Two Harbors Investments (NYSE:TWO) Insider Sells $122,862.88 in Stock

Two Harbors Investments Corp (NYSE:TWO) insider Alecia Hanson sold 10,768 shares of the company’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $11.41, for a total transaction of $122,862.88. Following the completion of the sale, the insider directly owned 45,288 shares of the company’s stock, valued at approximately $516,736.08. This trade represents a 19.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.

Two Harbors Investments Trading Up 0.7%

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

Two Harbors Investments (NYSE:TWO) last announced its quarterly earnings results on Monday, March 7th. The real estate investment trust reported $0.24 earnings per share for the quarter. The firm had revenue of ($18.67) million during the quarter. Two Harbors Investments had a negative net margin of 44.10% and a positive return on equity of 11.92%. Equities analysts forecast that Two Harbors Investments Corp will post 0.81 EPS for the current fiscal 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 given a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a yield of 11.9%. The ex-dividend date of this dividend is Monday, January 5th. Two Harbors Investments’s dividend payout ratio (DPR) is -54.40%.

Institutional Investors Weigh In On Two Harbors Investments

Several institutional investors have recently added to or reduced their stakes in TWO. Nuveen LLC acquired a new position in shares of Two Harbors Investments during the first quarter valued at about $3,344,000. HighTower Advisors LLC purchased a new stake in Two Harbors Investments during the 1st quarter worth approximately $184,000. Smartleaf Asset Management LLC increased its stake in Two Harbors Investments by 233.0% during the 1st quarter. Smartleaf Asset Management LLC now owns 6,506 shares of the real estate investment trust’s stock valued at $86,000 after purchasing an additional 4,552 shares in the last quarter. Ieq Capital LLC acquired a new position in Two Harbors Investments during the 1st quarter valued at approximately $403,000. Finally, Amundi raised its holdings in shares of Two Harbors Investments by 2.9% in the first quarter. Amundi now owns 766,733 shares of the real estate investment trust’s stock worth $9,868,000 after buying an additional 21,531 shares during the last quarter. Institutional investors and hedge funds own 64.19% of the company’s stock.

More 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

Analyst Ratings Changes

A number of equities research analysts recently weighed in on TWO shares. Weiss Ratings restated a “sell (d+)” rating on shares of Two Harbors Investments in a research note on Monday, December 15th. JPMorgan Chase & Co. boosted 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. Zacks Research upgraded shares of Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a report on Wednesday, November 5th. Wall Street Zen raised shares of Two Harbors Investments from a “sell” rating to a “hold” rating in a research report on Saturday, November 1st. Finally, Maxim Group cut shares of Two Harbors Investments from a “buy” rating to a “hold” rating in a research report on Thursday. One investment 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 MarketBeat, the company presently has an average rating of “Hold” and an average price target 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.