Form 8-K · Current report

Invitation Homes 8-K, filed Oct 28, 2026

Filed
CIK
0001687229
Accession no.
0001687229-26-000053
AI-generated summary

Summary

Invitation Homes Inc. reported third-quarter 2026 total revenues of $731 million, up 6.3% year over year, net income available to common stockholders of $158 million, up 15.6%, and Same Store NOI growth of 1.1%, while raising its full-year Core FFO per share guidance midpoint by $0.01 to $1.96 and Same Store NOI growth guidance to 1.2%. Its board authorized an additional $500 million share repurchase program, and CEO Dallas Tanner said buybacks would be funded with home sale proceeds when the stock trades at a meaningful discount to the value of its homes.

Key points

  • Q3 2026 Core FFO per share increased 2.4% year over year to $0.48, and AFFO per share increased 0.1% to $0.38.
  • Same Store average occupancy was 96.4%, with renewal rent growth of 4.3% and new lease rent growth of (0.2)%.
  • Invitation Homes sold 658 wholly owned homes and acquired 216 wholly owned homes in Q3 2026; it dissolved the Pathway joint ventures, consolidating 894 homes and recognizing a $30.4 million non-cash net loss.
  • From December 1, 2025 through October 27, 2026, Invitation Homes repurchased 36,923,753 shares at an average price of $26.78, and its board authorized an additional $500 million share repurchase program on October 26, 2026.

Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.

Items reported

  • 2.02Results of Operations and Financial Condition
  • 9.01Financial Statements and Exhibits

From the filing

Item 2.02 Results of Operations and Financial Condition. On October 28, 2026, Invitation Homes Inc. (the “Company”) issued a press release announcing the results of the Company’s operations for the quarter ended September 30, 2026. The full text of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. The information in this Current Report on Form 8-K, including Exhibit 99.1 hereto, is being furnished pursuant to Item 2.02 of Form 8-K and shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that…

An excerpt of the text as filed with the SEC, cut for length.

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