Every material Form 8-K Invitation Homes has filed with the SEC since February 25, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Invitation Homes reported third-quarter 2026 results on October 28, 2026, with total revenues up 6.3% to $731 million and diluted net income of $0.27 per share, compared with $0.22 a year earlier. Core FFO per share rose 2.4% to $0.48, and the company raised the midpoint of its full-year 2026 Core FFO per share guidance by $0.01 to $1.96. The board also authorized an additional $500 million share repurchase program on October 26, 2026.
Diluted net income per share was $0.27 for Q3 2026, versus $0.22 for Q3 2025; total revenues were $731 million, versus $688 million.
Same Store NOI rose 1.1% year over year, while Same Store average occupancy was 96.4%, down 10 basis points.
FY 2026 Core FFO per share guidance is $1.94 to $1.98, with the midpoint raised to $1.96 from $1.95.
The board authorized an additional $500 million share repurchase program on October 26, 2026.
Invitation Homes reported second quarter 2026 results, with total revenues up 9.7% to $748 million and net income available to common stockholders up 55.1% to $218 million, or $0.37 per diluted share. The company raised its full-year 2026 Core FFO and AFFO per share guidance midpoints by one cent each, to $1.95 and $1.65, which points to higher per-share earnings for shareholders.
Total revenues rose 9.7% to $748 million, and net income per diluted share was $0.37, compared with $0.23 in Q2 2025.
Core FFO per share rose 5.0% to $0.51; full-year 2026 Core FFO per share guidance midpoint increased one cent to $1.95.
Same Store Average Occupancy was 97.1%, down 20 basis points year over year, while Same Store NOI rose 1.5%.
The company repurchased about $100 million of its stock in Q2 and about $600 million since December 2025; net debt to TTM adjusted EBITDAre was 5.4x at June 30, 2026.
Invitation Homes' operating partnership closed an underwritten public offering of $500 million of 4.950% senior notes due February 1, 2032, on July 8, 2026. The notes are guaranteed by the parent company and related subsidiaries, and the offering was priced at 98.691% of principal, so the company takes on $500 million of new debt that ranks equally with its other senior unsecured debt.
Principal amount: $500 million of 4.950% Senior Notes due February 1, 2032, sold at 98.691% of par
Interest payable February 1 and August 1 each year, starting February 1, 2027
Notes may be redeemed before January 1, 2032 at the greater of a make-whole price (Treasury rate plus 15 basis points) or par, and at par afterward
Indenture includes a requirement to maintain a certain percentage of total unencumbered assets
At its May 7, 2026 annual meeting, Invitation Homes stockholders elected all nine directors, ratified Deloitte & Touche LLP as auditor, approved the 2026 Omnibus Incentive Plan, and approved executive pay in a non-binding vote. The new plan authorizes 18,793,516 shares, and Chief Legal Officer Mark A. Solls has deferred his retirement, which suspends the search for a successor.
The 2026 Omnibus Incentive Plan authorizes 18,793,516 shares, including 17,500,000 newly authorized shares, and expires on the tenth anniversary of May 7, 2026.
Non-binding say-on-pay vote: 418,430,249 shares for and 103,495,655 against.
Mr. Solls received a 2026 LTIP target award of $2,645,000, comprising $250,000 in time-vesting and $750,000 in performance-vesting restricted stock units, granted May 5, 2026.
Shares represented at the meeting were 543,298,418, or 90.63% of shares entitled to vote.
Invitation Homes reported first-quarter 2026 results, with total revenues up 8.8% year over year to $734 million while net income per diluted share fell 2.3% to $0.26. Core FFO per share was flat at $0.48, and the company kept its full-year 2026 guidance unchanged, with a Core FFO per share midpoint of $1.94. The company also completed $500 million of share repurchases and authorized a new $500 million program on April 27, 2026.
Total revenues rose 8.8% year over year to $734 million; net income per diluted share fell 2.3% to $0.26 from $0.27.
Core FFO per share was flat at $0.48; AFFO per share declined 2.6% to $0.41, which the company attributed primarily to timing.
Same Store NOI decreased 0.3% year over year; preliminary April 2026 blended rent growth was approximately 2.3%.
On April 27, 2026, the board authorized a new $500 million share repurchase program, following $500 million of repurchases completed since the fourth quarter of 2025.
On March 1, 2026, the Compensation Committee of Invitation Homes approved higher 2026 long-term incentive targets for several executives, including CEO Dallas Tanner, and one-time retention RSU grants to four executives. The filing says the retention awards are meant to reduce the risk of further departures from the leadership team after several executives were recruited in 2025.
CEO Dallas Tanner's target long-term incentive award was increased to $11,293,950 based on 2025 performance.
Retention RSU awards granted March 1, 2026: Tanner $10,000,000, Jonathan Olsen $5,000,000, Timothy Lobner $6,000,000, Scott Eisen $4,500,000.
Time-vesting retention RSUs vest 65% on the third anniversary and 35% on the fourth anniversary of March 1, 2026, subject to continued employment.
Invitation Homes reported fourth-quarter and full-year 2025 results on February 18, 2026. Q4 total revenues rose 4.0% to $685 million and diluted net income per share rose to $0.24 from $0.23, while Core FFO per share rose 1.3% to $0.48. The company guided 2026 Core FFO per share to $1.90 to $1.98, a midpoint of $1.94 versus $1.91 reported for 2025, but Same Store average occupancy fell 90 basis points year over year to 95.9% in Q4.
Q4 2025 total revenues $685 million, up 4.0%; net income per diluted share $0.24 versus $0.23 a year earlier
FY 2025 Core FFO per share $1.91, up 1.7%; AFFO per share $1.63, up 1.8%
FY 2026 guidance: Core FFO per share $1.90 to $1.98 and AFFO per share $1.60 to $1.68; Same Store NOI growth 0.3% to 2.0%
Company repurchased about $100 million of shares to date, including January 2026, under a $500 million program authorized October 28, 2025
Invitation Homes said Executive Vice President, Chief Legal Officer and Secretary Mark Solls plans to retire by the end of fiscal 2026, after more than a decade with the company. He will stay on in an advisory role to help with the transition, and the company has started a search for a successor that will consider internal and external candidates.
Mark Solls informed the Board on December 31, 2025 of his plan to retire by the end of fiscal 2026.
His retirement takes effect upon appointment of a successor, and he will serve in an advisory capacity during the transition.
The company has begun a search for the Chief Legal Officer and Secretary role; no successor has been named.
The filing states the retirement is not the result of any disagreement with the company.
Invitation Homes reported third-quarter 2025 revenue of $688 million, up 4.2% year over year, and diluted net income per share of $0.22, compared with $0.15 a year earlier. The company raised the midpoint of its full-year 2025 Core FFO per share guidance by one cent to $1.92 and also authorized a share repurchase program of up to $500 million. For shareholders, the higher earnings and guidance midpoints point to improved results, though Core FFO per share rose only 0.4% to $0.47.
Q3 2025 total revenues rose 4.2% to $688 million; net income available to common stockholders rose 43.5% to $136 million, or $0.22 per diluted share.
Core FFO per share rose 0.4% to $0.47 in Q3 2025; AFFO per share rose 0.1% to $0.38.
Full-year 2025 guidance midpoints raised: Core FFO per share to $1.92 (from $1.91), AFFO per share to $1.62 (from $1.61), and Same Store NOI growth to 2.25% (from 2.0%).
Board authorized a share repurchase program of up to $500 million; repurchases are at the company's discretion and not guaranteed.
Invitation Homes' operating partnership closed an underwritten public offering of $600 million in 4.950% senior notes due January 15, 2033, on August 15, 2025. The notes are guaranteed by the parent company and related subsidiaries, and the filing describes the debt as a new direct financial obligation rather than a change in operations or ownership.
Principal amount: $600 million; underwriters paid 98.852% of principal
Interest at 4.950% per year, paid January 15 and July 15, first payment January 15, 2026
Maturity January 15, 2033; issuer may redeem before November 15, 2032 at a make-whole price based on Treasury rate plus 15 basis points
Underwriters: BofA Securities, BMO Capital Markets and J.P. Morgan Securities, under an agreement dated August 12, 2025
Invitation Homes reported second quarter 2025 results on July 30, 2025. Total revenues rose 4.3% year over year to $681 million, and net income available to common stockholders rose to $141 million, or $0.23 per diluted share, from $0.12 a year earlier. Core FFO per share rose 1.7% to $0.48, and the company kept its full-year 2025 guidance unchanged from February 2025.
Total revenues increased 4.3% to $681 million; net income per diluted share was $0.23 versus $0.12 in Q2 2024.
Core FFO per share increased 1.7% to $0.48 and AFFO per share increased 3.4% to $0.41 year over year.
Same Store NOI rose 2.5%, with Same Store average occupancy of 97.2%, down 40 basis points year over year.
FY 2025 guidance remains unchanged, including Core FFO per share of $1.88 to $1.94 and AFFO per share of $1.58 to $1.64.
Invitation Homes said President Charles D. Young resigned on July 20, 2025, effective September 1, 2025, to pursue other opportunities. CEO Dallas B. Tanner will assume the President's responsibilities, and the company reported no new compensation arrangements with him for the role.
Charles D. Young resigned as President on July 20, 2025, effective September 1, 2025.
CEO Dallas B. Tanner will assume the responsibilities of President.
The company said the resignation was not due to any disagreement with the company on strategy, operations, performance, policies or practices.
No new compensatory arrangements were entered into with Mr. Tanner for the President role.
On April 28, 2025, Invitation Homes Operating Partnership LP, a wholly owned subsidiary of Invitation Homes Inc., signed a Second Amendment to its Term Loan Agreement with Capital One, National Association, as administrative agent. The amendment moves the maturity of the term loans from June 22, 2029 to April 28, 2028, with two twelve-month extension options, and sets the margin at 0.85% for Term SOFR loans as of the effective date. The $725 million of term loans remain fully drawn, and an accordion feature allows total term loans of up to $950 million.
Amendment dated and effective April 28, 2025, with Capital One, National Association as administrative agent
Maturity moved from June 22, 2029 to April 28, 2028, with two twelve-month extension options
Margin on Term SOFR loans was 0.85% at effectiveness; the grid ranges from 0.75% to 1.60%
Term loans total $725 million and remain fully drawn; accordion allows up to $950 million in aggregate
Invitation Homes reported first-quarter 2025 results for the quarter ended March 31, 2025, with total revenues up 4.4% year over year to $674 million and net income available to common stockholders up 16.4% to $166 million, or $0.27 per diluted share. The company reiterated its full-year 2025 guidance, which it said is unchanged from the February 2025 initial guidance, including Core FFO per share of $1.88 to $1.94.
Total revenues rose 4.4% to $674 million; net income per diluted share was $0.27, versus $0.23 a year earlier.
Core FFO per share rose 3.5% to $0.48; AFFO per share rose 4.0% to $0.42.
Same Store Average Occupancy was 97.2%, down 60 basis points year over year; Same Store new lease rent growth was (0.1)%.
FY 2025 guidance was reiterated: Core FFO per share $1.88 to $1.94 and Same Store NOI growth of 1.00% to 3.00%.
Invitation Homes reported fourth-quarter and full-year 2024 results, with revenue and Core FFO per share both higher than a year earlier. For 2025, the company guided to Core FFO of $1.88 to $1.94 per share, with a midpoint of $1.91 compared with $1.88 in 2024, but expects Same Store NOI growth of 1.00% to 3.00%, below the 4.6% it reported for 2024.
Q4 2024 total revenues rose 5.6% to $659 million; net income per diluted share was $0.23, versus $0.21 in Q4 2023.
Q4 2024 Core FFO per share rose 5.9% to $0.47, while FFO per share fell to $0.36 from $0.41.
FY 2025 Core FFO per share guidance is $1.88 to $1.94, compared with $1.88 reported for FY 2024.
FY 2025 Same Store NOI growth guidance is 1.00% to 3.00%, versus 4.6% in FY 2024.
Invitation Homes said its board promoted Timothy Lobner, currently Executive Vice President and Head of Field Operations, to Executive Vice President and Chief Operating Officer effective March 2, 2025. Charles Young will continue as President but will stop serving as Chief Operating Officer on that date. The filing also details 2025 compensation changes for executives, which matter to shareholders because they show how the company is paying and retaining its senior leadership.
Lobner's annual base salary will be $500,000, with a target annual bonus of 125% of base salary.
Lobner received a retention award of restricted stock units with a grant date fair value of $2,500,000, vesting in two equal annual installments on the third and fourth anniversaries of the grant.
Charles Young remains President; Dallas Tanner's target long-term incentive award was raised to $10,965,000 based on 2024 performance.
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