Teacher Retirement System of Texas Lowers Holdings in Invitation Home $INVH

Key Points

• Teacher Retirement System of Texas cut its stake in Invitation Homes by 31.4%, selling 41,166 shares and leaving 89,761 shares worth about $2.49 million, and institutional investors now own about 96.79% of the stock.
• Several analysts have trimmed price targets recently, but consensus remains a "Moderate Buy" with an average price target of $32.94 (nine Buy and nine Hold ratings).
• Invitation Homes missed Q4 EPS expectations ($0.27 vs. $0.48) while revenue rose ~4%; management set FY2026 guidance of 1.900–1.980 EPS, and the company pays a quarterly dividend of $0.30 (≈4.4% yield) with a payout ratio of 125%.

Teacher Retirement System of Texas lowered its position in shares of Invitation Home (NYSE:INVH - Free Report) by 31.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 89,761 shares of the company's stock after selling 41,166 shares during the period. Teacher Retirement System of Texas' holdings in Invitation Home were worth $2,494,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Hantz Financial Services Inc. grew its holdings in Invitation Home by 1,695.2% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company's stock worth $33,000 after acquiring an additional 1,068 shares in the last quarter. Smartleaf Asset Management LLC raised its holdings in shares of Invitation Home by 59.1% in the 3rd quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company's stock valued at $36,000 after purchasing an additional 466 shares in the last quarter. Cromwell Holdings LLC raised 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 purchasing an additional 1,281 shares in the last quarter. Caitong International Asset Management Co. Ltd lifted its position 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 worth $40,000 after purchasing an additional 1,360 shares during the period. Finally, Mather Group LLC. purchased a new stake in shares of Invitation Home in the 3rd quarter worth approximately $42,000. 96.79% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. Citigroup cut their price objective on shares of Invitation Home from $36.50 to $31.00 and set a "buy" rating on the stock in a report on Wednesday, February 25th. Mizuho dropped their target price on Invitation Home from $27.00 to $26.00 and set a "neutral" rating on the stock in a research report on Friday, March 13th. Morgan Stanley cut their price target on Invitation Home from $34.00 to $33.00 and set an "equal weight" rating on the stock in a report on Monday, March 9th. Scotiabank reduced their price target on 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. Finally, Oppenheimer decreased their price objective on Invitation Home from $38.00 to $31.00 and set an "outperform" rating for the company in a research note on Tuesday, February 24th. Nine investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $32.94.

Invitation Home Price Performance

Shares of INVH opened at $27.21 on Tuesday. The company has a 50 day moving average of $25.83 and a two-hundred day moving average of $26.92. The company has a quick ratio of 0.03, a current ratio of 0.03 and a debt-to-equity ratio of 0.44. Invitation Home has a twelve month low of $24.25 and a twelve month high of $35.80. The company has a market cap of $16.31 billion, a price-to-earnings ratio of 28.34, a price-to-earnings-growth ratio of 3.90 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 earnings per share for the quarter, missing analysts' consensus estimates of $0.48 by ($0.21). The business had revenue of $685.25 million during the quarter, compared to analyst estimates of $683.00 million. Invitation Home had a return on equity of 6.24% and a net margin of 21.53%.The firm's revenue for the quarter was up 4.0% compared to the same quarter last year. During the same period in the previous year, the business earned $0.47 EPS. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, analysts predict that Invitation Home will post 1.88 earnings per share for the current fiscal year.

Invitation Home Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Thursday, March 26th were given a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 4.4%. The ex-dividend date of this dividend was Thursday, March 26th. Invitation Home's dividend payout ratio (DPR) is presently 125.00%.

Invitation Home 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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