Invitation Homes (INVH) 주식 개요
S&P 500 지수 구성 기업인 인비테이션 홈스(Invitation Homes Inc.)는 미국 최고의 단독주택 임대 및 관리 기업으로, 신규 개발 및 전략적 파트너십을 통해 주택 공급 확대를 지원하고 있습니다. 자세히 보기
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Analyst Price Targets
Invitation Homes Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$29.72 |
| 52주 최고가 | US$31.38 |
| 52주 최저가 | US$24.25 |
| 베타 | 0.84 |
| 1개월 변동 | -1.33% |
| 3개월 변동 | 1.89% |
| 1년 변동 | -2.56% |
| 3년 변동 | -10.46% |
| 5년 변동 | -25.89% |
| IPO 이후 변동 | 48.60% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jul 21
INVH: Policy Tailwinds And Buybacks Will Shape Future Single Family Rental Returns
Invitation Homes' updated analyst price target reflects a modest uplift to fair value, with analysts pointing to stronger revenue growth assumptions into 2026 and ongoing sector support from recent target hikes at Barclays, UBS, Wells Fargo, Evercore ISI, Scotiabank, Mizuho, and others. Analyst Commentary Recent research around Invitation Homes highlights a mix of optimism on growth and cash flow, alongside concerns about valuation, regulation, and longer term revenue trends.내러티브 업데이트 • Jun 26
INVH: Policy Tailwinds And Buybacks Will Shape Balanced Single Family Rental Outlook
Analysts have nudged the fair value estimate for Invitation Homes higher to about $32, citing recent price target increases toward the low $30s, better than feared spring leasing, supportive housing legislation, and expectations that improved revenue trends are not yet fully reflected in the stock. Analyst Commentary Recent research on Invitation Homes points to a split view, with several bullish analysts lifting ratings and targets around the low US$30s, while at least one bearish analyst questions the growth outlook and current valuation support.Recent updates
내러티브 업데이트 • Jul 21
INVH: Policy Tailwinds And Buybacks Will Shape Future Single Family Rental Returns
Invitation Homes' updated analyst price target reflects a modest uplift to fair value, with analysts pointing to stronger revenue growth assumptions into 2026 and ongoing sector support from recent target hikes at Barclays, UBS, Wells Fargo, Evercore ISI, Scotiabank, Mizuho, and others. Analyst Commentary Recent research around Invitation Homes highlights a mix of optimism on growth and cash flow, alongside concerns about valuation, regulation, and longer term revenue trends.내러티브 업데이트 • Jun 26
INVH: Policy Tailwinds And Buybacks Will Shape Balanced Single Family Rental Outlook
Analysts have nudged the fair value estimate for Invitation Homes higher to about $32, citing recent price target increases toward the low $30s, better than feared spring leasing, supportive housing legislation, and expectations that improved revenue trends are not yet fully reflected in the stock. Analyst Commentary Recent research on Invitation Homes points to a split view, with several bullish analysts lifting ratings and targets around the low US$30s, while at least one bearish analyst questions the growth outlook and current valuation support.내러티브 업데이트 • Jun 04
INVH: Policy Shifts And Buybacks Will Shape Future Single Family Rental Returns
Analysts have nudged the fair value estimate for Invitation Homes higher to about $31.57 from $31.14. This reflects updated views on slightly stronger revenue growth, a modestly higher discount rate, a lower profit margin, and a higher future P/E multiple informed by recent shifts in price targets and mixed research commentary across the Street.Seeking Alpha • May 28
Invitation Homes: Like The Rent, Shares Are Just Too High
Summary Invitation Homes remains rated "Hold" due to fair valuation and balance sheet caution despite long-term growth potential. INVH has grown its portfolio to over 86,000 homes, with rents averaging $2,458/month, concentrated in high-demand markets. Profitability has declined due to rising interest, property taxes, and operating costs, with 2026 adjusted FFO guidance of $1.60–$1.68 per share. Management is prioritizing asset monetization over acquisitions, with net asset sales expected, and recently acquired ResiBuilt Homes for $89 million plus earnouts. Read the full article on Seeking Alpha내러티브 업데이트 • May 02
INVH: Policy Risk And Buybacks May Shape Balanced Future Returns
Analysts have edged the implied fair value for Invitation Homes up by about $0.33 to $31.14, reflecting updated models that balance softer revenue growth assumptions, slightly higher profit margin expectations, a modestly lower discount rate, a reduced future P/E multiple, and a recent mix of target cuts, a $1 target bump, and a new neutral initiation. Analyst Commentary Recent Street research on Invitation Homes clusters around neutral to positive views, with most firms adjusting price targets and estimates after Q4 results and 2026 guidance.내러티브 업데이트 • Apr 17
INVH: Policy Risk And Buybacks May Support Future Upside Potential
Analysts have trimmed the blended price target for Invitation Homes by about $0.19 to roughly $30.81, reflecting a series of small downward target revisions as they refresh models for updated earnings guidance, sector wide residential REIT assumptions, and current political and occupancy headwinds. Analyst Commentary Recent price target revisions on Invitation Homes cluster in a relatively tight range, but they highlight a split in how analysts are weighing policy risk, occupancy trends, and earnings visibility against current valuation.내러티브 업데이트 • Mar 31
INVH: Policy Risk May Set Up Future Upside For Single Family Rentals
Analysts have trimmed their price targets on Invitation Homes to a range of about $26 to $35, reflecting updated earnings models, sector wide estimate revisions, and heightened regulatory uncertainty around single family rental ownership. Analyst Commentary Recent research paints a mixed picture for Invitation Homes, with most firms trimming price targets but keeping ratings clustered around Neutral, Equal Weight, Market Perform, Sector Perform, Outperform, Overweight, and Buy.내러티브 업데이트 • Mar 17
INVH: Policy Risks And Buybacks May Unlock Single Family Rental Upside
Analysts have trimmed the fair value estimate for Invitation Homes to $31.00, reflecting a broad reset in price targets as updated models incorporate softer revenue growth assumptions, slightly lower profit margins, and increased regulatory and sector headwinds. Analyst Commentary Recent research on Invitation Homes points to a reset in expectations rather than a wholesale shift in the story.내러티브 업데이트 • Mar 03
INVH: Policy Headwinds May Unlock Discounted Single Family Rental Upside
Analysts have trimmed their price targets on Invitation Homes, with our fair value estimate moving from $33.43 to $31.71 as they factor in a slightly higher discount rate, modestly lower profit margin assumptions, and ongoing regulatory and political uncertainty around single family rentals, even as revenue growth expectations edge higher and the implied future P/E moves from about 49.7x to 45.9x. Analyst Commentary Recent Street research on Invitation Homes centers on two themes: recalibrated price targets after Q4 earnings and shifting views on regulatory risk tied to potential limits on institutional ownership of single family rentals.내러티브 업데이트 • Feb 16
INVH: Regulatory Headwinds May Unlock Single Family Rental Upside Through 2026
Analysts have trimmed their average price targets on Invitation Homes toward the low to mid $30s, citing sector wide REIT recalibrations, shifting views on 2026 return potential, and fresh regulatory risk around institutional ownership of single family rentals. Analyst Commentary Recent research on Invitation Homes clusters around two key themes: valuation reset and regulatory risk around institutional ownership of single family rentals.내러티브 업데이트 • Feb 02
INVH: Regulatory Headwinds Create 2026 Single Family Rental Upside Potential
Analysts have trimmed their implied fair value for Invitation Homes to $33.43, a small reduction of about $0.36. This reflects slightly higher discount rates, modestly softer growth and margin assumptions, and a marginally lower future P/E multiple after recent sector wide price target cuts and heightened regulatory risk discussions.내러티브 업데이트 • Jan 19
INVH: Regulatory Overhang Will Set Up Stronger 2026 Housing Demand
Narrative Update: Analyst Target Reset Reflects Regulatory Questions and Softer Growth Assumptions Analysts have lowered their blended price target on Invitation Homes by about $1 to around $34. The revision reflects more cautious assumptions on revenue growth and valuation multiples, as well as increased focus on regulatory risk in the single family rental sector.내러티브 업데이트 • Jan 05
INVH: Softer Near Term Rent Trends Will Set Up Stronger 2026 Demand
Analysts have trimmed their fair value estimate for Invitation Homes slightly to about $34.48, in line with recent Street price target cuts of US$3 at Oppenheimer and US$1 at Evercore ISI, as they factor in a more conservative near term outlook for rent, occupancy, and blended rate growth. Analyst Commentary Recent research updates point to a more cautious stance in the near term, even as analysts maintain generally constructive views on Invitation Homes over a longer horizon.내러티브 업데이트 • Dec 19
INVH: Easing Supply Headwinds Will Support Stronger Rental Demand From 2026
Analysts have trimmed their price targets on Invitation Homes by a few dollars per share, to the mid 30 dollar range. This reflects a more conservative view on near term rent growth and occupancy, even as longer term revenue growth and profit margin assumptions remain broadly intact.내러티브 업데이트 • Dec 05
INVH: Easing Supply Headwinds Will Support Stronger Rental Demand Beyond 2025
Analysts trimmed their price target on Invitation Homes slightly, to the mid $30s per share. This reflects a more cautious near term outlook for rent and occupancy trends, even as they continue to expect healthier growth beyond 2025.내러티브 업데이트 • Nov 21
INVH: Easing Supply Pressures Will Drive Renewed Strength In Rental Demand
Invitation Homes’ analyst price target has been reduced slightly, decreasing from $35.57 to $34.84. Analysts are now factoring in more conservative expectations for rent growth and occupancy trends in the coming quarters.내러티브 업데이트 • Nov 06
INVH: Future Supply Absorption Will Support Market Recovery and Share Momentum
Analysts have reduced their fair value estimate for Invitation Homes to $35.57 from $36.25. This change reflects a more cautious outlook on rent growth and occupancy trends in the coming quarters.내러티브 업데이트 • Oct 22
Analysts Adjust Invitation Homes Price Targets Amid Sector Reassessment and Modest Valuation Changes
Analysts have adjusted their price targets for Invitation Homes downward. The new targets now range from $36.25 to $37, with the change attributed to updated sector models and recent quarterly results.내러티브 업데이트 • Sep 05
Persistent Housing Demand And Sun Belt Expansion Will Strengthen Outlook
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.Seeking Alpha • Mar 31
Invitation Homes: Shares Are Still Too Expensive For My Liking
Summary Invitation Homes Inc. has proven to be a quality business, and management expects to continue growing, however modestly, this year. In the long term, the firm has attractive catalysts, but this doesn't make it a good prospect for value-oriented investors who want an attractive upside. Given how INVH shares are priced, there are better prospects that can be had in the market at this point. Read the full article on Seeking AlphaSeeking Alpha • Mar 25
Invitation Homes: Value Opportunity In A Tight U.S. Rental Market
Summary Invitation Homes capitalizes on the housing shortage, offering affordable rentals in high-demand Sun Belt regions, with strong occupancy and rising rents. Despite underperforming the S&P 500, Invitation Homes shows robust financials with rising FFO, controlled costs, and high occupancy rates. Favorable debt maturities and a strong credit rating position Invitation Homes well for future growth, with a 3.4% dividend yield and potential for increased payouts. With a lower price/FFO multiple compared to peers, Invitation Homes offers an attractive valuation, benefiting from stable cash flow and high demand in the housing market. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Invitation Homes: Risk/Return Profile Looks Quite Favorable
Summary Invitation Homes has underperformed in 2024, but high mortgage rates and low home affordability make renting attractive, supporting steady demand. Despite recent rental growth deceleration, Invitation Homes benefits from a favorable external environment with high homeownership costs and growing demand for single-family homes. The company trades at a low valuation, with an implied cap rate of 5.5% and the potential for 10-17% annualized returns over the next 4 years. Strong demographic trends and competitive advantages make Invitation Homes a compelling, low-risk investment for conservative, long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
Invitation Homes: A Great Risk-To-Reward Profile
Summary Invitation Homes (INVH) has underperformed its peers but offers an attractive trailing dividend yield of 3.83%, higher than its four-year average of 2.51%. The REIT enjoys a sound financial profile with a debt-to-EBITDA ratio of 5.9x and a well-balanced debt schedule, ensuring dividend sustainability with an AFFO payout ratio of 72.4%. The stock is undervalued based on where it trades vs. NAV and its historical AFFO. Offering a great risk-to-reward profile. Read the full article on Seeking AlphaSeeking Alpha • Jul 17
Invitation Homes: A Growing REIT That's Likely To Reward Long-Term Investors
Summary The REIT sector is likely to see strong upside once interest rates begin to decline in the coming months. Invitation Homes stock appears undervalued and offers strong growth potential through their recent partnerships and solid financials. The REIT's strong dividend coverage, favorable valuation, and potential for share price appreciation make INVH a buy for long-term investors. Invitation Homes' average growth rate of 6.36% is higher than peers Sun Communities' 4.99% and Essex Property Trust's 2.98% respectively. The REIT offers 13% upside to their end-of-year price target of $40 a share. Read the full article on Seeking AlphaSeeking Alpha • Jul 07
Invitation Homes: Strong Dividend Growth And Severely Undervalued
Summary INVH owns and leases single-family homes. Its portfolio consists of 84,445 houses in 16 core markets. Though lower interest rates may affect the REIT's growth expectations, the shares are trading at a significant discount to NAV. The dividend is also well covered and there is a good chance the dividend growth will persist. Read the full article on Seeking AlphaSeeking Alpha • Jun 06
Invitation Homes: Positive June Update Strengthens Favorable Long-Term Dynamics
Summary Invitation Homes has seen flat share performance due to real estate-related stocks being weighed down by higher rates and rental inflation slowing. The company owns over 84,000 homes and has launched a third-party property management platform, with a focus on the Sun Belt region. Positive demand fundamentals, including millennials entering family formation years and affordability challenges, support INVH's rental growth and occupancy rates. In its June update, rent growth reaccelerated, likely due to these factors, and even apartment rents have begun rising again. With strong dividend coverage, a healthy balance sheet, and mid-single digit FFO growth, INVH is an attractive long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Apr 05
Invitation Homes: A REIT With A Bright Outlook And Strong Dividend Growth
Summary Invitation Homes is a REIT focused on acquiring single-family homes in the United States, with a large footprint in growing cities like Phoenix, Atlanta, Denver, and Las Vegas. The company benefits from the trend of rising costs and consumers preferring to rent instead of owning homes. Despite the strong acquisitions in 2023, the REIT maintained a healthy leverage level while increasing its liquidity. The REIT has grown its dividend roughly 367% since its IPO in 2017. Additionally, they expect to make between $600 million and $1 billion worth of acquisitions in 2024. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Invitation Homes: Undervalued REIT With Impressive FFO Growth
Summary Invitation Homes Inc. is a real estate investment trust that owns and operates single-family homes for lease across the United States. The company has increased its dividend for eight consecutive years. That dates back to the company’s 2017 IPO, so this track record is as long as it possibly could be. With a payout ratio of 68.3%, which is pretty much in line for a REIT, the dividend will likely continue to grow roughly in line with the business. Invitation Homes grew its FFO/share from $0.50 to $1.64 over this period, which is a CAGR of 21.9%. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
Invitation Homes: Wait For A More Inviting Price
Summary Invitation's shares have traded sideways since the time of our initial Sell rating, and did not react to the in-line Q4 earnings report. Most metrics moved in the right direction, but there are signs of slowing rent growth. We've revised our target price to ~$30.8 from ~$30.0 per share, and are moving Invitation to a Hold. Invitation's valuation remains uncompelling, with its implied cap rate only ~20bps higher than the rate on its recent senior note issuance. We need lower prices before getting bullish. Read the full article on Seeking Alpha주주 수익률
| INVH | US Residential REITs | US 시장 | |
|---|---|---|---|
| 7D | -0.2% | -0.2% | -0.3% |
| 1Y | -2.6% | -3.5% | 19.9% |
수익률 대 산업: INVH은 지난 1년 동안 -1.2%의 수익을 기록한 US Residential REITs 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: INVH은 지난 1년 동안 18.9%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| INVH volatility | |
|---|---|
| INVH Average Weekly Movement | 2.6% |
| Residential REITs Industry Average Movement | 3.2% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: INVH는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: INVH의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2012 | 1,725 | Dallas Tanner | www.invitationhomes.com |
S&P 500 기업인 인비테이션 홈스(Invitation Homes Inc.)는 미국 최고의 단독주택 임대 및 관리 기업으로, 신규 개발과 전략적 파트너십을 통해 주택 공급 확대를 지원하고 있습니다. 이 회사의 사명인 ‘Unlock the Power of Home(주택의 힘을 일깨우다)’은 임대 방식이 제공하는 유연성과 가치를 선택한 고객들에게 고품질의 주거 솔루션과 진심 어린 배려를 제공함으로써 미국의 주택 수요를 해결하겠다는 의지를 반영합니다. Invitation Homes Inc.는 2012년 6월 6일에 설립되었으며, 미국 댈러스에 본사를 두고 있습니다.
Invitation Homes Inc. 기초 지표 요약
| INVH 기초 통계 | |
|---|---|
| 시가총액 | US$17.60b |
| 순이익 (TTM) | US$658.75m |
| 매출 (TTM) | US$2.85b |
26.6x
주가수익비율(P/E)6.2x
주가매출비율(P/S)INVH는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| INVH 손익계산서 (TTM) | |
|---|---|
| 매출 | US$2.85b |
| 매출원가 | US$1.25b |
| 총이익 | US$1.60b |
| 기타 비용 | US$943.59m |
| 순이익 | US$658.75m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 1.12 |
| 총이익률 | 56.26% |
| 순이익률 | 23.13% |
| 부채/자본 비율 | 93.8% |
INVH의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
4.0%
현재 배당 수익률66%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/18 03:43 |
| 종가 | 2026/08/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Invitation Homes Inc.는 42명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Andrew Babin | Baird |
| Rich Hightower | Barclays |
| Richard Hightower | Barclays |