Voss Capital LP Acquires Shares of 450,000 Invitation Home $INVH

Voss Capital LP acquired a new stake in Invitation Home (NYSE:INVH) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 450,000 shares of the company’s stock, valued at approximately $12,506,000. Invitation Home accounts for approximately 0.6% of Voss Capital LP’s investment portfolio, making the stock its 27th largest holding. Voss Capital LP owned about 0.07% of Invitation Home at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Hantz Financial Services Inc. grew its holdings in Invitation Home by 1,695.2% in the third quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock valued at $33,000 after purchasing an additional 1,068 shares during the period. Smartleaf Asset Management LLC grew its holdings in Invitation Home by 59.1% in the third quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company’s stock valued at $36,000 after purchasing an additional 466 shares during the period. Cromwell Holdings LLC grew its holdings in Invitation Home by 2,463.5% in the fourth quarter. Cromwell Holdings LLC now owns 1,333 shares of the company’s stock valued at $37,000 after purchasing an additional 1,281 shares during the period. Caitong International Asset Management Co. Ltd grew its holdings in Invitation Home by 136,000.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company’s stock valued at $40,000 after purchasing an additional 1,360 shares during the period. Finally, Avalon Trust Co acquired a new stake in Invitation Home in the third quarter valued at approximately $53,000. 96.79% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have commented on INVH. Barclays raised their price objective on Invitation Home from $31.00 to $32.00 and gave the company an “overweight” rating in a report on Monday, April 27th. Morgan Stanley lowered their price target on Invitation Home from $34.00 to $33.00 and set an “equal weight” rating on the stock in a research note on Monday, March 9th. UBS Group lowered their price target on Invitation Home from $35.00 to $32.00 and set a “buy” rating on the stock in a research note on Tuesday, May 19th. Evercore reaffirmed an “outperform” rating and issued a $32.00 price target on shares of Invitation Home in a research note on Friday, May 1st. Finally, Keefe, Bruyette & Woods lifted their price target on Invitation Home from $28.00 to $29.00 and gave the stock a “market perform” rating in a research note on Monday, May 4th. Nine research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Invitation Home has a consensus rating of “Hold” and a consensus target price of $31.50.

Invitation Home Stock Performance

Shares of NYSE:INVH opened at $29.68 on Friday. The company has a debt-to-equity ratio of 0.50, a current ratio of 0.02 and a quick ratio of 0.02. The business’s 50 day moving average price is $28.07 and its 200-day moving average price is $27.09. The firm has a market capitalization of $17.63 billion, a PE ratio of 31.24, a P/E/G ratio of 3.45 and a beta of 0.85. Invitation Home has a 1 year low of $24.25 and a 1 year high of $34.25.

Invitation Home (NYSE:INVH) last issued its quarterly earnings results on Wednesday, April 29th. The company reported $0.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.18 by $0.08. Invitation Home had a return on equity of 6.29% and a net margin of 20.88%.The firm had revenue of $579.00 million for the quarter, compared to analyst estimates of $689.92 million. During the same period in the previous year, the company posted $0.48 earnings per share. The business’s revenue was up 8.8% on a year-over-year basis. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, equities research analysts expect that Invitation Home will post 1.89 earnings per share for the current fiscal year.

Invitation Home Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, June 25th will be given a dividend of $0.30 per share. The ex-dividend date is Thursday, June 25th. This represents a $1.20 dividend on an annualized basis and a yield of 4.0%. Invitation Home’s dividend payout ratio (DPR) is presently 126.32%.

Invitation Home 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.