Invitation Home $INVH Shares Sold by APG Asset Management US Inc.

APG Asset Management US Inc. cut its holdings in Invitation Home (NYSE:INVH) by 0.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 17,083,708 shares of the company’s stock after selling 138,861 shares during the quarter. Invitation Home comprises approximately 3.7% of APG Asset Management US Inc.’s portfolio, making the stock its 10th largest holding. APG Asset Management US Inc. owned about 2.79% of Invitation Home worth $495,598,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. CIBC Asset Management Inc lifted its position 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 acquiring an additional 369,831 shares during the period. PGGM Investments raised its stake in shares of Invitation Home by 13.0% during the third quarter. PGGM Investments now owns 5,672,720 shares of the company’s stock worth $166,381,000 after purchasing an additional 653,539 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its holdings 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 purchasing an additional 128,561 shares during the period. NEOS Investment Management LLC lifted its holdings in shares of Invitation Home by 67.6% during the third quarter. NEOS Investment Management LLC now owns 129,618 shares of the company’s stock worth $3,802,000 after purchasing an additional 52,296 shares during the period. Finally, Strs Ohio grew its position in Invitation Home by 12.1% in the 3rd quarter. Strs Ohio now owns 983,834 shares of the company’s stock valued at $28,856,000 after buying an additional 106,271 shares during the last quarter. 96.79% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Citizens Jmp cut their price objective on shares of Invitation Home from $40.00 to $35.00 and set a “market outperform” rating for the company in a research report on Friday, February 20th. Citigroup cut their price target on shares of Invitation Home from $36.50 to $31.00 and set a “buy” rating for the company in a report on Wednesday. Raymond James Financial reaffirmed a “market perform” rating on shares of Invitation Home in a report on Friday. Evercore set a $31.00 target price on Invitation Home in a research report on Friday, February 20th. Finally, KeyCorp reduced their price target on Invitation Home from $38.00 to $34.00 and set an “overweight” rating for the company in a report on Friday, February 20th. Nine equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Invitation Home currently has an average rating of “Moderate Buy” and an average price target of $33.35.

Invitation Home Trading Up 0.0%

Shares of INVH opened at $26.31 on Friday. 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 1-year low of $25.21 and a 1-year high of $35.80. The stock has a market cap of $16.03 billion, a price-to-earnings ratio of 27.41, a price-to-earnings-growth ratio of 2.85 and a beta of 0.83. The firm has a 50 day simple moving average of $26.84 and a 200-day simple moving average of $28.11.

Invitation Home (NYSE:INVH) last announced its earnings results on Wednesday, February 18th. The company reported $0.27 EPS for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.21). The company had revenue of $685.25 million for the quarter, compared to analyst estimates of $683.00 million. Invitation Home had a net margin of 21.53% and a return on equity of 6.24%. Invitation Home’s quarterly revenue was up 4.0% compared to the same quarter last year. During the same quarter last year, the company posted $0.47 EPS. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. Equities analysts forecast that Invitation Home will post 1.83 EPS for the current fiscal year.

Invitation Home Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Tuesday, December 23rd were paid a dividend of $0.30 per share. The ex-dividend date of this dividend was Tuesday, December 23rd. This is an increase from Invitation Home’s previous quarterly dividend of $0.29. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.6%. Invitation Home’s dividend payout ratio is 125.00%.

Key Stories Impacting Invitation Home

Here are the key news stories impacting Invitation Home this week:

• Positive Sentiment: Invitation Homes published an investor presentation emphasizing strength in its single‑family rental platform — management outreach could reassure investors on portfolio performance and strategy ahead of meetings. Invitation Homes Highlights Strength in Single-Family Rental Platform
• Positive Sentiment: A Seeking Alpha piece upgraded INVH as an “undervalued income generator,” calling the yield and long‑term cash flow profile attractive for income investors — supportive for buy‑and‑hold/value investors. Invitation Homes: Buy This Undervalued Income Generator (Upgrade)
• Positive Sentiment: Investor commentary suggests INVH may be more attractive after roughly an 18% one‑year share decline, highlighting potential value if rent/pricing trends stabilize. Is Invitation Homes (INVH) Starting To Look Attractive After A 18% One Year Share Price Drop
• Neutral Sentiment: Raymond James reaffirmed a “market perform” rating, indicating no immediate bullish upgrade from that shop but stability in views from some sell‑side analysts. Raymond James Market Perform Note
• Negative Sentiment: Multiple analysts trimmed expectations and price targets (Citigroup cut its PT to $31, Citi cited softer pricing; Oppenheimer and Keefe, Bruyette & Woods also lowered outlooks). Citi’s cut and commentary about an S&P 500 miss were flagged as drivers of recent share weakness. These coordinated downgrades are the primary near‑term headwind for the stock. Citigroup Lowers Invitation Home Price Target to $31.00 INVH Falls on Citi Cut, S&P 500 Miss Keefe, Bruyette & Woods Lowers Expectations Oppenheimer Lowers Expectations PT Lowered From $33 on Softer Pricing Outlook

Invitation Home 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.