299,250 Shares in InvenTrust Properties Corp. $IVT Bought by B&I Capital AG

Key Points

• B&I Capital AG acquired 299,250 shares of InvenTrust in Q4 (about $8.44 million), representing 3.0% of its portfolio and roughly 0.39% ownership, making IVT its 14th largest holding.
• InvenTrust raised its quarterly dividend to $0.25 (paid Apr 15), a $1.00 annualized dividend with a ~3.1% yield and a payout ratio near 69.9%.
• Analysts are mixed but the consensus is a Moderate Buy with a $32.33 target; the company recently missed Q4 EPS ($0.03 vs. $0.45) but set FY2026 guidance of $1.91–$1.95 per share (analysts expect ~1.79).

B&I Capital AG acquired a new position in InvenTrust Properties Corp. (NYSE:IVT - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 299,250 shares of the company's stock, valued at approximately $8,442,000. InvenTrust Properties makes up 3.0% of B&I Capital AG's portfolio, making the stock its 14th biggest holding. B&I Capital AG owned about 0.39% of InvenTrust Properties as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of IVT. EverSource Wealth Advisors LLC raised its position in InvenTrust Properties by 44.0% in the second quarter. EverSource Wealth Advisors LLC now owns 1,369 shares of the company's stock worth $38,000 after acquiring an additional 418 shares in the last quarter. Avalon Trust Co purchased a new position in InvenTrust Properties in the third quarter worth $43,000. Newbridge Financial Services Group Inc. raised its position in InvenTrust Properties by 208.4% in the third quarter. Newbridge Financial Services Group Inc. now owns 1,696 shares of the company's stock worth $49,000 after acquiring an additional 1,146 shares in the last quarter. Comerica Bank raised its position in InvenTrust Properties by 80.5% in the first quarter. Comerica Bank now owns 2,245 shares of the company's stock worth $66,000 after acquiring an additional 1,001 shares in the last quarter. Finally, Farther Finance Advisors LLC raised its position in InvenTrust Properties by 312.4% in the third quarter. Farther Finance Advisors LLC now owns 2,726 shares of the company's stock worth $78,000 after acquiring an additional 2,065 shares in the last quarter. Hedge funds and other institutional investors own 61.70% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on IVT shares. Weiss Ratings restated a "buy (b)" rating on shares of InvenTrust Properties in a research report on Monday, December 29th. Wells Fargo & Company raised their price target on InvenTrust Properties from $33.00 to $34.00 and gave the company an "overweight" rating in a research report on Thursday, March 19th. Wall Street Zen cut InvenTrust Properties from a "hold" rating to a "sell" rating in a research report on Tuesday, March 31st. Finally, KeyCorp started coverage on InvenTrust Properties in a research report on Friday, March 6th. They issued an "overweight" rating and a $35.00 price target for the company. Five investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, InvenTrust Properties has a consensus rating of "Moderate Buy" and a consensus target price of $32.33.

InvenTrust Properties Stock Down 0.3%

IVT opened at $31.90 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 1.17 and a quick ratio of 1.17. The stock has a market capitalization of $2.48 billion, a price-to-earnings ratio of 22.31, a price-to-earnings-growth ratio of 3.04 and a beta of 0.83. The business has a 50-day moving average of $30.98 and a two-hundred day moving average of $29.29. InvenTrust Properties Corp. has a 12 month low of $26.52 and a 12 month high of $32.63.

InvenTrust Properties (NYSE:IVT - Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The company reported $0.03 EPS for the quarter, missing the consensus estimate of $0.45 by ($0.42). The business had revenue of $77.38 million during the quarter, compared to analysts' expectations of $76.23 million. InvenTrust Properties had a net margin of 37.24% and a return on equity of 6.22%. InvenTrust Properties has set its FY 2026 guidance at 1.910-1.950 EPS. On average, research analysts expect that InvenTrust Properties Corp. will post 1.79 earnings per share for the current year.

InvenTrust Properties Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st were paid a $0.25 dividend. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $1.00 annualized dividend and a dividend yield of 3.1%. This is an increase from InvenTrust Properties's previous quarterly dividend of $0.24. InvenTrust Properties's dividend payout ratio is presently 69.93%.

InvenTrust Properties Company Profile

InvenTrust Properties Corp is a self‐managed real estate investment trust specializing in suburban and urban retail real estate. Headquartered in Downers Grove, Illinois, the company focuses on the acquisition, leasing and management of open‐air shopping centers that serve everyday consumer needs.

The company’s portfolio is concentrated in neighborhood and community retail assets anchored by grocery stores, pharmacies and national service tenants. InvenTrust engages in active leasing strategies, property management services and selective development and redevelopment initiatives designed to enhance long‐term cash flow and tenant mix.

InvenTrust Properties was created in 2019 through the spin‐off of its predecessor, Inland Real Estate Investment Corp, and adopted its current name upon separation.

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