New York State Teachers Retirement System Buys 33,111 Shares of Invitation Home $INVH

New York State Teachers Retirement System grew its position in Invitation Home (NYSE:INVH) by 7.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 503,106 shares of the company’s stock after acquiring an additional 33,111 shares during the period. New York State Teachers Retirement System owned 0.08% of Invitation Home worth $13,981,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of INVH. CIBC Asset Management Inc raised its position in Invitation Home by 446.4% in the third quarter. CIBC Asset Management Inc now owns 452,675 shares of the company’s stock valued at $13,277,000 after purchasing an additional 369,831 shares during the last quarter. Aurora Investment Managers LLC. bought a new stake in shares of Invitation Home during the fourth quarter worth about $2,740,000. PGGM Investments increased its stake in shares of Invitation Home by 13.0% in the third quarter. PGGM Investments now owns 5,672,720 shares of the company’s stock valued at $166,381,000 after buying an additional 653,539 shares during the period. NEOS Investment Management LLC increased its stake in shares of Invitation Home by 67.6% in the third quarter. NEOS Investment Management LLC now owns 129,618 shares of the company’s stock valued at $3,802,000 after buying an additional 52,296 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. raised its holdings in Invitation Home by 5.8% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,339,473 shares of the company’s stock valued at $68,617,000 after buying an additional 128,561 shares during the last quarter. Institutional investors and hedge funds own 96.79% of the company’s stock.

Invitation Home Trading Up 0.1%

INVH opened at $28.56 on Monday. Invitation Home has a twelve month low of $24.25 and a twelve month high of $35.80. The company has a fifty day moving average of $25.93 and a 200-day moving average of $26.92. The stock 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. The company has a quick ratio of 0.02, a current ratio of 0.02 and a debt-to-equity ratio of 0.50.

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

Invitation Home Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Thursday, March 26th were given a dividend of $0.30 per share. The ex-dividend date was Thursday, March 26th. This represents a $1.20 annualized dividend and a dividend yield of 4.2%. 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.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on INVH shares. Evercore reiterated an “outperform” rating and set a $32.00 target price on shares of Invitation Home in a research report on Friday. Mizuho dropped their price target on shares of Invitation Home from $27.00 to $26.00 and set a “neutral” rating for the company in a research note on Friday, March 13th. Wall Street Zen raised shares of Invitation Home from a “sell” rating to a “hold” rating in a research note on Saturday, April 25th. Citigroup decreased their price objective on Invitation Home from $36.50 to $31.00 and set a “buy” rating for the company in a report on Wednesday, February 25th. Finally, Wells Fargo & Company lowered their target price on Invitation Home from $31.00 to $28.00 and set an “equal weight” rating for the company in a research report on Thursday, March 5th. Nine investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price 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.