INVH Invitation Homes Inc. Common Stock
NYSE · Real Estate · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 30, 2026
$26.04
· of 52w range
· above low
· to high
$24.2552w low
$30.8952w high
Market Cap (MRQ)
$15.38B
P/E (TTM)
23.9
EPS (TTM)
$1.09
Revenue (TTM)
$2.86B
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52W Range
$24–$31
Analyst Rating
HOLD
Price Target
$34
P/E
23.9
ROE
7.1%
Net Profit Margin
23.1%
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INVH Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$26.04
Market Cap (MRQ)
$15.38B
P/E (TTM)
23.9
EPS (TTM)
$1.09
Revenue (TTM)
$2.86B
Div Yield
4.6%
ROE (TTM)
7.1%
52W Range
$24–$31
INVH Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$2.73B2016-12-31 → 2025-12-31
EPS$0.962017-12-31 → 2025-12-31
Free Cash Flow·2017-12-31 → 2018-12-31
Net margin23.1%2018-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | INVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 23.95Y avg ≈52.0 | ≈52.0 | 29.4 | Fair value | |
| P/S (TTM) | 5.45Y avg ≈8.8 | ≈8.8 | 6.5 | Fair value | |
| P/B (MRQ) | 1.75Y avg ≈2.1 | ≈2.1 | 2.3 | Fair value | |
| Price / Cash Flow | 12.85Y avg ≈19.8 | ≈19.8 | 17.1 | Undervalued | |
| Price / Tangible Book (MRQ) | 1.75Y avg ≈2.1 | ≈2.1 | · | · | |
| PEG Ratio | ≈1.1 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | INVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Net Profit Margin (TTM) | 23.1%5Y avg ≈18.1% | ≈18.1% | 19.2% | Top tier | |
| ROA (TTM) | 3.6%5Y avg ≈2.4% | ≈2.4% | 3.9% | Weak | |
| ROE (TTM) | 7.1%5Y avg ≈4.5% | ≈4.5% | 7.2% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | INVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 4.2%5Y avg ≈8.4% | ≈8.4% | · | · | |
| Revenue CAGR 3Y | 6.8%5Y avg ≈8.8% | ≈8.8% | · | · | |
| Revenue CAGR 5Y | 8.4% | · | · | · | |
| EPS YoY | 29.7%5Y avg ≈24.1% | ≈24.1% | · | · | |
| Net Income YoY | 29.5%5Y avg ≈26.5% | ≈26.5% | · | · | |
| EPS CAGR 3Y | 15.1%5Y avg ≈22.5% | ≈22.5% | · | · | |
| EPS CAGR 5Y | 22.4% | · | · | · | |
| Net Income CAGR 3Y | 15.3%5Y avg ≈24.6% | ≈24.6% | · | · | |
| Net Income CAGR 5Y | 24.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | INVH | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.1 | ≈0.1 | 0.2 | Weak | |
| Revenue / Employee | ≈$1.6M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield4.6%
Payout Ratio121.2%
Annualized Payout≈$1.20
5Y Div CAGR≈14.1%
Growth Streak≈7
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 24, 2026 | $0.30 | USD | ≈4.5% |
| Jun 25, 2026 | $0.30 | USD | ≈4.0% |
| Mar 26, 2026 | $0.30 | USD | ≈4.8% |
| Dec 23, 2025 | $0.30 | USD | ≈4.4% |
| Sep 25, 2025 | $0.29 | USD | ≈4.0% |
| Jun 26, 2025 | $0.29 | USD | ≈3.5% |
| Mar 27, 2025 | $0.29 | USD | ≈3.3% |
| Dec 26, 2024 | $0.29 | USD | ≈3.5% |
| Sep 26, 2024 | $0.28 | USD | ≈3.2% |
| Jun 27, 2024 | $0.28 | USD | ≈3.1% |
| Mar 27, 2024 | $0.28 | USD | ≈3.1% |
| Dec 26, 2023 | $0.28 | USD | ≈3.8% |
| Nov 6, 2023 | $0.26 | USD | ≈3.3% |
| Aug 7, 2023 | $0.26 | USD | ≈2.9% |
| May 9, 2023 | $0.26 | USD | ≈2.8% |
| Feb 13, 2023 | $0.26 | USD | ≈2.8% |
| Nov 7, 2022 | $0.22 | USD | ≈3.0% |
| Aug 8, 2022 | $0.22 | USD | ≈2.2% |
| May 9, 2022 | $0.22 | USD | ≈2.2% |
| Feb 11, 2022 | $0.22 | USD | ≈1.7% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
44.3%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $0.37 | $0.18 | 108.9% |
| March 31, 2026 | $0.26 | $0.18 | 42.3% | |
| Dec. 31, 2025 | $0.24 | $0.18 | 30.7% | |
| Sept. 30, 2025 | $0.22 | $0.18 | 19.2% | |
| June 30, 2025 | $0.23 | $0.20 | 17.5% | |
| March 31, 2025 | $0.27 | $0.18 | 47.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.73B | $2.62B | $2.43B | $2.24B | $2.00B | $1.82B | $1.76B | $1.72B | $1.05B | $923M | |
| SG&A Expense | $95M | $91M | $82M | $74M | $76M | $63M | $74M | $99M | $168M | $69M | |
| Operating Expenses | $2.34B | $2.33B | $2.07B | $1.92B | $1.78B | $1.71B | $1.73B | $1.78B | $1.19B | $1.02B | |
| Operating Income | · | · | · | · | · | · | · | · | $118M | $191M | |
| Interest Expense | · | · | $333M | $304M | $323M | $354M | $367M | $384M | $257M | $286M | |
| Other Non-op | $-4M | $-53M | $-2M | $-11M | $-6M | $-86.0K | $5M | $7M | $-959.0K | $-2M | |
| Income Tax | · | · | $253.0K | $150.0K | $551.0K | $870.0K | $2M | $1M | · | · | |
| Net Income | $588M | $454M | $519M | $383M | $261M | $196M | $145M | $-5M | $-105M | $-78M | |
| EPS (Basic) | $0.96 | $0.74 | $0.85 | $0.63 | $0.45 | $0.35 | $0.27 | $-0.01 | $-0.26 | · | |
| EPS (Diluted) | $0.96 | $0.74 | $0.85 | $0.63 | $0.45 | $0.35 | $0.27 | $-0.01 | $-0.26 | · | |
| Shares (Basic) | 612,948,321 | 612,551,317 | 611,893,784 | 609,770,610 | 577,681,070 | 553,993,321 | 531,235,962 | 520,376,929 | 339,423,442 | · | |
| Shares (Diluted) | 613,177,806 | 613,631,617 | 613,288,708 | 611,112,396 | 579,209,523 | 555,458,607 | 532,499,787 | 520,376,929 | 339,423,442 | · | |
| EBITDA | · | · | · | · | · | · | · | · | $118M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $130M | $174M | $701M | $263M | $610M | $213M | $92M | $145M | $180M | $198M | |
| PP&E (Net) | $57M | $43M | $31M | $24M | $17M | $10M | $10M | $12M | $17M | $6M | |
| Goodwill | $258M | $258M | $258M | $258M | $258M | $258M | $258M | $258M | $258M | $0 | |
| Intangibles | $19M | · | · | · | · | · | · | · | · | · | |
| Total Assets | $18.68B | $18.70B | $19.22B | $18.54B | $18.54B | $17.51B | $17.39B | $18.06B | $18.68B | $9.73B | |
| Total Liabilities | $9.11B | $8.91B | $9.03B | $8.21B | $8.70B | $8.95B | $9.13B | $9.69B | $10.03B | $7.77B | |
| Long-term Debt | $8.38B | $8.20B | $8.55B | $7.77B | $8.00B | $8.03B | $8.47B | · | $9.65B | · | |
| Paid-in Capital | $11.13B | $11.17B | $11.16B | $11.14B | $10.87B | $9.71B | $9.01B | $8.63B | $8.60B | · | |
| Retained Earnings | $-1.61B | $-1.48B | $-1.07B | $-951M | $-795M | $-661M | $-525M | $-393M | $-158M | · | |
| AOCI | $6M | $61M | $64M | $98M | $-287M | $-547M | $-277M | $-13M | $48M | · | |
| Stockholders' Equity | $9.53B | $9.76B | $10.16B | $10.29B | $9.80B | $8.50B | $8.21B | $8.23B | $8.50B | $1.96B | |
| Liabilities + Equity | $18.68B | $18.70B | $19.22B | $18.54B | $18.54B | $17.51B | $17.39B | $18.06B | $18.68B | $9.73B | |
| Shares Outstanding | 610,788,732 | 612,605,478 | 611,958,239 | 611,411,382 | 601,045,438 | 567,117,666 | 541,642,725 | 520,647,977 | 519,173,142 | 0 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $28M | $28M | $30M | $29M | $27M | $17M | $18M | $29M | $81M | $10M | |
| Operating Cash Flow | $1.21B | $1.08B | $1.11B | $1.02B | $908M | $697M | $662M | $561M | $263M | $256M | |
| CapEx | · | · | · | · | · | · | · | $4M | $4M | $4M | |
| Investing Cash Flow | $-653M | $-466M | $-774M | $-814M | $-1.16B | $-425M | $102M | $63M | $65M | $-258M | |
| Stock Issued | · | $0 | $0 | $98M | $934M | $687M | $55M | $0 | $0 | · | |
| Stock Repurchased | $53M | $0 | $0 | · | · | · | · | · | · | · | |
| Net Stock Activity | $-53M | $0 | $0 | $98M | $934M | $687M | $55M | · | · | · | |
| Dividends Paid | $713M | $689M | $638M | $539M | $394M | $332M | $277M | $230M | $69M | $0 | |
| Financing Cash Flow | $-618M | $-1.09B | $110M | $-574M | $659M | $-146M | $-838M | $-681M | $-331M | $-72M | |
| Net Change in Cash | $-65M | $-478M | $444M | $-365M | $407M | $126M | $-74M | $-57M | $-4M | $-74M | |
| Taxes Paid | $84.0K | $158.0K | $245.0K | $2M | $809.0K | $1M | $3M | $2M | $3M | $0 | |
| Free Cash Flow | · | · | · | · | · | · | · | $557M | $256M | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 21.5% | 17.3% | 21.4% | 17.1% | 13.1% | · | · | -0.29% | · | · | |
| ROA | 3.1% | 2.4% | 2.8% | 2.1% | 1.5% | 1.1% | 0.82% | · | -0.74% | · | |
| ROE | 6.1% | 4.6% | 5.1% | 3.8% | 2.9% | 2.4% | 1.8% | · | -2.0% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | 0.5 | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | · | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $15.60 | $15.93 | $16.60 | $16.83 | $16.30 | $15.00 | $15.17 | · | $16.37 | · | |
| Revenue / Share | $4.45 | $4.27 | $3.97 | $3.66 | $3.45 | · | · | · | · | · | |
| Cash Flow / Share | $1.97 | $1.76 | $1.81 | $1.68 | $1.57 | $1.25 | $1.24 | · | $0.77 | · | |
| Cash / Share | $0.21 | $0.28 | $1.14 | $0.43 | $1.02 | $0.38 | $0.17 | · | $0.35 | · | |
| Dividend / Share | $1.17 | $1.41 | $1.04 | $0.88 | $0.68 | $0.60 | $0.52 | $0.44 | $0.22 | · | |
| Dividend Paid / Share | · | · | $1.04 | $0.88 | $0.68 | · | · | · | · | · | |
| EPS (TTM) | $0.96 | $0.74 | $0.85 | $0.63 | $0.45 | $0.35 | $0.27 | $-0.01 | $-0.26 | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 4.2% | 7.7% | 8.7% | 12.1% | 9.5% | · | · | · | · | · | |
| Revenue CAGR 3Y | 6.8% | 9.5% | 10.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 8.4% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 29.7% | -12.9% | 34.9% | 40.0% | 28.6% | · | · | · | · | · | |
| EPS CAGR 3Y | 15.1% | 18.0% | 34.4% | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 22.4% | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 29.5% | -12.6% | 35.5% | 46.6% | 33.2% | · | · | · | · | · | |
| Net Income CAGR 3Y | 15.3% | 20.2% | 38.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 24.5% | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 16.5% | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.73B | $2.62B | $2.43B | $2.24B | $2.00B | $1.82B | $1.76B | $1.72B | $1.05B | $923M | |
| Net Income TTM | $588M | $454M | $519M | $383M | $261M | $196M | $145M | $-5M | $-105M | $-78M | |
| Market Cap | $16.97B | $19.58B | $20.87B | $18.12B | $27.25B | $16.84B | $16.23B | · | $12.24B | · | |
| P/E | 28.9 | 43.2 | 40.1 | 47.0 | 100.8 | 84.9 | 111.0 | -2008.0 | -90.7 | · | |
| P/S | 6.2 | 7.5 | 8.6 | 8.1 | 13.6 | 9.2 | 9.2 | · | 11.6 | · | |
| P/B | 1.8 | 2.0 | 2.1 | 1.8 | 2.8 | 2.0 | 2.0 | · | 1.4 | · | |
| P / Tangible Book | 1.8 | 2.1 | 2.1 | 1.8 | 2.9 | 2.0 | · | · | · | · | |
| P / Cash Flow | 14.1 | 18.1 | 18.9 | 17.7 | 30.0 | 24.2 | 24.5 | · | 47.1 | · | |
| P / FCF | · | · | · | · | · | · | · | · | 47.9 | · | |
| Dividend Yield | 4.2% | 3.5% | 3.1% | 3.0% | 1.5% | 2.0% | 1.7% | · | 0.56% | · | |
| Earnings Yield | 3.5% | 2.3% | 2.5% | 2.1% | 0.99% | 1.2% | 0.90% | -0.05% | -1.1% | · | |
| Payout Ratio | 121.2% | 151.8% | 122.8% | 140.6% | 150.6% | 169.3% | 190.2% | -4669.6% | -65.5% | · | |
| Annual Payout | $713M | $689M | $638M | $539M | $394M | $332M | $277M | $230M | $69M | $0 |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $748M | $734M | $685M | $688M | $681M | $674M | $659M | $660M | $653M | $646M | $624M | $618M | $600M | $590M | $580M | $569M | |
| SG&A Expense | $29M | $32M | $24M | $18M | $24M | $30M | $24M | $22M | $21M | $23M | $22M | $23M | $20M | $17M | $17M | $20M | |
| Operating Expenses | $658M | $655M | $589M | $597M | $580M | $576M | $616M | $591M | $565M | $554M | $542M | $536M | $503M | $493M | $497M | $503M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $90M | · | $87M | $79M | $78M | · | $76M | |
| Other Non-op | $-298.0K | $-2M | $-2M | $-2M | $-2M | $1M | $4M | $-9M | $-54M | $6M | $6M | $-3M | $-4M | $-1M | $344.0K | $-8M | |
| Income Tax | · | · | · | · | · | · | · | · | · | · | · | $60.0K | $16.0K | $0 | · | $73.0K | |
| Net Income | $219M | $161M | $145M | $137M | $141M | $166M | $143M | $95M | $73M | $142M | $130M | $132M | $138M | $120M | $101M | $79M | |
| EPS (Basic) | $0.37 | $0.26 | $0.24 | $0.22 | $0.23 | $0.27 | $0.23 | $0.16 | $0.12 | $0.23 | $0.20 | $0.22 | $0.23 | $0.20 | $0.17 | $0.13 | |
| EPS (Diluted) | $0.37 | $0.26 | $0.24 | $0.22 | $0.23 | $0.27 | $0.24 | $0.15 | $0.12 | $0.23 | $0.22 | $0.21 | $0.22 | $0.20 | $0.17 | $0.13 | |
| Shares (Basic) | 592,411,226 | 605,997,344 | · | 613,084,571 | 613,048,193 | 612,777,606 | · | 612,674,802 | 612,628,758 | 612,219,520 | · | 612,000,811 | 611,954,347 | 611,588,465 | · | 610,845,820 | |
| Shares (Diluted) | 592,497,804 | 606,233,573 | · | 613,084,571 | 613,261,904 | 613,361,880 | · | 613,645,188 | 613,823,339 | 613,807,166 | · | 613,580,042 | 613,316,499 | 612,564,298 | 611,112,396 | 612,647,588 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $76M | $114M | $130M | $155M | $65M | $84M | $174M | $1.03B | $749M | $738M | · | $763M | $414M | $325M | · | $300M | |
| PP&E (Net) | $58M | $56M | $57M | $48M | $48M | $44M | $43M | $38M | $39M | $30M | · | $24M | $25M | $25M | · | $20M | |
| Goodwill | $314M | $314M | $258M | $258M | $258M | $258M | $258M | $258M | $258M | $258M | · | $258M | $258M | $258M | · | $258M | |
| Intangibles | $54M | $57M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $18.45B | $18.70B | $18.68B | $18.78B | $18.66B | $18.58B | $18.70B | $19.63B | $19.24B | $19.21B | · | $19.47B | $18.54B | $18.50B | · | $18.68B | |
| Total Liabilities | $9.36B | $9.57B | $9.11B | $9.12B | $8.96B | $8.82B | $8.91B | $9.68B | $9.17B | $9.04B | · | $9.20B | $8.26B | $8.25B | · | $8.33B | |
| Long-term Debt | $8.53B | $8.80B | $8.38B | $8.23B | $8.17B | $8.10B | · | $9.01B | $8.54B | $8.54B | · | $8.55B | $7.77B | $7.77B | · | $7.75B | |
| Paid-in Capital | $10.60B | $10.70B | $11.13B | $11.18B | $11.18B | $11.17B | $11.17B | $11.16B | $11.16B | $11.15B | · | $11.15B | $11.14B | $11.14B | · | $11.13B | |
| Retained Earnings | $-1.59B | $-1.63B | $-1.61B | $-1.57B | $-1.53B | $-1.49B | $-1.48B | $-1.28B | $-1.20B | $-1.10B | · | $-1.04B | $-1.01B | $-989M | · | $-916M | |
| AOCI | $33M | $18M | $6M | $8M | $12M | $31M | $61M | $21M | $64M | $75M | · | $120M | $113M | $66M | · | $92M | |
| Stockholders' Equity | $9.05B | $9.09B | $9.53B | $9.63B | $9.67B | $9.72B | $9.76B | $9.92B | $10.03B | $10.13B | · | $10.24B | $10.25B | $10.22B | · | $10.32B | |
| Liabilities + Equity | $18.45B | $18.70B | $18.68B | $18.78B | $18.66B | $18.58B | $18.70B | $19.63B | $19.24B | $19.21B | · | $19.47B | $18.54B | $18.50B | · | $18.68B | |
| Shares Outstanding | 590,613,522 | 593,981,591 | 610,788,732 | 613,020,589 | 613,008,220 | 612,883,911 | 612,605,478 | 612,605,478 | 612,594,044 | 612,485,098 | 611,958,239 | 611,958,239 | 611,956,170 | 611,863,780 | 611,411,382 | 611,409,909 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $9M | $11M | $7M | $2M | $8M | $10M | $7M | $5M | $7M | $8M | $8M | $9M | $6M | $6M | $6M | $8M | |
| Amort. of Intangibles | $3M | $2M | · | · | $669.0K | $669.0K | · | · | · | · | · | · | · | · | · | · | |
| Operating Cash Flow | $384M | $293M | $129M | $395M | $382M | $301M | $133M | $314M | $370M | $266M | $88M | $421M | $281M | $318M | $120M | $352M | |
| Investing Cash Flow | $133M | $-52M | $-82M | $-154M | $-303M | $-114M | $27M | $-292M | $-175M | $-25M | $-4M | $-678M | $-22M | $-70M | $-58M | $-175M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | $0 | $0 | $0 | |
| Stock Repurchased | $100M | $447M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-447M | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Dividends Paid | $179M | $185M | $178M | $178M | $179M | $178M | $173M | $172M | $172M | $173M | $159M | $159M | $159M | $160M | $135M | $135M | |
| Financing Cash Flow | $-563M | $-223M | $-88M | $-129M | $-115M | $-287M | $-985M | $261M | $-179M | $-191M | $-166M | $617M | $-168M | $-174M | $-123M | $-140M | |
| Net Change in Cash | $-46M | $18M | $-41M | $112M | $-35M | $-101M | $-826M | $282M | $16M | $50M | $-82M | $360M | $91M | $74M | $-62M | $36M | |
| Taxes Paid | $143.0K | $78.0K | · | · | $104.0K | $-37.0K | · | · | · | · | $159.0K | $60.0K | $48.0K | $-22.0K | · | $390.0K |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.3% | 21.9% | · | 19.9% | 20.7% | 24.6% | · | 14.4% | 11.2% | 22.0% | · | 21.3% | 23.0% | 20.4% | · | 13.9% | |
| ROA | 1.2% | 0.86% | · | 0.71% | 0.74% | 0.88% | · | 0.49% | 0.39% | 0.75% | · | 0.69% | 0.74% | 0.65% | · | 0.43% | |
| ROE | 2.3% | 1.7% | · | 1.4% | 1.4% | 1.7% | · | 0.95% | 0.72% | 1.4% | · | 1.3% | 1.4% | 1.2% | · | 0.80% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $15.33 | $15.31 | · | $15.70 | $15.77 | $15.86 | · | $16.19 | $16.38 | $16.55 | · | $16.73 | $16.75 | $16.70 | · | $16.87 | |
| Revenue / Share | $1.26 | $1.21 | · | $1.12 | $1.11 | $1.10 | · | $1.08 | $1.06 | $1.05 | · | $1.01 | $0.98 | $0.96 | · | $0.93 | |
| Cash Flow / Share | · | $0.48 | · | · | · | $0.49 | · | · | · | $0.43 | · | · | · | $0.52 | · | · | |
| Cash / Share | $0.13 | $0.19 | · | $0.25 | $0.11 | $0.14 | · | $1.68 | $1.22 | $1.21 | · | $1.25 | $0.68 | $0.53 | · | $0.49 | |
| Dividend / Share | $0.30 | $0.30 | $0.30 | $0.29 | $0.29 | $0.29 | $0.57 | $0.28 | $0.28 | $0.28 | $0.26 | $0.26 | $0.26 | $0.26 | $0.22 | $0.22 | |
| Dividend Paid / Share | $0.30 | $0.30 | $0.29 | $0.29 | $0.29 | $0.29 | $0.28 | $0.28 | $0.28 | $0.28 | $0.26 | $0.26 | $0.26 | $0.26 | · | · | |
| EPS (TTM) | $1.09 | $0.95 | · | $0.96 | $0.89 | $0.78 | · | $0.72 | $0.78 | $0.88 | · | $0.80 | $0.72 | $0.68 | · | $0.58 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.86B | $2.79B | · | $2.70B | $2.68B | $2.65B | · | $2.58B | $2.54B | $2.49B | · | $2.39B | $2.34B | $2.30B | · | $2.18B | |
| Net Income TTM | $661M | $583M | · | $586M | $545M | $477M | · | $440M | $477M | $542M | · | $490M | $438M | $411M | · | $357M | |
| Market Cap | $17.84B | $14.76B | · | $17.98B | $20.11B | $21.36B | · | $21.60B | $21.99B | $21.81B | · | $19.39B | $21.05B | $19.11B | · | $20.65B | |
| P/E | 27.7 | 26.2 | · | 30.6 | 36.9 | 44.7 | · | 49.0 | 46.0 | 40.5 | · | 39.6 | 47.8 | 45.9 | · | 58.2 | |
| P/S | 6.2 | 5.3 | · | 6.7 | 7.5 | 8.1 | · | 8.4 | 8.7 | 8.8 | · | 8.1 | 9.0 | 8.3 | · | 9.5 | |
| P/B | 2.0 | 1.6 | · | 1.9 | 2.1 | 2.2 | · | 2.2 | 2.2 | 2.2 | · | 1.9 | 2.1 | 1.9 | · | 2.0 | |
| P / Tangible Book | 2.1 | 1.7 | · | 1.9 | 2.1 | 2.3 | · | 2.2 | 2.2 | 2.2 | · | 1.9 | 2.1 | 1.9 | · | 2.1 | |
| P / Cash Flow | · | 50.4 | · | · | · | 71.1 | · | · | · | 82.1 | · | · | · | 60.1 | · | · | |
| Dividend Yield | 4.0% | 4.9% | · | 3.9% | 3.5% | 3.2% | · | 3.1% | 3.0% | 3.0% | · | 3.2% | 2.8% | 2.9% | · | 2.5% | |
| Earnings Yield | 3.6% | 3.8% | · | 3.3% | 2.7% | 2.2% | · | 2.0% | 2.2% | 2.5% | · | 2.5% | 2.1% | 2.2% | · | 1.7% | |
| Payout Ratio | · | 115.0% | · | · | · | 107.5% | · | · | · | 121.7% | · | · | · | 133.3% | · | · | |
| Annual Payout | $720M | $719M | · | $707M | $701M | $694M | · | $676M | $664M | $651M | · | $613M | $589M | $564M | · | $506M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $2.73B | $2.62B | $2.43B | $2.24B | $2.00B |
| Net Income | $588M | $454M | $519M | $383M | $261M |
| Diluted EPS | $0.96 | $0.74 | $0.85 | $0.63 | $0.45 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 664 filers · $19.1B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
664
Value held
$19.1B
New positions
100
Exited positions
49
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 100 (+6 vs prior Q) | 49 (-30 vs prior Q) | 234 (+17 vs prior Q) | 215 (+4 vs prior Q) | +60.8M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $2,617,441,752 | 94,186,461 | 13.73% | Shares |
| BlackRock, Inc. | $1,866,972,785 | 61,799,827 | 9.79% | Shares |
| NORGES BANK | $1,556,148,065 | 51,511,025 | 8.16% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,451,342,929 | 48,041,805 | 7.61% | Shares |
| STATE STREET CORP | $1,160,696,910 | 38,049,776 | 6.09% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $1,127,279,594 | 37,314,783 | 5.91% | Shares |
| FMR LLC | $524,669,047 | 17,367,397 | 2.75% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $515,411,175 | 17,118,534 | 2.70% | Shares |
| APG Asset Management US Inc. | $484,849,262 | 15,975,264 | 2.54% | Shares |
| Invesco Ltd. | $452,859,653 | 14,990,389 | 2.37% | Shares |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $270,068,548 | 8,939,707 | 1.42% | Shares |
| Madison Avenue Partners, LP | $251,809,685 | 8,335,309 | 1.32% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $248,737,151 | 8,233,305 | 1.30% | Shares |
| JPMORGAN CHASE & CO | $245,170,578 | 8,014,729 | 1.29% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $239,431,983 | 7,925,587 | 1.26% | Shares |
| MORGAN STANLEY | $225,361,920 | 7,459,843 | 1.18% | Shares |
| GOLDMAN SACHS GROUP INC | $215,341,813 | 7,128,163 | 1.13% | Shares |
| DEUTSCHE BANK AG\ | $193,539,005 | 6,406,455 | 1.01% | Shares |
| NORTHERN TRUST CORP | $179,411,842 | 5,938,823 | 0.94% | Shares |
| Daiwa Securities Group Inc. | $160,239,882 | 5,304,200 | 0.84% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $141,474,263 | 4,684,578 | 0.74% | Shares |
| Legal & General Group Plc | $140,427,321 | 4,648,372 | 0.74% | Shares |
| RUSH ISLAND MANAGEMENT, LP | $137,309,767 | 4,545,176 | 0.72% | Shares |
| CITADEL ADVISORS LLC | $134,911,908 | 4,465,803 | 0.71% | Shares |
| Russell Investments Group, Ltd. | $129,446,257 | 4,284,791 | 0.68% | Shares |
| MILLENNIUM MANAGEMENT LLC | $127,699,452 | 4,227,059 | 0.67% | Shares |
| TPG GP A, LLC | $124,276,780 | 4,113,763 | 0.65% | Shares |
| Holocene Advisors, LP | $103,962,277 | 3,441,320 | 0.55% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $94,006,028 | 3,111,752 | 0.49% | Shares |
| Bank of New York Mellon Corp | $89,181,684 | 2,952,058 | 0.47% | Shares |
| NEUBERGER BERMAN GROUP LLC | $86,650,193 | 2,868,262 | 0.45% | Shares |
| HSBC HOLDINGS PLC | $82,337,477 | 2,722,345 | 0.43% | Shares |
| Apollo Management Holdings, L.P. | $78,809,038 | 2,608,707 | 0.41% | Shares |
| BANK OF AMERICA CORP /DE/ | $75,411,008 | 2,496,227 | 0.40% | Shares |
| Nuveen, LLC | $72,747,563 | 2,408,063 | 0.38% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $67,700,368 | 2,240,992 | 0.36% | Shares |
| Resolution Capital Ltd | $67,086,743 | 2,220,680 | 0.35% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $67,028,105 | 2,218,739 | 0.35% | Shares |
| Amundi | $64,696,558 | 2,141,561 | 0.34% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $63,352,282 | 2,097,033 | 0.33% | Shares |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $61,127,699 | 2,023,426 | 0.32% | Shares |
| Junto Capital Management LP | $59,100,971 | 1,956,338 | 0.31% | Shares |
| D. E. Shaw & Co., Inc. | $58,968,561 | 1,951,955 | 0.31% | Shares |
| SEI INVESTMENTS CO | $57,477,897 | 1,902,612 | 0.30% | Shares |
| ALLIANCEBERNSTEIN L.P. | $55,955,192 | 2,251,718 | 0.29% | Shares |
| FIRST TRUST ADVISORS LP | $54,389,908 | 1,800,395 | 0.29% | Shares |
| Mitsubishi UFJ Asset Management Co., Ltd. | $53,517,378 | 1,771,512 | 0.28% | Shares |
| Balyasny Asset Management L.P. | $50,155,005 | 1,660,212 | 0.26% | Shares |
| AMERIPRISE FINANCIAL INC | $49,416,762 | 1,925,033 | 0.26% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $47,553,000 | 1,574,097 | 0.25% | Shares |
Company insiders 29 insiders · 11 officers · 17 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Dallas B Tanner | President and CEO | March 1, 2026 A | 1,108,422 | 0 | 0 | $0 |
| Jonathan S. Olsen | EVP&CFO | March 1, 2026 A | 257,374 | 0 | 0 | $0 |
| Ernest Michael Freedman | EVP & CFO | March 1, 2023 F | 460,328 | 0 | 0 | $0 |
| Charles D. Young | President | April 7, 2025 A | 211,465 | 0 | 0 | $0 |
| Timothy J. Lobner | EVP, Chief Operating Officer | March 1, 2026 A | 390,420 | 0 | 0 | $0 |
| Bruce A Lavine | EVP & COO | Aug. 7, 2017 F | 147,298 | 0 | 0 | $0 |
| Scott G. Eisen | EVP, Chief Investment Officer | July 31, 2026 F | 263,812 | 0 | 0 | $0 |
| Mark A Solls | EVP & CLO | May 5, 2026 A | 224,790 | 0 | 0 | $0 |
| Kimberly K Norrell | EVP & CAO | March 1, 2026 F | 167,413 | 0 | 0 | $0 |
| Arik Prawer | Chief Integration Officer | Nov. 16, 2017 A | 162,064 | 0 | 0 | $0 |
| Irwin G Gordon | EVP & CRO | Aug. 7, 2017 F | 106,624 | 0 | 0 | $0 |
| Hugh Wyman Howard III | Director | May 7, 2026 A | 15,545 | 0 | 0 | $0 |
| Kenny Kellyn Smith | Director | May 7, 2026 A | 12,143 | 0 | 0 | $0 |
| Cohen Jana Barbe, | Director | May 7, 2026 A | 40,211 | 0 | 0 | $0 |
| Frances Aldrich Sevilla-Sacasa | Director | May 7, 2026 A | 23,128 | 0 | 0 | $0 |
| Joseph D Margolis | Director | May 7, 2026 A | 38,474 | 0 | 0 | $0 |
| Michael D Fascitelli | Director | May 7, 2026 A | 87,541 | 0 | 0 | $0 |
| Jeffrey E Kelter | Director | May 7, 2026 A | 63,845 | 0 | 0 | $0 |
| TAYLOR KEITH D | Director | May 7, 2026 A | 23,128 | 0 | 0 | $0 |
| John B Rhea | Director | May 15, 2025 A | 62,602 | 0 | 0 | $0 |
| Janice L. Sears | Director | May 15, 2024 A | 48,168 | 0 | 0 | $0 |
| Richard D. Bronson | Director | May 15, 2024 A | 65,478 | 0 | 0 | $0 |
| Jo Ann Heidi Roizen | Director | May 17, 2022 A | 15,346 | 0 | 0 | $0 |
| William J. Stein | Director | May 19, 2021 A | 10,732 | 0 | 0 | $0 |
| Bryce Blair | Director | Sept. 14, 2020 S | 291,412 | 0 | 0 | $0 |
| Kenneth A Caplan | Director | Dec. 16, 2019 G | 44,577 | 0 | 0 | $0 |
| Barry S Sternlicht | Director | Nov. 20, 2019 S | 4,078 | 0 | 0 | $0 |
| Frederick C Tuomi | · | Nov. 16, 2018 F | 550,708 | 0 | 0 | $0 |
| John Bartling | · | Nov. 28, 2017 S | 482,665 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 106 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| HAUS · Tidal Trust I | 5.08% | 13,738 NS | July 31, 2026 | N-PORT |
| SRHR · Elevation Series Trust | 3.59% | 65,628 NS | July 31, 2026 | N-PORT |
| REZ · iShares Trust | 3.48% | 1,038,266 SH | Sept. 11, 2026 | Daily |
| RSPR · Invesco Exchange-Traded Fund Trust | 3.36% | 103,193 | Oct. 2, 2026 | Daily |
| RNTY · Tidal Trust II | 3.28% | 9,654 NS | July 31, 2026 | N-PORT |
| RITA · ETF Series Solutions | 2.60% | 7,616 NS | July 31, 2026 | N-PORT |
| ICF · iShares Trust | 1.86% | 1,327,688 SH | Sept. 11, 2026 | Daily |
| FPRO · FIDELITY COVINGTON TRUST | 1.47% | 8,142 NS | July 31, 2026 | N-PORT |
| USRT · iShares Trust | 1.41% | 2,268,460 SH | Sept. 11, 2026 | Daily |
| NUMV · Nushares ETF Trust | 1.29% | 192,074 NS | July 31, 2026 | N-PORT |
| DFAR · Dimensional ETF Trust | 1.22% | 732,313 NS | July 31, 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1.16% | 17,539 NS | July 31, 2026 | N-PORT |
| IYR · iShares Trust | 1.14% | 1,685,872 SH | Sept. 11, 2026 | Daily |
| FREL · FIDELITY COVINGTON TRUST | 1.12% | 562,341 NS | July 31, 2026 | N-PORT |
| VRAI · ETFis Series Trust I | 1.11% | 6,941 NS | July 31, 2026 | N-PORT |
| REET · iShares Trust | 0.92% | 1,614,036 SH | Sept. 11, 2026 | Daily |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0.91% | 2,364,673 | Oct. 2, 2026 | Daily |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.87% | 20,534,989 SH | Aug. 19, 2026 | Daily |
| ERET · iShares Trust | 0.84% | 4,095 SH | Sept. 11, 2026 | Daily |
| DFGR · Dimensional ETF Trust | 0.82% | 1,067,365 NS | July 31, 2026 | N-PORT |
| CZA · Invesco Exchange-Traded Fund Trust | 0.79% | 59,904 | Oct. 2, 2026 | Daily |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0.52% | 272,950 | Oct. 2, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.38% | 8,649,695 SH | Aug. 19, 2026 | Daily |
| FTA · First Trust Exchange-Traded AlphaDE… | 0.34% | 159,177 NS | July 31, 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0.27% | 2,198 NS | July 31, 2026 | N-PORT |
| TEXN · iShares Trust | 0.27% | 1,843 SH | Sept. 11, 2026 | Daily |
| FEX · First Trust Exchange-Traded AlphaDE… | 0.27% | 139,928 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.21% | 13,626,567 SH | Aug. 19, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 6,925,951 | Oct. 2, 2026 | Daily |
| SIZE · iShares Trust | 0.19% | 29,065 SH | Sept. 11, 2026 | Daily |
| EUSA · iShares, Inc. | 0.19% | 129,208 SH | Sept. 11, 2026 | Daily |
| REVS · Columbia ETF Trust I | 0.18% | 19,947 NS | July 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.17% | 9,613 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.16% | 885,230 SH | Sept. 11, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.15% | 44,516 | Oct. 2, 2026 | Daily |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.13% | 4,866,000 | Oct. 1, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.13% | 180,000 | Oct. 2, 2026 | Daily |
| IMCV · iShares Trust | 0.12% | 50,937 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.12% | 2,424,473 SH | Sept. 11, 2026 | Daily |
| HAPI · Harbor ETF Trust | 0.11% | 18,803 NS | July 31, 2026 | N-PORT |
| JFLI · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 1,805 NS | July 31, 2026 | N-PORT |
| IMCB · iShares Trust | 0.10% | 61,065 SH | Sept. 11, 2026 | Daily |
| RECS · Columbia ETF Trust I | 0.09% | 177,865 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.08% | 676 SH | Sept. 11, 2026 | Daily |
| IMCG · iShares Trust | 0.08% | 115,439 SH | Sept. 11, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.06% | 125,255 SH | Aug. 19, 2026 | Daily |
| USXF · iShares Trust | 0.06% | 32,043 SH | Sept. 11, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.06% | 3,541 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.06% | 42,601 SH | Sept. 11, 2026 | Daily |
| IVE · iShares Trust | 0.05% | 906,812 SH | Sept. 11, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.05% | 357,781 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.05% | 477,028 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.04% | 1,314,862 SH | Sept. 11, 2026 | Daily |
| EGLE · Global X Funds | 0.04% | 28 NS | July 31, 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0.04% | 14 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.04% | 129,803 | Oct. 1, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.03% | 14,189,887 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.03% | 97,589 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.03% | 133,920 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.03% | 2,279 NS | July 31, 2026 | N-PORT |
| XRMI · Global X Funds | 0.03% | 500 NS | July 31, 2026 | N-PORT |
| TOPC · iShares Trust | 0.03% | 344 SH | Sept. 11, 2026 | Daily |
| CATH · Global X Funds | 0.03% | 12,067 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.03% | 590 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.03% | 73 NS | July 31, 2026 | N-PORT |
| XCLR · Global X Funds | 0.03% | 32 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.03% | 28,539 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.03% | 6,265 SH | Sept. 11, 2026 | Daily |
| BKLC · BNY Mellon ETF Trust | 0.03% | 47,111 NS | July 31, 2026 | N-PORT |
| ILCV · iShares Trust | 0.02% | 12,068 SH | Sept. 11, 2026 | Daily |
| XYLD · Global X Funds | 0.02% | 27,162 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.02% | 39 NS | July 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.02% | 71,846 NS | July 31, 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0.02% | 8,815 NS | July 31, 2026 | N-PORT |
| QVML · Invesco Exchange-Traded Fund Trust … | 0.02% | 14,603 | Oct. 2, 2026 | Daily |
| IWB · iShares Trust | 0.02% | 408,947 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.02% | 2,062 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.02% | 6,888,341 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.02% | 167,951 SH | Sept. 11, 2026 | Daily |
| QDPL · Pacer Funds Trust | 0.02% | 13,154 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.02% | 3,199 | Oct. 1, 2026 | Daily |
| ILCB · iShares Trust | 0.02% | 10,096 SH | Sept. 11, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.02% | 92,572 | Oct. 2, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 23,392 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.02% | 726,164 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.02% | 3,801 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 18,862,131 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.02% | 537,949 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 49,880 SH | Aug. 19, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.02% | 42,723 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.02% | 434 | Oct. 1, 2026 | Daily |
| VOXP · Advisors Series Trust | 0.02% | 36 NS | July 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.02% | 7,693 SH | Sept. 11, 2026 | Daily |
| ILCG · iShares Trust | 0.02% | 20,122 SH | Sept. 11, 2026 | Daily |
| TOK · iShares Trust | 0.02% | 1,526 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.02% | 51,342 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.02% | 12,324 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.02% | 187,328 SH | Sept. 11, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.01% | 52,254 | Oct. 2, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
INVH Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 31 analysts
BUY
Median target
$34.00
+30.6%
4 12.9%
Strong Buy
13 41.9%
Buy
14 45.2%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
23 analysts · 2026-10-01Mean target $33.52 +28.7%
← Below all targets
Current price $26.04
Low$28.00
Mean$33.52
High$41.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
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Source: SEC 10-Q filed Jul 30, 2026