Invitation Homes Q4 revenue rises

Invitation Homes

18/02/2026 21:26

Overview

Single-family home leasing firm's Q4 revenue rose 4%, beating analyst expectations

Company repurchased 2.2 mln shares for $61 mln during Q4

Outlook

Invitation Homes expects FY 2026 Core FFO per share between $1.90 and $1.98

Company anticipates FY 2026 AFFO per share between $1.60 and $1.68

Result Drivers

NEW HOUSING SUPPLY - Co focused on supporting new housing supply through acquisitions from homebuilders, purchasing 368 newly-constructed homes in Q4 2025

RENT GROWTH - Q4 2025 saw Same Store renewal rent growth of 4.2% despite a decline in new lease rent growth of (4.1)%

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$685 mln
$676.84 mln (14 Analysts)
Q4 EPS
$0.24


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 11 "strong buy" or "buy", 13 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the residential reits peer group is "buy"

Wall Street's median 12-month price target for Invitation Homes Inc is $33.00, about 21.6% above its February 17 closing price of $27.14

The stock recently traded at 35 times the next 12-month earnings vs. a P/E of 34 three months ago

Press Release: ID:nBwQr8Lda

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)