Invitation Home (NYSE:INVH) Downgraded to “Sell” Rating by Wall Street Zen

Wall Street Zen downgraded shares of Invitation Home (NYSE:INVH) from a hold rating to a sell rating in a report released on Saturday.

Several other research firms have also issued reports on INVH. Citigroup reaffirmed a “market outperform” rating on shares of Invitation Home in a research report on Wednesday, January 21st. Bank of America dropped their price objective on Invitation Home from $37.00 to $36.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 12th. KeyCorp decreased 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. Citizens Jmp lowered their target price on Invitation Home from $40.00 to $35.00 and set a “market outperform” rating for the company in a report on Friday. Finally, JPMorgan Chase & Co. dropped their price target on Invitation Home from $38.00 to $37.00 and set an “overweight” rating on the stock in a research note on Tuesday, November 18th. Ten equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $34.38.

Invitation Home Stock Performance

Shares of INVH stock opened at $25.30 on Friday. The stock has a market capitalization of $15.51 billion, a PE ratio of 26.35, a PEG ratio of 2.77 and a beta of 0.83. The business’s 50 day simple moving average is $26.96 and its 200 day simple moving average is $28.26. 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 $25.23 and a one year high of $35.80.

Invitation Home (NYSE:INVH) last issued its quarterly 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 return on equity of 6.24% and a net margin of 21.53%.The firm had revenue of $685.25 million during the quarter, compared to analyst estimates of $683.00 million. During the same quarter last year, the firm posted $0.47 EPS. The firm’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. As a group, research analysts forecast that Invitation Home will post 1.83 earnings per share for the current year.

Invitation Home Increases Dividend

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

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of INVH. Vanguard Group Inc. lifted its stake in Invitation Home by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 95,026,266 shares of the company’s stock valued at $3,116,862,000 after acquiring an additional 719,365 shares in the last quarter. Norges Bank purchased a new stake in shares of Invitation Home in the fourth quarter valued at about $1,438,952,000. State Street Corp raised its holdings in shares of Invitation Home by 1.3% in the third quarter. State Street Corp now owns 36,621,403 shares of the company’s stock valued at $1,084,514,000 after purchasing an additional 462,379 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Invitation Home by 1.2% during the fourth quarter. Geode Capital Management LLC now owns 16,934,620 shares of the company’s stock valued at $468,997,000 after purchasing an additional 203,474 shares in the last quarter. Finally, Daiwa Securities Group Inc. boosted its holdings in Invitation Home by 8.8% during the third quarter. Daiwa Securities Group Inc. now owns 14,487,603 shares of the company’s stock worth $424,922,000 after purchasing an additional 1,168,113 shares during the last quarter. Hedge funds and other institutional investors own 96.79% of the company’s stock.

Invitation Home News Summary

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 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.