Invitation Homes (NYSE:INVH) Announces FY 2026 Earnings Guidance

Invitation Homes (NYSE:INVH) updated its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 1.940-1.980 for the period, compared to the consensus estimate of 1.900.

Invitation Homes Stock Down 0.1%

NYSE:INVH traded down $0.03 during trading hours on Friday, reaching $26.61. 1,613,458 shares of the stock were exchanged, compared to its average volume of 5,760,522. The firm has a 50 day moving average of $27.53 and a 200 day moving average of $27.79. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.02 and a quick ratio of 0.02. Invitation Homes has a twelve month low of $24.25 and a twelve month high of $30.89. The stock has a market cap of $15.72 billion, a PE ratio of 23.35, a PEG ratio of 3.98 and a beta of 0.82.

Invitation Homes (NYSE:INVH) last released its earnings results on Wednesday, October 28th. The company reported $0.27 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.18 by $0.09. Invitation Homes had a return on equity of 7.54% and a net margin of 23.54%. The business had revenue of $731.28 million for the quarter, compared to the consensus estimate of $742.55 million. During the same quarter in the previous year, the business earned $0.47 earnings per share. Invitation Homes’s quarterly revenue was up 6.3% on a year-over-year basis. On average, equities analysts expect that Invitation Homes will post 1.90 earnings per share for the current year.

Invitation Homes Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, October 16th. Investors of record on Thursday, September 24th were paid a $0.30 dividend. The ex-dividend date was Thursday, September 24th. This represents a $1.20 dividend on an annualized basis and a yield of 4.5%. Invitation Homes’s dividend payout ratio is 105.26%.

Analyst Upgrades and Downgrades

Several analysts have weighed in on INVH shares. Wells Fargo & Company dropped their price objective on shares of Invitation Homes from $33.00 to $30.00 and set an “overweight” rating for the company in a research note on Monday, October 19th. Weiss Ratings reiterated a “hold (c)” rating on shares of Invitation Homes in a report on Thursday, August 27th. Mizuho upgraded Invitation Homes from a “neutral” rating to an “outperform” rating and upped their target price for the company from $31.00 to $32.00 in a research report on Monday, September 21st. Oppenheimer upped their price objective on shares of Invitation Homes from $31.00 to $33.00 and gave the company an “outperform” rating in a report on Monday, August 3rd. Finally, BTIG Research set a $32.00 price objective on shares of Invitation Homes in a report on Monday, September 21st. Eleven research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Invitation Homes has a consensus rating of “Hold” and a consensus target price of $32.00.

Key Stories Impacting Invitation Homes

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

• Positive Sentiment: Management raised its 2026 core funds from operations (FFO) per-share outlook to $1.94–$1.98, above the $1.90 consensus estimate. The company also expanded its share-repurchase authorization by $500 million, following nearly $1 billion in repurchases over the past year. Invitation Homes guidance and buyback article
• Positive Sentiment: Third-quarter core FFO increased 2.4% year over year to $0.48 per share, matching analyst expectations. Improving lease pricing and higher same-store net operating income support management’s outlook for continued rental-property growth. Invitation Homes Q3 FFO and guidance article
• Neutral Sentiment: Reported EPS of $0.27 exceeded the $0.18 consensus estimate, but this measure was affected by items beyond recurring property operations. Revenue grew 6.3% year over year to $731.3 million, indicating continued expansion but falling short of the $742.6 million analyst estimate. Invitation Homes earnings report
• Negative Sentiment: Quarterly adjusted funds available for distribution were essentially flat, while the revenue miss and only moderate FFO growth may limit enthusiasm despite the improved outlook. Investors may also monitor whether selling homes to fund buybacks affects the company’s long-term portfolio growth. Invitation Homes Q3 AFFO article

Invitation Homes Company Profile

Invitation Homes Inc (NYSE: INVH) is a real estate investment trust that owns, leases and operates single-family homes in the United States. The company provides professionally managed rental housing for individuals and families, with properties generally located in suburban communities and metropolitan areas.

The company’s services include home leasing, property management, resident support, maintenance and renovations. Invitation Homes uses technology and centralized operating systems to market homes, manage lease agreements, collect rent and coordinate property care.