Invitation Homes Inc (INVH)

Apollo Management Holdings L.P. increased its stake in Invitation Home (NYSE: INVH) by 29.2% during the second quarter, purchasing an additional 590,000 shares to own a total of 2.61 million shares valued at approximately $78.8 million. Institutional investors now collectively own 96.79% of the company. Invitation Home recently reported stronger-than-expected quarterly results with EPS of $0.51 and revenue of $747.6 million, and also declared a $0.30 quarterly dividend, implying a 4.1% annualized yield.

Rakuten Investment Management Inc. recently acquired 88,985 shares of Invitation Home (NYSE:INVH) worth $2.72 million in the second quarter. Invitation Home reported strong quarterly results, with EPS of $0.51 and revenue up 9.7% year-over-year, and pays a quarterly dividend of $0.30. Analysts currently maintain a "Hold" rating on the stock with an average price target of $32.53.

Private Management Group Inc. has made a new investment in Invitation Home (NYSE: INVH), purchasing 103,872 shares valued at approximately $3.14 million during the second quarter. Other institutional investors, such as UBS Asset Management, also significantly increased their holdings, contributing to institutional ownership of 96.79% of the company. Invitation Home reported strong Q2 earnings, beating consensus estimates, and affirmed its fiscal 2026 EPS guidance, while analysts maintain a "Hold" rating with an average price target of $32.53.

The Public Employees Retirement System of Ohio has made a new $25.99 million investment in Invitation Homes (NYSE: INVH), acquiring 860,251 shares. This new position gives the system approximately 0.15% ownership of the company, which is largely institutionally owned (96.79%). Invitation Homes recently surpassed quarterly earnings expectations, reporting $0.51 EPS and $747.55 million in revenue, and pays a quarterly dividend of $0.30.

Invitation Homes (INVH) shares have fallen 1.5% since its last earnings report, underperforming the S&P 500 despite beating Q2 FFO estimates and raising its full-year 2026 core FFO guidance. The company's Q2 results were boosted by NOI growth and the ResiBuilt acquisition, with total revenues increasing by 9.7%. However, analysts have slightly lowered estimates for the stock, though it maintains a Zacks Rank #2 (Buy).