CenterPoint Energy, Inc. (CNP)

In October 2025, CenterPoint Energy unveiled a record $65 billion 10-year capital investment plan for 2026-2035, with an additional $10 billion in potential incremental opportunities. The company reported robust third-quarter 2025 results in October, with non-GAAP diluted earnings per share (EPS) increasing over 60% compared to the same period in 2024. Also in October 2025, CenterPoint announced the sale of its Ohio natural gas utility business, Vectren Energy Delivery of Ohio, LLC, to National Fuel Gas Co. for $2.62 billion. S&P Global Ratings revised its outlook for CenterPoint Energy Inc. to stable from negative in October 2025, while affirming the company's ratings. In November 2025, CenterPoint Energy declared a regular quarterly cash dividend of $0.2300 per share, payable on March 12, 2026. The stock saw a buy signal from a pivot bottom point on December 11, 2025, and has since risen by 3.46%.

Demand for CenterPoint Energy's products and services is inherently seasonal, driven by weather patterns and customer needs for heating and cooling. Electricity demand typically peaks during periods of extreme temperatures, such as hot summers due to air conditioning usage and cold winters for heating. The company forecasts a nearly 50% increase in electric peak load demand in its Houston electric service territory by 2031, fueled by growth in energy refining, exports, commercial customers, logistics, transportation, data centers, and industrial activity. Natural gas demand is generally higher during colder months as customers use it for heating. Population growth and economic development in its service areas contribute to a steady increase in both electric and natural gas customers.

CenterPoint Energy, Inc., headquartered in Houston, Texas, is an electric and natural gas utility company. It specializes in the transmission and distribution of electricity and natural gas. The company's primary businesses include electric transmission and distribution, natural gas distribution, and natural gas sales and services. CenterPoint Energy also engages in power generation in Indiana, offers energy performance contracting, sustainable infrastructure services, and provides home appliance maintenance and repair services in certain markets. Additionally, the company is involved in energy efficiency solutions, energy management, consulting services, and invests in renewable energy projects.

CenterPoint Energy serves over 7 million metered customers across multiple states, including Indiana, Ohio, Louisiana, Minnesota, Mississippi, Texas, Arkansas, and Oklahoma. Its regulated electric services primarily cover the Greater Houston area in Texas, serving nearly 2.8 million metered customers, and Southwestern Indiana, with over 150,000 customers. The company's natural gas distribution network is more extensive, reaching approximately 4 million customers across Indiana, Minnesota, Mississippi, Louisiana, Ohio, and east Texas.

CenterPoint Energy maintains a focus on customer satisfaction, having ranked first in customer satisfaction in the Large South Residential Gas segment for three consecutive years. The company has actively addressed severe weather impacts on its infrastructure and services. In January 2025, CenterPoint prepared for a major cold snap in Texas by deploying readiness plans and increasing staffing. The first half of 2025 saw significant improvements in reliability in Greater Houston, with a 45% reduction in individual customer outage duration and approximately 33% fewer vegetation-related outages compared to 2024. However, the company did experience severe weather events in 2024 and early 2025, including Hurricane Beryl in July 2024 and significant power outages in Houston in May 2024, which led to estimated damages of $1.3 billion. The Public Utility Commission of Texas approved a settlement in October 2025, allowing the company to recover $1.1 billion in costs related to these weather events. CenterPoint also emphasizes sustainability, with initiatives aimed at reducing carbon emissions and supporting renewable energy projects. While S&P Global Ratings revised its outlook to stable in October 2025, some rating agencies like Moody's and S&P still maintain negative outlooks.

CenterPoint Energy's ownership is predominantly institutional, with percentages ranging from approximately 91.77% to 99.5% as of various dates in 2025. Key institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Capital International Investors, T. Rowe Price Investment Management, Inc., and State Street Corp. Retail investors collectively own about 25.61% of the company's stock, while insider ownership stands at approximately 0.26% as of May 2025. Notable insider transactions include a sale by Director Phillip Smith in November 2025 and a significant buy by EVP and COO Jesus Soto Jr. in August 2025.