VIRGINIA RETIREMENT SYSTEMS ET Al Acquires 176,400 Shares of Invitation Homes $INVH

VIRGINIA RETIREMENT SYSTEMS ET Al boosted its holdings in shares of Invitation Homes (NYSE:INVH) by 81.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 393,499 shares of the company’s stock after purchasing an additional 176,400 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al owned 0.07% of Invitation Homes worth $10,361,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in Invitation Homes in the second quarter worth $1,866,973,000. Deutsche Bank AG acquired a new stake in shares of Invitation Homes in the second quarter valued at $193,539,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Invitation Homes by 74,699.5% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 5,971,242 shares of the company’s stock valued at $180,391,000 after buying an additional 5,963,259 shares in the last quarter. Legal & General Group Plc acquired a new stake in shares of Invitation Homes in the second quarter valued at $140,427,000. Finally, Rush Island Management LP bought a new position in shares of Invitation Homes in the first quarter valued at about $105,292,000. Institutional investors own 96.79% of the company’s stock.

Analyst Ratings Changes

INVH has been the topic of several research reports. Royal Bank Of Canada reduced their price target on shares of Invitation Homes from $31.00 to $29.00 and set a “sector perform” rating on the stock in a research report on Tuesday, October 13th. Mizuho upgraded shares of Invitation Homes from a “neutral” rating to an “outperform” rating and raised their price objective for the company from $31.00 to $32.00 in a research report on Monday, September 21st. Barclays dropped their target price on shares of Invitation Homes from $36.00 to $35.00 and set an “overweight” rating for the company in a research note on Wednesday, October 14th. UBS Group dropped their target price on shares of Invitation Homes from $35.00 to $31.00 and set a “buy” rating for the company in a research note on Monday, October 12th. Finally, Citigroup reiterated a “buy” rating on shares of Invitation Homes in a research report on Thursday, August 6th. Eleven investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $32.00.

Invitation Homes Trading Down 0.2%

INVH stock opened at $26.58 on Friday. The company has a market cap of $15.70 billion, a P/E ratio of 23.32, a PEG ratio of 3.95 and a beta of 0.82. Invitation Homes has a twelve month low of $24.25 and a twelve month high of $30.89. The company has a quick ratio of 0.02, a current ratio of 0.01 and a debt-to-equity ratio of 0.40. The business has a fifty day moving average of $27.46 and a 200-day moving average of $27.79.

Invitation Homes (NYSE:INVH) last issued its quarterly earnings results on Wednesday, October 28th. The company reported $0.27 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.18 by $0.09. The business had revenue of $731.28 million for the quarter, compared to analyst estimates of $742.55 million. Invitation Homes had a return on equity of 7.62% and a net margin of 23.54%. The firm’s revenue for the quarter was up 6.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.47 earnings per share. As a group, equities research analysts expect that Invitation Homes will post 1.90 EPS for the current year.

Invitation Homes Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, October 16th. Shareholders of record on Thursday, September 24th were issued a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 4.5%. The ex-dividend date of this dividend was Thursday, September 24th. Invitation Homes’s payout ratio is currently 105.26%.

Invitation Homes News Summary

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

• Positive Sentiment: Invitation Homes raised its 2026 per-share guidance to $1.94–$1.98, above the approximately $1.90 analyst consensus. The improved outlook reflects better lease pricing, higher same-store net operating income and continued operating momentum. INVH Q3 FFO Meets Estimates, Revenues Miss, ’26 Views Raised
• Positive Sentiment: The company expanded its share-repurchase authorization by $500 million and has repurchased nearly $1 billion of stock in less than a year. Buybacks can support per-share results and signal that management views the shares as attractively valued. Invitation Homes Expands Buyback and Provides 2026 Guidance
• Positive Sentiment: Third-quarter core funds from operations increased 2.4% year over year to $0.48 per share, matching consensus estimates and improving from $0.47 a year earlier. Invitation Homes Q3 FFO Meets Estimates
• Neutral Sentiment: Revenue rose 6.3% year over year, but the $0.48 FFO result was essentially in line with expectations, suggesting that growth remains steady rather than accelerating.
• Negative Sentiment: Quarterly revenue fell short of analysts’ forecasts, and AFFO was reported as flat. These results may limit enthusiasm despite the higher full-year outlook and buyback activity. Invitation Homes Q3 AFFO Flat, Revenue Rises; Revises 2026 Guidance

Invitation Homes 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.