NEOS Investment Management LLC Raises Holdings in Invitation Home $INVH

NEOS Investment Management LLC lifted its position in shares of Invitation Home (NYSE:INVH) by 67.6% during the third quarter, Holdings Channel reports. The firm owned 129,618 shares of the company’s stock after acquiring an additional 52,296 shares during the quarter. NEOS Investment Management LLC’s holdings in Invitation Home were worth $3,802,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in INVH. Hantz Financial Services Inc. grew its position in shares of Invitation Home by 1,695.2% during the third quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock worth $33,000 after acquiring an additional 1,068 shares during the last quarter. Smartleaf Asset Management LLC grew its position in Invitation Home by 59.1% in the 3rd quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company’s stock valued at $36,000 after buying an additional 466 shares during the last quarter. Mather Group LLC. purchased a new position in Invitation Home during the 3rd quarter worth $42,000. CYBER HORNET ETFs LLC purchased a new stake in shares of Invitation Home in the second quarter valued at about $49,000. Finally, Harbor Capital Advisors Inc. lifted its position in Invitation Home by 86.2% in the third quarter. Harbor Capital Advisors Inc. now owns 1,693 shares of the company’s stock valued at $50,000 after purchasing an additional 784 shares during the period. 96.79% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

INVH has been the topic of a number of analyst reports. Scotiabank decreased their price target on Invitation Home from $31.00 to $28.00 and set a “sector perform” rating on the stock in a research note on Wednesday, January 14th. Oppenheimer set a $38.00 price target on shares of Invitation Home and gave the stock an “outperform” rating in a research note on Tuesday, November 4th. Keefe, Bruyette & Woods decreased their price objective on shares of Invitation Home from $33.00 to $31.00 and set a “market perform” rating on the stock in a report on Wednesday, November 5th. Bank of America lowered their price target on Invitation Home from $37.00 to $36.00 and set a “neutral” rating on the stock in a report on Wednesday, November 12th. Finally, Royal Bank Of Canada cut their price target on Invitation Home from $33.00 to $32.00 and set a “sector perform” rating for the company in a research note on Friday, October 31st. Eight equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, Invitation Home has an average rating of “Moderate Buy” and an average target price of $34.70.

Invitation Home News Summary

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

• Positive Sentiment: Q4 operating results showed resilient rent growth and same‑store NOI gains while revenue slightly beat estimates, supporting rental demand trends. Invitation Homes’ Q4 FFO Meets Estimates, Revenues Top, Rents Rise Y/Y
• Positive Sentiment: Quarterly FFO came in roughly in line with consensus (FFO $0.48), showing stability in core cash flow despite tougher conditions. Invitation Home (INVH) Q4 FFO Meet Estimates
• Neutral Sentiment: Management issued FY‑2026 EPS guidance (company provided a range) that investors will parse vs. external models; guidance creates mixed signals when contrasted with FFO commentary. Invitation Homes Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Analysts are re‑rating and re‑modeling: BMO kept a Hold with a $34 PT, highlighting slower fundamentals and regulatory uncertainty but not issuing a sell. Hold Rating Maintained Amid Slowing Fundamentals, Softer Leasing Trends, and Regulatory Uncertainty
• Negative Sentiment: Reported GAAP EPS missed expectations materially (Q4 EPS $0.27 vs. ~$0.48 consensus), a headline that typically pressures the share price. Invitation Homes (INVH) Q4 Earnings — MarketBeat
• Negative Sentiment: Management warned of higher operating costs and forecasted annual FFO below some Wall Street checks — that forward cash‑flow caution is the main driver of downside pressure. Invitation Homes forecasts annual FFO below estimates on higher costs

Invitation Home Stock Down 4.2%

INVH stock opened at $25.72 on Friday. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.03 and a current ratio of 0.03. Invitation Home has a one year low of $25.29 and a one year high of $35.80. The company has a 50 day moving average price of $26.98 and a two-hundred day moving average price of $28.31. The stock has a market capitalization of $15.77 billion, a P/E ratio of 26.79, a PEG ratio of 2.92 and a beta of 0.83.

Invitation Home (NYSE:INVH) last posted its earnings results on Wednesday, February 18th. The company reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.48 by ($0.21). The business had revenue of $685.25 million for the quarter, compared to analyst estimates of $683.00 million. Invitation Home had a net margin of 21.53% and a return on equity of 6.22%. The business’s revenue was up 4.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.47 EPS. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, sell-side analysts expect that Invitation Home will post 1.83 EPS for the current year.

Invitation Home Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, January 16th. Stockholders 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%. The ex-dividend date of this dividend was Tuesday, December 23rd. This is an increase from Invitation Home’s previous quarterly dividend of $0.29. Invitation Home’s payout ratio is presently 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.