Royal Bank Of Canada Cuts Invitation Home (NYSE:INVH) Price Target to $29.00

Invitation Home (NYSE:INVH) had its target price cut by Royal Bank Of Canada from $30.00 to $29.00 in a research note issued to investors on Friday,Benzinga reports. They currently have a sector perform rating on the stock.

A number of other equities analysts also recently commented on the stock. Morgan Stanley decreased their price objective on shares of Invitation Home from $35.00 to $34.00 and set an “equal weight” rating for the company in a report on Thursday, November 13th. KeyCorp reduced their target price on Invitation Home from $38.00 to $34.00 and set an “overweight” rating for the company in a report on Friday. Citigroup restated a “market outperform” rating on shares of Invitation Home in a research note on Wednesday, January 21st. Evercore lowered their price objective on shares of Invitation Home from $34.00 to $33.00 and set an “outperform” rating on the stock in a research note on Friday, October 31st. Finally, Bank of America lowered 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. Ten research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, Invitation Home currently has a consensus rating of “Moderate Buy” and an average price target of $34.38.

Invitation Home Stock Down 1.5%

Shares of INVH opened at $25.30 on Friday. The firm has a market cap of $15.41 billion, a PE ratio of 26.35, a price-to-earnings-growth ratio of 2.77 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 0.44. Invitation Home has a fifty-two week low of $25.23 and a fifty-two week high of $35.80. The company’s fifty day moving average is $26.96 and its two-hundred day moving average is $28.25.

Invitation Home (NYSE:INVH) last issued 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). The business had revenue of $685.25 million during the quarter, compared to analysts’ expectations of $683.00 million. Invitation Home had a net margin of 21.53% and a return on equity of 6.24%. The business’s revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the business posted $0.47 EPS. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. Analysts forecast that Invitation Home will post 1.83 earnings per share for the current year.

Invitation Home Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, January 16th. Investors of record on Tuesday, December 23rd were given a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 4.7%. This is an increase from Invitation Home’s previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Tuesday, December 23rd. Invitation Home’s payout ratio is 125.00%.

Hedge Funds Weigh In On Invitation Home

Institutional investors have recently bought and sold shares of the business. Hantz Financial Services Inc. boosted its holdings in shares of Invitation Home by 1,695.2% during the third quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock worth $33,000 after acquiring an additional 1,068 shares during the period. Smartleaf Asset Management LLC grew its stake in shares of Invitation Home by 59.1% in the third quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company’s stock worth $36,000 after purchasing an additional 466 shares during the last quarter. Cromwell Holdings LLC raised its holdings in Invitation Home by 2,463.5% during the 4th 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 boosted its position in shares of Invitation Home by 136,000.0% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company’s stock valued at $40,000 after purchasing an additional 1,360 shares in the last quarter. Finally, Mather Group LLC. bought a new position in shares of Invitation Home during the 3rd quarter worth about $42,000. Institutional investors and hedge funds own 96.79% of the company’s stock.

More Invitation Home News

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.