Invitation Home (NYSE:INVH) Issues Earnings Results, Beats Estimates By $0.08 EPS

Key Points

• Q1 EPS beat: Invitation Homes reported $0.26 EPS, beating consensus by $0.08, but revenue missed at $579.0M versus $689.9M estimated; the company set FY2026 guidance at 1.900–1.980 EPS.
• The firm paid a $0.30 quarterly dividend (annualized $1.20) for a 4.3% yield125%.
• Shares trade around $28 with a $16.8B market cap and a P/E of 29.2; Wall Street’s consensus is a "Hold" with an average price target of $32.78 and several recent downward target revisions.

Invitation Home (NYSE:INVH - Get Free Report) released its quarterly earnings data on Wednesday. The company reported $0.26 EPS for the quarter, topping the consensus estimate of $0.18 by $0.08, FiscalAI reports. The firm had revenue of $579.00 million for the quarter, compared to the consensus estimate of $689.90 million. Invitation Home had a return on equity of 6.24% and a net margin of 21.53%.The company's quarterly revenue was up 8.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.48 earnings per share. Invitation Home updated its FY 2026 guidance to 1.900-1.980 EPS.

Invitation Home Price Performance

Shares of INVH stock opened at $28.04 on Thursday. 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 has a fifty-two week low of $24.25 and a fifty-two week high of $35.80. The firm has a market cap of $16.81 billion, a P/E ratio of 29.20, a P/E/G ratio of 3.91 and a beta of 0.82. The business's 50 day moving average price is $25.87 and its 200-day moving average price is $26.93.

Invitation Home Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Thursday, March 26th were given a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.3%. The ex-dividend date was Thursday, March 26th. Invitation Home's dividend payout ratio (DPR) is currently 125.00%.

Institutional Trading of Invitation Home

A number of institutional investors and hedge funds have recently added to or reduced their stakes in INVH. AQR Capital Management LLC raised its holdings in Invitation Home by 67.4% in the 1st quarter. AQR Capital Management LLC now owns 74,426 shares of the company's stock worth $2,589,000 after purchasing an additional 29,962 shares in the last quarter. Empowered Funds LLC boosted its stake in shares of Invitation Home by 10.7% during the 1st quarter. Empowered Funds LLC now owns 13,324 shares of the company's stock valued at $464,000 after purchasing an additional 1,290 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Invitation Home during the second quarter valued at about $287,000. Cetera Investment Advisers raised its stake in Invitation Home by 8.5% in the second quarter. Cetera Investment Advisers now owns 19,412 shares of the company's stock worth $637,000 after buying an additional 1,528 shares in the last quarter. Finally, Cresset Asset Management LLC raised its stake in Invitation Home by 5.5% in the second quarter. Cresset Asset Management LLC now owns 15,646 shares of the company's stock worth $515,000 after buying an additional 809 shares in the last quarter. Hedge funds and other institutional investors own 96.79% of the company's stock.

Wall Street Analyst Weigh In

INVH has been the topic of a number of analyst reports. Royal Bank Of Canada decreased their price target on Invitation Home from $30.00 to $29.00 and set a "sector perform" rating on the stock in a research note on Friday, February 20th. Wall Street Zen raised Invitation Home from a "sell" rating to a "hold" rating in a research note on Saturday, April 25th. Scotiabank cut their target price on shares of Invitation Home from $28.00 to $27.00 and set a "sector perform" rating on the stock in a report on Wednesday, March 4th. Keefe, Bruyette & Woods decreased 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 note on Wednesday, February 25th. Finally, Citigroup dropped their price target on shares of Invitation Home from $36.50 to $31.00 and set a "buy" rating for the company in a research report on Wednesday, February 25th. Nine equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Invitation Home currently has a consensus rating of "Hold" and an average price target of $32.78.

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.