Invitation Home (NYSE:INVH) Sees Large Growth in Short Interest

Key Points

• Short interest jumped 20.8% to 16,563,970 shares as of March 31, equal to 2.8% of shares outstanding and a short-interest ratio of 2.2 days.
• Heavy institutional activity: Norges Bank opened a roughly $1.439 billion position in Q4 and UBS, Amundi, BNP Paribas and Goldman Sachs materially increased holdings, with institutional investors owning 96.79% of the stock.
• Mixed fundamentals and analyst view: INVH missed Q4 EPS ($0.27 vs. $0.48 est.), set FY2026 EPS guidance of 1.900–1.980, holds a consensus "Moderate Buy" target of $32.88, and declared a $0.30 quarterly dividend (a 4.6% dividend yield) with a 125% payout ratio.

Invitation Home (NYSE:INVH - Get Free Report) was the recipient of a large increase in short interest in March. As of March 31st, there was short interest totaling 16,563,970 shares, an increase of 20.8% from the March 15th total of 13,714,762 shares. Based on an average daily volume of 7,567,108 shares, the short-interest ratio is presently 2.2 days. Currently, 2.8% of the shares of the stock are sold short.

Institutional Trading of Invitation Home

A number of institutional investors have recently made changes to their positions in INVH. Norges Bank acquired a new position in shares of Invitation Home during the 4th quarter worth approximately $1,438,952,000. UBS Group AG boosted its holdings in shares of Invitation Home by 101.4% during the 3rd quarter. UBS Group AG now owns 4,976,669 shares of the company's stock worth $145,966,000 after purchasing an additional 2,505,909 shares during the last quarter. Amundi boosted its holdings in shares of Invitation Home by 169.0% during the 3rd quarter. Amundi now owns 3,296,876 shares of the company's stock worth $93,038,000 after purchasing an additional 2,071,407 shares during the last quarter. BNP Paribas Financial Markets boosted its holdings in shares of Invitation Home by 79.6% during the 4th quarter. BNP Paribas Financial Markets now owns 4,524,553 shares of the company's stock worth $125,737,000 after purchasing an additional 2,004,728 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its holdings in shares of Invitation Home by 53.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 5,377,502 shares of the company's stock worth $149,441,000 after purchasing an additional 1,884,188 shares during the last quarter. 96.79% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on INVH. Wall Street Zen lowered Invitation Home from a "hold" rating to a "sell" rating in a research note on Saturday, February 21st. Citizens Jmp cut their price target on 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. Morgan Stanley cut their price target on Invitation Home from $34.00 to $33.00 and set an "equal weight" rating for the company in a research note on Monday, March 9th. Mizuho cut their price target on Invitation Home from $27.00 to $26.00 and set a "neutral" rating for the company in a research note on Friday, March 13th. Finally, Raymond James Financial restated a "market perform" rating on shares of Invitation Home in a research note on Friday, February 27th. Nine equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Invitation Home presently has a consensus rating of "Moderate Buy" and a consensus target price of $32.88.

Invitation Home Stock Performance

Shares of NYSE:INVH opened at $26.28 on Friday. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.03 and a quick ratio of 0.03. The business's 50 day moving average price is $25.80 and its 200-day moving average price is $27.01. The firm has a market capitalization of $15.75 billion, a PE ratio of 27.38, a P/E/G ratio of 3.77 and a beta of 0.82. 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 issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.27 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.48 by ($0.21). The firm 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 business's revenue was up 4.0% on a year-over-year basis. During the same period in the prior year, the firm earned $0.47 earnings per share. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, equities research analysts expect that Invitation Home will post 1.83 earnings per share for the current fiscal year.

Invitation Home Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, April 17th. Stockholders of record on Thursday, March 26th will be paid a $0.30 dividend. The ex-dividend date of this dividend is Thursday, March 26th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.6%. Invitation Home's 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.