Fjarde AP Fonden Fourth Swedish National Pension Fund Invests $2.95 Million in Invitation Home $INVH

Fjarde AP Fonden Fourth Swedish National Pension Fund acquired a new position in Invitation Home (NYSE:INVH) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 106,035 shares of the company’s stock, valued at approximately $2,947,000.

Several other large investors also recently made changes to their positions in INVH. Norges Bank acquired a new stake in shares of Invitation Home in the fourth quarter worth $1,438,952,000. UBS Group AG increased its position in shares of Invitation Home by 101.4% in the third quarter. UBS Group AG now owns 4,976,669 shares of the company’s stock worth $145,966,000 after acquiring an additional 2,505,909 shares in the last quarter. Amundi increased its position in shares of Invitation Home by 169.0% in the third quarter. Amundi now owns 3,296,876 shares of the company’s stock worth $93,038,000 after acquiring an additional 2,071,407 shares in the last quarter. BNP Paribas Financial Markets increased its position in shares of Invitation Home by 79.6% in the fourth quarter. BNP Paribas Financial Markets now owns 4,524,553 shares of the company’s stock worth $125,737,000 after acquiring an additional 2,004,728 shares in the last quarter. Finally, Goldman Sachs Group Inc. boosted its stake in shares of Invitation Home by 53.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 5,377,502 shares of the company’s stock valued at $149,441,000 after purchasing an additional 1,884,188 shares during the period. Institutional investors and hedge funds own 96.79% of the company’s stock.

Invitation Home Price Performance

Shares of INVH stock opened at $29.37 on Tuesday. The company has a market capitalization of $17.44 billion, a PE ratio of 30.91, a price-to-earnings-growth ratio of 3.53 and a beta of 0.85. The firm has a fifty day simple moving average of $27.67 and a 200-day simple moving average of $27.03. The company has a current ratio of 0.02, a quick ratio of 0.02 and a debt-to-equity ratio of 0.50. Invitation Home has a twelve month low of $24.25 and a twelve month high of $34.25.

Invitation Home (NYSE:INVH) last announced its earnings results on Wednesday, April 29th. The company reported $0.26 earnings per share for the quarter, beating the consensus estimate of $0.18 by $0.08. Invitation Home had a net margin of 20.88% and a return on equity of 6.29%. The business had revenue of $579.00 million during the quarter, compared to the consensus estimate of $689.92 million. During the same period in the prior year, the firm earned $0.48 earnings per share. The business’s quarterly revenue was up 8.8% compared to the same quarter last year. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. Equities research analysts anticipate that Invitation Home will post 1.89 earnings per share for the current fiscal year.

Invitation Home Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Thursday, March 26th were paid a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 4.1%. The ex-dividend date was Thursday, March 26th. Invitation Home’s dividend payout ratio is 126.32%.

Analysts Set New Price Targets

INVH has been the subject of several analyst reports. Royal Bank Of Canada upped their target price on shares of Invitation Home from $28.00 to $30.00 and gave the company a “sector perform” rating in a research note on Friday, May 1st. KeyCorp decreased their target price on shares of Invitation Home from $38.00 to $34.00 and set an “overweight” rating for the company in a research note on Friday, February 20th. Cfra downgraded shares of Invitation Home from a “hold” rating to a “sell” rating and decreased their target price for the company from $29.00 to $27.00 in a research note on Wednesday, May 27th. Keefe, Bruyette & Woods upped their target price on shares of Invitation Home from $28.00 to $29.00 and gave the company a “market perform” rating in a research note on Monday, May 4th. Finally, Barclays upped their target price on shares of Invitation Home from $31.00 to $32.00 and gave the company an “overweight” rating in a research note on Monday, April 27th. Nine analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $31.50.

Invitation Home 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.