Rebecca Sandberg Sells 27,370 Shares of Two Harbors Investments (NYSE:TWO) Stock

Two Harbors Investments Corp (NYSE:TWO) insider Rebecca Sandberg sold 27,370 shares of the business’s 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 sale, the insider directly owned 156,718 shares in the company, valued at approximately $1,791,286.74. This trade represents a 14.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

Two Harbors Investments Stock Up 0.7%

TWO opened at $11.40 on Friday. Two Harbors Investments Corp has a 12 month low of $9.30 and a 12 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 has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.13. The company has a 50 day moving average of $9.91 and a 200 day moving average of $10.09.

Two Harbors Investments (NYSE:TWO) last posted its 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 positive return on equity of 11.92% and a negative net margin of 44.10%.The firm had revenue of ($18.67) million for the quarter. On average, sell-side analysts expect that Two Harbors Investments Corp will post 0.81 EPS for the current year.

Two Harbors Investments Dividend Announcement

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

Key Two Harbors Investments News

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

Hedge Funds Weigh In On Two Harbors Investments

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. CIBC Bancorp USA Inc. bought a new position in shares of Two Harbors Investments in the 3rd quarter worth $110,000. Advisory Services Network LLC bought a new position in Two Harbors Investments in the third quarter valued at $42,000. PharVision Advisers LLC bought a new position in Two Harbors Investments in the third quarter valued at $203,000. Quarry LP raised its position in Two Harbors Investments by 695.6% during the third quarter. Quarry LP now owns 3,421 shares of the real estate investment trust’s stock valued at $34,000 after purchasing an additional 2,991 shares in the last quarter. Finally, Millennium Management LLC lifted its stake in Two Harbors Investments by 45.3% during the third quarter. Millennium Management LLC now owns 4,535,534 shares of the real estate investment trust’s stock worth $44,766,000 after purchasing an additional 1,415,062 shares during the last quarter. Hedge funds and other institutional investors own 64.19% of the company’s stock.

Analyst Upgrades and Downgrades

TWO has been the subject of a number of analyst reports. Wall Street Zen upgraded shares of Two Harbors Investments from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. JPMorgan Chase & Co. upped their target price on shares of Two Harbors Investments from $9.50 to $10.00 and gave the stock a “neutral” rating in a report on Monday, October 20th. Maxim Group downgraded shares of Two Harbors Investments from a “buy” rating to a “hold” rating in a report on Thursday. Zacks Research upgraded shares of Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, November 5th. Finally, UBS Group decreased their price target on shares of Two Harbors Investments from $12.00 to $11.00 and set a “buy” rating on the stock in a report on Wednesday, September 3rd. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $11.96.

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.