Invitation Home (NYSE:INVH) Price Target Lowered to $35.00 at Citizens Jmp

Invitation Home (NYSE:INVH) had its price target lowered by Citizens Jmp from $40.00 to $35.00 in a research note issued to investors on Friday,Benzinga reports. Citizens Jmp currently has a market outperform rating on the stock.

Several other equities research analysts have also weighed in on the stock. Royal Bank Of Canada dropped their price objective on shares of Invitation Home from $33.00 to $32.00 and set a “sector perform” rating on the stock in a research note on Friday, October 31st. Mizuho reaffirmed a “neutral” rating and set a $27.00 target price (down from $30.00) on shares of Invitation Home in a report on Thursday, January 8th. UBS Group set a $40.00 price target on Invitation Home in a report on Wednesday, January 21st. KeyCorp lowered their price objective on Invitation Home from $38.00 to $34.00 and set an “overweight” rating for the company in a research note on Friday. Finally, Morgan Stanley dropped their target price on Invitation Home from $35.00 to $34.00 and set an “equal weight” rating on the stock in a research report on Thursday, November 13th. Ten equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $34.38.

Invitation Home Price Performance

Shares of NYSE INVH opened at $25.30 on Friday. The company has a current ratio of 0.03, a quick ratio of 0.03 and a debt-to-equity ratio of 0.42. The company has a market capitalization of $15.51 billion, a price-to-earnings ratio of 26.35, a price-to-earnings-growth ratio of 2.81 and a beta of 0.83. Invitation Home has a twelve month low of $25.23 and a twelve month high of $35.80. The business has a 50 day simple moving average of $26.96 and a 200-day simple moving average of $28.27.

Invitation Home (NYSE:INVH) last released its quarterly earnings data 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 business had revenue of $685.25 million during the quarter, compared to analyst estimates of $683.00 million. During the same period in the prior year, the firm earned $0.47 EPS. The business’s revenue for the quarter was up 4.0% compared to the same quarter last year. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, equities research analysts expect that Invitation Home will post 1.83 earnings per share for the current year.

Invitation Home Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Shareholders of record on Tuesday, December 23rd were given a dividend of $0.30 per share. This is a boost from Invitation Home’s previous quarterly dividend of $0.29. The ex-dividend date was Tuesday, December 23rd. This represents a $1.20 dividend on an annualized basis and a yield of 4.7%. Invitation Home’s payout ratio is presently 126.32%.

Institutional Investors Weigh In On Invitation Home

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

Trending Headlines about Invitation Home

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

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.