Invitation Homes Inc. experienced a price drop of 5.02%, hitting a 5-day low, while the broader market showed positive movement with the Nasdaq-100 up 0.70% and the S&P 500 up 0.25%.
This decline is attributed to sector rotation, as the company has not announced any new developments or significant events that would drive its stock price higher, despite the overall market strength. The lack of recent news regarding Invitation Homes Inc. suggests that investors may be reallocating their portfolios towards other sectors.
The implications of this price movement indicate that while the broader market remains strong, Invitation Homes Inc. may need to provide new catalysts or updates to regain investor interest and stabilize its stock price.
Wall Street analysts forecast INVH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INVH is 32.67 USD with a low forecast of 26.35 USD and a high forecast of 38.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast INVH stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for INVH is 32.67 USD with a low forecast of 26.35 USD and a high forecast of 38.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
10 Hold
0 Sell
Moderate Buy
Current: 26.350
Low
26.35
Averages
32.67
High
38.00
Current: 26.350
Low
26.35
Averages
32.67
High
38.00
Mizuho
Outperform -> Neutral
downgrade
$30 -> $27
2026-01-08
Reason
Mizuho
Price Target
$30 -> $27
AI Analysis
2026-01-08
downgrade
Outperform -> Neutral
Reason
Mizuho last night downgraded Invitation Homes to Neutral from Outperform with a price target of $27, down from $30. The firm sees heightened regulatory risk following President Trump's announcement that he will seek to ban institutions from buying more single-family homes. While the legality and ultimate timeline for enforcement remains uncertain, it proposes a "clear risk" to the single family rental sector's business model and growth prospects, the analyst tells investors in a research note.
UBS
Michael Goldsmith
Buy
downgrade
$40 -> $35
2026-01-08
Reason
UBS
Michael Goldsmith
Price Target
$40 -> $35
2026-01-08
downgrade
Buy
Reason
UBS analyst Michael Goldsmith lowered the firm's price target on Invitation Homes to $35 from $40 and keeps a Buy rating on the shares. 2026 is expected to mark a pivotal REIT turnaround, with forecast total returns of 9%-11% driven by improving macro conditions, attractive valuations, easing supply pressures, and a more stable political backdrop, the analyst tells investors in a research note. The outlook points to a bifurcated year with defensiveness in the first half of 2026 and stronger catalysts in the second half, favoring Healthcare, Shopping Centers, and Coastal Apartments, UBS says.
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Mizuho
Outperform -> Neutral
downgrade
$27
2026-01-07
Reason
Mizuho
Price Target
$27
2026-01-07
downgrade
Outperform -> Neutral
Reason
Mizuho downgraded Invitation Homes to Neutral from Outperform with a $27 price target.
Barclays
Overweight
downgrade
$37 -> $34
2025-11-25
Reason
Barclays
Price Target
$37 -> $34
2025-11-25
downgrade
Overweight
Reason
Barclays lowered the firm's price target on Invitation Homes to $34 from $37 and keeps an Overweight rating on the shares. The firm updated real estate investment trust models post the Q3 reports.
About INVH
Invitation Homes Inc. is a real estate investment trust that conducts its operations through Invitation Homes Operating Partnership LP (INVH LP). INVH LP is engaged in owning, renovating, leasing, and operating single-family residential properties. Through THR Property Management L.P., a subsidiary of INVH LP, and its wholly owned subsidiaries (collectively, the Manager), it provides all management and other administrative services. The Manager provides professional property and asset management services to portfolio owners of single-family homes for lease. It has a vertically integrated operating platform that enables the Company to acquire, renovate, lease, maintain, and manage both the homes it owns and those it manages on behalf of others. The Company’s business activity includes property operations, marketing and leasing, digital marketing initiatives and branding, resident relations and property maintenance, and investment and asset management.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.