Jillian Halm Sells 1,744 Shares of Two Harbors Investments (NYSE:TWO) Stock

Two Harbors Investments Corp (NYSE:TWO) CAO Jillian Halm sold 1,744 shares of the business’s stock in a transaction on Monday, January 12th. The stock was sold at an average price of $12.25, for a total value of $21,364.00. Following the sale, the chief accounting officer directly owned 19,212 shares in the company, valued at $235,347. This trade represents a 8.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Two Harbors Investments Price Performance

NYSE TWO opened at $12.37 on Wednesday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.13. Two Harbors Investments Corp has a 1 year low of $9.30 and a 1 year high of $14.28. The company has a market cap of $1.29 billion, a PE ratio of -4.95 and a beta of 1.19. The stock’s 50-day moving average price is $10.35 and its two-hundred day moving average price is $10.12.

Two Harbors Investments Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, January 29th. Investors of record on Monday, January 5th will be given a $0.34 dividend. This represents a $1.36 annualized dividend and a dividend yield of 11.0%. The ex-dividend date is Monday, January 5th. Two Harbors Investments’s dividend payout ratio is -54.40%.

Analyst Ratings Changes

A number of analysts have recently issued reports on TWO shares. Zacks Research lowered Two Harbors Investments from a “strong-buy” rating to a “hold” rating in a report on Monday, December 29th. Maxim Group lowered Two Harbors Investments from a “buy” rating to a “hold” rating in a research report on Thursday, December 18th. Weiss Ratings restated a “sell (d)” rating on shares of Two Harbors Investments in a research report on Monday, December 29th. Wall Street Zen raised Two Harbors Investments from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st. Finally, JPMorgan Chase & Co. increased their price target on shares of Two Harbors Investments from $9.50 to $10.00 and gave the stock a “neutral” rating in a research report on Monday, October 20th. One investment analyst has rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $11.96.

Institutional Trading of Two Harbors Investments

Institutional investors have recently added to or reduced their stakes in the business. Allspring Global Investments Holdings LLC increased its stake in shares of Two Harbors Investments by 1.7% during the 2nd quarter. Allspring Global Investments Holdings LLC now owns 5,240,983 shares of the real estate investment trust’s stock worth $57,074,000 after purchasing an additional 88,518 shares during the last quarter. Millennium Management LLC increased its position 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 buying an additional 1,415,062 shares during the last quarter. Balyasny Asset Management L.P. raised its holdings in Two Harbors Investments by 490.7% during the second quarter. Balyasny Asset Management L.P. now owns 3,583,939 shares of the real estate investment trust’s stock valued at $38,599,000 after buying an additional 2,977,196 shares in the last quarter. Invesco Ltd. raised its holdings in Two Harbors Investments by 44.5% during the second quarter. Invesco Ltd. now owns 2,649,977 shares of the real estate investment trust’s stock valued at $28,540,000 after buying an additional 815,931 shares in the last quarter. Finally, Algebris UK Ltd. acquired a new stake in shares of Two Harbors Investments in the third quarter worth about $17,558,000. 64.19% of the stock is currently owned by institutional investors and hedge funds.

Two Harbors Investments News Summary

Here are the key news stories impacting Two Harbors Investments this week:

• Positive Sentiment: Two Harbors confirmed a quarterly dividend of $0.34 (annualized $1.36), implying a ~11% yield — an attractive income signal for yield-focused investors and a likely support for the stock. Two Harbors Investments Stock Page
• Positive Sentiment: Several institutional investors have recently increased positions (Amalgamated Bank, Intech, Wealth Enhancement, Osaic, Triumph Capital), and about 64% of the float is institutionally owned — higher institutional ownership can add stability and buying interest. Institutional Holdings Detail
• Neutral Sentiment: Company fundamentals and trading metrics: market cap ~ $1.3B, 50/200-day averages near $10.3/$10.1, 52-week range $9.30–$14.28. These frame valuation but do not by themselves move the stock dramatically. Price & Fundamentals
• Negative Sentiment: EVP James D. Campbell sold 1,692 shares at ~$12.39 (reported Jan. 12), reducing his stake by ~4.4% — an insider sale that could signal profit-taking and adds selling pressure. Campbell Insider Sale
• Negative Sentiment: CAO Jillian Halm sold 1,744 shares at about $12.25 (reported Jan. 12), an ~8.3% reduction in her holdings — another insider sale that could be read negatively by the market. Halm Insider Sale
• Negative Sentiment: EVP Nathan Boucher sold multiple small blocks (601 and 666 shares on Jan. 9 and Jan. 12 at ~ $12.25–$12.37), trimming his position by ~2–2.4% per trade — more insider selling, though sizes are modest. Boucher SEC Filing
• Negative Sentiment: Analyst moves have been mixed-to-negative: a number of downgrades and holds (Maxim cut buy→hold; Weiss reaffirmed sell; Zacks trimmed strong-buy→hold). Consensus remains a “Hold” with a target ~ $11.96, below recent highs — this caps upside from research coverage. Analyst Coverage Summary

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.