Invitation Home (NYSE:INVH) Reaches New 12-Month Low Following Analyst Downgrade

Invitation Home (NYSE:INVH)’s stock price reached a new 52-week low on Friday after Royal Bank Of Canada lowered their price target on the stock from $30.00 to $29.00. Royal Bank Of Canada currently has a sector perform rating on the stock. Invitation Home traded as low as $25.25 and last traded at $25.4950, with a volume of 6490313 shares traded. The stock had previously closed at $25.68.

Other equities analysts also recently issued research reports about the stock. Keefe, Bruyette & Woods decreased their target price on shares of Invitation Home from $33.00 to $31.00 and set a “market perform” rating for the company in a research note on Wednesday, November 5th. Citigroup reissued a “market outperform” rating on shares of Invitation Home in a report on Wednesday, January 21st. Mizuho reaffirmed a “neutral” rating and issued a $27.00 price objective (down previously from $30.00) on shares of Invitation Home in a report on Thursday, January 8th. Barclays reaffirmed an “overweight” rating and set a $33.00 target price on shares of Invitation Home in a report on Tuesday, January 13th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Invitation Home in a research report on Monday, December 29th. Ten analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $34.38.

Invitation Home News Summary

Here are the key news stories impacting Invitation Home this week:

• Positive Sentiment: Management set FY‑2026 EPS guidance of $1.90–$1.98, a range well above some prior Street expectations, which supports a more constructive longer‑term earnings view. Invitation Homes Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Q4 revenue topped estimates and same‑store NOI rose year‑over‑year; FFO per share came in roughly in line with consensus, suggesting core rental operations remain resilient. Invitation Homes’ Q4 FFO Meets Estimates, Revenues Top, Rents Rise Y/Y
• Neutral Sentiment: Several sell‑side firms adjusted price targets: KeyCorp trimmed its PT to $34 but kept an overweight rating, and Citizens/JMP lowered its PT while maintaining positive stances — these are mixed signals (lower targets but still constructive ratings). KeyBanc / StreetInsider PT note
• Negative Sentiment: Q4 GAAP EPS missed materially ($0.27 vs. ~$0.48 expected), which is a clear short‑term negative and likely drove sell‑side caution after the print. MarketBeat earnings summary
• Negative Sentiment: Management flagged higher costs and forecasted annual FFO below some Street estimates, adding downside risk to cash‑flow metrics that REIT investors watch closely. Invitation Homes forecasts annual FFO below estimates
• Negative Sentiment: Legislative risk: a proposed federal bill (S.3754) would impose purchase‑taxes on large single‑family home investors; if passed, this could raise transaction costs for large owners like INVH and increase regulatory uncertainty. QuiverQuant bill summary

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in INVH. Norges Bank bought a new position in Invitation Home during the fourth quarter valued at $1,438,952,000. UBS Group AG raised its holdings in shares of Invitation Home by 101.4% during the third quarter. UBS Group AG now owns 4,976,669 shares of the company’s stock worth $145,966,000 after purchasing an additional 2,505,909 shares during the last quarter. Amundi raised its position in Invitation Home by 169.0% in the 3rd quarter. Amundi now owns 3,296,876 shares of the company’s stock valued at $93,038,000 after purchasing an additional 2,071,407 shares during the last quarter. BNP Paribas Financial Markets boosted its holdings in shares of Invitation Home by 79.6% in the 4th quarter. BNP Paribas Financial Markets now owns 4,524,553 shares of the company’s stock valued at $125,737,000 after purchasing an additional 2,004,728 shares during the last quarter. Finally, Goldman Sachs Group Inc. lifted its holdings in Invitation Home by 53.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 5,377,502 shares of the company’s stock valued at $149,441,000 after acquiring an additional 1,884,188 shares during the last quarter. Institutional investors own 96.79% of the company’s stock.

Invitation Home Price Performance

The stock has a market cap of $15.63 billion, a price-to-earnings ratio of 26.53, a P/E/G ratio of 2.92 and a beta of 0.83. The stock’s 50 day simple moving average is $26.98 and its two-hundred day simple moving average is $28.31. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.03 and a quick ratio of 0.03.

Invitation Home (NYSE:INVH) last released its quarterly earnings data on Wednesday, February 18th. The company reported $0.27 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.48 by ($0.21). Invitation Home had a net margin of 21.53% and a return on equity of 6.22%. The business had revenue of $685.25 million during the quarter, compared to the consensus estimate of $683.00 million. During the same quarter in the prior year, the company earned $0.47 EPS. Invitation Home’s quarterly revenue was up 4.0% on a year-over-year basis. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. On average, analysts forecast that Invitation Home will post 1.83 earnings per share for the current fiscal year.

Invitation Home Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Tuesday, December 23rd were given a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 4.7%. This is a positive change from Invitation Home’s previous quarterly dividend of $0.29. The ex-dividend date was Tuesday, December 23rd. Invitation Home’s dividend payout ratio (DPR) is currently 126.32%.

Invitation Home Company Profile

Invitation Homes (NYSE: INVH) is a real estate investment trust that specializes in the ownership, operation and leasing of single-family rental homes across the United States. The company focuses on acquiring suburban and urban-adjacent single-family residences and managing them as rental properties for households seeking professionally managed, long-term housing alternatives to traditional homeownership or multifamily rentals.

Operationally, Invitation Homes is involved in the full lifecycle of the single-family rental business: sourcing and acquiring homes, performing renovations and ongoing maintenance, marketing and leasing properties, and providing property management and resident services.