Invitation Home (NYSE:INVH) Cut to “Sell” at Wall Street Zen

Invitation Home (NYSE:INVH) was downgraded by stock analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research report issued to clients and investors on Saturday.

Several other research analysts have also weighed in on INVH. Royal Bank Of Canada reduced their target price on Invitation Home from $30.00 to $29.00 and set a “sector perform” rating on the stock in a report on Friday. UBS Group set a $40.00 price target on Invitation Home in a research report on Wednesday, January 21st. Mizuho reiterated a “neutral” rating and issued a $27.00 price objective (down from $30.00) on shares of Invitation Home in a research report on Thursday, January 8th. Scotiabank lowered their target price on 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. Finally, KeyCorp dropped their target price on shares of Invitation Home from $38.00 to $34.00 and set an “overweight” rating on the stock in a report on Friday. Ten research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $34.38.

Invitation Home Stock Down 1.5%

Invitation Home stock opened at $25.30 on Friday. The firm has a market capitalization of $15.51 billion, a price-to-earnings ratio of 26.35, a PEG ratio of 2.81 and a beta of 0.83. The company’s 50 day simple moving average is $26.96 and its 200 day simple moving average is $28.27. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.03 and a quick ratio of 0.03. Invitation Home has a fifty-two week low of $25.23 and a fifty-two week high of $35.80.

Invitation Home (NYSE:INVH) last issued its 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). The firm had revenue of $685.25 million during the quarter, compared to the consensus estimate 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 period in the previous year, the company posted $0.47 EPS. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, sell-side analysts anticipate that Invitation Home will post 1.83 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of INVH. Norges Bank acquired a new position in Invitation Home in the 4th quarter valued at $1,438,952,000. UBS Group AG boosted its holdings in shares of Invitation Home by 101.4% in the 3rd quarter. UBS Group AG now owns 4,976,669 shares of the company’s stock valued at $145,966,000 after purchasing an additional 2,505,909 shares in the last quarter. Amundi increased its stake in shares of Invitation Home by 169.0% in the 3rd quarter. Amundi now owns 3,296,876 shares of the company’s stock valued at $93,038,000 after purchasing an additional 2,071,407 shares during the last quarter. BNP Paribas Financial Markets lifted its position in shares of Invitation Home by 79.6% during the 4th quarter. BNP Paribas Financial Markets now owns 4,524,553 shares of the company’s stock worth $125,737,000 after buying an additional 2,004,728 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its position in Invitation Home by 53.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 5,377,502 shares of the company’s stock valued at $149,441,000 after buying an additional 1,884,188 shares in the last quarter. 96.79% of the stock is owned by institutional investors.

Key Stories Impacting Invitation Home

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.