CenterPoint Energy, Inc. (CNP)

CenterPoint Energy's stock price has increased by 26.35% between October 3, 2024, and October 2, 2025, with a more recent rise of 1.5% on October 28, 2024. Key events include the announcement of a record 10-year capital investment plan of $65 billion through 2035, a nearly 40% increase from its 2021 plan. The company raised its full-year non-GAAP EPS guidance for 2025 to $1.75-$1.77 and initiated 2026 non-GAAP EPS guidance of $1.89-$1.91, increasing its long-term non-GAAP EPS annual growth targets to the mid-to-high end of 7%-9% through 2035. A regular common stock dividend of $0.2200 was declared on September 25, 2025. Several analysts updated their ratings and price targets for CNP in late September and early October 2025.

CenterPoint Energy's products and services experience demand seasonality, and the company anticipated a reversal in earnings seasonality for 2025, with stronger earnings growth expected in the second half of the year. Data center demand in CenterPoint's interconnection queue dramatically increased in the Greater Houston area, and the company forecasts electric peak load demand in its Houston Electric business to increase significantly by 2031 and the middle of the next decade.

CenterPoint Energy, Inc. (CNP) is a utility holding company based in Houston, Texas, operating in the Utilities sector, specifically within the Electric Utilities and Regulated Electric industries. The company's core business segments include Electric Transmission & Distribution and Natural Gas Distribution, providing electricity and natural gas to residential, commercial, and industrial customers. It also offers pipeline services, home appliance maintenance, HVAC equipment sales, and natural gas processing services.

CenterPoint Energy serves approximately 7 million metered customers across several U.S. states, including Indiana, Minnesota, Ohio, and Texas. Its electricity operations are concentrated in Texas (95% of customers) and Indiana (5%), while its gas utility operations serve customers in Texas and five other states.

In the past year, CenterPoint Energy has received positive recognition, being named one of America's Most Responsible Companies by Newsweek and receiving the ENERGY STAR® 2023 Partner of the Year Sustained Excellence award. It was also recognized as a 2022 Tree Line USA company and a 2023 "Top Veteran-friendly Company" by U.S. Veterans Magazine. However, the company's reputation was impacted by an audit approved by the Public Utility Commission of Texas (PUC) in November 2024, investigating allegations of overcharging customers. There was also public criticism regarding CenterPoint Energy's preparation, communication, and recovery efforts following Hurricane Beryl and a May derecho.

CenterPoint Energy's ownership is predominantly institutional, with major shareholders including Capital International Investors, Vanguard Group Inc, BlackRock, Inc., T. Rowe Price Investment Management, Inc., and State Street Corp. Institutional ownership ranges from approximately 84.14% to 99.5% of the company, while individual insiders hold around 0.429%.