Keefe, Bruyette & Woods Cuts Invitation Home (NYSE:INVH) Price Target to $28.00

Invitation Home (NYSE:INVH) had its price target lowered by Keefe, Bruyette & Woods from $31.00 to $28.00 in a research report released on Wednesday morning,Benzinga reports. The brokerage currently has a market perform rating on the stock.

A number of other equities research analysts have also issued reports on the company. Citizens Jmp reduced their target price on Invitation Home from $40.00 to $35.00 and set a “market outperform” rating on the stock in a research note on Friday, February 20th. Morgan Stanley decreased their price target on shares of Invitation Home from $35.00 to $34.00 and set an “equal weight” rating on the stock in a research note on Thursday, November 13th. Scotiabank cut their price objective on shares of Invitation Home from $31.00 to $28.00 and set a “sector perform” rating for the company in a research report on Wednesday, January 14th. Bank of America lowered their target price 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, UBS Group set a $40.00 price target on Invitation Home in a report on Wednesday, January 21st. Nine research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $33.35.

Invitation Home Trading Up 0.0%

Shares of Invitation Home stock opened at $26.31 on Wednesday. Invitation Home has a 12-month low of $25.21 and a 12-month high of $35.80. The stock has a market cap of $16.03 billion, a price-to-earnings ratio of 27.41, a PEG ratio of 2.84 and a beta of 0.83. The company has a current ratio of 0.03, a quick ratio of 0.03 and a debt-to-equity ratio of 0.44. The company has a fifty day simple moving average of $26.84 and a 200-day simple moving average of $28.13.

Invitation Home (NYSE:INVH) last announced its earnings results on Wednesday, February 18th. The company reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.48 by ($0.21). The business had revenue of $685.25 million for the quarter, compared to analyst estimates of $683.00 million. Invitation Home had a return on equity of 6.24% and a net margin of 21.53%.Invitation Home’s quarterly revenue was up 4.0% on a year-over-year basis. 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. On average, equities analysts forecast that Invitation Home will post 1.83 EPS for the current fiscal year.

Invitation Home Increases Dividend

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

Institutional Trading of Invitation Home

A number of hedge funds and other institutional investors have recently modified their holdings of the company. State of Michigan Retirement System grew its holdings in shares of Invitation Home by 0.3% in the 2nd quarter. State of Michigan Retirement System now owns 155,000 shares of the company’s stock worth $5,084,000 after acquiring an additional 400 shares during the last quarter. Carnegie Lake Advisors LLC increased its stake in Invitation Home by 1.2% in the 3rd quarter. Carnegie Lake Advisors LLC now owns 33,776 shares of the company’s stock worth $991,000 after purchasing an additional 400 shares in the last quarter. Virtus Investment Advisers LLC raised its holdings in Invitation Home by 9.0% during the 2nd quarter. Virtus Investment Advisers LLC now owns 5,086 shares of the company’s stock worth $167,000 after buying an additional 422 shares during the period. Rothschild Investment LLC lifted its stake in Invitation Home by 11.8% during the second quarter. Rothschild Investment LLC now owns 4,127 shares of the company’s stock valued at $135,000 after buying an additional 436 shares in the last quarter. Finally, Assetmark Inc. boosted its holdings in shares of Invitation Home by 12.3% in the third quarter. Assetmark Inc. now owns 4,060 shares of the company’s stock worth $119,000 after buying an additional 446 shares during the period. Institutional investors own 96.79% of the company’s stock.

Key Headlines 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

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.