TWO

Two Harbors Investment

10.80 USD
-0.18
1.64%
At close Jun 13, 4:00 PM EDT
After hours
10.75
-0.05
0.46%
1 day
-1.64%
5 days
0.65%
1 month
-10.30%
3 months
-19.22%
6 months
-8.78%
Year to date
-9.92%
1 year
-16.99%
5 years
-47.98%
10 years
-86.94%
 

About: Two Harbors Investment Corp is a real estate investment trust focused on investing in, financing, and managing residential mortgage-backed securities, or RMBS; residential mortgage loans; mortgage servicing rights; and commercial real estate. The majority of the company's investment portfolio is split between agency RMBS purchased from government-sponsored enterprises and nonagency RMBS. Two Harbors derives nearly all of its revenue in the form of interest income collected from its investments. The majority of this income is generated by available-for-sale securities, while residential mortgage loans held for investment in securitization trusts also contribute a sizable amount.

Employees: 477

0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

408% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $2.51M

91% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $842M [Q4 2024] → $912M (+$69.5M) [Q1 2025]

8% more funds holding

Funds holding: 202 [Q4 2024] → 218 (+16) [Q1 2025]

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

2.97% less ownership

Funds ownership: 68.65% [Q4 2024] → 65.68% (-2.97%) [Q1 2025]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$10.50
3%
downside
Avg. target
$12.45
15%
upside
High target
$13.50
25%
upside

5 analyst ratings

positive
40%
neutral
60%
negative
0%
RBC Capital
Kenneth Lee
11%upside
$12
Sector Perform
Maintained
28 May 2025
UBS
Douglas Harter
20%upside
$13
Buy
Maintained
1 May 2025
Keefe, Bruyette & Woods
Bose George
23%upside
$13.25
Market Perform
Maintained
30 Apr 2025
JMP Securities
Trevor Cranston
25%upside
$13.50
Market Outperform
Maintained
17 Apr 2025
JP Morgan
Richard Shane
3%downside
$10.50
Neutral
Maintained
16 Apr 2025

Financial journalist opinion

Based on 8 articles about TWO published over the past 30 days

Neutral
Seeking Alpha
1 day ago
A Brief Lesson On Huge Yielders
Charts? Dog photos? Me? An Opportunity to learn? So many reasons to like this article. Beware of extremely high return on equity figures. It looks great today, but you need to evaluate the source of the income.
A Brief Lesson On Huge Yielders
Positive
24/7 Wall Street
3 days ago
If You Want $8,683.70 in Passive Income, Invest $25,000 in these High Yielders
So, if it's dependable income you're after, one of the best things you can do is invest in yielding stocks.
If You Want $8,683.70 in Passive Income, Invest $25,000 in these High Yielders
Neutral
Seeking Alpha
5 days ago
Big Dividend Yielders At A Glance
We all learn over time. Some of us more than others. The agency mortgage REIT price-to-book ratios are getting really high, except for the weaker ones. That doesn't make the weak ones a great bargain. Main Street Capital stands out among BDCs for superior management and NAV growth, but that valuation just refuses to come down.
Big Dividend Yielders At A Glance
Positive
Forbes
1 week ago
How To Lock In Yields Up To 17.1% In Historically Cheap Small Caps
Small-cap stocks haven't been this cheap in decades. This valuation advantage gets interesting when we add big fat dividends and today, we'll discuss five cheap small caps yielding between 8.3% and 17.1%.
How To Lock In Yields Up To 17.1% In Historically Cheap Small Caps
Positive
Benzinga
1 week ago
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks With Over 15% Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks With Over 15% Dividend Yields
Positive
Seeking Alpha
1 week ago
Two Harbors Investment: Ranking The A, B, And C Preferred Shares In Terms Of Attractiveness
Two Harbors Investment is a mREIT focused on agency mortgage-backed securities and mortgage servicing rights. The company's preferred dividends remain well-covered by both recurring income and common shareholders' equity. The Series A and B preferred shares are a Buy thanks to more attractive yields by July 2027 and a significant par value discount.
Two Harbors Investment: Ranking The A, B, And C Preferred Shares In Terms Of Attractiveness
Positive
Seeking Alpha
4 weeks ago
TWOD: A 9.375% Senior Note IPO From Two Harbors Investment
Two Harbors' new TWOD baby bond offers a 9.375% yield but carries below single-B credit risk. Two Harbors has underperformed both its sector and the S&P 500, raising concerns despite recent management changes and analysts' optimism. Interest coverage for TWOD is currently decent, but sector and fixed-income comparisons suggest better alternatives exist from healthier companies.
TWOD: A 9.375% Senior Note IPO From Two Harbors Investment
Positive
Seeking Alpha
4 weeks ago
Preferreds Weekly Review: Two Harbors Issues Its First Baby Bond
We take a look at the action in preferreds and baby bonds through the second week of May and highlight some of the key themes we are watching. Preferred stocks saw gains as sector spreads tightened, and Treasury yields stabilized, with average yields just below 7%. Two Harbors plans to list a 9.325% 2030 bond, offering an attractive yield relative to its preferreds.
Preferreds Weekly Review: Two Harbors Issues Its First Baby Bond
Neutral
Business Wire
1 month ago
TWO Announces Details Pertaining to the 2025 Annual Meeting of Stockholders
NEW YORK--(BUSINESS WIRE)---- $TWO #TWO--TWO Announces Details Pertaining to the 2025 Annual Meeting of Stockholders.
TWO Announces Details Pertaining to the 2025 Annual Meeting of Stockholders
Neutral
Business Wire
1 month ago
TWO Announces Pricing of Public Offering of Senior Notes
NEW YORK--(BUSINESS WIRE)---- $TWO #TWO--TWO Announces Pricing of Public Offering of Senior Notes.
TWO Announces Pricing of Public Offering of Senior Notes
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