INVH Invitation Homes Inc.
Price Chart
Executive Summary
Compass Point initiated coverage on Invitation Homes Inc. (INVH) at Neutral with no price target, a tepid start that adds little conviction to a stock already trading near the low end of its consensus range. The firm's 56% accuracy on 199 calls and +4.5% average return are slightly above the peer median, but the Neutral rating aligns with the consensus view — 52% of analysts rate INVH a Buy or Strong Buy, 48% Hold, and 0% Sell. The mean price target of $31.43 implies 6.9% upside from the current $29.40, with a high of $38 and low of $26. Recent analyst activity has been mixed: one upgrade (Raymond James to Outperform) and one downgrade (CFRA to Sell) in the past 30 days, while EPS estimates for the next quarter and next year have been revised down over the past month. Institutional flows show a massive new position from Norges Bank ($1.4B) and a large add from UBS (+93.6%), but also a full exit by Norges Bank in a separate filing, creating a mixed signal. Short interest is elevated at 73.4% of off-exchange volume, suggesting bearish positioning. The bottom line: Compass Point's initiation adds no fresh catalyst — the stock remains a consensus-aligned hold with limited near-term upside absent a catalyst.
Impact Score
Consensus & Targets
Of 31 analysts covering INVH, 4 rate it Strong Buy, 12 Buy, 15 Hold, 0 Sell, and 0 Strong Sell — a 52% Buy/Strong Buy, 48% Hold, 0% Sell split. The consensus is tilted bullish but with a large hold contingent, reflecting uncertainty about near-term upside.
The mean price target is $31.43, median $32, high $38, low $26. At $29.40, the stock trades 6.4% below the mean and 8.1% below the median. Compass Point's lack of a PT places it below the consensus range, effectively a cautious stance.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-28 | CFRA | downgrade | Sell | $27.00 |
| 2026-05-21 | Scotiabank | maintain | Sector Perform | $29.00 |
| 2026-05-19 | UBS | maintain | Buy | $32.00 |
| 2026-05-18 | Raymond James | upgrade | Outperform | $32.00 |
| 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 | — |
In the past 30 days, there has been 1 upgrade (Raymond James to Outperform) and 1 downgrade (CFRA to Sell). EPS revisions are negative: next-quarter estimates were revised down from $0.157 to $0.129 over 30 days, and next-year estimates fell from $0.708 to $0.664. The trend is bearish on earnings expectations.
Firm Track Record — Compass Point
Compass Point accuracy: 56% on 199 calls | avg return: 4.5%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 13 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs 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 |
Compass Point has a 56% accuracy rate on 199 calls with a +4.5% average return, ranking above the peer median. Among firms covering INVH, Raymond James leads with 67% accuracy (3 calls), while Evercore ISI, Deutsche Bank, Goldman Sachs, and Morgan Stanley have 0% accuracy on limited samples. Compass Point's record is solid but not top-tier.
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| +1q | $0.13 | $0.12 — $0.14 | $710.1M | ↑0 ↓0 |
| 0q | $0.13 | $0.13 — $0.14 | $704.9M | ↑0 ↓0 |
| 0y | $0.62 | $0.55 — $0.68 | $2.8B | ↑0 ↓0 |
| +1y | $0.66 | $0.54 — $0.76 | $2.9B | ↑0 ↓0 |
Cross-Platform Signals
No insider trades or congressional activity are reported. Institutional moves are mixed: Norges Bank opened a $1.4B position but also fully exited a prior stake, while UBS added 93.6% and Bank of America added 27.6%. Short interest is high at 73.4% of off-exchange volume, indicating significant bearish bets. The divergence between institutional buying and elevated short interest creates uncertainty.
Actionable Insight
**Traders should stay on the sidelines — the Neutral initiation with no PT adds no conviction, and the combination of falling EPS estimates, high short interest, and mixed institutional flows argues against a directional bet. Wait for a clearer catalyst or a more decisive analyst call.**
Documents Analyzed
Report based on filing metadata.
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 1, 2026
4d ago
|
8-K
| — | awaiting T+20 | — | — |
|
May 28, 2026
8d ago
|
ANALYST-UPGRADE
| $28.16 $29.41 | ▲ +4.44% | ▼ −1.02% | $30.04 (+6.68%) |
|
May 28, 2026
8d ago
|
ANALYST-DOWNGRADE
| — | awaiting T+20 | — | — |
|
May 18, 2026
18d ago
|
ANALYST-UPGRADE
| — | awaiting T+20 | — | — |
|
May 16, 2026
20d ago
|
ANALYST-UPGRADE
| $28.51 $28.38 | ▼ −0.46% | ▼ −1.05% | $30.04 (+5.37%) |
|
Apr 28, 2026
5w ago
|
ANALYST-UPGRADE
| — | awaiting T+20 | — | — |
|
Apr 16, 2026
7w ago
|
ANALYST-UPGRADE
| $26.26 $28.46 | ▲ +8.39% | ▲ +2.57% | $30.04 (+14.40%) |
|
Mar 26, 2026
10w ago
|
DEFA14A
| $24.44 $27.13 | ▲ +11.01% | ▼ −1.73% | $30.04 (+22.92%) |
|
Mar 5, 2026
13w ago
|
8-K
| $26.18 $25.46 | ▼ −2.75% | ▼ −0.71% | $30.04 (+14.75%) |
US Market Status
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