InvenTrust Properties Corp. IVT R2KR3K
Company Overview
InvenTrust Properties Corp. is a premier Sun Belt, multi-tenant essential retail REIT that owns, leases, redevelops, acquires and manages grocery-anchored neighborhood and community centers as well as high-quality power centers that often have a grocery component. Management pursues the Company's business strategy by acquiring retail properties in Sun Belt markets, opportunistically disposing of retail properties, and maintaining a flexible capital structure. A trusted, local operator bringing real estate expertise to its tenant relationships, IVT has built a strong reputation with market participants across its portfolio. InvenTrust Properties Corp. was established on 4th October, 2004 and is incorporated in Maryland.
Why Investors Should Care
Operating margin of 15.3% supports profitability.
Offers a dividend yield of 2.97%.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Dec 2025 Revenue of $299.17M (+9.2% YoY); net profit $111.42M.
- Trailing 12 Months Year-on-year growth — revenue +12.6%, earnings -98.6%.
- 5-Year Trend Long-term compounding — revenue CAGR -7.6%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | -7.59% |
| 1 Year: | 12.60% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | -98.60% |
Stock Price Performance
| 1 Year: | +19.61% |
| 6 Months: | +6.41% |
| 3 Months: | -1.77% |
| 1 Month: | -2.01% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)38.07 · Neutral
P/E of 171.74 is above the sector median of 24.38 — pricier than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Attractive dividend yield of 2.97%.
- Generates positive free cash flow.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Trading at a high P/E of 171.7.
- Revenue declined at -7.6% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Real Estate).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVT InvenTrust Properties Corp. R2KR3K | 32.63 | 171.74 | $2.54B | 2.97% | - | 0.85% | -7.59% | - |
| 2 | WELL Welltower Inc. SPXR3K | 236.17 | 106.38 | $170.18B | 1.44% | 0.54% | 3.84% | 22.26% | 11.10% |
| 3 | PLD Prologis, Inc. SPXR3K | 137.34 | 30.59 | $130.52B | 3.08% | - | 7.75% | 16.83% | 39.42% |
| 4 | EQIX Equinix, Inc. SPXR3K | 1,035.98 | 66.49 | $102.22B | 1.96% | 5.42% | 10.73% | 17.43% | 17.11% |
| 5 | AMT American Tower Corporation SPXR3K | 175.85 | 28.36 | $81.94B | 4.08% | 8.76% | 33.91% | 12.41% | 25.08% |
| 6 | DLR Digital Realty Trust, Inc. SPXR3K | 188.39 | 241.53 | $69.71B | 2.44% | - | 2.91% | 15.18% | 18.41% |
| 7 | SPG Simon Property Group, Inc. SPXR3K | 209.44 | 14.57 | $67.92B | 3.97% | - | 113.59% | 3.14% | 14.02% |
| 8 | O Realty Income Corporation SPXR3K | 61.25 | 44.71 | $57.95B | 5.21% | - | 3.23% | 24.73% | 13.04% |
| 9 | PSA Public Storage SPXR3K | 302.01 | 28.74 | $56.40B | 3.67% | - | 21.93% | 5.67% | 7.85% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2014 | Dec 2014 | Mar 2015 | Jun 2015 | Sep 2015 | Dec 2015 | Mar 2016 | Jun 2016 | Sep 2016 | Mar 2017 | Jun 2017 | Sep 2017 | Mar 2018 | Jun 2018 | Sep 2018 | Dec 2018 | Mar 2019 | Jun 2019 | Sep 2019 | Dec 2019 | Mar 2020 | Jun 2020 | Sep 2020 | Mar 2021 | Jun 2021 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | - | - | - | - | - | - | - | - | - | - | - | 63.83M | 61.49M | 60.09M | 57.26M | 56.39M | 57.19M | 58.17M | 54.74M | - | - | - | - | - | - | - | - | - | - | - | - | 305.00K | 367.00K | 389.00K | 382.00K | 421.00K | 447.00K | 471.00K | 487.00K |
| Operating Income | 12.98M | - | 19.31M | 9.85M | -81.94M | - | 3.22M | -21.00M | 7.61M | -4.72M | 10.90M | 8.79M | 22.25M | 11.93M | 5.14M | - | -4.48M | -1.34M | 16.85M | - | -11.01M | -7.06M | -2.98M | -3.04M | -2.80M | -2.71M | -2.24M | 32.15M | -6.84M | -9.72M | -7.60M | -7.11M | -8.78M | -9.19M | -12.79M | -7.71M | 83.50M | -7.29M | -9.77M | -11.30M |
| Net Income | 52.55M | 294.12M | 5.83M | 62.07M | -95.65M | 31.22M | 25.41M | 163.70M | 37.32M | 2.10M | 33.92M | 21.96M | 34.23M | 23.16M | 8.95M | - | -9.50M | -5.72M | 24.93M | - | -3.49M | -9.61M | 1.68M | -100.00K | 1.50M | 3.99M | 9.50M | 41.92M | 936.00K | 1.13M | 2.07M | -822.00K | 2.90M | 1.50M | -539.00K | 6.79M | 95.94M | 6.03M | 5.18M | 1.37M |
| Diluted EPS | - | - | 0.00 | 0.07 | - | - | 0.03 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | -0.13 | 0.02 | 0.00 | 0.02 | 0.06 | 0.14 | 0.62 | 0.01 | 0.02 | 0.03 | -0.01 | 0.04 | 0.02 | -0.01 | 0.09 | 1.23 | 0.08 | 0.07 | 0.02 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.06B | 1.09B | 920.38M | 909.66M | 456.29M | 282.71M | 257.63M | 242.69M | 251.81M | 242.67M | 226.49M | 197.83M | 211.98M | 236.71M | 258.68M | 273.97M | 299.17M |
| Operating Income | 38.80M | 45.20M | 37.60M | 79.04M | -127.86M | 26.18M | -76.08M | 27.63M | 16.70M | 47.06M | 36.38M | -28.36M | -8.13M | 16.98M | -30.54M | -33.34M | 60.02M |
| Net Income | -397.96M | -176.43M | -316.25M | -69.34M | 244.05M | 486.64M | 3.46M | 252.72M | 61.79M | 83.85M | 38.40M | -10.17M | -5.36M | 52.23M | 5.27M | 13.66M | 111.42M |
| Diluted EPS | - | - | - | - | - | - | - | - | - | - | 0.53 | -0.14 | -0.08 | 0.77 | 0.08 | 0.19 | 1.42 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2008 | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 11.39B | 10.92B | 10.76B | 9.66B | 7.50B | 4.20B | 2.79B | 2.70B | 2.54B | 2.51B | 2.41B | 2.21B | 2.47B | 2.49B | 2.64B | 2.79B |
| Total Equity | 6.13B | 5.63B | 5.25B | 4.66B | 4.34B | 4.26B | 3.99B | 2.15B | 1.95B | 1.91B | 1.85B | 1.82B | 1.74B | 1.57B | 1.60B | 1.55B | 1.76B | 1.79B |
| Cash & Equivalents | 945.23M | 500.49M | 267.71M | 218.16M | 220.78M | 319.24M | 598.90M | 203.28M | 397.25M | 162.75M | 260.13M | 255.07M | 222.61M | - | - | - | - | - |
| Long Term Debt | - | - | - | - | - | - | - | - | 434.75M | - | - | - | - | 533.08M | 754.55M | 814.57M | 740.41M | 822.61M |
| Total Liabilities | - | - | 5.86B | 6.26B | 6.42B | 5.40B | 3.50B | 2.06B | 837.23M | 792.88M | 683.69M | 687.59M | 668.48M | 640.86M | 869.12M | 933.29M | 875.95M | 994.38M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 369.03M | 356.66M | 397.95M | 456.22M | 422.81M | 340.33M | 195.62M | 133.16M | 118.15M | 124.66M | 106.01M | 94.16M | 89.96M | 125.80M | 129.62M | 136.88M | 155.42M |
| Investing Cash Flow | -563.16M | -380.69M | -286.90M | -118.16M | 922.62M | 1.92B | -164.27M | 1.08B | -209.09M | 175.41M | -41.80M | -49.06M | -64.70M | -144.46M | -79.72M | -240.53M | -144.91M |
| Financing Cash Flow | -250.60M | -208.76M | -160.60M | -335.44M | -1.25B | -1.85B | -561.21M | -1.01B | -159.41M | -207.10M | -68.32M | -82.07M | -204.17M | 111.57M | -87.90M | 95.12M | -61.21M |
| Capital Expenditure | - | - | -83.41M | -88.64M | -66.64M | -19.37M | -13.48M | - | - | - | - | - | - | - | - | - | - |
| Free Cash Flow | - | - | 314.54M | 367.58M | 356.17M | 320.96M | 182.14M | - | - | - | - | - | - | - | - | - | - |
| Share Buybacks | - | - | - | - | - | - | - | - | 0 | 0 | 20.38M | 5.20M | 116.40M | 0 | 0 | - | - |
| Dividends Paid | 411.80M | 416.94M | 428.65M | 439.19M | 449.25M | 438.88M | 146.51M | 98.61M | 53.36M | 54.19M | 53.25M | 54.21M | 55.56M | 55.30M | 57.49M | 62.78M | 72.85M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2009 | Dec 2010 | Dec 2011 | Dec 2012 | Dec 2013 | Dec 2014 | Dec 2015 | Dec 2016 | Dec 2017 | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Operating Margin % | 3.7% | 4.1% | 4.1% | 8.7% | -28.0% | 9.3% | -29.5% | 11.4% | 6.6% | 19.4% | 16.1% | -14.3% | -3.8% | 7.2% | -11.8% | -12.2% | 20.1% |
| Net Margin % | -37.6% | -16.1% | -34.4% | -7.6% | 53.5% | 172.1% | 1.3% | 104.1% | 24.5% | 34.6% | 17.0% | -5.1% | -2.5% | 22.1% | 2.0% | 5.0% | 37.2% |
| ROE % | -7.1% | -3.4% | -6.8% | -1.6% | 5.7% | 12.2% | 0.2% | 13.0% | 3.2% | 4.5% | 2.1% | -0.6% | -0.3% | 3.3% | 0.3% | 0.8% | 6.2% |
| ROCE % | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 21.54% | 15.35M | $499.58M |
| 2 | Vanguard Portfolio Management LLC | 11.07% | 7.89M | $256.75M |
| 3 | Principal Financial Group, Inc. | 10.40% | 7.41M | $241.30M |
| 4 | State Street Corporation | 5.49% | 3.91M | $127.38M |
| 5 | Vanguard Capital Management LLC | 4.84% | 3.45M | $112.36M |
| 6 | Goldman Sachs Group Inc | 4.37% | 3.11M | $101.25M |
| 7 | Geode Capital Management, LLC | 3.08% | 2.20M | $71.51M |
| 8 | FMR, LLC | 2.75% | 1.96M | $63.68M |
| 9 | Charles Schwab Investment Management, Inc. | 2.06% | 1.47M | $47.89M |
| 10 | Two Sigma Investments, LP | 1.86% | 1.33M | $43.24M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for IVT
Wellington Management Group LLP Increases Stock Holdings in InvenTrust Properties Corp. $IVT - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMi5gFBVV95cUxOMDBrR1BNQ1VvcGhEOF9qVjE4LVRQQzMxU0pjS3V1WFBmT3JmOUVzWmVObTI4ZFczd3luelQ4QWZRN0l4VnlkaDhxcUZWVXlEa2J5bTMxSjE2Z01fOVdxTFFvbHdlSmZhSGplX2JsTGJRYjRkcDNOQUlZRS1SV2stZWpyUVloNi1ZQUtBZC…
InvenTrust Properties (IVT) Puts Acquisitions Back In Focus Following Earnings And Valuation Debate - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMirAFBVV95cUxNSHpDUnUtTE1zcnFoZ0o0Mk9RR2lmSWQ1eFJPU0x4Q3I2d1BfX0JvZUdtZFJrVXg0X2F3bWE4ZldhME1yZ0tJelV0ZDdTWXZ2cjVTcXViRHNXRzZSZVBTbTBOR0RTamJpVFd3M2dQSVZ4eVI5Mm9GTnRIZk1mdVRhaHFLam40dUF1dDhIRC…
Avoiding Lag: Real-Time Signals in (IVT) Movement - Stock Traders Daily
<a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxOWTBubTFCQU5NTnl5RFdHX3VjRjN2MTg5UXc4RjJZeWNKSlIwelU1UFE0Zm1zV19KU0xtb2tzWkVhUUI4WlRsZjRSNHVPd1MyMlozSjkzR2VHZUJQVXUtM3R5RUNwbXNPOUpuVndtOUs1UmRvcTlGemxacGhNOEd1UXhnTmNETEVzQjN6Nz…
InvenTrust Properties Corp. (NYSE:IVT) Receives Consensus Recommendation of "Moderate Buy" from Analysts - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMi9gFBVV95cUxNNWRsVGJsT2lWUldmRWg0QmNnejZzRDFGQUw4QnJkalcxYXpncHNMb1BraEpxSmVtMG50WUpNQ3paX2FXdDJyR21wMFNVVEhoUHp6Mm5rd1I0Y2xSck1XQXVtQjkxdVFGMWJGTkNQaXRjV3JJdGN5OHA2ckJuamlfQ2pkTnBxdlNqdUd6WG…
InvenTrust sets $0.25 per-share payout for March 31 holders - Stock Titan
<a href="https://news.google.com/rss/articles/CBMitAFBVV95cUxQbjFXbnI1Q2ZZV241eDRNdGJrdHVlSTBpLWd0NlV0UU1yc2NMMXBkYWlSZ3RTWWppbTZ4ZnhIZ3o5d1N5UGZQSDRuRUp3R1Q0NlpRdGtxRGp0X3c4a2d5MTRWenhFa3FlUkwxN201NXpfeXFmOERmQ2hYYzRSUWtGalFHaVJUOEI2Vko4Y2…
Raised 2026 Guidance Amid Profit Slide Could Be A Game Changer For InvenTrust Properties (IVT) - simplywall.st
<a href="https://news.google.com/rss/articles/CBMi1wFBVV95cUxNeVVXaWFFWlNIdGJKc1puTnlWSE83YUE3TjdfYTJaTHp3cXotYUU4N0xQVDZraXQ4RzlielVaTGlObGZscjQ1QV9oeFpwWlhXdkFuZHo4dGNkV294blFLcEpBY0JkbnNfNXRzS0JmclQzdFI3Q0xlNTNUSnZTQ1ljRktqdXVXTmIycmh3VD…
IVT — Frequently Asked Questions
What is the current share price of InvenTrust Properties Corp. (IVT)?
As of 2026-09-07 16:24 PDT, InvenTrust Properties Corp. (IVT) trades at $32.63 on NYSE. Its 52-week range is $26.61 to $36.73.
What is the market capitalisation of IVT?
InvenTrust Properties Corp. (IVT) has a market capitalisation of $2.54B on NYSE.
What is the P/E ratio of IVT?
IVT trades at a trailing price-to-earnings (P/E) ratio of 171.74. The industry average P/E is 24.38. Its price-to-book (P/B) ratio is 1.48.
Does IVT pay a dividend?
InvenTrust Properties Corp. (IVT) currently offers a dividend yield of 2.97%.
What is the return on equity (ROE) of IVT?
IVT has a return on equity (ROE) of 0.85%.
Is IVT a good stock to buy?
This page provides a data-driven analysis of InvenTrust Properties Corp. (IVT), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.