Nuclear Deal Buzz: Recent discussions on X about Vistra Corp (VST) have been ignited by a 20-year nuclear power purchase agreement. Many see this as a strategic push toward carbon-free energy, positioning the company for future growth. The chatter reflects curiosity about how this could impact long-term prospects.
Earnings Reaction: Posts on X also focus on Vistra’s latest Q3 earnings, with some disappointment over a revenue miss and a projected 21% decline for 2025. Despite this, analyst upgrades and raised price targets have sparked renewed interest among investors. The mixed reactions highlight both concern and cautious optimism.
Strategic Moves: Beyond earnings, X discussions note Vistra’s recent acquisitions in natural gas and energy storage, alongside a dividend hike. Some users view these steps as strengthening the company’s market position. The conversation remains active with speculation on future performance.
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 59 times in the past 6 months. Of those trades, 0 have been purchases and 59 have been sales.
Here’s a breakdown of recent trading of $VST stock by insiders over the last 6 months:
- JAMES A BURKE (President and CEO) has made 0 purchases and 49 sales selling 745,281 shares for an estimated $152,447,814.
- CARRIE LEE KIRBY (EVP and Chief Admin. Officer) has made 0 purchases and 2 sales selling 108,000 shares for an estimated $16,953,596.
- KRISTOPHER E. MOLDOVAN (EVP and CFO) has made 0 purchases and 3 sales selling 90,257 shares for an estimated $15,036,870.
- SCOTT B HELM has made 0 purchases and 2 sales selling 70,000 shares for an estimated $11,773,360.
- SCOTT A HUDSON (EVP & President Vistra Retail) sold 56,000 shares for an estimated $8,792,000
- STEPHANIE ZAPATA MOORE (EVP and General Counsel) sold 35,000 shares for an estimated $5,650,225
- JOHN R SULT sold 25,000 shares for an estimated $4,291,675
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
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 LISA C. MCCLAIN purchased up to $15,000 on 06/17.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Vistra Corp Hedge Fund Activity
We have seen 745 institutional investors add shares of Vistra Corp stock to their portfolio, and 577 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CASTLE HOOK PARTNERS LP added 2,402,811 shares (+255.3%) to their portfolio in Q2 2025, for an estimated $465,688,799
- JPMORGAN CHASE & CO added 2,074,364 shares (+23.4%) to their portfolio in Q3 2025, for an estimated $406,409,394
- LONE PINE CAPITAL LLC added 1,864,931 shares (+40.5%) to their portfolio in Q2 2025, for an estimated $361,442,277
- NORGES BANK added 1,831,733 shares (+61.7%) to their portfolio in Q2 2025, for an estimated $355,008,172
- FMR LLC added 1,815,562 shares (+10.5%) to their portfolio in Q2 2025, for an estimated $351,874,071
- POINT72 ASSET MANAGEMENT, L.P. removed 1,346,956 shares (-85.5%) from their portfolio in Q2 2025, for an estimated $261,053,542
- NUVEEN, LLC added 1,181,767 shares (+66.4%) to their portfolio in Q2 2025, for an estimated $229,038,262
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Vistra Corp Analyst Ratings
Wall Street analysts have issued reports on $VST in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 11/07/2025
- Evercore ISI Group issued a "Outperform" rating on 11/07/2025
- Wells Fargo issued a "Overweight" rating on 10/28/2025
- Morgan Stanley issued a "Overweight" rating on 09/25/2025
- JP Morgan issued a "Overweight" rating on 09/24/2025
- UBS issued a "Buy" rating on 07/25/2025
To track analyst ratings and price targets for Vistra Corp, check out Quiver Quantitative's $VST forecast page.
Vistra Corp Price Targets
Multiple analysts have issued price targets for $VST recently. We have seen 10 analysts offer price targets for $VST in the last 6 months, with a median target of $240.0.
Here are some recent targets:
- Durgesh Chopra from Evercore ISI Group set a target price of $243.0 on 11/07/2025
- James Thalacker from BMO Capital set a target price of $245.0 on 11/07/2025
- Shahriar Pourreza from Wells Fargo set a target price of $238.0 on 10/28/2025
- Angie Storozynski from Seaport Global set a target price of $242.0 on 10/08/2025
- Stephen Byrd from Morgan Stanley set a target price of $223.0 on 09/25/2025
- Jeremy Tonet from JP Morgan set a target price of $248.0 on 09/24/2025
- Julien Dumoulin-Smith from Jefferies set a target price of $230.0 on 09/23/2025
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.
