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Vistra Adds to its Industry-Leading Generation Portfolio with Acquisition of Cogentrix

Vistra Corp. (VST) | Jan. 5, 2026

By Rachel Baker

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Vistra Corp. announced the acquisition of Cogentrix Energy, adding 10 modern natural gas generation facilities totaling 5,500 MW of capacity to its portfolio.

The acquisition includes a mix of combined cycle gas turbine and combustion turbine facilities located across PJM, ISO New England, and ERCOT regions.

Vistra will acquire the assets for a net purchase price of approximately $4.0 billion, with cash and stock considerations involved.

Acquisition Details

Vistra acquiring 5,500 MW of modern gas assets from Cogentrix for $4.0 billion, enhancing its generation capabilities.

Financial Impact

Expected mid-single digit Ongoing Operations AFCFbG per share accretion in 2027 and high single-digit accretion on average over 2027-2029.

Capital Allocation Plan

Reiterating net leverage target of less than 3x, planned $300 million in annual dividends, and at least $1 billion of share repurchases per year.

  • The acquisition strengthens Vistra's position in the market by adding efficient natural gas assets to its portfolio.
  • It demonstrates Vistra's commitment to growth and meeting customer demand in key regions.

The acquisition of Cogentrix marks another strategic expansion for Vistra, enhancing its generation capabilities and market presence. Vistra aims to continue delivering value to shareholders through disciplined investments and operational excellence.