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$INVH

8 stories mentioning INVHUpdated 25d ago

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Research

Research Alert: CFRA Lowers Opinion On Shares Of Invitation Homes Inc. To Sell From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target by $2 to $27, using a forward P/FFO of 13.5x our 2027 FFO estimate, which compares with the peer group average in the mid-to-high teens given our more bearish view on INVH's growth outlook. We keep our FFO estimate for 2026 at $1.93 and 2027's at $2.00 on projected revenue of $2.84B and $2.85B, respectively. Even though shares offer a 4.1% dividend yield, we do not see any top-line growth or EBITDA estimated to grow 1%-2% Y/Y in 2027. Our Sell rating is based on our fundamental outlook and does not factor in additional risks of stricter regulation or legislation from Congress of the single-family-homes-for-rent (SFHR) industry. We think there will be a continued revaluation of INVH and peers like American 4 Rent (AMH 32 **) as rental price power wanes, operating costs rise, and a higher cost of living and weaker U.S. economy hurt rental affordability for households. We think INVH has ample liquidity to meet its debt obligations, working capital, and construction expenditures.

$INVH
Research

Raymond James Upgrades Invitation Homes to Outperform From Market Perform, Price Target is $32

Invitation Homes (INVH) has an average rating of overweight and mean price target of $31.14, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$INVH
Wire

Evercore ISI Adjusts Invitation Homes Price Target to $32 From $29

Invitation Homes (INVH) has an average rating of overweight and mean price target of $30.81, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $28.76, Change: $-0.02, Percent Change: -0.05%

$INVH
Wire

Keefe Bruyette & Woods Adjusts Invitation Homes Price Target to $29 From $28

Invitation Homes (INVH) has an average rating of overweight and mean price target of $30.81, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $28.76, Change: $-0.02, Percent Change: -0.05%

$INVH
Wire

RBC Lifts Price Target on Invitation Homes to $30 From $28, Keeps Sector Perform Rating

Invitation Homes (INVH) has an average rating of overweight and mean price target of $30.81 according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $28.54, Change: $-0.23, Percent Change: -0.82%

$INVH
Research

Research Alert: CFRA Keeps Hold Rating On Shares Of Invitation Homes Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target by $1 to $30, using a forward P/FFO of 15.2x compared to five-year historic average near 20.0x given the overhang on potential federal legislation that may curtail the single-family residential market. We raise our FFO estimate for 2026 by $0.03 to $1.93 and increase 2027 estimate by $0.05 to $2.00 on projected revenue of $2.84B and $2.85B, respectively. We like that the shares offer a 4.3% dividend yield. We think INVH has ample liquidity to meet its debt obligations, working capital, construction expenditures, and development pipeline. Washington Analysis (WA), a CFRA business, puts the odd of single-family-homes-for-rent (SFHR) at 20% odds or lower, given the White House has not been actively involved in engagement. Furthermore, WA puts the odds at 45% the build-to-rent disposal language is materially softened or eliminated in a revised bill that passes both chambers in Congress. WA sees 35% odds the bills falls apart for the year. Thus, 20% the bill moves along with bipartisan support.

$INVH
Research

Research Alert: Invitation Homes Q1 2026 Results: Operational Headwinds And Margin Compression

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:INVH reported challenging Q1 2026 results, with Core FFO per share flat at $0.48 and AFFO declining 2.6% to $0.41. Same Store NOI declined 0.3% Y/Ythe first quarterly decline in recent periodsas expenses surged 5.7% while revenues grew only 1.6%. The results highlight persistent operational headwinds facing the single-family residential rental sector. Occupancy declined 90 bps to 96.3%, and new lease spreads remained negative at -3.0%. Management maintained its 2026 guidance, with Core FFO expected at $1.90-$1.98 and AFFO at $1.60-$1.68, though the underlying assumptions suggest continued margin pressure. The company completed its $500M share repurchase program and authorized a new $500M program, reflecting management confidence. We believe the challenging operating environment with limited pricing power and rising expenses will continue pressuring margins. INVH maintains strong liquidity of $1.3B and a net debt/TTM adjusted EBITDAre of 5.6x, which is within its targeted range.

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Research

Compass Point Initiates Invitation Homes at Neutral With $30 Price Target

Invitation Homes (INVH) has an average rating of overweight and mean price target of $30.52, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$INVH

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