BNP PARIBAS ASSET MANAGEMENT Holding S.A. Lowers Stock Holdings in Invitation Home $INVH

BNP PARIBAS ASSET MANAGEMENT Holding S.A. lowered its position in Invitation Home (NYSE:INVH) by 52.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 76,029 shares of the company’s stock after selling 84,169 shares during the period. BNP PARIBAS ASSET MANAGEMENT Holding S.A.’s holdings in Invitation Home were worth $2,230,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. lifted its position in shares of Invitation Home by 0.8% in the second quarter. Vanguard Group Inc. now owns 95,026,266 shares of the company’s stock valued at $3,116,862,000 after acquiring an additional 719,365 shares in the last quarter. Norges Bank purchased a new position in Invitation Home in the 2nd quarter worth approximately $1,693,992,000. State Street Corp boosted its stake in Invitation Home by 1.3% in the 2nd quarter. State Street Corp now owns 36,159,024 shares of the company’s stock worth $1,196,334,000 after purchasing an additional 460,747 shares during the period. Geode Capital Management LLC boosted its stake in Invitation Home by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 15,855,732 shares of the company’s stock worth $518,018,000 after purchasing an additional 309,953 shares during the period. Finally, Daiwa Securities Group Inc. grew its holdings in Invitation Home by 4.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 13,319,490 shares of the company’s stock valued at $436,880,000 after buying an additional 514,100 shares in the last quarter. Hedge funds and other institutional investors own 96.79% of the company’s stock.

Invitation Home Price Performance

Shares of Invitation Home stock opened at $25.72 on Friday. The stock has a market cap of $15.77 billion, a price-to-earnings ratio of 26.79, a price-to-earnings-growth ratio of 2.92 and a beta of 0.83. The company has a debt-to-equity ratio of 0.42, a quick ratio of 0.03 and a current ratio of 0.03. The stock has a 50 day moving average price of $26.98 and a 200-day moving average price of $28.31. Invitation Home has a one year low of $25.29 and a one year high of $35.80.

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

Invitation Home Increases Dividend

The company 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 is an increase from Invitation Home’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Tuesday, December 23rd. This represents a $1.20 dividend on an annualized basis and a yield of 4.7%. Invitation Home’s dividend payout ratio is currently 126.32%.

Analysts Set New Price Targets

Several research firms have recently commented on INVH. Weiss Ratings reissued a “hold (c-)” rating on shares of Invitation Home in a report on Monday, December 29th. Oppenheimer set a $38.00 price objective on shares of Invitation Home and gave the company an “outperform” rating in a report on Tuesday, November 4th. JPMorgan Chase & Co. reduced their target price on Invitation Home from $38.00 to $37.00 and set an “overweight” rating on the stock in a report on Tuesday, November 18th. Royal Bank Of Canada decreased their target price on Invitation Home from $33.00 to $32.00 and set a “sector perform” rating on the stock in a research report on Friday, October 31st. Finally, UBS Group set a $40.00 price target on Invitation Home in a report on Wednesday, January 21st. Eight investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Invitation Home currently has a consensus rating of “Moderate Buy” and an average price target of $34.70.

Trending Headlines about Invitation Home

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 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.