Carlyle Group Inc. Invests $20.03 Million in Invitation Home $INVH

Carlyle Group Inc. acquired a new stake in shares of Invitation Home (NYSE:INVH) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 662,900 shares of the company’s stock, valued at approximately $20,026,000. Invitation Home makes up about 0.2% of Carlyle Group Inc.’s portfolio, making the stock its 4th biggest position. Carlyle Group Inc. owned approximately 0.11% of Invitation Home at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the business. BlackRock Inc. bought a new stake in Invitation Home in the second quarter worth $1,866,973,000. Norges Bank acquired a new position in Invitation Home during the fourth quarter worth $1,438,952,000. State Street Corp raised its holdings in Invitation Home by 1.3% during the third quarter. State Street Corp now owns 36,621,403 shares of the company’s stock valued at $1,084,514,000 after buying an additional 462,379 shares in the last quarter. Geode Capital Management LLC raised its holdings in Invitation Home by 1.2% during the fourth quarter. Geode Capital Management LLC now owns 16,934,620 shares of the company’s stock valued at $468,997,000 after buying an additional 203,474 shares in the last quarter. Finally, Daiwa Securities Group Inc. lifted its position in shares of Invitation Home by 8.8% in the third quarter. Daiwa Securities Group Inc. now owns 14,487,603 shares of the company’s stock worth $424,922,000 after buying an additional 1,168,113 shares during the last quarter. 96.79% of the stock is owned by institutional investors.

Invitation Home Stock Down 1.8%

INVH opened at $29.75 on Tuesday. The business has a 50 day moving average of $29.82 and a 200-day moving average of $27.92. The stock has a market capitalization of $17.57 billion, a price-to-earnings ratio of 27.29, a P/E/G ratio of 4.33 and a beta of 0.83. The company has a current ratio of 0.02, a quick ratio of 0.02 and a debt-to-equity ratio of 0.44. Invitation Home has a 1-year low of $24.25 and a 1-year high of $31.38.

Invitation Home (NYSE:INVH) last announced its earnings results on Wednesday, July 29th. The company reported $0.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.17 by $0.34. The business had revenue of $747.55 million for the quarter, compared to analyst estimates of $731.13 million. Invitation Home had a net margin of 23.13% and a return on equity of 7.22%. Invitation Home’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.48 earnings per share. Invitation Home has set its FY 2026 guidance at 1.920-1.980 EPS. As a group, sell-side analysts anticipate that Invitation Home will post 1.89 earnings per share for the current year.

Invitation Home Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Thursday, June 25th were issued a dividend of $0.30 per share. The ex-dividend date was Thursday, June 25th. This represents a $1.20 annualized dividend and a dividend yield of 4.0%. Invitation Home’s payout ratio is presently 110.09%.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Wells Fargo & Company raised Invitation Home from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $31.00 to $33.00 in a report on Wednesday, June 24th. Raymond James Financial upgraded Invitation Home from a “market perform” rating to an “outperform” rating and set a $32.00 target price for the company in a report on Monday, May 18th. Cfra downgraded Invitation Home from a “hold” rating to a “sell” rating and lowered their price target for the company from $29.00 to $27.00 in a report on Wednesday, May 27th. Scotiabank lifted their price target on shares of Invitation Home from $29.00 to $30.00 and gave the company a “sector perform” rating in a research report on Thursday, June 18th. Finally, UBS Group upped their price objective on shares of Invitation Home from $32.00 to $35.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Ten research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $32.68.

About Invitation Home

Invitation Homes (NYSE: INVH) is a real estate investment trust that specializes in the ownership, operation and leasing of single-family rental homes across the United States. The company focuses on acquiring suburban and urban-adjacent single-family residences and managing them as rental properties for households seeking professionally managed, long-term housing alternatives to traditional homeownership or multifamily rentals.

Operationally, Invitation Homes is involved in the full lifecycle of the single-family rental business: sourcing and acquiring homes, performing renovations and ongoing maintenance, marketing and leasing properties, and providing property management and resident services.