Citizens Jmp Has Lowered Expectations for Invitation Home (NYSE:INVH) Stock Price

Invitation Home (NYSE:INVH) had its price objective cut by research analysts at Citizens Jmp from $40.00 to $35.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has a “market outperform” rating on the stock. Citizens Jmp’s price target points to a potential upside of 38.37% from the company’s previous close.

Several other analysts have also recently weighed in on the stock. UBS Group set a $40.00 price objective on shares of Invitation Home in a research report on Wednesday, January 21st. Weiss Ratings restated a “hold (c-)” rating on shares of Invitation Home in a research report on Monday, December 29th. Mizuho reaffirmed a “neutral” rating and set a $27.00 price target (down previously from $30.00) on shares of Invitation Home in a research note on Thursday, January 8th. Barclays reiterated an “overweight” rating and set a $33.00 price objective on shares of Invitation Home in a research report on Tuesday, January 13th. Finally, Citigroup reissued a “market outperform” rating on shares of Invitation Home in a report on Wednesday, January 21st. 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, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $34.38.

Invitation Home Price Performance

Shares of NYSE INVH opened at $25.30 on Friday. The firm has a market capitalization of $15.51 billion, a P/E ratio of 26.35, a P/E/G ratio of 2.77 and a beta of 0.83. The company has a quick ratio of 0.03, a current ratio of 0.03 and a debt-to-equity ratio of 0.42. The stock’s 50-day simple moving average is $26.96 and its two-hundred day simple moving average is $28.26. Invitation Home has a twelve month low of $25.23 and a twelve month 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 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 the consensus estimate of $683.00 million. During the same quarter last year, the business posted $0.47 EPS. The business’s 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. As a group, equities analysts anticipate that Invitation Home will post 1.83 EPS for the current fiscal year.

Hedge Funds Weigh In On Invitation Home

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

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

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.