Strs Ohio Increases Position in Invitation Home $INVH

Key Points

• Strs Ohio raised its INVH stake 7.9% to 1,061,160 shares (about 0.17%) worth $29.49M in Q4, and institutional investors collectively own 96.79% of the stock.
• INVH beat Q1 EPS expectations ($0.26 vs. $0.18) but missed revenue ($579M vs. ~ $690M) and flagged rising expenses; management set FY‑2026 EPS guidance of $1.90–$1.98, roughly in line with Street forecasts (~$1.89).
• The company pays a quarterly dividend of $0.30 (annualized $1.20) for a yield of ~4.2%, but the payout ratio is elevated at 126.32%.

Strs Ohio lifted its position in shares of Invitation Home (NYSE:INVH - Free Report) by 7.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,061,160 shares of the company's stock after purchasing an additional 77,326 shares during the period. Strs Ohio owned about 0.17% of Invitation Home worth $29,490,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Hantz Financial Services Inc. raised its stake in Invitation Home by 1,695.2% in the third quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company's stock valued at $33,000 after buying an additional 1,068 shares in the last quarter. Smartleaf Asset Management LLC boosted its position in shares of Invitation Home by 59.1% during the 3rd quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company's stock worth $36,000 after acquiring an additional 466 shares in the last quarter. Cromwell Holdings LLC increased its holdings in shares of Invitation Home by 2,463.5% in the 4th quarter. Cromwell Holdings LLC now owns 1,333 shares of the company's stock valued at $37,000 after acquiring an additional 1,281 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in shares of Invitation Home by 136,000.0% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company's stock valued at $40,000 after acquiring an additional 1,360 shares during the last quarter. Finally, Mather Group LLC. acquired a new stake in shares of Invitation Home during the 3rd quarter worth about $42,000. Institutional investors and hedge funds own 96.79% of the company's stock.

Invitation Home Stock Down 0.7%

INVH stock opened at $28.56 on Friday. The stock has a market capitalization of $17.12 billion, a PE ratio of 30.06, a price-to-earnings-growth ratio of 4.09 and a beta of 0.86. The company has a fifty day moving average of $25.93 and a 200-day moving average of $26.93. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.03 and a current ratio of 0.02. Invitation Home has a one year low of $24.25 and a one year high of $35.80.

Invitation Home (NYSE:INVH - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The company reported $0.26 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.18 by $0.08. The business had revenue of $579.00 million for the quarter, compared to analyst estimates of $689.92 million. Invitation Home had a net margin of 20.88% and a return on equity of 6.29%. The business's revenue was up 8.8% compared to the same quarter last year. During the same period in the previous year, the business posted $0.48 earnings per share. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, analysts expect that Invitation Home will post 1.89 EPS for the current year.

Invitation Home Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, April 17th. Shareholders of record on Thursday, March 26th were given a dividend of $0.30 per share. The ex-dividend date was Thursday, March 26th. This represents a $1.20 annualized dividend and a yield of 4.2%. Invitation Home's payout ratio is presently 126.32%.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on INVH shares. Evercore reaffirmed an "outperform" rating and issued a $32.00 price target on shares of Invitation Home in a report on Friday. KeyCorp cut their price objective on shares of Invitation Home from $38.00 to $34.00 and set an "overweight" rating on the stock in a report on Friday, February 20th. Royal Bank Of Canada boosted their price objective on shares of Invitation Home from $28.00 to $30.00 and gave the stock a "sector perform" rating in a research report on Friday. UBS Group set a $40.00 target price on shares of Invitation Home in a report on Wednesday, January 21st. Finally, Keefe, Bruyette & Woods dropped their target price on shares of Invitation Home from $31.00 to $28.00 and set a "market perform" rating on the stock in a research report on Wednesday, February 25th. Nine investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Hold" and an average target price of $32.89.

Invitation Home News Roundup

Here are the key news stories impacting Invitation Home this week:

• Positive Sentiment: RBC Capital Markets raised its price target to $30 (from $28) and kept a "sector perform" rating, signaling modest upside and offering near-term support for the share price. Read More.
• Positive Sentiment: Q1 results included an EPS beat (reported $0.26 vs. $0.18 consensus) and FY‑2026 EPS guidance of $1.90–$1.98, broadly in line with Street expectations — a stabilizing factor for investors focusing on earnings power. Read More.
• Neutral Sentiment: FFO came in roughly in line with estimates while revenue rose ~8.8% year-over-year, driven by rental growth and income from new homebuilding — mixed operational signals that leave valuation and growth questions open. Read More.
• Neutral Sentiment: Analyst commentary/valuation pieces note Invitation Homes has lagged the broader market but that Wall Street remains moderately constructive — suggesting upside is viewed as gradual rather than catalytic. Read More. | Read More.
• Neutral Sentiment: The full Q1 earnings transcript and call provide additional detail for investors on leasing trends, homebuilding contribution and cost pressures — useful for assessing management’s cadence but not a clear near‑term catalyst. Read More.
• Negative Sentiment: Revenues missed consensus (reported $579M vs. ~$690M estimate) and management flagged rising expenses and mixed leasing trends; these operational headwinds are the main reason the stock is under pressure. Read More.

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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