INVH Invitation Homes Inc.

BULLISH Impact: 2/10 ANALYST-UPGRADE
Processed 20d 3h ago SEC analyst-INVH-jpmorgan-20251017
14 firms acted on INVH: Raymond James, Mizuho, JP Morgan, Citigroup, Mizuho, Morgan Stanley, Deutsche Bank, Barclays, B of A Securities, RBC Capital, Goldman Sachs, Wells Fargo, Evercore ISI Group, Deutsche Bank
Final — all horizons settled through T+60d
INVH ▼ -6.21% at T+60d
LONG call ✗ call lost -6.21% · α vs SPY -10.17% · entry $28.51 → $26.74
Currently $30.04 · +5.37% from $28.51 entry
Entry anchored
Oct 17, 10:31 AM ET
via Databento tick
T+1d
+0.25%
call +0.25% · α -0.82%
$28.58
settled 8mo ago
T+5d
+1.23%
call +1.23% · α -0.73%
$28.86
settled 7mo ago
T+20d
-0.46%
call -0.46% · α -1.05%
$28.38
settled 7mo ago
T+60d
-6.21%
call -6.21% · α -10.17%
$26.74
settled 5mo ago

Price Chart

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Executive Summary

JP Morgan upgraded Invitation Homes (INVH) to Overweight from Neutral with a $38 price target, implying 33% upside from $28.48. The move is part of a cluster of 14 firms acting on INVH, signaling a potential sector catalyst. JP Morgan's track record on INVH is weak — 25% accuracy on 4 calls with an average return of -2.5%. Consensus is 52% Buy (16 of 31 analysts), 48% Hold, with no Sells. The mean PT is $31.41 and median $32, giving 10.3% upside to consensus. JP Morgan's $38 target is the highest on the Street, 21% above the mean. Over the past 30 days, this is the only upgrade; no downgrades occurred. However, EPS estimates have been revised downward — next-year consensus fell from $0.716 to $0.681 over 30 days. Institutional flows are strongly positive: Norges Bank initiated a $1.4B position, UBS added 93.6%, and Bank of America added 27.6%. Short interest sits at a high 65% (likely days to cover), adding squeeze potential. The bottom line: a bold upgrade from a low-accuracy firm, partially supported by institutional buying and short-term technicals, but conflicting with downward earnings revisions.

Impact Score

Base Score
1/7
LLM Adjustment
+1
Final Score
2/10

Consensus & Targets

Buy / Strong Buy
16 (52%)
Hold
15
Sell / Strong Sell
0
Total Analysts
22
Mean PT
$31.41
Median PT
$32.00
High PT
$38.00
Low PT
$26.00
Current Price
$28.48
Implied Upside
+10.3%

Of 31 analysts covering INVH, 4 rate it Strong Buy, 12 Buy, 15 Hold, and 0 Sell. That yields 52% Buy-rated and 48% Hold — a slight bullish tilt but far from a strong consensus. The absence of Sell ratings is notable, but Hold outweighs Buy by a narrow margin.

Current price: $28.48. Mean target: $31.41, median: $32.00, high: $38.00 (JP Morgan), low: $26.00. Upside to mean: 10.3%. JP Morgan's $38 target is 21% above the mean and 46% above the low — a bold outlier that reflects significant conviction.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-05-04 Keefe, Bruyette & Woods maintain Market Perform $29.00
2026-05-01 RBC Capital maintain Sector Perform $30.00
2026-05-01 Evercore ISI Group maintain Outperform $32.00
2026-04-28 Compass Point initiate Neutral
2026-04-27 Barclays maintain Overweight $32.00
2026-03-13 Mizuho maintain Neutral
2026-03-09 Morgan Stanley maintain Equal-Weight
2026-03-06 Barclays maintain Overweight
2026-03-05 Wells Fargo maintain Equal-Weight
2026-03-04 Scotiabank maintain Sector Perform

In the past 30 days, only 1 upgrade (JP Morgan) and 0 downgrades were recorded. However, EPS revisions have been negative: next-year EPS estimates saw 2 downward revisions, dropping from $0.716 to $0.681 (a 4.9% cut). Current-year and next-quarter estimates also trended lower. The bullish analyst action contradicts the fundamental estimate trend.

Firm Track Record — JP Morgan

JP Morgan accuracy: 55% on 5703 calls | avg return: 5.6%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 13 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Raymond James 67% 2/3 -3.3% top tier
Barclays 57% 4/7 0.7% above average
Mizuho 50% 2/4 -0.2% below average
B of A Securities 50% 1/2 -6.8% below average
Wells Fargo 33% 1/3 -6.5% below average
RBC Capital 33% 2/6 -4.9% below average
Keefe, Bruyette & Woods 25% 2/8 -4% below average
JP Morgan 25% 1/4 -2.5% below average
Scotiabank 20% 1/5 -5.5% below average
Evercore ISI Group 0% 0/8 -5.6% below average

JP Morgan has a 25% accuracy rate on INVH (1 correct call out of 4), with an average return of -2.5%. Among all firms covering INVH, Raymond James is top-tier (67% on 3 calls, avg return -3.3%), while Evercore ISI (0% on 8 calls, avg -5.6%) and Goldman Sachs (0% on 2 calls, avg -10.3%) are the worst performers. JP Morgan's track record is below average, making this call less reliable than one from a higher-accuracy firm.

Earnings Estimates

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1y $0.68 $0.54 — $0.76 $2.9B ↑0 ↓0
0y $0.68 $0.68 — $0.68 $2.8B ↑0 ↓0
+1q $0.12 $0.12 — $0.12 $707.2M ↑0 ↓0
0q $0.13 $0.13 — $0.13 $701.6M ↑0 ↓0

Cross-Platform Signals

Institutional
NORGES BANK — new
Institutional
UBS Group AG — add (93.6%)
Institutional
BANK OF AMERICA CORP /DE/ — add (27.6%)
Short Interest
Short: 848,712 | Exempt: 500 | TRF Vol: 1,306,708 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)

No insider trades or congressional trades reported. Institutional flows are strongly positive: Norges Bank initiated a $1.44B new position, UBS added 93.6% ($146M), and Bank of America added 27.6% ($73M). Short interest data shows 848,712 shares short against TRF volume of 1,306,708, implying a short ratio of 65% (likely days to cover). This convergence of institutional buying and high short interest supports the bullish analyst signal, though the downward EPS revision divergence tempers the conviction.

Actionable Insight

The JP Morgan upgrade carries limited weight due to the firm's poor track record, but the combination of heavy institutional buying and elevated short interest provides near-term tailwinds. Traders should watch for a short squeeze catalyst, but remain cautious given the downward EPS trend.

Documents Analyzed

Report based on filing metadata.

9 reports for INVH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for INVH — sortable, filterable
Type Now
Jun 1, 2026
4d ago
8-K
NEUTRAL ★ 4/10
awaiting T+20
May 28, 2026
8d ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
$28.16 $29.41▲ +4.44%▼ −1.02%$30.04 (+6.68%)
May 28, 2026
8d ago
ANALYST-DOWNGRADE
BEARISH ★ 4/10
awaiting T+20
May 18, 2026
18d ago
ANALYST-UPGRADE
BULLISH ★ 3/10
awaiting T+20
May 16, 2026
20d ago
ANALYST-UPGRADE
BULLISH ★ 2/10
$28.51 $28.38▼ −0.46%▼ −1.05%$30.04 (+5.37%)
Apr 28, 2026
5w ago
ANALYST-UPGRADE
NEUTRAL ★ 1/10
awaiting T+20
Apr 16, 2026
7w ago
ANALYST-UPGRADE
BULLISH ★ 9/10
$26.26 $28.46▲ +8.39%▲ +2.57%$30.04 (+14.40%)
Mar 26, 2026
10w ago
DEFA14A
NEUTRAL ★ 3/10
$24.44 $27.13▲ +11.01%▼ −1.73%$30.04 (+22.92%)
Mar 5, 2026
13w ago
8-K
NEUTRAL ★ 4/10
$26.18 $25.46▼ −2.75%▼ −0.71%$30.04 (+14.75%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (37h 55m)

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