Invitation Home $INVH Shares Bought by Neuberger Berman Group LLC

Key Points

• Neuberger Berman Group LLC increased its stake in Invitation Homes by 4.7% in Q3 to 1,473,994 shares (~$43.23M); other institutions (e.g., Barclays) also boosted positions and institutional ownership is about 96.79%.
• Invitation Homes reported Q EPS of $0.27 (missing consensus by $0.21) with revenue of $685.3M, and provided FY2026 guidance of 1.90–1.98 EPS versus analysts' average forecast of 1.83.
• The company raised its quarterly dividend to $0.30 (annualized $1.20), yielding 4.6%, though the dividend payout ratio is high at 125%.

Neuberger Berman Group LLC raised its holdings in shares of Invitation Home (NYSE:INVH - Free Report) by 4.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,473,994 shares of the company's stock after buying an additional 66,133 shares during the quarter. Neuberger Berman Group LLC owned about 0.24% of Invitation Home worth $43,232,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Barclays PLC boosted its position in Invitation Home by 98.9% during the third quarter. Barclays PLC now owns 2,657,290 shares of the company's stock worth $77,938,000 after acquiring an additional 1,321,292 shares during the last quarter. Cresset Asset Management LLC grew its stake in Invitation Home by 13.7% during the 3rd quarter. Cresset Asset Management LLC now owns 17,787 shares of the company's stock valued at $526,000 after acquiring an additional 2,141 shares in the last quarter. Victory Capital Management Inc. raised its holdings in Invitation Home by 4.1% in the 3rd quarter. Victory Capital Management Inc. now owns 490,590 shares of the company's stock valued at $14,389,000 after acquiring an additional 19,281 shares during the last quarter. 111 Capital raised its holdings in Invitation Home by 62.3% in the 3rd quarter. 111 Capital now owns 33,351 shares of the company's stock valued at $978,000 after acquiring an additional 12,802 shares during the last quarter. Finally, Elo Mutual Pension Insurance Co lifted its stake in Invitation Home by 51.8% in the 3rd quarter. Elo Mutual Pension Insurance Co now owns 115,061 shares of the company's stock worth $3,375,000 after purchasing an additional 39,243 shares in the last quarter. 96.79% of the stock is currently owned by institutional investors and hedge funds.

Invitation Home Stock Performance

Invitation Home stock opened at $26.21 on Friday. The firm has a 50 day simple moving average of $26.76 and a 200-day simple moving average of $27.99. The stock has a market cap of $15.97 billion, a price-to-earnings ratio of 27.30, a price-to-earnings-growth ratio of 2.84 and a beta of 0.83. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.03 and a quick ratio of 0.03. Invitation Home has a 1-year low of $25.21 and a 1-year high of $35.80.

Invitation Home (NYSE:INVH - Get Free Report) last released its quarterly earnings results on Wednesday, February 18th. The company reported $0.27 EPS for the quarter, missing the consensus estimate of $0.48 by ($0.21). The firm had revenue of $685.25 million for the quarter, compared to analysts' expectations 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 period in the previous year, the firm posted $0.47 EPS. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. On average, analysts expect that Invitation Home will post 1.83 EPS for the current year.

Invitation Home Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 16th. Stockholders of record on Tuesday, December 23rd were paid a $0.30 dividend. This is a boost from Invitation Home's previous quarterly dividend of $0.29. The ex-dividend date of this dividend was Tuesday, December 23rd. This represents a $1.20 annualized dividend and a dividend yield of 4.6%. Invitation Home's dividend payout ratio is currently 125.00%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on INVH. Evercore set a $31.00 target price on Invitation Home in a report on Friday, February 20th. Wells Fargo & Company reduced their price objective on Invitation Home from $31.00 to $28.00 and set an "equal weight" rating on the stock in a research report on Thursday. Wall Street Zen lowered Invitation Home from a "hold" rating to a "sell" rating in a research note on Saturday, February 21st. Scotiabank dropped their target price on Invitation Home from $28.00 to $27.00 and set a "sector perform" rating for the company in a report on Wednesday. Finally, Royal Bank Of Canada cut their target price on Invitation Home from $30.00 to $29.00 and set a "sector perform" rating for the company in a research note on Friday, February 20th. Nine research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $33.00.

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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