Two Harbors Investments (NYSE:TWO) Insider Sells $269,679.42 in Stock

Two Harbors Investments Corp (NYSE:TWO) insider Robert Rush sold 23,594 shares of Two Harbors Investments stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $11.43, for a total transaction of $269,679.42. Following the sale, the insider owned 98,207 shares in the company, valued at approximately $1,122,506.01. This trade represents a 19.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

Two Harbors Investments Stock Performance

NYSE:TWO opened at $11.40 on Monday. The firm has a market capitalization 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 Corp has a 12-month low of $9.30 and a 12-month high of $14.28. The firm has a 50-day moving average price of $9.91 and a 200 day moving average price of $10.08.

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

Two Harbors Investments Announces Dividend

The business 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 $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a yield of 11.9%. The ex-dividend date is Monday, January 5th. Two Harbors Investments’s dividend payout ratio is -54.40%.

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

Hedge Funds Weigh In On Two Harbors Investments

A number of large investors have recently modified their holdings of TWO. Mowery & Schoenfeld Wealth Management LLC acquired a new stake in shares of Two Harbors Investments in the third quarter valued at approximately $25,000. AlphaQuest LLC boosted its position in Two Harbors Investments by 240.4% in the 2nd quarter. AlphaQuest LLC now owns 3,370 shares of the real estate investment trust’s stock valued at $36,000 after buying an additional 2,380 shares during the last quarter. Quarry LP boosted its position in Two Harbors Investments by 695.6% in the 3rd quarter. Quarry LP now owns 3,421 shares of the real estate investment trust’s stock valued at $34,000 after buying an additional 2,991 shares during the last quarter. Advisory Services Network LLC acquired a new stake in shares of Two Harbors Investments in the 3rd quarter valued at $42,000. Finally, CWM LLC raised its position in shares of Two Harbors Investments by 456.0% during the third quarter. CWM LLC now owns 5,465 shares of the real estate investment trust’s stock worth $54,000 after acquiring an additional 4,482 shares during the last quarter. 64.19% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

TWO has been the topic of several analyst reports. 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. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Two Harbors Investments in a research note on Monday, December 15th. Zacks Research raised shares of Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a report on Wednesday, November 5th. Wall Street Zen upgraded shares of Two Harbors Investments from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, UBS Group decreased their price target on Two Harbors Investments from $12.00 to $11.00 and set a “buy” rating on the stock in a research 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 issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Two Harbors Investments presently has a consensus rating of “Hold” and a consensus target price of $11.96.

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.