Mitsubishi UFJ Asset Management Co. Ltd. Boosts Stake in Invitation Home $INVH

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Invitation Home (NYSE:INVH) by 1.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,563,587 shares of the company’s stock after acquiring an additional 19,926 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.26% of Invitation Home worth $45,860,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of INVH. AQR Capital Management LLC boosted its holdings in shares of Invitation Home by 67.4% during the 1st quarter. AQR Capital Management LLC now owns 74,426 shares of the company’s stock worth $2,589,000 after purchasing an additional 29,962 shares during the last quarter. Empowered Funds LLC boosted its stake in Invitation Home by 10.7% during the first quarter. Empowered Funds LLC now owns 13,324 shares of the company’s stock worth $464,000 after buying an additional 1,290 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in Invitation Home during the second quarter worth $287,000. Teacher Retirement System of Texas grew its holdings in Invitation Home by 3.9% in the 2nd quarter. Teacher Retirement System of Texas now owns 88,422 shares of the company’s stock valued at $2,900,000 after buying an additional 3,340 shares in the last quarter. Finally, Assetmark Inc. increased its stake in shares of Invitation Home by 43.2% in the 2nd quarter. Assetmark Inc. now owns 3,614 shares of the company’s stock worth $119,000 after acquiring an additional 1,090 shares during the last quarter. Hedge funds and other institutional investors own 96.79% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. Barclays reissued an “overweight” rating and issued a $33.00 price objective on shares of Invitation Home in a report on Tuesday, January 13th. Scotiabank dropped their price target on shares of Invitation Home from $31.00 to $28.00 and set a “sector perform” rating for the company in a research note on Wednesday, January 14th. KeyCorp dropped their price target on shares of Invitation Home from $38.00 to $34.00 and set an “overweight” rating for the company in a research note on Friday, February 20th. Morgan Stanley reduced their price target on shares of Invitation Home from $35.00 to $34.00 and set an “equal weight” rating on the stock in a research report on Thursday, November 13th. Finally, Bank of America lowered their price objective on Invitation Home from $37.00 to $36.00 and set a “neutral” rating for the company in a research report on Wednesday, November 12th. Nine analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $33.35.

Invitation Home Price Performance

Invitation Home stock opened at $26.31 on Friday. The company’s 50 day simple moving average is $26.84 and its 200-day simple moving average is $28.11. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.03 and a current ratio of 0.03. Invitation Home has a 1 year low of $25.21 and a 1 year high of $35.80. The company has a market capitalization of $16.03 billion, a price-to-earnings ratio of 27.41, a price-to-earnings-growth ratio of 2.85 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 company had revenue of $685.25 million during 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 6.24%. The firm’s revenue for the quarter was up 4.0% on a year-over-year basis. During the same quarter last year, the business posted $0.47 EPS. 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 1.83 earnings per share for the current year.

Invitation Home Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Tuesday, December 23rd were paid a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 4.6%. The ex-dividend date of this dividend was Tuesday, December 23rd. This is a positive change from Invitation Home’s previous quarterly dividend of $0.29. Invitation Home’s dividend payout ratio is currently 125.00%.

Invitation Home News Roundup

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

• Positive Sentiment: Invitation Homes published an investor presentation emphasizing strength in its single‑family rental platform — management outreach could reassure investors on portfolio performance and strategy ahead of meetings. Invitation Homes Highlights Strength in Single-Family Rental Platform
• Positive Sentiment: A Seeking Alpha piece upgraded INVH as an “undervalued income generator,” calling the yield and long‑term cash flow profile attractive for income investors — supportive for buy‑and‑hold/value investors. Invitation Homes: Buy This Undervalued Income Generator (Upgrade)
• Positive Sentiment: Investor commentary suggests INVH may be more attractive after roughly an 18% one‑year share decline, highlighting potential value if rent/pricing trends stabilize. Is Invitation Homes (INVH) Starting To Look Attractive After A 18% One Year Share Price Drop
• Neutral Sentiment: Raymond James reaffirmed a “market perform” rating, indicating no immediate bullish upgrade from that shop but stability in views from some sell‑side analysts. Raymond James Market Perform Note
• Negative Sentiment: Multiple analysts trimmed expectations and price targets (Citigroup cut its PT to $31, Citi cited softer pricing; Oppenheimer and Keefe, Bruyette & Woods also lowered outlooks). Citi’s cut and commentary about an S&P 500 miss were flagged as drivers of recent share weakness. These coordinated downgrades are the primary near‑term headwind for the stock. Citigroup Lowers Invitation Home Price Target to $31.00 INVH Falls on Citi Cut, S&P 500 Miss Keefe, Bruyette & Woods Lowers Expectations Oppenheimer Lowers Expectations PT Lowered From $33 on Softer Pricing Outlook

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.