Every material Form 8-K Invitation Homes filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Invitation Homes filing is on SEC EDGAR ↗. 8-K briefs of other companies →