Invitation Home (NYSE:INVH) Posts Quarterly Earnings Results, Misses Estimates By $0.21 EPS

Invitation Home (NYSE:INVH) issued its earnings results on Wednesday. The company reported $0.27 earnings per share for the quarter, missing the consensus estimate of $0.48 by ($0.21), Zacks reports. The company had revenue of $685.25 million during the quarter, compared to analyst estimates of $683.00 million. Invitation Home had a return on equity of 6.03% and a net margin of 21.70%.Invitation Home’s quarterly revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.47 earnings per share. Invitation Home updated its FY 2026 guidance to 1.900-1.980 EPS.

Invitation Home Price Performance

INVH traded down $0.99 during midday trading on Thursday, reaching $25.86. 1,260,002 shares of the company’s stock were exchanged, compared to its average volume of 7,063,511. Invitation Home has a one year low of $25.29 and a one year high of $35.80. The firm has a market capitalization of $15.85 billion, a price-to-earnings ratio of 27.30, a price-to-earnings-growth ratio of 2.96 and a beta of 0.83. The business has a 50-day simple moving average of $27.00 and a two-hundred day simple moving average of $28.33. 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 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 paid a $0.30 dividend. 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. This represents a $1.20 dividend on an annualized basis and a yield of 4.6%. Invitation Home’s payout ratio is presently 126.32%.

Analyst Ratings Changes

Several brokerages have recently issued reports on INVH. Oppenheimer set a $38.00 price objective on shares of Invitation Home and gave the stock an “outperform” rating in a research note on Tuesday, November 4th. Weiss Ratings reissued a “hold (c-)” rating on shares of Invitation Home in a research note on Monday, December 29th. Royal Bank Of Canada decreased their target price on shares of Invitation Home from $33.00 to $32.00 and set a “sector perform” rating for the company in a research note on Friday, October 31st. Keefe, Bruyette & Woods reduced their price target on Invitation Home from $33.00 to $31.00 and set a “market perform” rating for the company in a report on Wednesday, November 5th. Finally, UBS Group set a $40.00 price objective on shares of Invitation Home in a report on Wednesday, January 21st. Eight investment analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Invitation Home has a consensus rating of “Moderate Buy” and a consensus price target of $34.70.

Invitation Home News Roundup

Here are the key news stories impacting Invitation Home this week:

• Positive Sentiment: Q4 revenue beat and operating momentum — same‑store NOI grew year‑over‑year despite lower occupancy, showing underlying rent and margin resilience. Article Title
• Positive Sentiment: Company updated FY‑2026 EPS guidance well above consensus (EPS guidance 1.900–1.980 vs. consensus ~1.23), which is a bullish signal for forward profitability if delivered.
• Neutral Sentiment: Q4 FFO and EPS matched Street estimates (FFO $0.48, EPS $0.48) and revenue of $685.3M modestly beat — results largely in line with expectations, limiting an upside surprise. Article Title
• Negative Sentiment: Management forecasted annual FFO below Wall Street estimates, citing higher costs in an inflationary environment — this raises concerns about margin pressure and cash‑flow per share. Article Title
• Negative Sentiment: BMO maintained a Hold rating citing slowing fundamentals, softer leasing trends, and regulatory uncertainty — an indication analysts remain cautious despite some positive signals. Article Title

Institutional Trading of Invitation Home

Several large investors have recently added to or reduced their stakes in INVH. LPL Financial LLC raised its position in shares of Invitation Home by 0.7% during the fourth quarter. LPL Financial LLC now owns 73,676 shares of the company’s stock worth $2,047,000 after acquiring an additional 503 shares during the last quarter. Commonwealth Equity Services LLC raised its holdings in Invitation Home by 5.1% during the 4th quarter. Commonwealth Equity Services LLC now owns 10,575 shares of the company’s stock worth $294,000 after purchasing an additional 516 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in Invitation Home by 21.6% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 3,171 shares of the company’s stock worth $93,000 after purchasing an additional 564 shares during the last quarter. Brevan Howard Capital Management LP lifted its position in Invitation Home by 11.8% during the 2nd quarter. Brevan Howard Capital Management LP now owns 6,530 shares of the company’s stock valued at $214,000 after purchasing an additional 690 shares during the period. Finally, Caitong International Asset Management Co. Ltd boosted its stake in shares of Invitation Home by 53.5% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 2,089 shares of the company’s stock valued at $58,000 after purchasing an additional 728 shares during the last quarter. 96.79% of the stock is owned by institutional investors.

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.