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Next Bullish Trade
INVH Invitation Homes Inc. NYQ
$29.68 +0.23 (+0.78%)
Neutral · +0.94σ

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $0.7B $0.2B $0.2B $0.2B 21.9% 24.4%
2025-12-31 $0.7B $0.1B $0.2B $0.1B 21.1% 27.3%
2025-09-30 $0.7B $0.1B $0.2B $0.3B 19.9% 26.9%
2025-06-30 $0.7B $0.1B $0.2B $0.3B 20.7% 28.2%
2025-03-31 $0.7B $0.2B $0.2B $0.2B 24.6% 27.8%

Earnings replay · last 20 reports

DateEPS actual EPS estSurprise
2026-04-29 0.13 0.15 -14.3%
2026-02-18 0.15 0.16 -9.2%
2025-10-29 0.15 0.15 +0.8%
2025-07-30 0.16 0.16 -2.0%
2025-04-30 0.17 0.14 +23.1%
2025-02-26 0.14 0.16 -11.3%
2024-10-30 0.11 0.15 -26.6%
2024-07-24 0.18 0.16 +11.6%
2024-04-30 0.16 0.16 +3.6%
2024-02-13 0.13 0.15 -8.1%
2023-10-25 0.13 0.16 -17.7%
2023-07-26 0.15 0.16 -5.9%
2023-05-01 0.20 0.16 +26.7%
2023-02-15 0.14 0.14 -1.0%
2022-10-26 0.13 0.16 -17.0%
2022-07-27 0.18 0.15 +21.0%
2022-04-27 0.13 0.27 -50.1%
2022-02-15 0.12 0.12 -3.6%
2021-10-27 0.10 0.08 +30.0%
2021-07-28 0.09 0.07 +28.0%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Real Estate

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
INVH $18B 31.2 44.7 6.3 17.7 1.9 57.2% 9.2% -3.7% 5.79%
PLD $139B 37.3 44.4 14.9 27.1 2.6 75.6% 8.3% 65.2% 3.48%
AMT $87B 30.2 27.1 8.1 19.7 24.8 74.0% 6.8% 76.9% 5.29%
EQIX $104B 73.0 54.9 10.9 29.5 7.3 51.6% 12.1% 20.0% 2.62%
WELL $151B 103.0 63.8 12.9 56.1 3.5 39.9% 38.3% 157.9% 1.72%
DLR $66B 48.7 64.3 10.4 29.2 2.8 55.3% 16.7% 67.6% 4.98%
SPG $83B 15.2 32.7 12.5 20.5 14.7 81.6% 19.3% 16.4% 3.00%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 51.36%

HolderShares% out
Blackrock Inc. 64,323,956 10.83%
Vanguard Portfolio Management LLC 49,395,303 8.32%
State Street Corporation 39,226,536 6.60%
Vanguard Capital Management LLC 37,173,926 6.26%
Cohen & Steers Inc. 35,178,976 5.92%
FMR, LLC 18,262,085 3.07%
Geode Capital Management, LLC 17,312,126 2.91%
Apg Asset Management US Inc. 15,975,264 2.69%
Invesco Ltd. 14,632,935 2.46%
Principal Financial Group, Inc. 13,690,400 2.30%

Insider activity · 90d

0 buys / 0 sells · ratio 0.0 · Finnhub

  • Smith Kenny Kellyn 12,143
  • Barbe, Cohen Jana 40,211
  • Howard Hugh Wyman III 15,545
  • Sevilla-Sacasa Frances Aldrich 23,128
  • Margolis Joseph D 38,474
  • Fascitelli Michael D 87,541
  • KELTER JEFFREY E 63,845
  • TAYLOR KEITH D 23,128
  • SOLLS MARK A 224,790

Analyst estimates

Finnhub
Low
$26.0
Mean
$31.6087
High
$38.0
Analysts
23
Recommendation distribution · period 2026-06-01
4
12
14
1
Revision trend (2026-03-01 → 2026-06-01): net 16 → 15 -1 (net = strong_buy+buy − sell−strong_sell)

SEC filings

FormFiled DescriptionAction
8-K 2026-06-01 8-K view ·
4 2026-05-11 4 view ·
4 2026-05-11 4 view ·
4 2026-05-11 4 view ·
4 2026-05-11 4 view ·
4 2026-05-11 4 view ·
4 2026-05-11 4 view ·
4 2026-05-11 4 view ·
4 2026-05-11 4 view ·
8-K 2026-05-08 8-K view ·
4 2026-05-07 4 view ·
10-Q 2026-04-30 10-Q view ·
8-K 2026-04-29 8-K view ·
DEF 14A 2026-03-26 DEF 14A view ·
8-K 2026-03-05 8-K view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
4 2026-03-03 4 view ·
8-K 2026-02-27 8-K view ·
4 2026-02-25 4 view ·
4 2026-02-25 4 view ·
4 2026-02-25 4 view ·
4 2026-02-25 4 view ·
4 2026-02-25 4 view ·
10-K 2026-02-19 10-K view ·
8-K 2026-02-18 8-K view ·
8-K 2026-01-02 8-K view ·
8-K 2025-12-08 8-K view ·
8-K 2025-11-17 8-K view ·
10-Q 2025-10-30 10-Q view ·
8-K 2025-10-29 8-K view ·
8-K 2025-08-15 8-K view ·
4 2025-08-04 4 view ·
10-Q 2025-07-31 10-Q view ·
8-K 2025-07-30 8-K view ·
8-K 2025-07-23 8-K view ·
4 2025-06-16 4 view ·
8-K 2025-05-30 8-K view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
4 2025-05-19 4 view ·
8-K 2025-05-19 8-K view ·
10-Q 2025-05-01 10-Q view ·
8-K 2025-04-30 8-K view ·
8-K 2025-04-30 8-K view ·
4 2025-04-08 4 view ·
4 2025-04-08 4 view ·
4 2025-04-08 4 view ·
4 2025-04-08 4 view ·
4 2025-04-08 4 view ·
4 2025-04-08 4 view ·

About

Invitation Homes is a leading owner and operator of single-family homes for lease, offering residents high quality homes in sought after neighborhoods across the United States. As of December 31, 2025, we wholly own 86,192 homes for lease, jointly own 8,006 homes for lease, and provide professional third-party property and asset management services for an additional 15,866 homes, all of which are primarily located in 16 core markets across the country. These homes help meet the needs of a growing share of Americans who count on the ease, flexibility, and savings of leasing. We provide our residents access to updated homes with features they value, as well as close proximity to jobs and good schools. The continued demand for our product proves that the choice and flexibility we offer are attractive to many people. We operate in markets with strong demand drivers, high barriers to entry, and high rent growth potential, primarily in the Western United States, Florida, and the Southeast United States. Through disciplined market and asset selection, as well as through strategic mergers and acquisitions, we designed our wholly and jointly owned portfolios to capture the operating benefit…