Invitation Homes

INVH · NYSE

$27.00+$0.06 (+0.22%)TodayMarket closed · Oct 21, 4:43 AM ET

Prev close $26.94

INVH analyst rating

HoldConsensus of 19 analysts over the last 12 months. 58% rate it a buy.

Strong buy0
Buy11
Hold7
Underperform0
Sell1

12-month price target · 25 analysts

Average $33.66 (+24.7% upside)

Low: $28.28
Now: $27.00
High: $37.80

Upgrades and downgrades

The latest rating actions, newest first

INVH analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 19, 2026	Maintains	Overweight	$33.00 → $30.00	48%
Barclays	Oct 14, 2026	Maintains	Overweight	$36.00 → $35.00	38%
RBC Capital	Oct 13, 2026	Maintains	Sector Perform	$31.00 → $29.00	38%
UBS	Oct 12, 2026	Maintains	Buy	$35.00 → $31.00	45%
Evercore ISI Group	Sep 21, 2026	Maintains	Outperform	$34.00 → $33.00	45%
Mizuho	Sep 21, 2026	Upgrade	Neutral → Outperform	$31.00 → $32.00	44%
Scotiabank	Sep 17, 2026	Maintains	Sector Perform	$30.00 → $28.00	47%
JP Morgan	Aug 25, 2026	Maintains	Overweight	$33.00 → $34.00	58%
Keefe, Bruyette & Woods	Aug 5, 2026	Maintains	Market Perform	$29.00 → $31.00	51%
Oppenheimer	Aug 3, 2026	Maintains	Outperform	$31.00 → $33.00	34%

The case for and against

Updated Aug 16, 2026

Bull case

Invitation Homes is expected to see a sizable inflection in fundamentals in March and April, with increased occupancy and blends. However, potential intervention from the government, a downturn in demand for rental homes, and a lack of acquisition opportunities could limit growth for the company. In addition, INVH may also face challenges in raising capital for external growth and could see increased turnover in their portfolio due to available housing alternatives. Still, with a mostly unchanged forecast for 2026 and a transition year ahead, INVH has potential for upside in the future through easy comps and absorption of supply.

Bear case

Invitation Homes is a large single-family rental company with a strong position in high-growth markets, but its focus on the starter and move-up housing segments puts it at risk if the cost of homeownership becomes more competitive. Their current valuation is slightly below their historical average, indicating a potential overvaluation. Moreover, the company's lower focus on sustainability compared to its peers could hinder its long-term growth potential.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.