8-KMaterial AgreementsFinancial EventsExhibits & Filings

Vistra Corp. 8-K Report, Material Agreement (Jan 27, 2026)

Filed January 27, 2026For Securities:VST

Summary

Vistra Corp. (VST), through its subsidiary Vistra Operations Company LLC, has successfully completed a private offering of $2.250 billion in aggregate principal amount of senior secured notes. This offering comprises $1.0 billion of 4.700% notes due 2031 and $1.250 billion of 5.350% notes due 2036. The net proceeds, approximately $2.225 billion after fees and expenses, will be utilized to partially fund the acquisition of Cogentrix Energy, repay existing debt, and cover offering-related expenses. The issuance of these notes is secured by a first-priority lien on substantially all assets of the Issuer and its Subsidiary Guarantors, mirroring collateral under their existing credit agreement. A significant provision allows for the release of this collateral if Vistra's senior, unsecured long-term debt achieves an investment grade rating from two of the three major rating agencies. The filing also outlines conditions for mandatory repurchase offers upon a change of control coupled with a credit rating downgrade, and a potential repurchase related to tax credit ineligibility with certain foreign entities.

Key Highlights

  • 1Vistra Corp. subsidiary Vistra Operations Company LLC issued $2.250 billion in senior secured notes.
  • 2The notes are divided into $1.0 billion of 4.700% notes due 2031 and $1.250 billion of 5.350% notes due 2036.
  • 3Net proceeds of approximately $2.225 billion will fund the Cogentrix Energy acquisition, repay debt, and cover offering costs.
  • 4The notes are secured by a first-priority lien on substantially all assets of the Issuer and Subsidiary Guarantors.
  • 5Collateral securing the notes may be released if Vistra's unsecured debt achieves an investment grade rating.
  • 6A change of control event combined with a credit rating downgrade triggers an offer to repurchase notes at 101% of face value.
  • 7The issuance was conducted as a private placement to qualified institutional buyers and non-U.S. persons.

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