What is Scotiabank’s Forecast for Vistra FY2026 Earnings?

Vistra Corp. (NYSE:VST) – Scotiabank decreased their FY2026 EPS estimates for shares of Vistra in a report issued on Monday, November 2nd. Scotiabank analyst A. Weisel now expects that the company will post earnings of $8.83 per share for the year, down from their prior estimate of $9.14. Scotiabank currently has a “Sector Outperform” rating and a $189.00 target price on the stock. The consensus estimate for Vistra’s current full-year earnings is $8.93 per share.

A number of other research analysts also recently weighed in on the company. Bank of America reduced their target price on Vistra from $196.00 to $194.00 and set a “buy” rating on the stock in a report on Tuesday, October 27th. HSBC initiated coverage on Vistra in a research note on Thursday, October 22nd. They issued a “buy” rating and a $190.00 target price for the company. Mizuho assumed coverage on Vistra in a research report on Monday, August 24th. They set an “outperform” rating and a $169.00 price target on the stock. Raymond James Financial set a $176.00 price target on Vistra in a research note on Wednesday, October 21st. Finally, Canadian Imperial Bank of Commerce decreased their price objective on Vistra from $201.00 to $181.00 and set an “outperformer” rating for the company in a report on Wednesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Vistra currently has a consensus rating of “Moderate Buy” and an average target price of $202.43.

Vistra Stock Performance

Shares of VST opened at $120.17 on Thursday. The company has a 50-day simple moving average of $144.73 and a two-hundred day simple moving average of $153.08. The company has a debt-to-equity ratio of 5.87, a current ratio of 0.97 and a quick ratio of 0.87. The firm has a market capitalization of $40.33 billion, a PE ratio of 20.30 and a beta of 1.37. Vistra has a one year low of $117.27 and a one year high of $196.80.

Vistra (NYSE:VST) last released its quarterly earnings results on Friday, August 7th. The company reported $0.76 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.61 by ($0.85). Vistra had a return on equity of 108.68% and a net margin of 11.55%. The company had revenue of $4.02 billion during the quarter, compared to the consensus estimate of $5.46 billion.

Vistra Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 31st. Investors of record on Tuesday, December 22nd will be given a dividend of $0.2310 per share. This is a boost from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend is Tuesday, December 22nd. This represents a $0.92 dividend on an annualized basis and a yield of 0.8%. Vistra’s dividend payout ratio is 15.54%.

Insiders Place Their Bets

In related news, CEO James Burke bought 4,465 shares of the business’s stock in a transaction dated Tuesday, September 1st. The shares were purchased at an average cost of $135.25 per share, with a total value of $603,891.25. Following the completion of the purchase, the chief executive officer owned 1,146,352 shares in the company, valued at approximately $155,044,108. The trade was a 0.39% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Scott A. Hudson sold 44,444 shares of the stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $151.82, for a total value of $6,747,488.08. Following the completion of the sale, the executive vice president directly owned 331,137 shares in the company, valued at approximately $50,273,219.34. This represents a 11.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.92% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Vistra

Large investors have recently modified their holdings of the stock. BlackRock Inc. bought a new stake in Vistra during the 2nd quarter valued at about $4,610,496,000. Bank of America Corp DE purchased a new position in Vistra in the second quarter worth about $468,354,000. Bank of New York Mellon Corp bought a new position in shares of Vistra in the second quarter worth approximately $381,938,000. Jupiter Topco LLC bought a new position in shares of Vistra in the second quarter worth approximately $262,169,000. Finally, Deutsche Bank AG bought a new position in shares of Vistra in the second quarter worth approximately $138,267,000. Hedge funds and other institutional investors own 90.88% of the company’s stock.

Trending Headlines about Vistra

Here are the key news stories impacting Vistra this week:

• Positive Sentiment: Vistra is expected to report higher revenue and earnings for Q3 2026 on Nov. 6, supported by robust power demand, hedging and increased capacity revenue. The revenue consensus is $7.44 billion, up about 50% year over year. Vistra Set for Q3 Earnings Release
• Positive Sentiment: Bank of America Securities maintained a Buy rating, providing a counterpoint to recent downgrades. Bank of America Securities Remains a Buy on Vistra
• Negative Sentiment: KeyCorp cut its rating on Vistra from Overweight to Sector Weight. Separately, a Seeking Alpha analysis downgraded the stock to Hold, citing technical weakness and uncertainty around post-election regulation. KeyCorp rating changes Vistra: Midterms Uncertainty Casts Dark Clouds
• Negative Sentiment: Risks highlighted include possible Texas data-center moratoriums, volatile ERCOT power prices and legislative uncertainty that could constrain future growth. Vistra’s prior quarterly results also missed analyst expectations, although it reaffirmed its 2026 adjusted EBITDA guidance of $6.8 billion to $7.6 billion.

Vistra Company Profile

Vistra Corp. (NYSE: VST) is an integrated energy company based in Irving, Texas. The company operates across electricity generation, power distribution support, energy marketing and retail electricity sales, serving residential, commercial and industrial customers primarily in the United States.

Vistra owns and operates a diverse portfolio of power generation and energy storage facilities. Its assets include natural gas, nuclear, coal and renewable generation, as well as battery storage projects.