Invitation Home $INVH Holdings Boosted by Tudor Investment Corp ET AL

Key Points

• Tudor Investment Corp dramatically increased its stake in Invitation Homes, boosting holdings by 570.5% to 130,998 shares (about $3.84M); institutional ownership stands at roughly 96.79% with other large inflows from Prana Capital and Swiss Life.
• Invitation Homes missed quarterly EPS at $0.27 vs. $0.48 expected while revenue slightly beat ($685.3M vs. $683.0M), and management set FY2026 guidance of $1.900–1.980 EPS versus a sell‑side consensus near 1.83.
• The company declared a quarterly dividend of $0.30 (annualized $1.20) yielding about 4.6%, but the payout ratio is high at 125%; analysts remain split (nine Buy, nine Hold) with an average target of $32.88 while the stock trades near $25.97.

Tudor Investment Corp ET AL grew its holdings in shares of Invitation Home (NYSE:INVH - Free Report) by 570.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 130,998 shares of the company's stock after buying an additional 111,461 shares during the period. Tudor Investment Corp ET AL's holdings in Invitation Home were worth $3,842,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in the business. Allworth Financial LP raised its holdings in shares of Invitation Home by 4.4% during the third quarter. Allworth Financial LP now owns 38,294 shares of the company's stock valued at $1,123,000 after buying an additional 1,613 shares during the last quarter. Swiss Life Asset Management Ltd raised its holdings in shares of Invitation Home by 189.8% during the third quarter. Swiss Life Asset Management Ltd now owns 138,276 shares of the company's stock valued at $4,056,000 after buying an additional 90,554 shares during the last quarter. CIBC Private Wealth Group LLC raised its holdings in shares of Invitation Home by 3.6% during the third quarter. CIBC Private Wealth Group LLC now owns 196,230 shares of the company's stock valued at $5,755,000 after buying an additional 6,789 shares during the last quarter. Prana Capital Management LP raised its holdings in shares of Invitation Home by 122.6% during the third quarter. Prana Capital Management LP now owns 630,430 shares of the company's stock valued at $18,491,000 after buying an additional 347,254 shares during the last quarter. Finally, CIBC Bancorp USA Inc. bought a new stake in shares of Invitation Home during the third quarter valued at approximately $6,649,000. Institutional investors own 96.79% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on INVH. Royal Bank Of Canada dropped their target price on Invitation Home from $30.00 to $29.00 and set a "sector perform" rating on the stock in a report on Friday, February 20th. Raymond James Financial reissued a "market perform" rating on shares of Invitation Home in a report on Friday, February 27th. Weiss Ratings reissued a "hold (c-)" rating on shares of Invitation Home in a report on Friday, March 27th. Wall Street Zen cut Invitation Home from a "hold" rating to a "sell" rating in a report on Saturday, February 21st. Finally, Morgan Stanley dropped their target price on Invitation Home from $34.00 to $33.00 and set an "equal weight" rating on the stock in a report on Monday, March 9th. Nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $32.88.

Invitation Home Trading Up 0.6%

Invitation Home stock opened at $25.97 on Friday. The stock has a market cap of $15.57 billion, a P/E ratio of 27.05, a P/E/G ratio of 3.71 and a beta of 0.82. Invitation Home has a 12 month low of $24.25 and a 12 month high of $35.80. The company's fifty day simple moving average is $25.82 and its 200-day simple moving average is $27.12. The company has a quick ratio of 0.03, a current ratio of 0.03 and a debt-to-equity ratio of 0.44.

Invitation Home (NYSE:INVH - Get Free Report) last issued its quarterly earnings data on Wednesday, February 18th. The company reported $0.27 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.48 by ($0.21). The business had revenue of $685.25 million during the quarter, compared to the consensus estimate of $683.00 million. Invitation Home had a return on equity of 6.24% and a net margin of 21.53%.The company's revenue for the quarter was up 4.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.47 earnings per share. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, sell-side analysts forecast that Invitation Home will post 1.83 EPS for the current fiscal year.

Invitation Home Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, March 26th will be issued a $0.30 dividend. The ex-dividend date is Thursday, March 26th. This represents a $1.20 dividend on an annualized basis and a yield of 4.6%. Invitation Home's dividend payout ratio is currently 125.00%.

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.

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