UBS Group AG Has $96.17 Million Holdings in Invitation Home $INVH

Key Points

• UBS Group AG cut its stake in Invitation Homes by 30.5% in Q4, selling 1,516,255 shares and now holding 3,460,414 shares (about 0.56%) valued at roughly $96.17 million.
• Invitation Homes reported Q1 EPS of $0.26 (vs. $0.18 consensus) but missed on revenue ($579M vs. ~ $690M), and set FY2026 EPS guidance of $1.90–$1.98 compared with Street expectations near $1.89.
• Analysts are split (nine Buy, ten Hold) giving a consensus rating of Hold with a $32.89 average target, while the company pays a $0.30 quarterly dividend (4.2% yield) despite a high payout ratio of 126.32%.

UBS Group AG lessened its stake in Invitation Home (NYSE:INVH - Free Report) by 30.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,460,414 shares of the company's stock after selling 1,516,255 shares during the quarter. UBS Group AG owned about 0.56% of Invitation Home worth $96,165,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Hantz Financial Services Inc. grew its position 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 acquiring an additional 1,068 shares during the last quarter. Smartleaf Asset Management LLC grew its position in Invitation Home by 59.1% in the third quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company's stock valued at $36,000 after acquiring an additional 466 shares during the last quarter. Cromwell Holdings LLC grew its position in Invitation Home by 2,463.5% in the fourth 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 grew its position in 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 valued at $40,000 after acquiring an additional 1,360 shares during the last quarter. Finally, Mather Group LLC. bought a new position in Invitation Home in the third quarter valued at about $42,000. Institutional investors and hedge funds own 96.79% of the company's stock.

Analyst Ratings Changes

INVH has been the topic of a number of recent analyst reports. Citigroup decreased their target price on Invitation Home from $36.50 to $31.00 and set a "buy" rating on the stock in a research report on Wednesday, February 25th. Wall Street Zen upgraded Invitation Home from a "sell" rating to a "hold" rating in a research report on Saturday, April 25th. Morgan Stanley decreased their target price on Invitation Home from $34.00 to $33.00 and set an "equal weight" rating on the stock in a research report on Monday, March 9th. Wells Fargo & Company decreased their target price on Invitation Home from $31.00 to $28.00 and set an "equal weight" rating on the stock in a research report on Thursday, March 5th. Finally, Barclays lifted their target price on Invitation Home from $31.00 to $32.00 and gave the company an "overweight" rating in a research report on Monday, April 27th. Nine 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 stock presently has an average rating of "Hold" and a consensus target price of $32.89.

Invitation Home Stock Performance

NYSE:INVH opened at $28.56 on Friday. The stock has a market cap of $17.12 billion, a P/E ratio of 30.06, a price-to-earnings-growth ratio of 4.09 and a beta of 0.86. The company has a current ratio of 0.02, a quick ratio of 0.03 and a debt-to-equity ratio of 0.44. The stock's 50-day moving average is $25.93 and its 200-day moving average is $26.93. 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 released its quarterly earnings results on Wednesday, April 29th. The company reported $0.26 earnings per share for the quarter, topping the consensus estimate of $0.18 by $0.08. The company had revenue of $579.00 million for the quarter, compared to analysts' expectations of $689.92 million. Invitation Home had a return on equity of 6.29% and a net margin of 20.88%.The business's quarterly 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. Equities research analysts anticipate that Invitation Home will post 1.89 earnings per share for the current year.

Invitation Home Dividend Announcement

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

Key Stories Impacting Invitation Home

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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