Invitation Home (NYSE:INVH) Given New $34.00 Price Target at KeyCorp

Invitation Home (NYSE:INVH) had its price target cut by KeyCorp from $38.00 to $34.00 in a research report report published on Friday morning, Marketbeat reports. They currently have an overweight rating on the stock.

Several other research firms have also weighed in on INVH. Oppenheimer set a $38.00 target price on shares of Invitation Home and gave the company an “outperform” rating in a research note on Tuesday, November 4th. JPMorgan Chase & Co. decreased their price target on shares of Invitation Home from $38.00 to $37.00 and set an “overweight” rating for the company in a report on Tuesday, November 18th. Citigroup reaffirmed a “market outperform” rating on shares of Invitation Home in a research report on Wednesday, January 21st. Mizuho reissued a “neutral” rating and issued a $27.00 target price (down previously from $30.00) on shares of Invitation Home in a report on Thursday, January 8th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of Invitation Home in a research note on Monday, December 29th. Ten investment analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $34.38.

Invitation Home Stock Down 1.5%

Shares of Invitation Home stock opened at $25.30 on Friday. The business has a 50-day moving average price of $26.96 and a 200 day moving average price of $28.27. Invitation Home has a fifty-two week low of $25.23 and a fifty-two week high of $35.80. The firm has a market cap of $15.51 billion, a P/E ratio of 26.35, a P/E/G ratio of 2.81 and a beta of 0.83. The company has a quick ratio of 0.03, a current ratio of 0.03 and a debt-to-equity ratio of 0.42.

Invitation Home (NYSE:INVH) last released 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). 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 for the quarter, compared to the consensus estimate of $683.00 million. During the same period in the prior year, the business earned $0.47 EPS. The company’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 forecast that Invitation Home will post 1.83 earnings per share for the current fiscal year.

Invitation Home Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Tuesday, December 23rd were paid a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 4.7%. 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. Invitation Home’s dividend payout ratio (DPR) is presently 126.32%.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. AQR Capital Management LLC lifted its holdings in Invitation Home by 67.4% in the first quarter. AQR Capital Management LLC now owns 74,426 shares of the company’s stock worth $2,589,000 after purchasing an additional 29,962 shares during the period. Empowered Funds LLC raised 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 worth $464,000 after buying an additional 1,290 shares in the last quarter. Sivia Capital Partners LLC acquired a new stake in shares of Invitation Home in the 2nd quarter worth approximately $287,000. Ethic Inc. raised its holdings in Invitation Home by 31.9% during the second quarter. Ethic Inc. now owns 37,571 shares of the company’s stock worth $1,229,000 after purchasing an additional 9,093 shares in the last quarter. Finally, Asset Management One Co. Ltd. lifted its position in Invitation Home by 0.4% in the second quarter. Asset Management One Co. Ltd. now owns 1,204,343 shares of the company’s stock worth $39,502,000 after purchasing an additional 4,276 shares during the period. 96.79% of the stock is owned by institutional investors and hedge funds.

Invitation Home News Roundup

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.