Oak Thistle LLC Raises Stake in Invitation Home $INVH

Key Points

• Oak Thistle LLC boosted its stake in Invitation Homes by 1,538.3% in Q4 to 130,210 shares (added 122,262), a holding worth about $3.62M that represents ~0.5% of its portfolio and is its 15th-largest position.
• Analysts are mixed — nine Buy and nine Hold ratings leave a consensus "Moderate Buy" target of $32.88, above the current share price (~$25.61), even as several firms recently trimmed price targets.
• Invitation Homes missed quarterly EPS ($0.27 vs. $0.48 expected), set FY2026 guidance of 1.900–1.980 EPS, and announced a $0.30 quarterly dividend (annualized $1.20, ~4.7% yield) despite a high payout ratio of 125%.

Oak Thistle LLC raised its stake in Invitation Home (NYSE:INVH - Free Report) by 1,538.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 130,210 shares of the company's stock after acquiring an additional 122,262 shares during the quarter. Invitation Home makes up approximately 0.5% of Oak Thistle LLC's investment portfolio, making the stock its 15th largest position. Oak Thistle LLC's holdings in Invitation Home were worth $3,619,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of INVH. AQR Capital Management LLC lifted its holdings in Invitation Home by 67.4% in the first quarter. AQR Capital Management LLC now owns 74,426 shares of the company's stock valued at $2,589,000 after acquiring an additional 29,962 shares during the period. Empowered Funds LLC lifted its holdings in Invitation Home by 10.7% in the first quarter. Empowered Funds LLC now owns 13,324 shares of the company's stock valued at $464,000 after acquiring an additional 1,290 shares during the period. Sivia Capital Partners LLC acquired a new position in Invitation Home in the second quarter valued at approximately $287,000. Cetera Investment Advisers lifted its holdings in Invitation Home by 8.5% in the second quarter. Cetera Investment Advisers now owns 19,412 shares of the company's stock valued at $637,000 after acquiring an additional 1,528 shares during the period. Finally, Quantbot Technologies LP acquired a new position in Invitation Home in the second quarter valued at approximately $1,050,000. 96.79% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

INVH has been the subject of a number of analyst reports. Morgan Stanley decreased their price target on Invitation Home from $34.00 to $33.00 and set an "equal weight" rating for the company in a report on Monday, March 9th. Wall Street Zen downgraded Invitation Home from a "hold" rating to a "sell" rating in a research note on Saturday, February 21st. Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Invitation Home in a research note on Friday, March 27th. Mizuho reduced their target price on Invitation Home from $27.00 to $26.00 and set a "neutral" rating for the company in a research note on Friday, March 13th. Finally, Citigroup reduced their target price on Invitation Home from $36.50 to $31.00 and set a "buy" rating for the company in a research note on Wednesday, February 25th. Nine investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus target price of $32.88.

Invitation Home Stock Up 0.6%

NYSE INVH opened at $25.61 on Wednesday. The business has a fifty day moving average price of $25.83 and a 200 day moving average price of $27.14. Invitation Home has a one year low of $24.25 and a one year high of $35.80. 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 company has a market cap of $15.35 billion, a P/E ratio of 26.68, a P/E/G ratio of 3.67 and a beta of 0.82.

Invitation Home (NYSE:INVH - Get Free Report) last posted its quarterly earnings data on Wednesday, February 18th. The company reported $0.27 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 firm had revenue of $685.25 million during the quarter, compared to analyst estimates of $683.00 million. During the same period in the prior year, the company posted $0.47 earnings per share. The firm's revenue for the quarter was up 4.0% compared to the same quarter last year. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. Research analysts anticipate that Invitation Home will post 1.83 EPS 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 paid a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 4.7%. The ex-dividend date of this dividend is Thursday, March 26th. Invitation Home's dividend payout ratio is currently 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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