UBS Group AG Sells 1,516,255 Shares of Invitation Home $INVH

UBS Group AG cut its stake in Invitation Home (NYSE:INVH) by 30.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,460,414 shares of the company’s stock after selling 1,516,255 shares during the period. UBS Group AG’s holdings in Invitation Home were worth $96,165,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Hantz Financial Services Inc. boosted its holdings in Invitation Home by 1,695.2% in the third quarter. Hantz Financial Services Inc. now owns 1,131 shares of the company’s stock valued at $33,000 after acquiring an additional 1,068 shares during the last quarter. Smartleaf Asset Management LLC boosted its holdings in Invitation Home by 59.1% in the third quarter. Smartleaf Asset Management LLC now owns 1,255 shares of the company’s stock valued at $36,000 after acquiring an additional 466 shares during the last quarter. Cromwell Holdings LLC boosted its holdings in Invitation Home by 2,463.5% in the fourth quarter. Cromwell Holdings LLC now owns 1,333 shares of the company’s stock valued at $37,000 after acquiring an additional 1,281 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in Invitation Home by 136,000.0% in the third quarter. Caitong International Asset Management Co. Ltd now owns 1,361 shares of the company’s stock valued at $40,000 after acquiring an additional 1,360 shares during the last quarter. Finally, Mather Group LLC. bought a new stake in Invitation Home in the third quarter valued at approximately $42,000. 96.79% of the stock is currently owned by institutional investors.

Invitation Home Price Performance

Shares of INVH opened at $28.56 on Friday. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.03 and a current ratio of 0.02. Invitation Home has a 52-week low of $24.25 and a 52-week high of $35.80. The business’s 50 day moving average price is $25.93 and its two-hundred day moving average price is $26.93. The firm has a market cap of $17.12 billion, a PE ratio of 30.06, a price-to-earnings-growth ratio of 4.09 and a beta of 0.86.

Invitation Home (NYSE:INVH) last issued its earnings results on Wednesday, April 29th. The company reported $0.26 earnings per share for the quarter, topping analysts’ consensus estimates of $0.18 by $0.08. Invitation Home had a return on equity of 6.29% and a net margin of 20.88%.The company had revenue of $579.00 million for the quarter, compared to analyst estimates of $689.92 million. During the same period in the prior year, the firm earned $0.48 earnings per share. Invitation Home’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. On average, equities analysts anticipate that Invitation Home will post 1.89 EPS for the current year.

Invitation Home Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Thursday, March 26th were given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date of this dividend was Thursday, March 26th. Invitation Home’s dividend payout ratio is presently 126.32%.

Invitation Home News Roundup

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

• Positive Sentiment: RBC Capital Markets raised its price target to $30 (from $28) and kept a “sector perform” rating, signaling modest upside and offering near-term support for the share price. Read More.
• Positive Sentiment: Q1 results included an EPS beat (reported $0.26 vs. $0.18 consensus) and FY‑2026 EPS guidance of $1.90–$1.98, broadly in line with Street expectations — a stabilizing factor for investors focusing on earnings power. Read More.
• Neutral Sentiment: FFO came in roughly in line with estimates while revenue rose ~8.8% year-over-year, driven by rental growth and income from new homebuilding — mixed operational signals that leave valuation and growth questions open. Read More.
• Neutral Sentiment: Analyst commentary/valuation pieces note Invitation Homes has lagged the broader market but that Wall Street remains moderately constructive — suggesting upside is viewed as gradual rather than catalytic. Read More. | Read More.
• Neutral Sentiment: The full Q1 earnings transcript and call provide additional detail for investors on leasing trends, homebuilding contribution and cost pressures — useful for assessing management’s cadence but not a clear near‑term catalyst. Read More.
• Negative Sentiment: Revenues missed consensus (reported $579M vs. ~$690M estimate) and management flagged rising expenses and mixed leasing trends; these operational headwinds are the main reason the stock is under pressure. Read More.

Wall Street Analysts Forecast Growth

Several analysts recently commented on INVH shares. Royal Bank Of Canada upped their target price on Invitation Home from $28.00 to $30.00 and gave the company a “sector perform” rating in a report on Friday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Invitation Home in a report on Friday, March 27th. Citizens Jmp reduced their target price on Invitation Home from $40.00 to $35.00 and set a “market outperform” rating on the stock in a report on Friday, February 20th. Wells Fargo & Company reduced their target price on Invitation Home from $31.00 to $28.00 and set an “equal weight” rating on the stock in a report on Thursday, March 5th. Finally, Compass Point started coverage on Invitation Home in a report on Tuesday. They issued a “neutral” rating and a $30.00 target price on the stock. Nine investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat, Invitation Home has a consensus rating of “Hold” and a consensus price target of $32.89.

Invitation Home 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.