 | Scotiabank | MAINTAIN | Sector Outperform | 56% |
| Jun 16, 2026 | Bernstein | INITIATE | Outperform | 51% |
| May 4, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% | |
| Aug 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% | |
| Jul 1, 2026 | 7 | 15 | 2 | 0 | 0 | 92% | |
| Jun 1, 2026 | 6 | 15 | 2 | 0 | 0 | 91% | |
| May 1, 2026 | 6 | 16 | 2 | 0 | 0 | 92% | |
| Apr 1, 2026 | 6 | 16 | 2 | 0 | 0 | 92% | |
| Mar 1, 2026 | 6 | 16 | 2 | 0 | 0 | 92% | |
| Feb 1, 2026 | 5 | 15 | 4 | 0 | 0 | 83% |
Price targets
Where 19 covering analysts think VST trades over the next 12 months.
$212.79 +55.2% upside Strong Buy
Current$137.09 Low$106.00 Median$217.00 High$305.00 19 analysts
$106.00$305.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Why is Uber and Vistra Corp being hyped up so much?
▲ 21 · 💬 17· ⚡ 3.0
$VST Vistra Corp. Opinions?
▲ 1 · 💬 5· ⚡ 0.5
$CEG vs $VST: Which is the better AI power investment today / are energy stocks a good long-term investment?
▲ 1 · 💬 1· ⚡ 0.5
$CEG vs $VST: Which is the better AI power investment today / are energy stocks a good long-term investment?
▲ 1 · 💬 0· ⚡ 0.5
Is VST undervalued or is it just hype?
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
16 SEC filing reports analyzed · 4 bullish, 0 bearish, 1 mixed, 11 neutral · avg impact 3.6/10.Plus 1 press releases.
MIXEDCLUSTER5/10
Vistra Corp. insiders showed mixed signals: the CEO bought $604K worth of shares on September 1, whi
Sep 11, 2026
BULLISHINSIDER-BUY4/10
Vistra Corp. CEO James Burke made two open-market purchases totaling $569K between August 24-31, 202
Sep 2, 2026
BULLISHINSIDER-BUY4/10
Vistra Corp. CEO James Burke purchased $270K of VST stock on the open market at $135/share on August
Aug 25, 2026
NEUTRAL8-K6/10
Vistra reported Q2 2026 GAAP Net Income of $305M, down 6.7% YoY from $327M, due to a $472M unrealize
Aug 7, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
earnings
Vistra to Report Third Quarter Results on Nov. 6, 2026
IRVING, Texas, Sept. 29, 2026 /PRNewswire/ -- Vistra (NYSE: VST) plans to report its third quarter 2026 financial and operating results on Friday, Nov
Sep 28, 2026
short_volume
Short Volume: VST — 55.7% short (1.0M / 1.8M)
Short: 988,254 | Exempt: 965 | TRF Vol: 1,774,740 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Sep 10, 2026
offering
Vistra Prices Registered Offering of $1.5 Billion of Junior Subordinated Notes
IRVING, Texas, Sept. 10, 2026 /PRNewswire/ -- Vistra Corp. (NYSE: VST) (the "Company" or "Vistra") announced today the pricing of an underwritten publ
Sep 10, 2026
short_volume
Short Volume: VST — 55.9% short (1.1M / 2.0M)
Short: 1,136,134 | Exempt: 921 | TRF Vol: 2,030,984 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: VST — 4.2M shares, 94,531 trades
Week starting 2026-09-07. Total ATS volume: 4,235,207 shares across 94,531 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.59 | $-0.05–$3.57 | 47.9% | -0.4% | 5↑ 1↓ | $7.6B | 7 |
| Next Q | $3.14 | $1.75–$6.59 | 481.2% | +5.7% | 3↑ 1↓ | $6.9B | 5 |
| Current FY | $9.58 | $8.76–$10.65 | 339.4% | -0.1% | 2↑ 4↓ | $22.5B | 9 |
| Next FY | $10.36 | $9.03–$12.64 | 8.1% | +0.1% | 0↑ 6↓ | $24.2B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $2.588 | — |
| 7d ago | $2.585 | +0.003 |
| 30d ago | $2.598 | -0.010 |
| 60d ago | $2.343 | +0.244 |
| 90d ago | $2.390 | +0.198 |
Institutional ownership
Which big funds own VST (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $35.6B total value (224,531,525 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 29,064,465 | $4.6B | 12.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 21,393,858 | $3.4B | 9.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 16,939,291 | $2.7B | 7.5% | — |
| STATE STREET CORP | 16,850,452 | $2.7B | 7.5% | — |
| FMR LLC | 14,160,202 | $2.2B | 6.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 9,037,395 | $1.4B | 4.0% | — |
| MORGAN STANLEY | 8,880,730 | $1.4B | 4.0% | — |
| JANE STREET GROUP, LLC | 8,065,900 | $1.3B | 3.6% | TRIM -72.7% |
| NORGES BANK | 5,811,201 | $921.8M | 2.6% | NEW |
| UBS Group AG | 5,398,501 | $856.4M | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 5,811,201 | — | $921.8M |
| GOLDMAN SACHS GROUP INC | ADD | 3,339,249 | 4,742,324 | +42.0% | $752.3M |
| JPMORGAN CHASE & CO | TRIM | 7,489,657 | 3,252,881 | -56.6% | $528.2M |
| Point72 Asset Management, L.P. | ADD | 918,706 | 1,478,465 | +60.9% | $234.5M |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 928,037 | 1,400,924 | +51.0% | $222.2M |
| BANK OF MONTREAL /CAN/ | DOUBLED | 383,169 | 1,142,607 | +198.2% | $181.3M |
| FEDERATED HERMES, INC. | ADD | 852,323 | 1,101,098 | +29.2% | $174.7M |
| Corvex Management LP | NEW | — | 1,020,228 | — | $161.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 675,817 | 1,011,557 | +49.7% | $160.5M |
| VICTORY CAPITAL MANAGEMENT INC | DOUBLED | 103,282 | 984,411 | +853.1% | $156.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$19.5M — $1.2M bought, $20.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 8, 2026 | HUDSON SCOTT A | EVP & President Vistra Retail | SELL | 7,841 | $152.56 | $1.2M |
| Sep 8, 2026 | Moldovan Kristopher E. | EVP and CFO | SELL | 20,000 | $151.03 | $3.0M |
| Sep 8, 2026 | HUDSON SCOTT A | EVP & President Vistra Retail | SELL | 7,777 | $150.97 | $1.2M |
| Sep 8, 2026 | HUDSON SCOTT A | EVP & President Vistra Retail | SELL | 28,826 | $151.85 | $4.4M |
| Sep 1, 2026 | BURKE JAMES A | President and CEO | BUY | 4,465 | $135.25 | $603.9K |
| Aug 31, 2026 | BURKE JAMES A | President and CEO | BUY | 2,200 | $135.99 | $299.2K |
| Aug 24, 2026 | BURKE JAMES A | President and CEO | BUY | 2,000 | $135.00 | $270.0K |
| Jun 18, 2026 | Acosta Arcilia | Director | SELL | 7,500 | $165.04 | $1.2M |
| Jun 18, 2026 | SULT JOHN R | Director | SELL | 6,500 | $170.00 | $1.1M |
| Jun 18, 2026 | Acosta Arcilia | Director | SELL | 7,500 | $170.00 | $1.3M |
Congressional trades
VST trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Feb 17, 2026 | Julia Letlow | R | HOUSE | BUY | $1,001 - $15,000 | Vistra Corp | Mar 13, 2026(25d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for VST.
Shares short
9,701,865
Settlement Sep 15, 2026
Change vs prior
-10.0%
Semi-monthly cycle
Days to cover
2.0
At avg daily volume
Of shares outstanding
≈2.9%
Estimate — not % of float
All VST filing & press-release reports (17)
- CLUSTER reportSep 11, 2026
- PRESS-RELEASE reportSep 10, 2026
- INSIDER-BUY reportSep 2, 2026
- INSIDER-BUY reportAug 25, 2026
- 8-K reportAug 7, 2026
- 8-K reportJul 16, 2026
- PRESS-RELEASE reportJul 6, 2026
- 8-K reportJul 3, 2026
- 144 reportJun 19, 2026
- 144 reportJun 18, 2026
- 144 reportJun 15, 2026
- 144 reportJun 12, 2026
- 144 reportJun 2, 2026
- 144 reportMay 27, 2026
- DEFA14A reportMar 18, 2026
- INST-CLUSTER reportFeb 28, 2026
- 8-K reportFeb 26, 2026