Invitation Home (NYSE:INVH) Sets New 12-Month Low After Analyst Downgrade

Invitation Home (NYSE:INVH)’s share price reached a new 52-week low on Friday after Wall Street Zen downgraded the stock from a hold rating to a sell rating. The company traded as low as $25.25 and last traded at $25.4950, with a volume of 6490313 shares. The stock had previously closed at $25.68.

Several other analysts have also commented on the stock. Oppenheimer set a $38.00 price objective on shares of Invitation Home and gave the stock an “outperform” rating in a report on Tuesday, November 4th. Citigroup reissued a “market outperform” rating on shares of Invitation Home in a research report on Wednesday, January 21st. Mizuho restated a “neutral” rating and issued a $27.00 target price (down previously from $30.00) on shares of Invitation Home in a research note on Thursday, January 8th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Invitation Home in a research note on Monday, December 29th. Finally, Evercore set a $31.00 price objective on Invitation Home in a report on Friday. Ten equities 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.com, Invitation Home currently has a consensus rating of “Moderate Buy” and a consensus price target of $34.38.

Key Headlines 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

Hedge Funds Weigh In On Invitation Home

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

Invitation Home Stock Down 1.5%

The company has a market cap of $15.51 billion, a P/E ratio of 26.35, a P/E/G ratio of 2.81 and a beta of 0.83. The company’s 50-day moving average is $26.96 and its two-hundred day 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 (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). 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 for the quarter, compared to analysts’ expectations of $683.00 million. During the same quarter in the prior year, the business posted $0.47 earnings per share. The business’s revenue for the quarter was up 4.0% on a year-over-year basis. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, equities analysts predict that Invitation Home will post 1.83 earnings per share for the current fiscal year.

Invitation Home Increases Dividend

The business 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%. The ex-dividend date of this dividend was Tuesday, December 23rd. This is a boost from Invitation Home’s previous quarterly dividend of $0.29. Invitation Home’s payout ratio is 126.32%.

About Invitation Home

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.