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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net 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
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 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%
| Holder | Shares | % 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
FinnhubSEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 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…