Two Harbors Investments (NYSE:TWO) Insider Alecia Hanson Sells 10,768 Shares

Two Harbors Investments Corp (NYSE:TWO) insider Alecia Hanson sold 10,768 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $11.41, for a total value of $122,862.88. Following the completion of the sale, the insider owned 45,288 shares of the company’s stock, valued at $516,736.08. The trade was a 19.21% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website.

Two Harbors Investments Price Performance

NYSE:TWO traded up $0.08 on Friday, reaching $11.40. 8,288,984 shares of the company’s stock traded hands, compared to its average volume of 1,827,793. The stock has a 50-day simple moving average of $9.87 and a 200-day simple moving average of $10.08. Two Harbors Investments Corp has a 12 month low of $9.30 and a 12 month high of $14.28. The firm has a market cap of $1.19 billion, a PE ratio of -4.56 and a beta of 1.20. The company has a quick ratio of 1.09, a current ratio of 1.09 and a debt-to-equity ratio of 1.13.

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

Two Harbors Investments Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Monday, January 5th will be given a dividend of $0.34 per share. The ex-dividend date is Monday, January 5th. This represents a $1.36 annualized dividend and a dividend yield of 11.9%. Two Harbors Investments’s dividend payout ratio (DPR) is presently -54.40%.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on TWO shares. Zacks Research upgraded shares of Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a report on Wednesday, November 5th. Maxim Group lowered Two Harbors Investments from a “buy” rating to a “hold” rating in a research report on Thursday. JPMorgan Chase & Co. boosted their target price on Two Harbors Investments from $9.50 to $10.00 and gave the stock a “neutral” rating in a research report on Monday, October 20th. Wall Street Zen raised Two Harbors Investments from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, UBS Group cut their price target on 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 given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $11.96.

Trending Headlines about Two Harbors Investments

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

Institutional Trading of Two Harbors Investments

Several hedge funds have recently made changes to their positions in the business. Amalgamated Bank lifted its holdings in shares of Two Harbors Investments by 3.9% in the 3rd quarter. Amalgamated Bank now owns 30,604 shares of the real estate investment trust’s stock valued at $302,000 after acquiring an additional 1,158 shares during the last quarter. Intech Investment Management LLC increased its stake in Two Harbors Investments by 1.4% during the third quarter. Intech Investment Management LLC now owns 85,985 shares of the real estate investment trust’s stock worth $849,000 after acquiring an additional 1,202 shares during the last quarter. Osaic Holdings Inc. lifted its stake in shares of 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 purchasing an additional 1,309 shares during the last quarter. Triumph Capital Management lifted its stake in shares of Two Harbors Investments by 6.0% in the 2nd quarter. Triumph Capital Management now owns 26,725 shares of the real estate investment trust’s stock valued at $288,000 after purchasing an additional 1,512 shares during the last quarter. Finally, Allworth Financial LP boosted its holdings in shares of Two Harbors Investments by 25.0% in the 2nd quarter. Allworth Financial LP now owns 8,250 shares of the real estate investment trust’s stock worth $89,000 after purchasing an additional 1,651 shares during the period. 64.19% of the stock is currently owned by hedge funds and other institutional investors.

Two Harbors Investments Company Profile

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.