Vistra
Pairs retail energy sales with gas, nuclear, coal, solar, and battery generation.
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Profile
Sells electricity and natural gas to homes and businesses while operating gas, nuclear, coal, solar, and battery plants across major U.S. competitive power markets. Retail demand, generation output, and wholesale hedging are managed as an integrated portfolio.
Sells electricity, natural gas, and related services through TXU Energy, Ambit Energy, Dynegy Energy Services, Homefield Energy, Energy Harbor, and U.S. Gas & Electric. Power generation spans natural gas, nuclear, coal, solar, and battery storage across Texas, the Northeast, Midwest, and California; retired facilities sit in a separate Asset Closure segment.
Pairs retail demand with owned generation and wholesale risk management, allowing customer load, plant output, and hedges to be managed as one portfolio. The retail base is concentrated in competitive Texas markets, while generation participates in ERCOT, PJM, ISO New England, NYISO, MISO, and CAISO. Earnings remain exposed to wholesale electricity prices, fuel supply and costs, weather, grid-market rules, and environmental and nuclear regulation.
Company facts
Categories
Key statistics
Year to date −17.0% · Average volume (30d) 4.3M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 24, 2026 | Mizuho Securities | Target | $169 | ||
| Aug 19, 2026 | BNP Paribas | Target | $255 | ||
| Aug 12, 2026 | Goldman Sachs | Target | $205 | $206 | |
| Aug 10, 2026 | Wells Fargo | Reiterate | Overweight | $236 | $212 |
| Jul 28, 2026 | UBS | Reiterate | Buy | $233 | $227 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 7, 2026Q2 FY26 | $1.61 | $0.76 | −52.8% | $5.46B | $4.02B | −26.5% | −0.56% |
| May 7, 2026Q1 FY26 | $1.32 | $2.87 | +117.4% | $5.22B | $5.64B | +8.1% | −4.05% |
| Feb 26, 2026Q4 FY25 | $2.31 | $0.54 | −76.5% | $5.79B | $4.58B | −20.8% | −1.66% |
| Nov 6, 2025Q3 FY25 | $2.08 | $1.75 | −15.9% | $6.11B | $4.97B | −18.7% | +3.46% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $5.17B | $4.25B | $4.97B | $2.34B | $4.65B | $4.02B | |
| Gross profit | $1.54B | $934.0M | $1.49B | −$1.30B | $943.0M | $945.0M | |
| Operating income | $1.17B | $515.0M | $1.04B | −$1.75B | $527.0M | $553.0M | |
| Net income | −$268.0M | $327.0M | $652.0M | $233.0M | $1.03B | $305.0M | |
| Diluted EPS | −$0.93 | $0.83 | $1.75 | $0.55 | $2.88 | $0.76 | |
| Gross margin | 29.8% | 22.0% | 29.9% | -55.6% | 20.3% | 23.5% | |
| Operating margin | 22.6% | 12.1% | 21.0% | -74.8% | 11.3% | 13.8% |
Fiscal years (4-quarter sums)FY21 $13.28B · FY22 $17.84B · FY23 $15.54B · FY24 $19.38B · FY25 $16.73B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $435.0M · Total debt $19.90B · Total assets $42.60B · Shareholders' equity $5.48B
Dividends
Raised for 6 straight years — most recently to $0.229 from $0.228 in Jun 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 22, 2026 | Jun 22 | Jun 30 | $0.229 | raised from $0.228 |
| Mar 20, 2026 | Mar 20 | Mar 31 | $0.228 | raised from $0.227 |
| Dec 22, 2025 | Dec 22 | Dec 31 | $0.227 | raised from $0.226 |
| Sep 19, 2025 | Sep 19 | Sep 30 | $0.226 | raised from $0.225 |
| Jun 18, 2025 | Jun 18 | Jun 30 | $0.225 | raised from $0.2235 |
| Mar 20, 2025 | Mar 20 | Mar 31 | $0.2235 | raised from $0.2215 |
| Dec 20, 2024 | Dec 20 | Dec 31 | $0.2215 | raised from $0.2195 |
| Sep 20, 2024 | Sep 20 | Sep 30 | $0.2195 | raised from $0.2175 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 337.18M · Float 314.48M · 93.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 29.06M | 8.62% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 21.39M | 6.34% | 13F | Aug 13, 2026 |
| Qatar Investment Authority | 18.68M | 5.50% | 13G | Aug 5, 2025 |
| Vanguard Portfolio Management LLC | 16.94M | 5.02% | 13F | Aug 13, 2026 |
| State Street Corporation | 16.87M | 5.00% | 13G | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 24, 2026 | James A. Burke | director, officer: President and CEO | +2,000 | $135.00 |
| Jun 18, 2026 | Arcilia Acosta | director | −15,000 | $167.52 |
| Jun 18, 2026 | John R. Sult | director | −6,500 | $170.00 |
| Jun 16, 2026 | Scott B. Helm | director | −25,000 | $160.00 |
| Jun 15, 2026 | Paul M. Barbas | director | −244 | $153.00 |
Peers
- Constellation Energy
Largest US competitive nuclear fleet; dominant carbon-free firm power rival.
- NRG Energy
Closest ERCOT retail rival; integrated generation + multi-brand retail platform.
- Talen Energy
PJM nuclear IPP with landmark Amazon AWS data-center nuclear PPA.
- AES
Global IPP; US renewables + storage leader with large data-center PPA backlog.
- Public Service Enterprise Group
PJM nuclear fleet owner exploring data-center clean power contracts.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vistra | $138.00 | +0.67% | $46.22B | 23.1 | 14.6 | 2.9 | −5.5% |
| Constellation Energy | $277.11 | +0.13% | $99.38B | 26.9 | 22.4 | 3.2 | +23.0% |
| NRG Energy | $111.50 | +0.38% | $23.44B | 29.2 | 10.7 | 0.6 | +11.0% |
| Talen Energy | $298.70 | +0.85% | $13.44B | — | 11.1 | 3.8 | +64.5% |
| AES | $14.72 | 0.00% | $10.50B | 5.6 | 7.6 | 0.8 | +19.9% |
| Public Service Enterprise Group | $73.19 | −0.01% | $36.47B | 18.2 | 16.3 | 2.9 | −9.0% |
| Median | 22.6 | 11.1 | 2.9 | +19.9% |