CENTERPOINT ENERGY INC
boothcheck covers CENTERPOINT ENERGY INC (CNP) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• A $65.5 billion ten year investment program is the whole story here, aimed at territories where the company says it anticipates ⟦"a high level of load growth and an increase in demand for electric power"⟧ from data centers, refining and advanced manufacturing. • The regulator decides whether that spending earns anything, and the recent record is sobering: the 2024 Houston Electric case sought roughly $60 million of additional revenue and a 10.4% allowed return on equity, and the settlement pro
Is CNP overvalued? See what's priced in →
791 institutional managers reported holding CNP in 13F filings for the quarter ended 2026-03-31. 108 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 42.5M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (9.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CNP's share count grew 11.6% over the past five years. It pays a dividend, and has paid one every year in our records (18 and counting), raised 4 years straight; the current rate is $0.89 a share annually. Cash returned over the past three years: $1.49B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CNP over the trailing three years: 2023: 3 buys totaling $1.41M; 2025: 2 buys totaling $101k. 19 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CNP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | -3.6% | -10.8% |
| 2023-10-27 | -2.9% | +7.0% |
| 2024-02-21 | +1.4% | +2.9% |
| 2024-05-01 | +0.3% | +3.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CNP's latest 8-K filings: 2026-07-31 (items 1.01, 9.01); 2026-07-28 (items 2.02, 7.01, 9.01); 2026-05-15 (items 1.01, 9.01); 2026-04-23 (items 2.02, 7.01, 9.01); 2026-04-17 (items 5.03, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.