Aew Capital Management L P Sells 357,595 Shares of Invitation Home $INVH

Aew Capital Management L P lowered its holdings in shares of Invitation Home (NYSE:INVH) by 55.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 281,960 shares of the company’s stock after selling 357,595 shares during the period. Invitation Home comprises about 0.5% of Aew Capital Management L P’s investment portfolio, making the stock its 28th biggest position. Aew Capital Management L P’s holdings in Invitation Home were worth $8,270,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in INVH. TD Asset Management Inc boosted its position in Invitation Home by 0.6% during the third quarter. TD Asset Management Inc now owns 213,565 shares of the company’s stock valued at $6,264,000 after buying an additional 1,199 shares during the period. Greenland Capital Management LP purchased a new position in shares of Invitation Home in the third quarter worth about $1,056,000. Mufg Securities Americas Inc. lifted its stake in shares of Invitation Home by 20.4% in the 3rd quarter. Mufg Securities Americas Inc. now owns 15,208 shares of the company’s stock valued at $446,000 after acquiring an additional 2,575 shares during the last quarter. Clearstead Advisors LLC boosted its holdings in Invitation Home by 24.9% during the 3rd quarter. Clearstead Advisors LLC now owns 2,255 shares of the company’s stock valued at $66,000 after acquiring an additional 450 shares during the period. Finally, Avalon Trust Co purchased a new stake in Invitation Home during the 3rd quarter valued at about $53,000. Hedge funds and other institutional investors own 96.79% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on INVH shares. KeyCorp decreased their price target on Invitation Home from $38.00 to $34.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Evercore set a $31.00 price objective on Invitation Home in a research note on Friday. Scotiabank cut 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 report on Wednesday, January 14th. Keefe, Bruyette & Woods decreased 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. Finally, Wall Street Zen lowered shares of Invitation Home from a “hold” rating to a “sell” rating in a report on Saturday. Ten investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $33.97.

Invitation Home Price Performance

Shares of NYSE INVH opened at $25.63 on Wednesday. Invitation Home has a 1 year low of $25.21 and a 1 year high of $35.80. The stock has a market capitalization of $15.62 billion, a P/E ratio of 26.70, a P/E/G ratio of 2.81 and a beta of 0.83. The company’s 50-day moving average is $26.92 and its 200 day moving average is $28.18. 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 (NYSE:INVH) last issued its quarterly earnings data 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 return on equity of 6.24% and a net margin of 21.53%.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 business earned $0.47 earnings per share. The business’s quarterly revenue was up 4.0% on a year-over-year basis. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. On average, sell-side analysts expect that Invitation Home will post 1.83 earnings per share for the current year.

Invitation Home Increases Dividend

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

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.