Invitation Home (NYSE:INVH) Releases FY 2026 Earnings Guidance

Invitation Home (NYSE:INVH) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.900-1.980 for the period, compared to the consensus earnings per share estimate of 1.230. The company issued revenue guidance of -.

Invitation Home Price Performance

Shares of INVH traded down $0.36 during trading hours on Thursday, hitting $26.48. 1,005,130 shares of the company were exchanged, compared to its average volume of 7,050,301. The company has a debt-to-equity ratio of 0.42, a current ratio of 0.03 and a quick ratio of 0.03. Invitation Home has a one year low of $25.29 and a one year high of $35.80. The company has a market capitalization of $16.23 billion, a PE ratio of 27.88, a PEG ratio of 2.96 and a beta of 0.83. The firm has a fifty day simple moving average of $27.00 and a 200-day simple moving average of $28.33.

Invitation Home Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Tuesday, December 23rd were paid a $0.30 dividend. The ex-dividend date was Tuesday, December 23rd. This represents a $1.20 annualized dividend and a yield of 4.5%. This is a boost from Invitation Home’s previous quarterly dividend of $0.29. Invitation Home’s dividend payout ratio (DPR) is currently 126.32%.

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. Scotiabank lowered their price target 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. Weiss Ratings restated a “hold (c-)” rating on shares of Invitation Home in a report on Monday, December 29th. UBS Group set a $40.00 target price on shares of Invitation Home in a report on Wednesday, January 21st. Citigroup reiterated a “market outperform” rating on shares of Invitation Home in a research note on Wednesday, January 21st. Finally, Morgan Stanley lowered their target price on Invitation Home from $35.00 to $34.00 and set an “equal weight” rating on the stock in a report on Thursday, November 13th. Eight analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $34.70.

Key Headlines Impacting Invitation Home

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

• Positive Sentiment: Q4 revenue beat and operating momentum — same‑store NOI grew year‑over‑year despite lower occupancy, showing underlying rent and margin resilience. Article Title
• Positive Sentiment: Company updated FY‑2026 EPS guidance well above consensus (EPS guidance 1.900–1.980 vs. consensus ~1.23), which is a bullish signal for forward profitability if delivered.
• Neutral Sentiment: Q4 FFO and EPS matched Street estimates (FFO $0.48, EPS $0.48) and revenue of $685.3M modestly beat — results largely in line with expectations, limiting an upside surprise. Article Title
• Negative Sentiment: Management forecasted annual FFO below Wall Street estimates, citing higher costs in an inflationary environment — this raises concerns about margin pressure and cash‑flow per share. Article Title
• Negative Sentiment: BMO maintained a Hold rating citing slowing fundamentals, softer leasing trends, and regulatory uncertainty — an indication analysts remain cautious despite some positive signals. Article Title

Hedge Funds Weigh In On Invitation Home

A number of institutional investors have recently added to or reduced their stakes in INVH. AQR Capital Management LLC grew its position in shares of Invitation Home by 67.4% in the first quarter. AQR Capital Management LLC now owns 74,426 shares of the company’s stock valued at $2,589,000 after purchasing an additional 29,962 shares in the last quarter. Empowered Funds LLC boosted its position in shares of Invitation Home by 10.7% during the 1st quarter. Empowered Funds LLC now owns 13,324 shares of the company’s stock valued at $464,000 after acquiring an additional 1,290 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in Invitation Home in the second quarter worth $287,000. Cetera Investment Advisers lifted its position in Invitation Home by 8.5% in the 2nd quarter. Cetera Investment Advisers now owns 19,412 shares of the company’s stock worth $637,000 after buying an additional 1,528 shares during the last quarter. Finally, Cresset Asset Management LLC boosted its stake in shares of Invitation Home by 5.5% in the 2nd quarter. Cresset Asset Management LLC now owns 15,646 shares of the company’s stock valued at $515,000 after purchasing an additional 809 shares in the last quarter. 96.79% of the stock is currently owned by institutional investors and hedge funds.

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.