Invitation Home $INVH Shares Sold by Nisa Investment Advisors LLC

Key Points

• Nisa Investment Advisors cut its holdings by 36.7%, selling 43,420 INVH shares in Q4 and now owns 74,844 shares worth about $2.11 million, while institutional investors collectively own 96.79% of the company.
• Invitation Homes missed Q4 EPS at $0.27 versus the $0.48 consensus despite a slight revenue beat ($685.3M vs. $683.0M), and set FY2026 guidance of 1.900–1.980 EPS (analysts expect ~1.83).
• The company declared a quarterly dividend of $0.30 (annualized $1.20, ~4.7% yield) with an ex-dividend date of March 26, while its payout ratio stands at a high 125%.

Nisa Investment Advisors LLC cut its holdings in Invitation Home (NYSE:INVH - Free Report) by 36.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 74,844 shares of the company's stock after selling 43,420 shares during the quarter. Nisa Investment Advisors LLC's holdings in Invitation Home were worth $2,112,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. CIBC Asset Management Inc increased its holdings in shares of Invitation Home by 446.4% during the third quarter. CIBC Asset Management Inc now owns 452,675 shares of the company's stock valued at $13,277,000 after acquiring an additional 369,831 shares in the last quarter. PGGM Investments boosted its stake in Invitation Home by 13.0% in the 3rd quarter. PGGM Investments now owns 5,672,720 shares of the company's stock worth $166,381,000 after purchasing an additional 653,539 shares in the last quarter. Aurora Investment Managers LLC. purchased a new stake in Invitation Home during the 4th quarter worth approximately $2,740,000. Sumitomo Mitsui Trust Group Inc. increased its stake in Invitation Home by 5.8% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,339,473 shares of the company's stock valued at $68,617,000 after purchasing an additional 128,561 shares in the last quarter. Finally, NEOS Investment Management LLC increased its stake in Invitation Home by 67.6% during the 3rd quarter. NEOS Investment Management LLC now owns 129,618 shares of the company's stock valued at $3,802,000 after purchasing an additional 52,296 shares in the last quarter. Hedge funds and other institutional investors own 96.79% of the company's stock.

Invitation Home Price Performance

Invitation Home stock opened at $25.57 on Friday. The stock has a market capitalization of $15.32 billion, a P/E ratio of 26.63, a P/E/G ratio of 3.67 and a beta of 0.82. The company's fifty day moving average price is $25.88 and its 200 day moving average price is $27.23. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.03 and a current ratio of 0.03. Invitation Home has a 1 year low of $24.25 and a 1 year high of $35.80.

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

Invitation Home Dividend Announcement

The company 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. This represents a $1.20 annualized dividend and a yield of 4.7%. The ex-dividend date is Thursday, March 26th. Invitation Home's payout ratio is presently 125.00%.

Analysts Set New Price Targets

Several research firms have recently commented on INVH. Morgan Stanley lowered their price objective on shares of Invitation Home from $34.00 to $33.00 and set an "equal weight" rating for the company in a research note on Monday, March 9th. Royal Bank Of Canada cut their price objective 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. Citigroup reduced their target price on shares of Invitation Home from $36.50 to $31.00 and set a "buy" rating for the company in a report on Wednesday, February 25th. Evercore set a $31.00 target price on Invitation Home in a report on Friday, February 20th. Finally, Citizens Jmp decreased their price target on Invitation Home from $40.00 to $35.00 and set a "market outperform" rating for the company in a report on Friday, February 20th. Nine investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Invitation Home has a consensus rating of "Moderate Buy" and a consensus target price of $32.88.

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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