Analyst Backing: Wall Street analysts have largely maintained Buy ratings on Vistra amid shifting price targets. Firms like Wells Fargo and TD Cowen adjusted targets downward slightly but kept positive outlooks, contributing to a Strong Buy consensus around $223. Recent earnings showed robust revenue and a swing to net income.
Meta Power Deals: Investors are highlighting Vistra's long-term contracts with Meta for nuclear power supply. These 20-year agreements for 2.6 GW underscore the appeal of direct deals with hyperscalers over traditional utility models. Focus remains on how such arrangements mitigate regulatory risks.
AI Power Surge: Social media chatter centers on Vistra as a key beneficiary of exploding data center electricity needs. Discussions note surging demand projections through 2030 and Vistra's position in independent power production. Overall sentiment appears bullish on the AI tailwinds.
Note: This discussion summary was generated from an AI condensation of post data.
Vistra Corp Insider Trading Activity
Vistra Corp insiders have traded $VST stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $VST stock by insiders over the last 6 months:
- SCOTT B HELM sold 25,000 shares for an estimated $4,000,000
- ARCILIA ACOSTA has made 0 purchases and 2 sales selling 15,000 shares for an estimated $2,512,800.
- STEPHANIE ZAPATA MOORE (EVP and General Counsel) sold 10,000 shares for an estimated $1,603,100
- MARGARET MONTEMAYOR (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 9,600 shares for an estimated $1,560,800.
- JOHN R SULT sold 6,500 shares for an estimated $1,105,000
- PAUL M BARBAS has made 0 purchases and 2 sales selling 488 shares for an estimated $73,426.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Vistra Corp Revenue
Vistra Corp had revenues of $5.6B in Q1 2026. This is an increase of 43.4% from the same period in the prior year.
You can track VST financials on Quiver Quantitative's VST stock page.
You can access data on VST stock through the Quiver Quantitative API.
Vistra Corp Congressional Stock Trading
Members of Congress have traded $VST stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $VST stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Vistra Corp Hedge Fund Activity
We have seen 691 institutional investors add shares of Vistra Corp stock to their portfolio, and 557 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 2,578,306 shares (-39.5%) from their portfolio in Q1 2026, for an estimated $387,596,740
- CANADA PENSION PLAN INVESTMENT BOARD added 1,934,248 shares (+154.8%) to their portfolio in Q1 2026, for an estimated $290,775,501
- UBS GROUP AG added 1,887,910 shares (+69.7%) to their portfolio in Q1 2026, for an estimated $283,809,510
- BLACKROCK, INC. removed 1,845,088 shares (-6.1%) from their portfolio in Q1 2026, for an estimated $277,372,079
- SEGRA CAPITAL MANAGEMENT, LLC removed 1,791,518 shares (-91.6%) from their portfolio in Q1 2026, for an estimated $269,318,900
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 1,723,776 shares (-80.2%) from their portfolio in Q1 2026, for an estimated $259,135,246
- FMR LLC removed 1,187,458 shares (-7.0%) from their portfolio in Q1 2026, for an estimated $178,510,561
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Vistra Corp Price Targets
Multiple analysts have issued price targets for $VST recently. We have seen 4 analysts offer price targets for $VST in the last 6 months, with a median target of $230.5.
Here are some recent targets:
- Shelby Tucker from TD Cowen set a target price of $230.0 on 05/04/2026
- Jeremy Tonet from JP Morgan set a target price of $231.0 on 04/30/2026
- Shahriar Pourreza from Wells Fargo set a target price of $234.0 on 02/27/2026
- Julien Dumoulin-Smith from Jefferies set a target price of $203.0 on 02/10/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
