Invitation Homes Inc.(INVH)— Stock Profile, AI Score & Financials
Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Invitation Homes Inc. (INVH) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro's AI-powered ranking engine scores INVH at 68.9/100 on a 32-signal composite quality model, placing it at rank #295 of 2,961 stocks — the top 10% of the AI-ranked universe. INVH scores in the top quartile across free cash flow (92.0), institutional flow (89.9), profitability (84.3). Based on the latest XBRL financial filings (Q2 2026), Invitation Homes Inc. reports quarterly revenue of $747.5M, net income of $218.8M, an operating margin of 29.3%. Top institutional holders of INVH by reported 13-F value include BlackRock, NORGES BANK, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. INVH trades on the NYSE exchange and files with the SEC under CIK 1687229. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate INVH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Invitation Homes Inc. directly from SEC EDGAR.
AI Quality Score
68.9/100
AI Rank
#295
Revenue
$747.5M
Net Income
$218.8M
Operating Margin
29.3%
INVH key financials by period
Invitation Homes Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$2.7B
$587.9M
—
FY 2024
10-K
$2.6B
$453.9M
—
FY 2023
10-K
$2.4B
$519.5M
—
FY 2022
10-K
$2.2B
$383.3M
—
FY 2021
10-K
$2.0B
$261.4M
—
FY 2020
10-K
$1.8B
$196.2M
—
Institutions holding INVH
Institutional investors reporting a position in Invitation Homes Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Invitation Homes reported Q2 total revenue of $49.5M for homebuilding following ResiBuilt acquisition in January 2026, with rental revenues growing 2.9% YoY to $678.4M driven by 1.1% rent growth.
Biggest Revenue Drivers
Rental revenues and other property income$678.4M+2.9% YoY
Driven by 1.1% increase in average monthly rent per occupied home and improved occupancy, partially offset by increased days to re-resident.
Homebuilding revenues$49.5MN/M
Revenue from ResiBuilt acquisition closed January 14, 2026, recognized as progress made on fee-build customer contracts.
Biggest Revenue Drivers
Total revenue: $747.6M+9.7% YoY
Rental revenues and other property income$678.4M+2.9% YoY
Driven by 1.1% increase in average monthly rent per occupied home and improved occupancy, partially offset by increased days to re-resident.
Homebuilding revenues$49.5MN/M
Revenue from ResiBuilt acquisition closed January 14, 2026, recognized as progress made on fee-build customer contracts.
Management fee revenues$19.7M-11.5% YoY
Decline primarily due to lower disposition management fee revenue and reduction in average homes under management to 23,744.
Largest Expense Items
Property operating and maintenance$255.7M+4.7% YoY
Increase primarily attributable to higher utilities, property taxes, and HOA expenses.
Interest expense$94.0M+7.5% YoY
Increase driven by $339.8M increase in gross debt outstanding, partially offset by 6 bps decrease in weighted average interest rate.
Depreciation and amortization$194.3M+4.8% YoY
Higher real estate depreciation from cumulative capital expenditures and increased intangible asset amortization from ResiBuilt acquisition.
General and administrative$29.3M+24.3% YoY
Increase due to personnel and other costs related to homebuilding platform and overall salary and burden increases.
Margins: Gross NOI margins remained stable with total portfolio NOI of $422.6M (+1.9% YoY), reflecting modest rental revenue growth offset by rising property operating costs. Consolidated operating margins compressed due to homebuilding cost of sales ($42.2M) and elevated G&A expenses from ResiBuilt integration.
Watch Items from the Filing
Days to re-resident increased 6 days YoY to 46 days on same store portfolio, reducing average occupancy 20 bps YoY to 97.1%, indicating slower re-leasing velocity.
New lease net effective rental rate growth turned negative at -1.2% for six months ended June 30, 2026 vs. +0.9% prior year, signaling pricing pressure on vacant units.
Secured debt IH 2017-1 ($987.9M) matures June 2027; company refinanced $488M post-quarter via unsecured notes, leaving ~$500M refinancing exposure.
ResiBuilt acquisition added $55.9M goodwill and $40M intangible assets; contingent earn-out consideration up to $7.5M tied to fee-build performance remains unrealized.
Housing Act became federal law July 11, 2026, creating regulatory uncertainty around institutional acquisition; legislative impacts on build-to-rent demand could impair returns.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
