Two Harbors Investments (NYSE:TWO) Insider Sells $312,839.10 in Stock

Two Harbors Investments Corp (NYSE:TWO) insider Rebecca Sandberg sold 27,370 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $11.43, for a total transaction of $312,839.10. Following the completion of the transaction, the insider directly owned 156,718 shares of the company’s stock, valued at $1,791,286.74. The trade was a 14.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.

Two Harbors Investments Stock Up 0.7%

NYSE:TWO opened at $11.40 on Monday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.13. Two Harbors Investments Corp has a twelve month low of $9.30 and a twelve month high of $14.28. The company has a market cap of $1.19 billion, a PE ratio of -4.56 and a beta of 1.20. The company’s 50 day moving average is $9.91 and its two-hundred day moving average is $10.08.

Two Harbors Investments (NYSE:TWO) last posted its quarterly earnings results on Monday, March 7th. The real estate investment trust reported $0.24 earnings per share (EPS) for the quarter. Two Harbors Investments had a negative net margin of 44.10% and a positive return on equity of 11.92%. The business had revenue of ($18.67) million during the quarter. Analysts anticipate that Two Harbors Investments Corp will post 0.81 EPS for the current year.

Two Harbors Investments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 29th. Shareholders of record on Monday, January 5th will be given a dividend of $0.34 per share. The ex-dividend date of this dividend is Monday, January 5th. This represents a $1.36 dividend on an annualized basis and a yield of 11.9%. Two Harbors Investments’s payout ratio is currently -54.40%.

Two Harbors Investments News Summary

Here are the key news stories impacting Two Harbors Investments this week:

• Positive Sentiment: Acquisition by UWM provides an exit and liquidity event; the deal terms call for TWO shareholders to receive 2.3328 shares of UWM Class A for each TWO share, which sparked the initial sharp price rise as investors priced the takeover. Mortgage lender UWM Holdings to buy Two Harbors Investment in $1.3 billion deal
• Positive Sentiment: TWO announced a quarterly common dividend of $0.34 (annualized yield ~12%), which supports income investors and likely underpins buy interest ahead of the Jan. 5 record/ex‑dividend timing. TWO Announces Fourth Quarter 2025 Common and Preferred Stock Dividends
• Positive Sentiment: Macro tailwinds for mREITs — easing mortgage rates and potential Fed cuts — improve the sector outlook and provide a constructive backdrop for TWO post‑deal. Mortgage Rates Continue to Ease: 3 mREIT Stocks to Bet on for 2026
• Neutral Sentiment: Analyses of TWO’s convertible/debenture securities (TWOD) and whether they can be called post‑transaction are complex; bondholder outcomes may affect capital structure but aren’t an immediate stock catalyst. TWOD: Exploring If The Bonds Can Be Called After The Two Harbors Acquisition
• Neutral Sentiment: Unusually large options activity and high volume indicate traders are positioning for continued volatility around the deal and dividend dates; this can amplify moves but is not a directional fundamental change. Two Harbors Investments Target of Unusually Large Options Trading (NYSE:TWO)
• Neutral Sentiment: Several market writeups and explainer pieces have tried to reconcile the recent 12–16% intraday moves, useful for context but secondary to the deal and legal risks. Why Two Harbors Investment Corp.’s (TWO) Stock Is Up 12.36%
• Negative Sentiment: Multiple shareholder investigations and class‑action alerts (Kahn Swick & Foti, The M&A Class Action Firm, The Ademi Firm) allege the sale price/process may be inadequate — this increases legal/approval risk and can pressure the stock until resolved. Two Harbors Investment Investor Alert — KSF M&A Class Action Firm investigation Ademi Firm investigation
• Negative Sentiment: Maxim Group downgraded TWO from Buy to Hold, citing deal/valuation or risk concerns — a visible sell‑side change that can weigh on investor sentiment. Maxim Group downgrades Two Harbors Investment (TWO)
• Negative Sentiment: Commentary highlighting merger‑related uncertainty and share price volatility underscores execution and regulatory/approval risks that could keep TWO’s trading range choppy. Two Harbors: UWMC Merger Brings Uncertainty Amid Share Price Volatility

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the company. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Two Harbors Investments in a report on Monday, December 15th. Maxim Group lowered shares of Two Harbors Investments from a “buy” rating to a “hold” rating in a research report on Thursday. JPMorgan Chase & Co. lifted their price objective on shares of Two Harbors Investments from $9.50 to $10.00 and gave the company a “neutral” rating in a research note on Monday, October 20th. Zacks Research upgraded shares of Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, November 5th. Finally, UBS Group reduced their target price on shares of Two Harbors Investments from $12.00 to $11.00 and set a “buy” rating for the company in a report on Wednesday, September 3rd. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $11.96.

Institutional Investors Weigh In On Two Harbors Investments

Hedge funds have recently bought and sold shares of the stock. Amalgamated Bank raised its position in Two Harbors Investments by 3.9% in the third quarter. Amalgamated Bank now owns 30,604 shares of the real estate investment trust’s stock valued at $302,000 after purchasing an additional 1,158 shares during the period. Intech Investment Management LLC increased its position in shares of Two Harbors Investments by 1.4% during the 3rd quarter. Intech Investment Management LLC now owns 85,985 shares of the real estate investment trust’s stock worth $849,000 after purchasing an additional 1,202 shares during the last quarter. Osaic Holdings Inc. raised its holdings in Two Harbors Investments by 11.1% in the 2nd quarter. Osaic Holdings Inc. now owns 13,130 shares of the real estate investment trust’s stock valued at $142,000 after buying an additional 1,309 shares during the period. Triumph Capital Management lifted its position in Two Harbors Investments by 6.0% in the second quarter. Triumph Capital Management now owns 26,725 shares of the real estate investment trust’s stock valued at $288,000 after buying an additional 1,512 shares during the last quarter. Finally, Allworth Financial LP lifted its position in Two Harbors Investments by 25.0% in the second quarter. Allworth Financial LP now owns 8,250 shares of the real estate investment trust’s stock valued at $89,000 after buying an additional 1,651 shares during the last quarter. Hedge funds and other institutional investors own 64.19% of the company’s stock.

About Two Harbors Investments

Two Harbors Investments Corp. is a mortgage real estate investment trust (mREIT) that primarily invests in residential mortgage-backed securities (RMBS) issued or guaranteed by government-sponsored enterprises, as well as non-agency residential mortgage loans, mortgage servicing rights and credit risk transfer securities. The company seeks to generate attractive risk-adjusted returns for its shareholders by employing leverage to enhance net interest income derived from its portfolio of high-quality fixed-income assets.

Headquartered in Minneapolis, Minnesota, Two Harbors operates through a self-managed platform that combines portfolio management, risk-management and securitization expertise.