KeyCorp Lowers Invitation Home (NYSE:INVH) Price Target to $34.00

Invitation Home (NYSE:INVH) had its price target dropped by equities researchers at KeyCorp from $38.00 to $34.00 in a research report issued on Friday, Marketbeat reports. The brokerage presently has an “overweight” rating on the stock. KeyCorp’s price target suggests a potential upside of 34.41% from the company’s current price.

Several other research analysts have also commented on the company. Citigroup reiterated a “market outperform” rating on shares of Invitation Home in a report on Wednesday, January 21st. Oppenheimer set a $38.00 price objective on shares of Invitation Home and gave the stock an “outperform” rating in a research report on Tuesday, November 4th. Evercore decreased their target price on shares of Invitation Home from $34.00 to $33.00 and set an “outperform” rating on the stock in a report on Friday, October 31st. Royal Bank Of Canada dropped their price target on shares of Invitation Home from $33.00 to $32.00 and set a “sector perform” rating for the company in a research note on Friday, October 31st. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Invitation Home in a research report on Monday, December 29th. Ten 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 an average rating of “Moderate Buy” and an average target price of $34.38.

Invitation Home Trading Down 1.5%

INVH opened at $25.30 on Friday. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.03 and a quick ratio of 0.03. The company’s 50 day simple moving average is $26.96 and its two-hundred day simple moving average is $28.26. Invitation Home has a 1-year low of $25.23 and a 1-year high of $35.80. The firm has a market capitalization of $15.51 billion, a price-to-earnings ratio of 26.35, a price-to-earnings-growth ratio of 2.77 and a beta of 0.83.

Invitation Home (NYSE:INVH) last posted 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 company had revenue of $685.25 million during the quarter, compared to analysts’ expectations of $683.00 million. During the same quarter last year, the company earned $0.47 earnings per share. Invitation Home’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. Analysts expect that Invitation Home will post 1.83 EPS for the current fiscal year.

Hedge Funds Weigh In On Invitation Home

Institutional investors have recently bought and sold shares of the company. CIBC Asset Management Inc grew its stake in Invitation Home by 446.4% during the 3rd quarter. CIBC Asset Management Inc now owns 452,675 shares of the company’s stock worth $13,277,000 after purchasing an additional 369,831 shares in the last quarter. PGGM Investments boosted its stake in shares of Invitation Home by 13.0% in the 3rd quarter. PGGM Investments now owns 5,672,720 shares of the company’s stock valued at $166,381,000 after buying an additional 653,539 shares during the period. Sumitomo Mitsui Trust Group Inc. grew its position in shares of Invitation Home by 5.8% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,339,473 shares of the company’s stock worth $68,617,000 after buying an additional 128,561 shares in the last quarter. Strs Ohio increased its stake in shares of Invitation Home by 12.1% during the third quarter. Strs Ohio now owns 983,834 shares of the company’s stock worth $28,856,000 after buying an additional 106,271 shares during the period. Finally, NEOS Investment Management LLC raised its holdings in Invitation Home by 67.6% in the third quarter. NEOS Investment Management LLC now owns 129,618 shares of the company’s stock valued at $3,802,000 after acquiring an additional 52,296 shares in the last quarter. 96.79% of the stock is owned by institutional investors and hedge funds.

More Invitation Home News

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.