KeyCorp Cuts Invitation Home (NYSE:INVH) Price Target to $34.00

Invitation Home (NYSE:INVH) had its target price reduced by KeyCorp from $38.00 to $34.00 in a research report released on Friday, MarketBeat reports. They currently have an overweight rating on the stock.

INVH has been the topic of a number of other reports. Scotiabank dropped their price target on Invitation Home from $31.00 to $28.00 and set a “sector perform” rating on the stock in a research report on Wednesday, January 14th. Weiss Ratings restated a “hold (c-)” rating on shares of Invitation Home in a research note on Monday, December 29th. Oppenheimer set a $38.00 target price on Invitation Home and gave the company an “outperform” rating in a research note on Tuesday, November 4th. Evercore reduced their price target on shares of Invitation Home from $34.00 to $33.00 and set an “outperform” rating for the company in a report on Friday, October 31st. Finally, Bank of America dropped their price objective on shares of Invitation Home from $37.00 to $36.00 and set a “neutral” rating on the stock in a report on Wednesday, November 12th. Ten 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 presently has a consensus rating of “Moderate Buy” and an average price target of $34.38.

Invitation Home Stock Down 1.5%

INVH stock opened at $25.30 on Friday. The firm has a market cap of $15.41 billion, a price-to-earnings ratio of 26.35, a PEG ratio of 2.77 and a beta of 0.83. Invitation Home has a 1-year low of $25.23 and a 1-year high of $35.80. The firm has a fifty day moving average price of $26.96 and a two-hundred day moving average price of $28.25. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.03 and a quick ratio of 0.03.

Invitation Home (NYSE:INVH) last posted its quarterly earnings results on Wednesday, February 18th. The company reported $0.27 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 6.24%. The business had revenue of $685.25 million during the quarter, compared to analyst estimates of $683.00 million. During the same period last year, the firm posted $0.47 earnings per share. The company’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. Research analysts predict that Invitation Home will post 1.83 EPS for the current year.

Invitation Home Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Tuesday, December 23rd were issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis 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 of this dividend was Tuesday, December 23rd. Invitation Home’s dividend payout ratio is 125.00%.

Institutional Investors Weigh In On Invitation Home

Institutional investors have recently bought and sold shares of the stock. Hantz Financial Services Inc. increased its stake in Invitation Home by 1,695.2% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock valued at $33,000 after buying an additional 1,068 shares during the period. Smartleaf Asset Management LLC increased its stake in shares of Invitation Home by 59.1% during the third quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company’s stock valued at $36,000 after acquiring an additional 466 shares during the period. Cromwell Holdings LLC increased its stake in shares of Invitation Home by 2,463.5% during the fourth quarter. Cromwell Holdings LLC now owns 1,333 shares of the company’s stock valued at $37,000 after acquiring an additional 1,281 shares during the period. Caitong International Asset Management Co. Ltd raised its holdings in Invitation Home by 136,000.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company’s stock worth $40,000 after purchasing an additional 1,360 shares in the last quarter. Finally, Mather Group LLC. acquired a new stake in Invitation Home in the third quarter worth approximately $42,000. Institutional investors and hedge funds own 96.79% of the company’s stock.

Invitation Home News Roundup

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

• Positive Sentiment: Management issued FY‑2026 EPS guidance of $1.90–$1.98, which investors interpret as a constructive forward profit outlook relative to many prior expectations. Invitation Homes Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Fourth‑quarter revenues slightly beat consensus and same‑store NOI rose year‑over‑year, while FFO per share of $0.48 matched estimates — mixed operational data that mitigates but does not eliminate concerns from the EPS miss. Invitation Homes’ Q4 FFO Meets Estimates, Revenues Top, Rents Rise Y/Y
• Neutral Sentiment: Transcripts of the Q4 earnings call provide management commentary on leasing, occupancy and cost pressures — useful context for investors but not a discrete catalyst by itself. Invitation Homes INVH Q4 2025 Earnings Transcript
• Negative Sentiment: Reported GAAP EPS of $0.27 missed consensus (~$0.48), and quarterly EPS declined versus prior year — an immediate negative earnings surprise that likely pressured the share price. INVH Q4 EPS Miss / Earnings Release
• Negative Sentiment: Invitation Homes warned that annual FFO will come in below some Wall Street estimates due to higher costs — a forward earnings headwind for the REIT. Invitation Homes forecasts annual FFO below estimates on higher costs
• Negative Sentiment: Multiple analysts trimmed price targets this morning (RBC to $29; KeyCorp to $34; Citizens/JMP to $35), signaling caution from the sell‑side and adding downward pressure on sentiment despite some firms keeping constructive ratings. Analyst Price Target Moves (Benzinga) KeyBanc PT Lowered Citizens/JMP PT Lowered
• Negative Sentiment: Regulatory risk: Senator Jack Reed’s S.3754 would impose taxes on large investors’ single‑family home purchases (tiered rates up to 5%), which, if passed, could raise costs or alter growth strategies for large single‑family rental owners like INVH. New Bill: S.3754 Affordable Housing and Homeownership Protection Act of 2026

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.