SG Americas Securities LLC Grows Stock Holdings in Invitation Home $INVH

Key Points

• SG Americas Securities LLC boosted its stake in Invitation Home by 535.7% in Q4, acquiring 1,014,984 additional shares to hold 1,204,463 shares worth about $33.47M (≈0.20% ownership), and institutional investors now own roughly 96.79% of the stock.
• Analysts have trimmed price targets recently, leaving an even split of 9 Buy and 9 Hold ratings and a MarketBeat average rating of Moderate Buy with an average target price of $32.88.
• Invitation Home missed Q results with $0.27 EPS vs. $0.48 expected and $685.3M revenue, set FY2026 guidance of 1.90–1.98 EPS, and declared a $0.30 quarterly dividend (4.8% yield; ex-dividend March 26) despite a 125% payout ratio.

SG Americas Securities LLC lifted its holdings in Invitation Home (NYSE:INVH - Free Report) by 535.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,204,463 shares of the company's stock after acquiring an additional 1,014,984 shares during the period. SG Americas Securities LLC owned approximately 0.20% of Invitation Home worth $33,472,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Hantz Financial Services Inc. grew its stake in shares of Invitation Home by 1,695.2% during the third quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company's stock valued at $33,000 after acquiring an additional 1,068 shares in the last quarter. Smartleaf Asset Management LLC increased its position in shares of Invitation Home by 59.1% during the third quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company's stock worth $36,000 after acquiring an additional 466 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its stake in shares of Invitation Home by 136,000.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company's stock worth $40,000 after acquiring an additional 1,360 shares in the last quarter. Mather Group LLC. purchased a new position in Invitation Home in the third quarter valued at about $42,000. Finally, CYBER HORNET ETFs LLC purchased a new position in Invitation Home in the second quarter valued at about $49,000. Hedge funds and other institutional investors own 96.79% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Evercore set a $31.00 price objective on Invitation Home in a report on Friday, February 20th. Keefe, Bruyette & Woods reduced their target price on Invitation Home from $31.00 to $28.00 and set a "market perform" rating for the company in a research note on Wednesday, February 25th. Scotiabank decreased 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. Citizens Jmp dropped their price target 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. Finally, Wells Fargo & Company cut their price target on shares of Invitation Home from $31.00 to $28.00 and set an "equal weight" rating on the stock in a report on Thursday, March 5th. Nine analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, Invitation Home currently has an average rating of "Moderate Buy" and an average target price of $32.88.

Invitation Home Stock Down 0.5%

NYSE:INVH opened at $24.88 on Thursday. The company has a market capitalization of $15.16 billion, a price-to-earnings ratio of 25.92, a price-to-earnings-growth ratio of 3.60 and a beta of 0.83. Invitation Home has a one year low of $24.25 and a one year high of $35.80. The stock has a 50-day simple moving average of $26.21 and a 200 day simple moving average of $27.46. 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 (NYSE:INVH - Get Free Report) last announced 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 firm had revenue of $685.25 million for the quarter, compared to analyst estimates of $683.00 million. During the same quarter in the previous year, the company earned $0.47 EPS. The company's quarterly revenue 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. Sell-side analysts predict that Invitation Home will post 1.83 EPS for the current fiscal year.

Invitation Home Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Investors of record on Thursday, March 26th will be given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a dividend yield of 4.8%. The ex-dividend date of this dividend is Thursday, March 26th. 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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