Royal Bank Of Canada Has Lowered Expectations for Invitation Home (NYSE:INVH) Stock Price

Invitation Home (NYSE:INVH) had its price objective dropped by investment analysts at Royal Bank Of Canada from $30.00 to $29.00 in a report issued on Friday,Benzinga reports. The firm currently has a “sector perform” rating on the stock. Royal Bank Of Canada’s price target suggests a potential upside of 14.65% from the stock’s previous close.

A number of other analysts have also issued reports on INVH. Scotiabank decreased their target price on shares of Invitation Home from $31.00 to $28.00 and set a “sector perform” rating on the stock in a research report on Wednesday, January 14th. UBS Group set a $40.00 price target on Invitation Home in a research note on Wednesday, January 21st. Mizuho restated a “neutral” rating and set a $27.00 price objective (down previously from $30.00) on shares of Invitation Home in a report on Thursday, January 8th. JPMorgan Chase & Co. lowered their price objective on Invitation Home from $38.00 to $37.00 and set an “overweight” rating for the company in a research report on Tuesday, November 18th. Finally, KeyCorp dropped their target price on Invitation Home from $38.00 to $34.00 and set an “overweight” rating for the company in a research note on Friday. Ten investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Invitation Home currently has an average rating of “Moderate Buy” and a consensus target price of $34.38.

Invitation Home Trading Down 1.5%

Invitation Home stock opened at $25.30 on Friday. The stock has a 50-day moving average price of $26.96 and a 200 day moving average price of $28.26. Invitation Home has a 52 week low of $25.23 and a 52 week high of $35.80. The stock has a market cap of $15.51 billion, a PE ratio of 26.35, a P/E/G ratio of 2.77 and a beta of 0.83. The company has a current ratio of 0.03, a quick ratio of 0.03 and a debt-to-equity ratio of 0.42.

Invitation Home (NYSE:INVH) last released its 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 firm 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 posted $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. Equities research analysts predict that Invitation Home will post 1.83 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Invitation Home

A number of institutional investors have recently added to or reduced their stakes in the company. Hantz Financial Services Inc. raised its holdings in shares of Invitation Home by 1,695.2% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock worth $33,000 after purchasing an additional 1,068 shares during the period. Smartleaf Asset Management LLC raised its holdings in Invitation Home by 59.1% in the third quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company’s stock valued at $36,000 after buying an additional 466 shares during the period. Cromwell Holdings LLC raised its holdings in Invitation Home by 2,463.5% in the fourth quarter. Cromwell Holdings LLC now owns 1,333 shares of the company’s stock valued at $37,000 after buying an additional 1,281 shares during the period. Caitong International Asset Management Co. Ltd lifted its position in Invitation Home by 136,000.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company’s stock valued at $40,000 after buying an additional 1,360 shares in the last quarter. Finally, Mather Group LLC. purchased a new stake in Invitation Home during the third quarter worth approximately $42,000. Hedge funds and other institutional investors own 96.79% of the company’s stock.

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.