Invitation Homes (INVH) Aandelenoverzicht
Invitation Homes is een toonaangevende eigenaar en exploitant van eengezinswoningen voor verhuur en biedt bewoners woningen van hoge kwaliteit in gewilde buurten in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 3/6 |
Beloningen
Risicoanalyse
INVH Community Fair Values
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Analyst Price Targets
Invitation Homes Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$29.25 |
| 52 Week Hoogtepunt | US$34.25 |
| 52 Week Laag | US$24.25 |
| Bèta | 0.86 |
| 1 maand verandering | 2.52% |
| 3 maanden verandering | 11.85% |
| 1 Jaar Verandering | -13.20% |
| 3 jaar verandering | -15.19% |
| 5 jaar verandering | -20.75% |
| Verandering sinds IPO | 46.25% |
Recent nieuws en updates
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 Alpha
Narratiefupdate • 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.Recent updates
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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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 AlphaSeeking Alpha • Jan 10
Copy The 'Smart Money' On Wall Street By Buying Invitation Homes Stock
Summary Wall Street is turning to building entire suburban neighborhoods for renting as a strategy in the competitive U.S. housing market. Institutional investors see single-family homes as a more attractive option than apartments due to stronger rent growth and longer tenant stays. Invitation Homes Inc., a major owner and operator of single-family homes for lease, is a top-tier landlord with a focus on build-to-rent communities and a standardized approach. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Invitation Homes: Shares Attractive On Favorable Housing Market Dynamics
Summary Single-family REIT, Invitation Homes, is benefiting from positive housing fundamentals, including relative rental affordability in relation to ownership. Shares are up over 7% in the last month, outperforming its related peer and the broader S&P. The stock, however, still trails on a YTD basis, trading at a discount relative to its peers. Looking ahead, I am bullish on INVH and see continued momentum in the current rally. Read the full article on Seeking AlphaRendement voor aandeelhouders
| INVH | US Residential REITs | US Markt | |
|---|---|---|---|
| 7D | -0.1% | -1.6% | 1.6% |
| 1Y | -13.2% | -10.2% | 28.5% |
Rendement versus industrie: INVH presteerde slechter dan de US Residential REITs -sector, die het afgelopen jaar een rendement van -10.2 % opleverde.
Rendement versus markt: INVH presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.5 % opleverde.
Prijsvolatiliteit
| INVH volatility | |
|---|---|
| INVH Average Weekly Movement | 2.9% |
| Residential REITs Industry Average Movement | 2.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabiele aandelenkoers: INVH heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 3% ) van INVH is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2012 | 1,725 | Dallas Tanner | www.invitationhomes.com |
Invitation Homes is een toonaangevende eigenaar en exploitant van eengezinswoningen voor verhuur en biedt bewoners woningen van hoge kwaliteit in gewilde buurten in de Verenigde Staten. Op 31 december 2025 bezitten we 86.192 woningen voor verhuur, zijn we mede-eigenaar van 8.006 woningen voor verhuur en bieden we professionele vastgoed- en vermogensbeheerdiensten aan derden voor nog eens 15.866 woningen, die zich voornamelijk bevinden in 16 kernmarkten in het hele land. Deze woningen voorzien in de behoeften van een groeiend aantal Amerikanen die rekenen op het gemak, de flexibiliteit en de besparingen van leasen.
Invitation Homes Inc. Samenvatting
| INVH fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$17.44b |
| Inkomsten(TTM) | US$581.25m |
| Inkomsten(TTM) | US$2.78b |
29.9x
Koers/Winstverhouding6.3x
P/S-verhoudingIs INVH overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| INVH resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$2.78b |
| Kosten van inkomsten | US$1.19b |
| Brutowinst | US$1.59b |
| Overige uitgaven | US$1.01b |
| Inkomsten | US$581.25m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.98 |
| Brutomarge | 57.18% |
| Nettowinstmarge | 20.91% |
| Schuld/Eigen Vermogen Verhouding | 96.4% |
Hoe presteerde INVH op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
4.1%
Huidig dividendrendement66%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/31 19:08 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Invitation Homes Inc. wordt gevolgd door 42 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Andrew Babin | Baird |
| Anthony Powell | Barclays |
| Anthony Powell | Barclays |