Strs Ohio Grows Position in Invitation Home $INVH

Strs Ohio raised its holdings in Invitation Home (NYSE:INVH) by 7.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,061,160 shares of the company’s stock after acquiring an additional 77,326 shares during the quarter. Strs Ohio’s holdings in Invitation Home were worth $29,490,000 as of its most recent filing with the SEC.

Several other institutional investors also recently made changes to their positions in the stock. Hantz Financial Services Inc. grew its stake in shares of Invitation Home by 1,695.2% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock worth $33,000 after purchasing an additional 1,068 shares during the period. Smartleaf Asset Management LLC lifted 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 valued at $36,000 after purchasing an additional 466 shares during the period. Cromwell Holdings LLC boosted its holdings in Invitation Home by 2,463.5% during the fourth quarter. Cromwell Holdings LLC now owns 1,333 shares of the company’s stock worth $37,000 after buying an additional 1,281 shares in the last quarter. Caitong International Asset Management Co. Ltd grew its position in Invitation Home by 136,000.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company’s stock worth $40,000 after buying an additional 1,360 shares during the period. Finally, Mather Group LLC. acquired a new position in Invitation Home during the third quarter worth about $42,000. 96.79% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on INVH. KeyCorp dropped their target price on shares of Invitation Home from $38.00 to $34.00 and set an “overweight” rating for the company in a report on Friday, February 20th. Wall Street Zen upgraded Invitation Home from a “sell” rating to a “hold” rating in a report on Saturday, April 25th. Wells Fargo & Company dropped their price objective on Invitation Home from $31.00 to $28.00 and set an “equal weight” rating for the company in a research note on Thursday, March 5th. Barclays lifted their price objective on Invitation Home from $31.00 to $32.00 and gave the stock an “overweight” rating in a report on Monday, April 27th. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Invitation Home in a research report on Friday, February 27th. Nine equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $32.89.

Invitation Home Price Performance

Invitation Home stock opened at $28.56 on Friday. Invitation Home has a 1 year low of $24.25 and a 1 year high of $35.80. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.03 and a current ratio of 0.02. The firm has a 50 day moving average price of $25.93 and a 200 day moving average price of $26.93. The company has a market cap of $17.12 billion, a price-to-earnings ratio of 30.06, a PEG ratio of 4.09 and a beta of 0.86.

Invitation Home (NYSE:INVH) last posted its quarterly earnings results on Wednesday, April 29th. The company reported $0.26 earnings per share for the quarter, topping analysts’ consensus estimates of $0.18 by $0.08. The company had revenue of $579.00 million for the quarter, compared to the consensus estimate of $689.92 million. Invitation Home had a net margin of 20.88% and a return on equity of 6.29%. Invitation Home’s revenue was up 8.8% on a year-over-year basis. During the same quarter last year, the firm posted $0.48 earnings per share. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. Sell-side analysts predict that Invitation Home will post 1.89 earnings per share for the current year.

Invitation Home Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Thursday, March 26th were given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a yield of 4.2%. The ex-dividend date of this dividend was Thursday, March 26th. Invitation Home’s payout ratio is 126.32%.

Key Invitation Home News

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

• Positive Sentiment: RBC Capital Markets raised its price target to $30 (from $28) and kept a “sector perform” rating, signaling modest upside and offering near-term support for the share price. Read More.
• Positive Sentiment: Q1 results included an EPS beat (reported $0.26 vs. $0.18 consensus) and FY‑2026 EPS guidance of $1.90–$1.98, broadly in line with Street expectations — a stabilizing factor for investors focusing on earnings power. Read More.
• Neutral Sentiment: FFO came in roughly in line with estimates while revenue rose ~8.8% year-over-year, driven by rental growth and income from new homebuilding — mixed operational signals that leave valuation and growth questions open. Read More.
• Neutral Sentiment: Analyst commentary/valuation pieces note Invitation Homes has lagged the broader market but that Wall Street remains moderately constructive — suggesting upside is viewed as gradual rather than catalytic. Read More. | Read More.
• Neutral Sentiment: The full Q1 earnings transcript and call provide additional detail for investors on leasing trends, homebuilding contribution and cost pressures — useful for assessing management’s cadence but not a clear near‑term catalyst. Read More.
• Negative Sentiment: Revenues missed consensus (reported $579M vs. ~$690M estimate) and management flagged rising expenses and mixed leasing trends; these operational headwinds are the main reason the stock is under pressure. Read More.

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.