Invitation Homes Inc. — Form 8-K

Invitation Homes reported Q3 2026 net income of $0.27/share (+15.6% YoY) and Core FFO of $0.48/share (+2.4% YoY). The company raised full-year Core FFO guidance by $0.01 to $1.96/share midpoint. During the quarter, it sold 658 homes for ~$318M gross proceeds and acquired 216 wholly owned homes for ~$74M; year-to-date, it repurchased 36.9M shares (~$1B) at $26.78 average price. On July 8, 2026, it issued $500M of 4.950% senior notes maturing Feb 2032 (priced at 99.291%), using proceeds to prepay secured debt. Same-store NOI grew 1.1% YoY on 1.6% revenue growth and 2.5% expense growth; occupancy declined 10 bps to 96.4%; blended rent growth was 3.0%. On Sept 15, 2026, it consolidated the Pathway joint ventures (894 homes), recognizing a $30.4M non-cash loss. The company authorized an additional $500M share repurchase program on Oct 26, 2026.