CenterPoint Energy (NYSE:CNP) Releases FY 2026 Earnings Guidance

Posted by Andrew Walz on Feb 19th, 2026

CenterPoint Energy (NYSE:CNP – Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.900- for the period, compared to the consensus EPS estimate of 1.910. The company issued revenue guidance of -.

CenterPoint Energy Stock Up 1.4%

NYSE:CNP traded up $0.59 on Thursday, hitting $42.52. 3,088,582 shares of the company’s stock were exchanged, compared to its average volume of 5,398,274. The company has a market cap of $27.76 billion, a P/E ratio of 26.88, a price-to-earnings-growth ratio of 2.52 and a beta of 0.59. The firm has a 50-day moving average price of $39.22 and a 200-day moving average price of $38.93. The company has a debt-to-equity ratio of 1.76, a current ratio of 0.51 and a quick ratio of 0.38. CenterPoint Energy has a 52 week low of $33.24 and a 52 week high of $43.08.

CenterPoint Energy (NYSE:CNP – Get Free Report) last released its earnings results on Thursday, February 19th. The utilities provider reported $0.45 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.46 by ($0.01). CenterPoint Energy had a return on equity of 10.25% and a net margin of 11.37%.The company had revenue of $2.51 billion for the quarter, compared to the consensus estimate of $2.23 billion. During the same quarter in the previous year, the company posted $0.40 EPS. CenterPoint Energy has set its FY 2026 guidance at 1.900- EPS. As a group, analysts expect that CenterPoint Energy will post 1.75 EPS for the current fiscal year.

CenterPoint Energy Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 12th. Investors of record on Thursday, February 19th will be paid a $0.23 dividend. This is a boost from CenterPoint Energy’s previous quarterly dividend of $0.22. This represents a $0.92 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, February 19th. CenterPoint Energy’s dividend payout ratio (DPR) is 55.70%.

Analysts Set New Price Targets

Several analysts have issued reports on the stock. Barclays dropped their price target on shares of CenterPoint Energy from $41.00 to $38.00 and set an “equal weight” rating on the stock in a research report on Thursday, January 15th. UBS Group lowered their price objective on shares of CenterPoint Energy from $45.00 to $43.00 and set a “buy” rating on the stock in a research note on Wednesday, December 17th. BMO Capital Markets raised shares of CenterPoint Energy from a “market perform” rating to an “outperform” rating and set a $42.00 target price on the stock in a report on Tuesday, January 13th. Morgan Stanley reiterated an “underperform” rating and set a $37.00 price target on shares of CenterPoint Energy in a report on Wednesday, January 21st. Finally, Wells Fargo & Company upped their price objective on CenterPoint Energy from $44.00 to $47.00 and gave the company an “overweight” rating in a research note on Tuesday, January 20th. Seven analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $41.82.

Check Out Our Latest Analysis on CNP

Key CenterPoint Energy News

Here are the key news stories impacting CenterPoint Energy this week:

Positive Sentiment: Management boosted its 10‑year capital expenditure plan to about $65.5 billion, signaling sustained utility investment that should grow regulated rate base and long‑term earnings power. CenterPoint profit rises, boosts 10-year capex plan to $65.5 bln
Positive Sentiment: Quarterly revenue and net income rose year-over-year (Q4 net income $264M; non‑GAAP EPS $0.45) and revenue beat expectations, reflecting growth and regulatory recoveries that support near‑term cash flow. CenterPoint Energy reports strong Q4 and FY 2025 results; updates its progress on load forecast; reiterates 2026 full year guidance
Neutral Sentiment: The company reiterated its 2026 full‑year guidance and updated its load forecast progress — supportive for visibility but not a material upward revision. CenterPoint Energy reports strong Q4 and FY 2025 results; updates its progress on load forecast; reiterates 2026 full year guidance
Neutral Sentiment: Industry/valuation commentary highlights expanding grid transparency tools and valuation context as earnings and capex plans evolve — useful for longer‑term valuation work but not an immediate catalyst. A Look At CenterPoint Energy’s Valuation As Earnings Near And Grid Transparency Tools Expand
Negative Sentiment: Q4 non‑GAAP EPS missed consensus by $0.01 ($0.45 vs. $0.46), and the company’s FY2026 EPS guidance (~$1.90) is roughly in line but slightly under some street estimates — a modest near‑term headwind for sentiment. CenterPoint Energy Q4 Earnings Lag Estimates, Revenues Rise Y/Y

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Merewether Investment Management LP boosted its position in shares of CenterPoint Energy by 85.5% in the third quarter. Merewether Investment Management LP now owns 2,493,500 shares of the utilities provider’s stock valued at $96,748,000 after acquiring an additional 1,149,637 shares during the period. Raymond James Financial Inc. raised its stake in CenterPoint Energy by 23.5% in the 2nd quarter. Raymond James Financial Inc. now owns 4,725,856 shares of the utilities provider’s stock worth $173,628,000 after purchasing an additional 899,505 shares in the last quarter. Freestone Grove Partners LP boosted its holdings in CenterPoint Energy by 58.5% in the 4th quarter. Freestone Grove Partners LP now owns 2,111,044 shares of the utilities provider’s stock valued at $80,937,000 after purchasing an additional 779,258 shares during the period. Cubist Systematic Strategies LLC acquired a new position in shares of CenterPoint Energy during the 2nd quarter worth approximately $13,022,000. Finally, Qube Research & Technologies Ltd acquired a new position in shares of CenterPoint Energy during the 3rd quarter worth approximately $11,099,000. Institutional investors own 91.77% of the company’s stock.

CenterPoint Energy Company Profile

(Get Free Report)

CenterPoint Energy, Inc (NYSE: CNP) is a Houston-based regulated utility company that provides electric and natural gas delivery services and related infrastructure operations. The company’s principal activities center on the transmission and distribution of electricity in the greater Houston metropolitan area and the distribution of natural gas to customers across several states in the Midwest and South. As a vertically integrated utility, CenterPoint focuses on the reliable delivery of energy through owned and operated networks of lines, pipelines and associated facilities.

CenterPoint’s core businesses include regulated electric transmission and distribution services, regulated natural gas distribution, and the operation and maintenance of energy infrastructure.