Mizuho Upgrades Invitation Homes to Outperform from Neutral
Fintel reports that on September 21, 2026, Mizuho upgraded their outlook for Invitation Homes (NYSE:INVH) (BMV:INVH) from Neutral to Outperform. This upgrade follows a prior action on June 17, 2026, when Mizuho maintained its Neutral rating on the stock.
Invitation Homes Inc., based in the United States, operates primarily in the real estate industry, specializing as a leading owner, manager, and developer of single-family rental homes. Founded in 2012, the company has rapidly expanded its footprint and now boasts a significant portfolio of properties across various American states, offering high-quality updated homes for lease. The company's stock closed at $26.91 on September 18, 2026, which was also the pre-action close. This latest close represents a price change of -2.29% over one week, compared to a baseline close of $27.54 on September 11, 2026. Over a one-month period, the stock experienced a price change of -9.45% from a baseline close of $29.72 on August 18, 2026.
In its latest earnings report on July 29, 2026, Invitation Homes reported an actual EPS of 0.37, exceeding the estimated EPS of 0.1771, which represents a surprise of +108.92%. The company's actual revenue for the quarter was $747,550,000.00, compared to the estimated revenue of $712,328,281.00. Other recent analyst actions include Scotiabank maintaining its Sector Perform rating on September 17, 2026, and JP Morgan maintaining its Overweight rating on August 25, 2026.
Separately from Mizuho's individual rating action, the current consensus target mean for the stock was $33.76, with a median target of $33.66 as of September 15, 2026. This mean target represents an implied change of +25.44% from the stock's pricing. The prior consensus target mean was $33.71 as of August 28, 2026, reflecting a consensus target revision of +0.14%. As of the current recommendation period on September 1, 2026, the aggregate analyst recommendations consisted of 4 strong buy, 13 buy, 14 hold, 0 sell, and 0 strong sell ratings, totaling 31 recommendations. This breakdown shows 54.8% positive, 45.2% hold, and 0.0% negative recommendations, which remained unchanged from the prior recommendation period on August 1, 2026.
Recent analyst actions
| Date | Analyst | Prior | Latest recommendation | Action |
|---|---|---|---|---|
| September 21, 2026 | Mizuho | Neutral | Outperform | upgrade |
| September 17, 2026 | Scotiabank | Sector Perform | Sector Perform | maintained |
| August 25, 2026 | JP Morgan | Overweight | Overweight | maintained |
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This story originally appeared on Fintel.