What is Scotiabank’s Forecast for Vistra FY2026 Earnings?

Vistra Corp. (NYSE:VST) – Scotiabank reduced their FY2026 EPS estimates for shares of Vistra in a research report issued to clients and investors on Monday, November 2nd. Scotiabank analyst A. Weisel now anticipates that the company will post earnings per share of $8.83 for the year, down from their previous 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.

Vistra (NYSE:VST) last posted its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $5.46 billion.

VST has been the subject of several other research reports. Williams Trading set a $202.00 price target on Vistra in a research note on Friday, October 2nd. BNP Paribas Exane set a $255.00 price objective on Vistra in a report on Wednesday, August 19th. Canadian Imperial Bank of Commerce reduced their price objective on Vistra from $201.00 to $181.00 and set an “outperformer” rating on the stock in a research report on Wednesday, October 28th. The Goldman Sachs Group set a $206.00 price objective on Vistra in a report on Wednesday, August 12th. Finally, Zacks Research cut Vistra from a “hold” rating to a “strong sell” rating in a report on Wednesday, October 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Vistra currently has an average rating of “Moderate Buy” and an average target price of $202.43.

Vistra Stock Down 13.9%

VST opened at $120.17 on Thursday. The stock has a market cap of $40.33 billion, a PE ratio of 20.30 and a beta of 1.37. The company has a quick ratio of 0.87, a current ratio of 0.97 and a debt-to-equity ratio of 5.87. Vistra has a 52 week low of $117.27 and a 52 week high of $196.80. The business’s fifty day simple moving average is $144.73 and its 200 day simple moving average is $153.08.

Vistra Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Shareholders of record on Tuesday, December 22nd will be paid a $0.2310 dividend. This is an increase 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 payout ratio is presently 15.54%.

Insider Buying and Selling

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

Institutional Investors Weigh In On Vistra

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in VST. Premier Financial Group purchased a new stake in Vistra in the 2nd quarter worth approximately $34,000. Stonehage Fleming Financial Services Holdings Ltd bought a new stake in shares of Vistra in the 2nd quarter worth approximately $37,000. Silicon Valley Capital Partners bought a new stake in shares of Vistra in the 2nd quarter worth approximately $39,000. Latitude Advisors LLC purchased a new position in shares of Vistra during the third quarter valued at approximately $42,000. Finally, Provenance Wealth Advisors LLC purchased a new position in shares of Vistra during the third quarter valued at approximately $43,000. 90.88% of the stock is currently owned by institutional investors.

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.