Invitation Home $INVH Holdings Reduced by Aberdeen Group plc

Key Points

• Aberdeen Group plc cut its stake in Invitation Homes by 51.2% in Q4, selling 658,203 shares and leaving it with 627,572 shares (about 0.10% of the company, worth $17.44M); institutional investors own roughly 96.79% of INVH.
• Invitation Homes missed Q4 EPS, reporting $0.27 versus $0.48 expected while revenue was about $685.3M, and the company set FY2026 guidance of 1.90–1.98 EPS.
• The firm declared a $0.30 quarterly dividend (annualized $1.20, ~4.7% yield) with a payout ratio of 125%, and analysts hold a consensus "Moderate Buy" with an average target of $32.88 compared with the recent share price near $25.49.

Aberdeen Group plc decreased its position in Invitation Home (NYSE:INVH - Free Report) by 51.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 627,572 shares of the company's stock after selling 658,203 shares during the period. Aberdeen Group plc owned approximately 0.10% of Invitation Home worth $17,440,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. Hantz Financial Services Inc. lifted its stake in shares of Invitation Home by 1,695.2% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company's stock worth $33,000 after acquiring an additional 1,068 shares during the period. Smartleaf Asset Management LLC lifted its stake in Invitation Home by 59.1% during 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 last quarter. Caitong International Asset Management Co. Ltd lifted its stake 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 valued at $40,000 after purchasing an additional 1,360 shares during the last quarter. Mather Group LLC. acquired a new stake in Invitation Home during the third quarter valued at approximately $42,000. Finally, CYBER HORNET ETFs LLC acquired a new stake in Invitation Home during the second quarter valued at approximately $49,000. Institutional investors own 96.79% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently commented on INVH shares. Citizens Jmp cut their target price on shares of Invitation Home from $40.00 to $35.00 and set a "market outperform" rating for the company in a research note on Friday, February 20th. Evercore set a $31.00 price target on shares of Invitation Home in a research report on Friday, February 20th. UBS Group set a $40.00 price target on shares of Invitation Home in a research report on Wednesday, January 21st. Weiss Ratings restated a "hold (c-)" rating on shares of Invitation Home in a research report on Friday, March 27th. Finally, Scotiabank reduced their price target on shares of Invitation Home from $28.00 to $27.00 and set a "sector perform" rating for the company in a research report on Wednesday, March 4th. Nine equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, Invitation Home presently has an average rating of "Moderate Buy" and a consensus target price of $32.88.

Invitation Home Stock Down 0.2%

Invitation Home stock opened at $25.49 on Tuesday. The firm has a market cap of $15.28 billion, a PE ratio of 26.55, a P/E/G ratio of 3.67 and a beta of 0.82. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.03 and a current ratio of 0.03. The firm's 50 day moving average price is $25.85 and its two-hundred day moving average price is $27.17. Invitation Home has a twelve month low of $24.25 and a twelve month high of $35.80.

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

Invitation Home Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, March 26th will be paid a dividend of $0.30 per share. The ex-dividend date is Thursday, March 26th. This represents a $1.20 annualized dividend and a dividend yield of 4.7%. Invitation Home's dividend payout ratio is 125.00%.

About Invitation Home

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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