Invitation HomesINVH
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 almost 70% of the portfolio in the Western U.S. and Florida; 15 of the 17 markets featuring average rents lower than homeownership costs.
Employees: 1,750
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 47
56% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 156
42% more call options, than puts
Call options by funds: $12.2M | Put options by funds: $8.58M
8.54% more ownership
Funds ownership: 91.87% [Q1] → 100.41% (+8.54%) [Q2]
6% more funds holding
Funds holding: 527 [Q1] → 557 (+30) [Q2]
3% more capital invested
Capital invested by funds: $19.6B [Q1] → $20.2B (+$567M) [Q2]
7% less funds holding in top 10
Funds holding in top 10: 14 [Q1] → 13 (-1) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$33
8%
upside
Avg. target
$36
16%
upside
High target
$39
26%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Barclays Richard Hightower | 21%upside $37 | Overweight Maintained | 12 Aug 2025 |
Keefe, Bruyette & Woods Jade Rahmani | 8%upside $33 | Market Perform Maintained | 6 Aug 2025 |
RBC Capital Brad Heffern | 11%upside $34 | Sector Perform Maintained | 1 Aug 2025 |
Citigroup Eric Wolfe | 26%upside $39 | Buy Upgraded | 6 Jun 2025 |
Financial journalist opinion
Based on 14 articles about INVH published over the past 30 days
Neutral
CNBC Television
1 day ago
It's a big premium for homeowners to move right now, says Invitation Homes CEO Dallas Tanner
Dallas Tanner, Invitation Homes CEO, joins 'Money Movers' to discuss the July new home sales beat on estimates and what it means for the housing market.
Positive
Seeking Alpha
2 days ago
Powell Pivot Sparks REIT Rebound
U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.
Neutral
Business Wire
1 week ago
Invitation Homes Announces Dual Listing On NYSE Texas
DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes,” the “Company,” or “our”) announced today the dual listing of its common stock on NYSE Texas, the newly launched, fully electronic equities exchange headquartered in Dallas, Texas. “As a Dallas-based S&P 500 company, Invitation Homes is proud to be a Founding Member of NYSE Texas and to support the launch of this groundbreaking demonstration of Texas' leadership as a business-friendly location,” said Dallas Tann.
Neutral
Business Wire
1 week ago
Invitation Homes Announces Pricing of $600 Million of 4.950% Senior Notes due 2033
DALLAS--(BUSINESS WIRE)--Invitation Homes Inc. (NYSE: INVH) (“Invitation Homes,” the “Company,” or “our”) announced today that its operating partnership, Invitation Homes Operating Partnership LP (the “Operating Partnership”), has priced a public offering of $600 million aggregate principal amount of 4.950% Senior Notes due 2033 (the “Notes”). The Notes were priced at 99.477% of the principal amount and will mature on January 15, 2033. The offering is expected to close on August 15, 2025, subje.
Positive
Seeking Alpha
2 weeks ago
Invitation Homes: A Low-Hanging Fruit In The U.S. Housing Market
Invitation Homes, a REIT that owns and operates single-family homes for lease across the US, is now a $19 billion (by market cap) real estate titan. INVH increased its dividend for nine consecutive years, with a five-year dividend growth rate of 16.6%. The company grew its revenue from $1.1 billion in FY 2017 to $2.6 billion in FY 2024, a compound annual growth rate of 13.1%.
Positive
Seeking Alpha
2 weeks ago
Disinflation Dividend: REIT Earnings Scorecard
A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.
Positive
The Motley Fool
3 weeks ago
3 Top REIT Dividend Stocks to Buy in August for Passive Income
Investing in real estate investment trusts (REITs) is a great way to generate passive dividend income. Most REITs own large portfolios of income-generating real estate, which provide them with the cash flow to pay attractive dividends.
Negative
Seeking Alpha
3 weeks ago
Behind The (Revised) Curve
U.S. equity markets fell sharply this week, while benchmark interest rates retreated to three-month lows, after revised employment data showed that job growth was far weaker than initially reported. The BLS payrolls report showed softer-than-expected hiring in July and the steepest two-month downward revisions to jobs growth since 2020, raising concern that the Fed may be "behind the curve." The downward revisions came days after Fed Chair Powell used it as the primary evidence for "solid" labor markets, which justified the FOMC's decision to keep rates in "restrictive" territory.
Neutral
Seeking Alpha
3 weeks ago
Invitation Homes Inc. (INVH) Q2 2025 Earnings Call Transcript
Invitation Homes Inc. (NYSE:INVH ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants Charles D. Young - President Dallas B.
Positive
Zacks Investment Research
3 weeks ago
Invitation Homes' Q2 FFO and Revenues Beat, Rents Improve Y/Y
INVH tops Q2 estimates with core FFO of $0.48, lifted by higher NOI and rent growth despite softer occupancy.
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