Update shared on05 Sep 2025
Fair value Increased 0.25%Analysts modestly reduced their price targets for Invitation Homes in line with sector-wide REIT repricing and updated Q2 data, but maintained confidence in the company itself, resulting in an unchanged consensus fair value of $36.80.
Analyst Commentary
- Price targets reduced due to updated sector-level outlooks for U.S. Real Estate & REITs following Q2 results.
- Analysts integrating revised Q2 performance data into their valuation models.
- Lowered sector sentiment reflected in broad target reductions across REITs.
- No change in overall ratings, indicating continued relative confidence in the company despite lower targets.
- Adjustments driven by model recalibrations post-earnings rather than company-specific negative developments.
What's in the News
- Invitation Homes reaffirmed its 2025 earnings guidance, expecting same-store core revenue growth of 1.75% to 3.25%.
- Invitation Homes was dropped from the Russell 1000 Dynamic Index.
Valuation Changes
Summary of Valuation Changes for Invitation Homes
- The Consensus Analyst Price Target remained effectively unchanged, at $36.80.
- The Future P/E for Invitation Homes remained effectively unchanged, moving only marginally from 51.52x to 51.38x.
- The Discount Rate for Invitation Homes remained effectively unchanged, moving only marginally from 7.29% to 7.31%.
Disclaimer
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