CenterPoint Energy Outpaces XLU with 16% 3-Month Gain, Boosts Capital Plan to $65.5B
CenterPoint Energy shares have climbed 16% over the past three months versus XLU’s 10.9% gain and are up 24.4% over the past year compared to XLU’s 19.8%. The utility posted Q4 2025 adjusted EPS of $0.45 and raised its 10-year capital plan to $65.5 billion.
1. Performance Comparison
Over the past three months CenterPoint Energy shares have gained 16%, outperforming the State Street Utilities Select Sector SPDR ETF’s 10.9% return. YTD performance stands at a 15.1% increase versus XLU’s 11.1%, and CNP has delivered a 24.4% return over 52 weeks compared to XLU’s 19.8%.
2. Q4 2025 Financial Results
In Q4 2025 CenterPoint reported adjusted EPS of $0.45, up from $0.40 a year earlier, driven by regulatory recovery and favorable weather. Full-year 2025 EPS reached $1.76, a 9% increase over 2024’s $1.62, and 2026 guidance was reaffirmed at $1.89 to $1.91 per share.
3. Capital Plan and Growth Targets
The company raised its 10-year capital expenditure plan to $65.5 billion and accelerated its peak load growth target to 2029, two years ahead of prior forecasts, signaling confidence in long-term demand and infrastructure expansion.