FY2026 EPS Estimates for Vistra Raised by Seaport Res Ptn

Key Points

• Seaport Res Ptn has raised its FY2026 earnings per share estimate for Vistra Corp. from $9.50 to $9.54, while the consensus for the current full-year stands at $7.00.
• Vistra's stock is currently rated as a "Moderate Buy" with an average target price of $192.62, following positive adjustments from several analysts including BMO and Jefferies.
• The company has announced an increase in its quarterly dividend to $0.226 per share, payable on September 30th, reflecting a commitment to returning value to shareholders.

Vistra Corp. (NYSE:VST - Free Report) - Seaport Res Ptn lifted their FY2026 earnings per share estimates for Vistra in a note issued to investors on Tuesday, August 12th. Seaport Res Ptn analyst A. Storozynski now anticipates that the company will post earnings per share of $9.54 for the year, up from their prior estimate of $9.50. The consensus estimate for Vistra's current full-year earnings is $7.00 per share.

Vistra (NYSE:VST - Get Free Report) last issued its earnings results on Thursday, August 7th. The company reported $1.01 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.63 by ($0.62). Vistra had a return on equity of 108.41% and a net margin of 12.90%. The company had revenue of $4.25 billion for the quarter, compared to the consensus estimate of $5.15 billion.

A number of other equities research analysts have also commented on the company. The Goldman Sachs Group raised their price target on Vistra from $179.00 to $203.00 and gave the stock a "neutral" rating in a research report on Wednesday. Morgan Stanley raised their price target on Vistra from $178.00 to $186.00 and gave the stock an "overweight" rating in a research report on Wednesday, June 18th. Jefferies Financial Group raised their price target on Vistra from $145.00 to $241.00 and gave the stock a "buy" rating in a research report on Friday, August 8th. BMO Capital Markets raised their price target on Vistra from $191.00 to $229.00 and gave the stock an "outperform" rating in a research report on Tuesday. Finally, UBS Group raised their price target on Vistra from $207.00 to $230.00 and gave the stock a "buy" rating in a research report on Friday, July 25th. Three research analysts have rated the stock with a hold rating, ten have issued a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average target price of $192.62.

Vistra Stock Down 2.6%

Shares of NYSE VST traded down $5.16 during mid-day trading on Thursday, reaching $197.19. 4,021,603 shares of the company's stock were exchanged, compared to its average volume of 5,149,917. The firm has a market capitalization of $66.81 billion, a price-to-earnings ratio of 31.45, a PEG ratio of 2.27 and a beta of 1.30. The company has a current ratio of 0.90, a quick ratio of 0.77 and a debt-to-equity ratio of 6.58. The business has a fifty day simple moving average of $191.90 and a 200 day simple moving average of $157.47. Vistra has a twelve month low of $72.90 and a twelve month high of $216.85.

Vistra Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 30th. Shareholders of record on Friday, September 19th will be given a dividend of $0.226 per share. This is a positive change from Vistra's previous quarterly dividend of $0.23. The ex-dividend date of this dividend is Friday, September 19th. This represents a $0.90 annualized dividend and a dividend yield of 0.5%. Vistra's payout ratio is presently 14.35%.

Insider Activity

In other Vistra news, Director John R. Sult sold 25,000 shares of the business's stock in a transaction that occurred on Friday, June 6th. The stock was sold at an average price of $171.67, for a total transaction of $4,291,750.00. Following the transaction, the director owned 75,946 shares of the company's stock, valued at $13,037,649.82. The trade was a 24.77% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Carrie Lee Kirby sold 108,000 shares of the business's stock in a transaction that occurred on Monday, May 19th. The stock was sold at an average price of $156.98, for a total value of $16,953,840.00. Following the transaction, the executive vice president directly owned 218,239 shares in the company, valued at $34,259,158.22. This trade represents a 33.10% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders have sold 294,000 shares of company stock worth $47,461,490. Corporate insiders own 1.42% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in VST. Rockefeller Capital Management L.P. boosted its stake in shares of Vistra by 239.2% during the 4th quarter. Rockefeller Capital Management L.P. now owns 72,832 shares of the company's stock worth $10,040,000 after acquiring an additional 51,358 shares during the period. Townsquare Capital LLC boosted its stake in shares of Vistra by 17.9% during the 4th quarter. Townsquare Capital LLC now owns 5,705 shares of the company's stock worth $787,000 after acquiring an additional 867 shares during the period. Sagespring Wealth Partners LLC bought a new position in shares of Vistra during the 4th quarter worth approximately $237,000. CreativeOne Wealth LLC boosted its stake in shares of Vistra by 144.5% during the 4th quarter. CreativeOne Wealth LLC now owns 8,531 shares of the company's stock worth $1,176,000 after acquiring an additional 5,042 shares during the period. Finally, Jump Financial LLC boosted its stake in shares of Vistra by 56.5% during the 4th quarter. Jump Financial LLC now owns 9,256 shares of the company's stock worth $1,276,000 after acquiring an additional 3,340 shares during the period. Institutional investors and hedge funds own 90.88% of the company's stock.

About Vistra

Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company. The company operates through six segments: Retail, Texas, East, West, Sunset, and Asset Closure. It retails electricity and natural gas to residential, commercial, and industrial customers across states in the United States and the District of Columbia.