INVH at a glance
Invitation Homes (INVH, SEC CIK 1687229) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as August 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Invitation Homes (INVH) reported revenue of $2.7 billion (up 4.2% from FY2024) and net income of $587.9 million. Diluted EPS was $0.96.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding Invitation Homes (INVH) shares worth $9.8 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.7B
- +4.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 38 funds
- $9.8B · +2 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Owner and operator of single-family homes for lease across 16 U.S. markets, focusing on high-quality, renovated homes with local market expertise
- New development segment: January 2026 acquisition of ResiBuilt, adding in-house land development and homebuilding capabilities for single-family rental communities
- Strategic shift: Launch of developer lending program in May 2025 to finance homebuilders, supporting new housing supply and complementing acquisition strategy
- Portfolio scale: Owns 86,192 homes wholly and 8,006 jointly, manages 15,866 homes, averaging ~5,000 homes per core market as of year-end 2025
- Resident-centric platform enhanced by proprietary technology (mobile apps, AI leasing assistant) and comprehensive ProCare service model emphasizing resident orientation and maintenance
Management Discussion & Analysis
- Revenue not explicitly stated; net income available to common stockholders increased 29.5% YoY to $586.96M from $453.16M in 2024
- Operating margin implied by EBITDAre $1.51B on revenue not given; net income margin improved from 0.74 to 0.96 per diluted share
- Single operating segment; No segment revenue breakdown provided
- Adjusted FFO $1.00B, slightly up from $986.24M in prior year; recurring capex $173.47M; no dividend or buyback amounts disclosed
- No explicit forward guidance; discussion highlights contracts and risks tied to hurricane damages and legal settlements impacting prior periods
Risk Factors
- Regulatory/legal risk: compliance with REIT distribution requirement; must distribute at least 90% of taxable income annually
- Macroeconomic risk: interest rate volatility threatens cash flow, risking debt service payments and potential default on secured loans
- Operational risk: increased capital expenditures by $23.4M in 2025 due to 999 home count growth and maintenance cost increases
- Market disruption risk: decreased proceeds from home sales by $87.1M due to selling 145 fewer homes in 2025 vs 2024
- Financial risk: $1.605B undrawn balance on revolving credit facility as short-term liquidity backup for potential cash flow shortfalls
AI summary of the INVH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue, YoY change, and profitability figures not provided in supplied MD&A
- Western United States largest portfolio region, 30,168 homes and 37.9% of revenue
- Other market weakest occupancy, 89.6% across 423 homes
- Portfolio occupancy 95.9%, average monthly rent $2,460
- Headwinds: elevated inflation and rates, tariffs, insurance costs, regulation, and constrained institutional demand
Risk Factors
- No risk-factors section provided; submitted text contains no new or changed risk disclosures
- Share-repurchase authorization up to $500 million, with $400 million remaining after 3,478,690 shares purchased
- New 4.950% senior notes due 2032, issued July 8, 2026, creating additional debt obligations
- Representations-and-warranties disclosures may not reflect changed underlying facts since agreement dates
AI summary of the INVH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor-meeting presentation furnished under Regulation FD, making its disclosed information broadly available
- Exhibit 99.1 contains the substantive presentation and should be reviewed for operating outlook and investor messaging
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 operating results for quarter ended June 30, 2026
- Results press release issued July 29, 2026
Item 1.01: Entry into a Material Definitive Agreement
- $500 million senior unsecured notes issued at 4.950% interest, maturing February 1, 2032
- Underwriters paid 98.691% of principal, implying gross proceeds below face value
AI summaries of INVH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for INVH
Don't miss the next INVH filing
- Alerts as it files. A push when INVH files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut INVH, by share count.
- Ask anything. An AI agent that reads every INVH filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Eisen Scott G. | F | Jul 31, 2026 | 7,420 | $29.72 |
| TAYLOR KEITH D | A | May 7, 2026 | 6,559 | - |
| Barbe, Cohen Jana | A | May 7, 2026 | 6,559 | - |
| KELTER JEFFREY E | A | May 7, 2026 | 6,559 | - |
| Smith Kenny Kellyn | A | May 7, 2026 | 6,559 | - |
| Fascitelli Michael D | A | May 7, 2026 | 6,559 | - |
| Sevilla-Sacasa Frances Aldrich | A | May 7, 2026 | 6,559 | - |
| Howard Hugh Wyman III | A | May 7, 2026 | 6,559 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $2.4B | $2.6B | $2.7B | |
| Net Income | $519.5M | $453.9M | $587.9M | |
| Net Margin | 21.4% | 17.3% | 21.5% | |
| Balance Sheet | ||||
| Total Assets | $19.2B | $18.7B | $18.7B | |
| Equity | $10.2B | $9.8B | $9.5B | |
| ROE | 5.1% | 4.7% | 6.2% | |
| Per Share | ||||
| EPS | $0.85 | $0.74 | $0.96 | |
| Cash Flow | ||||
| Operating CF | $1.1B | $1.1B | $1.2B | |
Source: XBRL data in Invitation Homes (INVH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate INVH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $9.77B |
| Q1 2026 | 36 | $8.52B |
| Q4 2025 | 33 | $9.95B |
| Q3 2025 | 34 | $10.92B |
| Q2 2025 | 34 | $11.84B |
| Q1 2025 | 31 | $10.47B |
| Q4 2024 | 28 | $8.71B |
| Q3 2024 | 26 | $5.56B |
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- Vanguard Portfolio Management LLC−1.35M (-3%)
- Two Sigma Investments+60.0K
- WESTWOOD HOLDINGS GROUP INC+10.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 260 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
INVH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 8-K | Jul 6, 2026 | - | Analysis | - |
| 8-K | Jun 1, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 8-K | May 8, 2026 | - | Analysis | |
| 4 | May 7, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-Q | Apr 30, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Mar 5, 2026 | - | Analysis | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
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INVH SEC filings: frequently asked questions
Which institutions hold INVH stock?
As of June 30, 2026, the largest Invitation Homes (INVH) holders among the 13F filers tracked by SignalX were BlackRock ($1.9 billion), Vanguard Portfolio Management LLC ($1.5 billion), State Street Corp ($1.2 billion), Vanguard Capital Management LLC ($1.1 billion), COHEN & STEERS, INC. ($1.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was INVH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Invitation Homes (INVH) reported revenue of $2.7 billion (up 4.2% from FY2024) and net income of $587.9 million. Diluted EPS was $0.96. The figures come from the XBRL data in the 10-K.
What are the main risks in INVH's latest 10-K?
In the 10-K filed February 19, 2026, Invitation Homes (INVH) flagged: Regulatory/legal risk: compliance with REIT distribution requirement; must distribute at least 90% of taxable income annually. Macroeconomic risk: interest rate volatility threatens cash flow, risking debt service payments and potential default on secured loans. (AI summary of the Risk Factors section.)
What did INVH report in its latest 8-K?
Invitation Homes (INVH) filed an 8-K on September 9, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor-meeting presentation furnished under Regulation FD, making its disclosed information broadly available.
What are the latest INVH SEC filings?
Invitation Homes (INVH) filed its latest 10-K annual report on February 19, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on August 3, 2026.
What is INVH's SEC CIK number?
Invitation Homes (INVH)'s SEC Central Index Key (CIK) is 1687229. EDGAR lists every INVH filing under that number.
Ask anything about INVH
The research agent reads INVH's filings, financials, insider trades and 13F holders, then answers with sources.