The State of New Jersey Common Pension Fund D reduced its stake in Invitation Home by 3.8%, selling 25,513 shares and retaining 642,920 shares valued at approximately $22.4 million. The fund previously owned 0.10% of Invitation Home worth $22.4 million. Invitation Home announced a $0.29 quarterly dividend, resulting in an annualized yield of 3.8% despite a payout ratio of 131.82%. Analysts have varying ratings, with an average target price of $37.53 and Citigroup upgrading the stock to 'buy' with a target of $38.50. Institutional investors own 96.79% of the company's stock. Key investors including Vanguard Group, Dimensional Fund Advisors, Northern Trust, Charles Schwab, and Nuveen LLC have increased or established positions. Company insiders, including the CEO, sold shares, reducing their stake by 18.79%. The company reported $0.48 earnings per share and $681.40 million in revenue, meeting estimates with a 4.3% revenue increase. The stock has a market capitalization of $18.73 billion, P/E ratio of 34.73, and a dividend yield of 3.8%. The company is a leading provider of single-family home leasing and management services in the U.S.

The National Pension Service increased its stake in Invitation Home (NYSE:INVH) by 8.0% in the first quarter, holding 934,665 shares valued at $32.57 million. The company reported quarterly earnings of $0.48 per share, matching analyst expectations, with a 4.3% year-over-year revenue growth to $681.40 million. Invitation Home announced a quarterly dividend of $0.29, resulting in a 3.8% dividend yield and a payout ratio of 131.82%. Institutional investors and hedge funds collectively own 96.79% of the company's shares. Analysts have upgraded their ratings and price targets, with Oppenheimer, Citigroup, and Goldman Sachs assigning 'outperform' or 'buy' ratings. CEO sold 148,749 shares at $33.41 per share, reducing their ownership by 18.79% to 642,973 shares valued at $21.48 million. Insiders own 0.29% of the company's stock.

Invitation Homes, the nation's largest single-family home leasing and management company, has dual-listed its common stock on the Dallas-based NYSE Texas, maintaining its primary listing on the NYSE under the ticker INVH. The move marks Invitation Homes as a founding member of NYSE Texas, joining other major Dallas-Fort Worth companies such as D.R. Horton and Globe Life, which have also announced dual listings. The NYSE Texas exchange is set to headquarters at the Old Parkland office campus in Oak Lawn. Additionally, the Standard, a Portland-based insurance and investment firm, has signed a ten-year lease for a space in Frisco, with plans to move in early 2026. CapRock Partners has acquired land in McKinney for a new industrial park, with groundbreaking planned for early 2026. The Beacon Rail District apartments in Frisco have opened, developed by CAP Multifamily. Texas Health Harris Methodist Hospital Southwest Fort Worth is building a new five-story patient tower and expanding its campus with an estimated $223 million investment, including a new cancer center and modernized operating rooms. Developer Hines has begun leasing at Meadowlark at Wildflower Ranch, a rental community in Justin with 129 homes expected to be completed by Q2 2026. Fort Capital, a Fort Worth industrial real estate firm, has been acquired by S2 Capital, a Dallas-based national real estate investor, with top executives Chris Roach and Parker McCormack leading the new S2 Industrial division.

The State of New Jersey Common Pension Fund has sold shares in Invitation Home (INVH), a leading U.S. single-family home leasing and management company listed on the NYSE. The transaction reflects a shift in institutional ownership, with INVH reporting a market capitalization of $18.73 billion, a dividend yield of 3.80%, and a trailing P/E ratio of 34.73. The company, which went public in February 2017 with an IPO of $1.5 billion, reported strong financials including $453.92 million in net income and a 4.3% year-over-year revenue increase. Key institutional shareholders include Vanguard Group (15.50%), Norges Bank (8.43%), and State Street Corp (5.90%). Analysts have a consensus rating of 'Hold' with a price target of $37.26, indicating potential upside of 21.9%. The stock has declined slightly this year, from $31.97 on January 1, 2025, to $30.56 as of August 18, 2025. Short interest has increased by 10.98%, suggesting declining investor sentiment, while the dividend payout ratio remains above 75% at 131.82%, though projected to improve to 61.38% next year.

Aberdeen Group plc increased its stake in Invitation Home (NYSE:INVH) by 301.7%, acquiring 1,111,095 additional shares to bring its total ownership to 1,479,359 shares valued at $51.56 million, representing 0.24% of the company. CEO Dallas B. Tanner sold 148,749 shares, reducing his ownership by 18.79% and resulting in a share value of $21,481,727.93. Invitation Home reported a quarterly revenue of $681.40 million, up 4.3% year-over-year, with an EPS of $0.48, a net margin of 20.36%, and a return on equity of 5.56%. The company announced a $0.29 per share dividend, yielding 3.8%, and has a market cap of $18.73 billion. Analyst ratings have shifted, with Raymond James, Goldman Sachs, Scotiabank, Citigroup, and Keefe, Bruyette & Woods adjusting price targets and ratings. The stock traded at $30.56, with a 12-month range of $29.37 to $37.80. Institutional investors hold 96.79% of the shares, while insiders own 0.29%.