Analysts Set Invitation Home (NYSE:INVH) PT at $34.70

Shares of Invitation Home (NYSE:INVH) have earned a consensus recommendation of “Moderate Buy” from the eighteen ratings firms that are covering the company, Marketbeat.com reports. Eight research analysts have rated the stock with a hold rating and ten have issued a buy rating on the company. The average 12 month price objective among analysts that have issued ratings on the stock in the last year is $34.3824.

Several analysts have weighed in on the company. KeyCorp lowered their price target on Invitation Home from $38.00 to $34.00 and set an “overweight” rating on the stock in a report on Friday. UBS Group set a $40.00 price objective on shares of Invitation Home in a research report on Wednesday, January 21st. Keefe, Bruyette & Woods lowered their target price on shares of Invitation Home from $33.00 to $31.00 and set a “market perform” rating on the stock in a research note on Wednesday, November 5th. Bank of America cut their price target on shares of Invitation Home from $37.00 to $36.00 and set a “neutral” rating for the company in a research note on Wednesday, November 12th. Finally, Oppenheimer set a $38.00 price target on shares of Invitation Home and gave the stock an “outperform” rating in a report on Tuesday, November 4th.

Trending Headlines about 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 Stock Down 1.5%

Shares of NYSE:INVH opened at $25.30 on Friday. The firm has a fifty day moving average price of $26.96 and a two-hundred day moving average price of $28.25. The company has a market cap of $15.41 billion, a price-to-earnings ratio of 26.35, a PEG ratio of 2.77 and a beta of 0.83. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.03 and a quick ratio of 0.03. Invitation Home has a one year low of $25.23 and a one year high of $35.80.

Invitation Home (NYSE:INVH) last issued its quarterly earnings data 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). The business had revenue of $685.25 million during the quarter, compared to analysts’ expectations of $683.00 million. Invitation Home had a return on equity of 6.24% and a net margin of 21.53%.The company’s quarterly revenue was up 4.0% on a year-over-year basis. During the same quarter last year, the business posted $0.47 EPS. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. Analysts anticipate that Invitation Home will post 1.83 EPS for the current fiscal year.

Invitation Home Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Tuesday, December 23rd were paid a $0.30 dividend. This is a boost from Invitation Home’s previous quarterly dividend of $0.29. This represents a $1.20 dividend on an annualized basis and a yield of 4.7%. The ex-dividend date of this dividend was Tuesday, December 23rd. Invitation Home’s payout ratio is currently 125.00%.

Institutional Investors Weigh In On Invitation Home

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

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.