Barclays Cuts Invitation Homes (INVH) Price Target to $35

Barclays keeps its Overweight rating on Invitation Homes with a target of $35, a 29.75% upside from the current price.

By EarningsIQ Research Desk · Published Oct 16, 2026, 2:24 PM EDT

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Barclays cut its price target on Invitation Homes Inc. ($INVH) to $35 from $36 on October 14, 2026, and rates the stock "Overweight".

Since the rating, $INVH is up 2.0% to date (from the $26.54 close on Oct 14, 2026).

INVH Invitation Homes Inc.

$27.07 +0.97% year to date

Daily close · Oct 16, 2026

Key Points

On October 14, 2026, Barclays reiterated its Overweight rating on Invitation Homes Inc. (NYSE: INVH) with a price target of $35.0, down from $36.0.
Barclays's $35 price target implies 29.75% upside from Invitation Homes Inc.'s ($INVH) current $26.98 share price.
As of October 16, 2026, INVH shares recently traded around $26.98, which is about 22.9% below the new target price.
Invitation Homes has a trailing twelve-month revenue of approximately $2.85 billion and will report its next earnings on October 28, 2026.

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On October 14, 2026, Barclays reiterated its Overweight rating on Invitation Homes Inc. (NYSE: INVH) and set a new price target of $35.0, down from $36.0. This recommendation comes despite the stock trading below the target price, with shares recently priced at $26.98 on October 16, 2026.

Other Institutional Activity in Invitation Homes

Blackrock Inc. trimmed its holdings by 2,521,392 shares, ending with 61,799,827 shares valued at about $1.67 billion. Norges Bank also reduced its stake, selling 269,257 shares for a total of 51,511,025 shares worth approximately $1.39 billion. Vanguard Portfolio Management LLC decreased its position by 1,353,429 shares, bringing its total to 48,041,805 shares valued at around $1.30 billion. State Street Corporation cut its holdings by 1,176,797 shares, resulting in 38,049,776 shares worth about $1.03 billion. Meanwhile, Vanguard Capital Management LLC added 141,259 shares, increasing its total to 37,314,783 shares valued at approximately $1.01 billion.

Invitation Homes Inc. Stock Up 0.2%

As of October 16, 2026, Invitation Homes shares traded at $26.98, which is significantly below Barclays' new price target of $35.0. This level indicates the stock is trading at a discount compared to the analyst's expectations, suggesting potential upside if the market aligns with Barclays' view.

12-month forecast

$INVH price target

Invitation Homes Inc. daily closes and this analyst's $35 target. Not advice.

Recent Earnings

For the trailing twelve months, Invitation Homes reported revenue of approximately $2.85 billion, with a net margin of 23.2% and a return on equity of 7.1%. The company is set to announce its next earnings on October 28, 2026.

Insider Buying and Selling at Invitation Homes Inc.

Dallas Bradford Tanner, the Chief Executive Officer, sold 148,749 shares on June 13, 2025, at an average price of $33.41, totaling about $4.97 million. This transaction occurred prior to the recent analyst updates and does not indicate current insider sentiment.

Analysts Set New Price Targets

On October 12, 2026, UBS maintained its Buy rating on Invitation Homes with a target of $31.0, down from $35.0. Earlier, on September 21, 2026, Evercore ISI Group maintained an Outperform rating with a target of $33.0, while Mizuho upgraded its rating to Outperform with a target of $32.0, up from $31.0. Barclays' recent call aligns with a generally positive outlook from several analysts, despite the adjustments in price targets.

About Invitation Homes

Invitation Homes Inc., based in Dallas, TX, is a leading company in the single-family home leasing and management sector. It focuses on providing quality living solutions and is committed to addressing America's housing needs. The company's operations and strategic partnerships help expand housing availability across the nation, which is crucial in today's market.

Bottom Line

Investors should keep an eye on the upcoming earnings report scheduled for October 28, 2026, as well as any further updates from analysts. Barclays' reiteration of its Overweight rating reflects a cautious optimism about Invitation Homes' future performance, despite the recent price target reduction.