Vistra Corp Stock Price, News & Analysis

Vistra (NYSE:VST) reported strong Q2 2025 financial results with GAAP Net Income of $327 million and Cash Flow from Operations of $1,171 million. The company reaffirmed its 2025 guidance with Ongoing Operations Adjusted EBITDA of $5.5-6.1 billion and Adjusted FCFbG of $3.0-3.6 billion.

Key developments include a definitive agreement to acquire seven natural gas facilities (~2,600 MW capacity) from Lotus Infrastructure Partners and NRC approval to extend Perry Nuclear Power Plant's operating license through 2046. The company increased its 2026 Ongoing Operations Adjusted EBITDA midpoint opportunity to over $6.8 billion.

Vistra has executed ~$5.4 billion in share repurchases since November 2021, reducing outstanding shares by ~30%. The company maintains strong hedging positions with ~100% of expected generation volumes hedged for 2025 and ~95% for 2026.

Vistra (NYSE: VST) has announced dividend declarations for both its common stock and Series A preferred stock. The company's board approved a quarterly common stock dividend of $0.2260 per share, representing a 3% increase from Q3 2024, with an estimated total payment of $75 million. The common dividend will be paid on September 30, 2025, to stockholders of record as of September 19, 2025.

Additionally, the board declared a semi-annual dividend of $40.00 per share on its 8.0% Series A Fixed-Rate Reset Cumulative Redeemable Perpetual Preferred Stock, equivalent to $80.00 per share annually. This preferred dividend will be paid on October 15, 2025, to stockholders of record as of October 1, 2025.

Vistra (NYSE: VST) has scheduled its second quarter 2025 financial and operating results announcement for Thursday, August 7, 2025. The company will host a live conference call and webcast at 9 a.m. ET (8 a.m. CT).

Investors can access the webcast through Vistra's website under the "Investor Relations" section and "Events & Presentations" subsection. For those preferring to join by phone, registration is required in advance to receive the dial-in number. A replay will remain available on the company's website for one year after the event.

Vistra (NYSE: VST) has announced a significant community support initiative in response to severe flooding in Kerr County and Central Texas. The company is providing $500,000 in relief funding, which will be distributed to the Community Foundation of the Texas Hill Country and local nonprofits providing essential services.

The company is also expanding its Energy Aid program to assist residents with electricity bills during this crisis. Vistra serves Texas customers through multiple brands including TXU Energy, Ambit Energy, 4Change Energy, TriEagle Energy, Veteran Energy, and Express Energy.

Vistra (NYSE: VST) has received Nuclear Regulatory Commission approval to extend operations at its Perry Nuclear Power Plant through 2046, adding 20 years to its original license. The 1,268-megawatt facility, which began operations in 1986, is the last of Vistra's six nuclear reactors to receive a license extension.

Perry employs 600 full-time staff and over 200 permanent contractors, with refueling outages bringing in an additional 800-1,200 technicians periodically. The plant is part of Vistra's nuclear fleet that can generate over 6,500 MW of emission-free energy, powering approximately 3.25 million homes.

Vistra (NYSE: VST) has announced a definitive agreement to acquire seven natural gas generation facilities from Lotus Infrastructure Partners for $1.9 billion (approximately $743/kW). The portfolio includes 2,600 MW of capacity across PJM, New England, New York, and California markets. The acquisition comprises five combined cycle gas turbine facilities and two combustion turbine facilities.

The transaction is expected to close in late 2025 or early 2026, subject to regulatory approvals. Vistra plans to fund the acquisition through a combination of cash and assumption of an existing term loan (approximately 50% of consideration). The purchase price represents roughly 7x 2026 Adjusted EBITDA multiple. The company reiterates its commitment to maintaining net leverage below 3x and returning capital to shareholders through $300 million in annual dividends and at least $1 billion in yearly share repurchases.

Vistra (NYSE: VST) reported Q1 2025 financial results with a GAAP Net Loss of $(268) million and Cash Flow from Operations of $599 million. The company's Ongoing Operations Adjusted EBITDA reached $1,240 million, up $430 million from Q1 2024. Despite the net loss, Vistra reaffirmed its 2025 guidance with Ongoing Operations Adjusted EBITDA of $5.5-6.1 billion and Adjusted FCFbG of $3.0-3.6 billion. The company has hedged ~100% of expected generation volumes for 2025 and ~90% for 2026. Vistra's share repurchase program has executed $5.2 billion in buybacks since November 2021, reducing outstanding shares by ~30%. The company continues expanding its clean energy portfolio, advancing solar and energy storage projects, including partnerships with Amazon (200 MW) and Microsoft (405 MW). As of March 31, 2025, Vistra maintained strong liquidity of $3,903 million.

Vistra (NYSE: VST) has announced dividend declarations for its common stock and preferred shares. The company will pay a quarterly dividend of $0.2250 per common share, representing a 3% increase from Q2 2024 and an estimated total payment of $75 million. The common stock dividend will be paid on June 30, 2025, to stockholders of record as of June 18, 2025. Additionally, Vistra declared semi-annual dividends for two preferred stock series: the 7.0% Series B Fixed-Rate Reset Cumulative Green Redeemable Perpetual Preferred Stock at $35.00 per share ($70.00 annualized), payable June 16, 2025, and the 8.875% Series C Fixed-Rate Reset Cumulative Redeemable Perpetual Preferred Stock at $44.375 per share ($88.75 annualized), payable July 15, 2025.

Vistra (NYSE: VST) has announced it will release its first quarter 2025 financial and operating results on Wednesday, May 7, 2025. The company will host a live conference call and webcast at 10 a.m. ET (9 a.m. CT). Investors can access the webcast through Vistra's website under the Investor Relations section, while phone participants need to register in advance to receive dial-in details. A replay of the webcast will remain available on the company's website for one year after the event.