Invitation Home (NYSE:INVH) Sets New 1-Year Low After Analyst Downgrade

Invitation Home (NYSE:INVH)’s stock price hit a new 52-week low during trading on Friday after Wall Street Zen downgraded the stock from a hold rating to a sell rating. The company traded as low as $25.25 and last traded at $25.4950, with a volume of 6490313 shares changing hands. The stock had previously closed at $25.68.

INVH has been the subject of several other reports. Weiss Ratings reiterated a “hold (c-)” rating on shares of Invitation Home in a research note on Monday, December 29th. Royal Bank Of Canada lowered their price target on Invitation Home from $30.00 to $29.00 and set a “sector perform” rating for the company in a report on Friday. Citizens Jmp decreased their target price on Invitation Home from $40.00 to $35.00 and set a “market outperform” rating for the company in a research report on Friday. Oppenheimer set a $38.00 target price on Invitation Home and gave the company an “outperform” rating in a research note on Tuesday, November 4th. Finally, Evercore set a $31.00 target price on Invitation Home in a report on Friday. Ten 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 stock presently has a consensus rating of “Moderate Buy” and an average price target of $34.38.

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

Institutional Trading of Invitation Home

Hedge funds have recently made changes to their positions in the stock. Hantz Financial Services Inc. raised its holdings in Invitation Home by 1,695.2% in the third quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock valued at $33,000 after acquiring an additional 1,068 shares in the last quarter. Smartleaf Asset Management LLC raised its stake in shares of Invitation Home by 59.1% in the 3rd quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company’s stock valued at $36,000 after purchasing an additional 466 shares in the last quarter. Cromwell Holdings LLC lifted its position in shares of Invitation Home by 2,463.5% during the fourth quarter. Cromwell Holdings LLC now owns 1,333 shares of the company’s stock worth $37,000 after purchasing an additional 1,281 shares during the last quarter. Caitong International Asset Management Co. Ltd grew its stake in Invitation Home by 136,000.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company’s stock worth $40,000 after purchasing an additional 1,360 shares in the last quarter. Finally, Mather Group LLC. bought a new stake in Invitation Home in the third quarter valued at about $42,000. Institutional investors and hedge funds own 96.79% of the company’s stock.

Invitation Home Stock Performance

The company has a fifty day moving average of $26.96 and a two-hundred day moving average of $28.26. The stock has a market capitalization of $15.51 billion, a P/E ratio of 26.35, a price-to-earnings-growth ratio of 2.77 and a beta of 0.83. 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 (NYSE:INVH) last issued its earnings results on Wednesday, February 18th. The company reported $0.27 EPS for the quarter, missing the consensus estimate 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 in the previous year, the business posted $0.47 EPS. Invitation Home’s revenue 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. On average, equities analysts anticipate that Invitation Home will post 1.83 EPS for the current year.

Invitation Home Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Tuesday, December 23rd were issued a $0.30 dividend. 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. This represents a $1.20 annualized dividend and a dividend yield of 4.7%. Invitation Home’s dividend payout ratio (DPR) is presently 125.00%.

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.