CenterPoint Energy, Inc. (CNP)

CenterPoint Energy's stock has increased by 1.85% in the past month, 3.09% over the last three months, and 34.95% over the last 12 months. On October 23, 2025, the company reported strong third-quarter results, with non-GAAP EPS of $0.50, exceeding analyst estimates and increasing 60% from 2024. Revenue was $1.99 billion, slightly below projections. The company reiterated its increased full-year 2025 non-GAAP EPS guidance of $1.75-$1.77 and initiated 2026 guidance of at least $1.89-$1.91. Key drivers included growth and regulatory recovery, and reduced O&M costs, offset by increased interest expense. A record $65 billion, 10-year capital investment plan through 2035 was announced, including nearly $1 billion for the System Resilience Plan. The sale of the Ohio natural gas business for $2.62 billion was announced on October 21, 2025, to reinvest in higher-growth areas.

Demand for CenterPoint Energy's products and services typically exhibits seasonality. In 2025, the company experienced a reversal in its earnings seasonality, with stronger earnings anticipated in the second half of the year due to the timing of its Texas rate case and grid resiliency upgrade costs. CenterPoint Energy has observed a significant increase in demand from data centers, particularly in its Greater Houston footprint, projecting its peak electric load to increase by 50% by 2031 and 100% by 2035.

CenterPoint Energy, Inc. is a multi-state electric and natural gas delivery company with operations in Electric Transmission and Distribution, Natural Gas Distribution, and power generation in Indiana. Headquartered in Houston, Texas, it is the only Texas-domiciled investor-owned utility, operating within the Utilities sector, providing electric and natural gas services, intrastate natural gas sales, transportation, and home appliance maintenance and repair services.

CenterPoint Energy serves approximately 7 million metered customers across Indiana, Minnesota, Ohio, and Texas for electric and natural gas delivery. It previously had operations in Louisiana, Mississippi, and Arkansas. The company is selling its Ohio natural gas business, Vectren Energy Delivery of Ohio, LLC, to National Fuel Gas Company for $2.62 billion, with the transaction expected to close in the fourth quarter of 2026.

CenterPoint Energy's brand reputation has faced challenges, particularly concerning its response to severe weather events. The CEO apologized for the company's handling of Hurricane Beryl in 2024, pledging to improve communication and tree maintenance. The Public Utility Commission of Texas launched an investigation into CenterPoint's response to Hurricane Beryl. Customer satisfaction metrics indicate a poor reputation, with an NPS of -61 and a product quality score of 2.1 out of 5.

Institutional investors hold a significant majority of CenterPoint Energy, Inc. stock, accounting for approximately 91.77% to 99.68% of the shares. Major institutional shareholders include Capital International Investors, Vanguard Group Inc., BlackRock, Inc., T. Rowe Price Investment Management, Inc., and State Street Corp. Insider shareholders own a smaller percentage, around 0.14% to 1.24% of the stock.