Wall Street Zen Downgrades Invitation Home (NYSE:INVH) to Sell

Invitation Home (NYSE:INVH) was downgraded by analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research note issued to investors on Saturday.

Several other brokerages have also recently weighed in on INVH. Barclays reissued an “overweight” rating and set a $33.00 price target on shares of Invitation Home in a research report on Tuesday, January 13th. Morgan Stanley dropped their target price on shares of Invitation Home from $35.00 to $34.00 and set an “equal weight” rating for the company in a report on Thursday, November 13th. Bank of America cut their target price on Invitation Home from $37.00 to $36.00 and set a “neutral” rating on the stock in a research note on Wednesday, November 12th. Keefe, Bruyette & Woods lowered their price target on Invitation Home from $33.00 to $31.00 and set a “market perform” rating for the company in a research report on Wednesday, November 5th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Invitation Home in a report on Monday, December 29th. Ten research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $34.38.

Invitation Home Trading Down 1.5%

NYSE INVH opened at $25.30 on Friday. The firm has a market cap of $15.41 billion, a PE ratio of 26.35, a price-to-earnings-growth ratio of 2.77 and a beta of 0.83. Invitation Home has a 1-year low of $25.23 and a 1-year high of $35.80. The stock has a 50-day moving average of $26.96 and a 200-day moving average of $28.25. The company has a current ratio of 0.03, a quick ratio of 0.03 and a debt-to-equity ratio of 0.44.

Invitation Home (NYSE:INVH) last announced its quarterly earnings results on Wednesday, February 18th. The company reported $0.27 EPS for the quarter, missing analysts’ consensus estimates of $0.48 by ($0.21). Invitation Home had a return on equity of 6.24% and a net margin of 21.53%.The company had revenue of $685.25 million during the quarter, compared to analysts’ expectations of $683.00 million. During the same period last year, the firm earned $0.47 earnings per share. Invitation Home’s revenue for the quarter was up 4.0% on a year-over-year basis. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. As a group, sell-side analysts forecast that Invitation Home will post 1.83 EPS for the current year.

Institutional Investors Weigh In On Invitation Home

Several hedge funds and other institutional investors have recently added to or reduced their stakes in INVH. Corient Private Wealth LLC lifted its position in Invitation Home by 8.3% during the fourth quarter. Corient Private Wealth LLC now owns 30,087 shares of the company’s stock valued at $818,000 after buying an additional 2,298 shares during the period. Ameriflex Group Inc. purchased a new stake in shares of Invitation Home in the 4th quarter worth about $69,000. Mercer Global Advisors Inc. ADV increased its stake in shares of Invitation Home by 62.6% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 69,726 shares of the company’s stock worth $1,938,000 after acquiring an additional 26,845 shares in the last quarter. Delta Global Management LP lifted its position in Invitation Home by 7.3% during the 4th quarter. Delta Global Management LP now owns 87,464 shares of the company’s stock valued at $2,431,000 after acquiring an additional 5,978 shares during the period. Finally, NewEdge Advisors LLC boosted its stake in Invitation Home by 3,188.8% during the fourth quarter. NewEdge Advisors LLC now owns 8,255 shares of the company’s stock worth $229,000 after acquiring an additional 8,004 shares in the last quarter. 96.79% of the stock is owned by hedge funds and other institutional investors.

Key Invitation Home News

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

• Positive Sentiment: Management issued FY‑2026 EPS guidance of $1.90–$1.98, which investors interpret as a constructive forward profit outlook relative to many prior expectations. Invitation Homes Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Fourth‑quarter revenues slightly beat consensus and same‑store NOI rose year‑over‑year, while FFO per share of $0.48 matched estimates — mixed operational data that mitigates but does not eliminate concerns from the EPS miss. Invitation Homes’ Q4 FFO Meets Estimates, Revenues Top, Rents Rise Y/Y
• Neutral Sentiment: Transcripts of the Q4 earnings call provide management commentary on leasing, occupancy and cost pressures — useful context for investors but not a discrete catalyst by itself. Invitation Homes INVH Q4 2025 Earnings Transcript
• Negative Sentiment: Reported GAAP EPS of $0.27 missed consensus (~$0.48), and quarterly EPS declined versus prior year — an immediate negative earnings surprise that likely pressured the share price. INVH Q4 EPS Miss / Earnings Release
• Negative Sentiment: Invitation Homes warned that annual FFO will come in below some Wall Street estimates due to higher costs — a forward earnings headwind for the REIT. Invitation Homes forecasts annual FFO below estimates on higher costs
• Negative Sentiment: Multiple analysts trimmed price targets this morning (RBC to $29; KeyCorp to $34; Citizens/JMP to $35), signaling caution from the sell‑side and adding downward pressure on sentiment despite some firms keeping constructive ratings. Analyst Price Target Moves (Benzinga) KeyBanc PT Lowered Citizens/JMP PT Lowered
• Negative Sentiment: Regulatory risk: Senator Jack Reed’s S.3754 would impose taxes on large investors’ single‑family home purchases (tiered rates up to 5%), which, if passed, could raise costs or alter growth strategies for large single‑family rental owners like INVH. New Bill: S.3754 Affordable Housing and Homeownership Protection Act of 2026

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.