Van Lanschot Kempen Investment Management N.V. Raises Stock Holdings in Invitation Home $INVH

Van Lanschot Kempen Investment Management N.V. boosted its holdings in shares of Invitation Home (NYSE:INVH) by 7.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,076,421 shares of the company’s stock after purchasing an additional 143,532 shares during the quarter. Invitation Home makes up 0.5% of Van Lanschot Kempen Investment Management N.V.’s holdings, making the stock its 29th largest position. Van Lanschot Kempen Investment Management N.V.’s holdings in Invitation Home were worth $57,704,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Korea Investment CORP boosted its position in Invitation Home by 37.4% during the fourth quarter. Korea Investment CORP now owns 886,548 shares of the company’s stock worth $24,637,000 after purchasing an additional 241,306 shares in the last quarter. Federation des caisses Desjardins du Quebec lifted its position in shares of Invitation Home by 21.0% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 70,568 shares of the company’s stock valued at $1,961,000 after acquiring an additional 12,240 shares in the last quarter. Cibc World Markets Corp purchased a new position in shares of Invitation Home in the fourth quarter valued at approximately $8,089,000. Commonwealth Equity Services LLC lifted its position in shares of Invitation Home by 5.1% in the fourth quarter. Commonwealth Equity Services LLC now owns 10,575 shares of the company’s stock valued at $294,000 after acquiring an additional 516 shares in the last quarter. Finally, Renaissance Technologies LLC lifted its position in shares of Invitation Home by 0.3% in the fourth quarter. Renaissance Technologies LLC now owns 1,383,083 shares of the company’s stock valued at $38,436,000 after acquiring an additional 4,200 shares in the last quarter. Hedge funds and other institutional investors own 96.79% of the company’s stock.

Invitation Home Price Performance

NYSE:INVH opened at $29.68 on Friday. Invitation Home has a one year low of $24.25 and a one year high of $34.25. The company has a debt-to-equity ratio of 0.50, a quick ratio of 0.02 and a current ratio of 0.02. The stock has a market cap of $17.63 billion, a PE ratio of 31.24, a P/E/G ratio of 3.45 and a beta of 0.85. The stock has a 50 day moving average price of $28.07 and a 200 day moving average price of $27.09.

Invitation Home (NYSE:INVH) last posted its quarterly earnings results on Wednesday, April 29th. The company reported $0.26 EPS for the quarter, beating the consensus estimate of $0.18 by $0.08. Invitation Home had a return on equity of 6.29% and a net margin of 20.88%.The firm had revenue of $579.00 million during the quarter, compared to analysts’ expectations of $689.92 million. During the same quarter last year, the firm earned $0.48 earnings per share. The business’s revenue for the quarter was up 8.8% on a year-over-year basis. Invitation Home has set its FY 2026 guidance at 1.900-1.980 EPS. Equities research analysts expect that Invitation Home will post 1.89 EPS for the current fiscal year.

Invitation Home Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, July 17th. Investors of record on Thursday, June 25th will be issued a $0.30 dividend. This represents a $1.20 annualized dividend and a dividend yield of 4.0%. The ex-dividend date of this dividend is Thursday, June 25th. Invitation Home’s dividend payout ratio (DPR) is currently 126.32%.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on INVH shares. Mizuho decreased 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. UBS Group decreased their target price on Invitation Home from $35.00 to $32.00 and set a “buy” rating on the stock in a research report on Tuesday, May 19th. Scotiabank raised their target price on Invitation Home from $27.00 to $29.00 and gave the company a “sector perform” rating in a research report on Thursday, May 21st. Wells Fargo & Company raised their target price on Invitation Home from $28.00 to $31.00 and gave the company an “equal weight” rating in a research report on Monday, June 1st. Finally, 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. Nine investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $31.50.

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.