Invitation Homes
INVH
About: Invitation Homes owns a portfolio of over 85,000 single-family rental homes. The company focuses on owning homes in the starter and move-up segments of the housing market with an average sale price around $350,000 and generally less than 1,800 square feet. The portfolio is spread across 17 target markets that feature high employment and household formation growth with over 70% of the portfolio in the Western US and Florida; 15 of the 17 markets featuring average rents lower than homeownership costs.
Employees: 1,750
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
154% more call options, than puts
Call options by funds: $22.8M | Put options by funds: $9M
90% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 50
60% more repeat investments, than reductions
Existing positions increased: 249 | Existing positions reduced: 156
8.62% more ownership
Funds ownership: 91.87% [Q1] → 100.5% (+8.62%) [Q2]
7% more funds holding
Funds holding: 528 [Q1] → 563 (+35) [Q2]
3% more capital invested
Capital invested by funds: $19.6B [Q1] → $20.2B (+$584M) [Q2]
7% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 13 (-1) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
6 analyst ratings
Evercore ISI Group
Steve Sakwa
|
$35
|
Outperform
Maintained
|
15 Sep 2025 |
Scotiabank
Nicholas Yulico
|
$36
|
Sector Performer
Maintained
|
28 Aug 2025 |
Wells Fargo
James Feldman
|
$33
|
Equal-Weight
Maintained
|
27 Aug 2025 |
Barclays
Richard Hightower
|
$37
|
Overweight
Maintained
|
12 Aug 2025 |
Keefe, Bruyette & Woods
Jade Rahmani
|
$33
|
Market Perform
Maintained
|
6 Aug 2025 |
RBC Capital
Brad Heffern
|
$34
|
Sector Perform
Maintained
|
1 Aug 2025 |
Financial journalist opinion
Based on 6 articles about INVH published over the past 30 days