Vistra Corp. (NYSE:VST) is included among the 13 Best March Dividend Stocks to Buy.
On February 27, Wells Fargo lowered its price recommendation on Vistra Corp. (NYSE:VST) to $234 from $236. It maintained an Overweight rating on the shares. The firm said the company delivered a solid earnings beat and provided long-term guidance that aligned with expectations. Wells Fargo noted that Vistra’s overall value remains attractive. The firm also said management continues to sound confident in ongoing discussions, including potential gas-related deals, which could support future growth.
During its Q4 2025 earnings call, the company said it had completed its acquisition of Lotus Infrastructure Partners. This deal added 2,600 megawatts of modern natural gas generation capacity to its portfolio. The additional capacity strengthens its presence in competitive power markets. The company also announced an agreement to acquire Cogentrix Energy. This acquisition is expected to add another 5,500 megawatts of generation capacity across key regions. These assets are seen as important to supporting long-term demand and improving overall portfolio strength.
President and CEO James Burke said that owning and operating high-quality, dispatchable generation assets remains central to the company’s strategy. He explained that these assets allow the company to deliver reliable power when it is needed most. He also said the company sees strategic acquisitions and strong asset integration as core strengths that continue to create value for shareholders. The company also reported signing major nuclear power purchase agreements with Amazon Web Services and Meta. These agreements include 1,200 megawatts at the Comanche Peak facility for Amazon Web Services.
In addition, the agreement with Meta covers 2,176 megawatts of existing nuclear capacity and 433 megawatts of planned upgrades at PJM nuclear plants. These long-term agreements provide stable demand for the company’s nuclear generation assets. Burke said that, with these agreements in place, the company has now contracted about 3.8 gigawatts of nuclear generation capacity. This reflects continued demand for reliable, large-scale power from major technology companies.
Vistra Corp. (NYSE:VST) operates as an integrated retail electricity and power generation company. It provides electricity and related services to customers, businesses, and communities across the United States, from California to Maine.
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