Two Harbors Investments (TWO) to Release Earnings on Monday

Two Harbors Investments (NYSE:TWO) will likely be announcing its Q4 2025 results after the market closes on Monday, February 2nd. Analysts expect the company to announce earnings of $0.30 per share and revenue of ($15.4380) million for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 9:00 AM ET.

Two Harbors Investments Price Performance

Shares of TWO opened at $13.37 on Monday. The company has a 50 day moving average of $10.96 and a two-hundred day moving average of $10.28. 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 has a twelve month low of $9.30 and a twelve month high of $14.28. The company has a market cap of $1.39 billion, a price-to-earnings ratio of -5.35 and a beta of 1.19.

Two Harbors Investments Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Monday, January 5th will be issued a dividend of $0.34 per share. This represents a $1.36 annualized dividend and a dividend yield of 10.2%. The ex-dividend date is Monday, January 5th. Two Harbors Investments’s dividend payout ratio is currently -54.40%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Maxim Group downgraded Two Harbors Investments from a “buy” rating to a “hold” rating in a research note on Thursday, December 18th. JPMorgan Chase & Co. boosted their price target on Two Harbors Investments from $9.50 to $10.00 and gave the stock a “neutral” rating in a research note on Monday, October 20th. UBS Group downgraded shares of Two Harbors Investments from a “buy” rating to a “neutral” rating and upped their price objective for the company from $11.00 to $14.00 in a report on Friday. Weiss Ratings reiterated a “sell (d)” rating on shares of Two Harbors Investments in a research note on Monday, December 29th. Finally, 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. Eight equities research analysts have rated the stock with a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and an average target price of $12.46.

Insider Activity at Two Harbors Investments

In other news, insider Rebecca B. Sandberg sold 27,370 shares of the stock in a transaction on Friday, December 19th. The shares were sold at an average price of $11.43, for a total value of $312,839.10. Following the sale, the insider owned 156,718 shares in the company, valued at $1,791,286.74. This represents a 14.87% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CIO Nicholas Letica sold 55,488 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $11.42, for a total transaction of $633,672.96. Following the transaction, the executive directly owned 166,507 shares of the company’s stock, valued at approximately $1,901,509.94. This trade represents a 25.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 129,389 shares of company stock worth $1,483,046 in the last ninety days. 0.61% of the stock is owned by company insiders.

Institutional Investors Weigh In On Two Harbors Investments

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. CIBC Bancorp USA Inc. acquired a new position in shares of Two Harbors Investments in the 3rd quarter valued at about $110,000. Advisory Services Network LLC acquired a new stake in Two Harbors Investments during the third quarter worth about $42,000. PharVision Advisers LLC purchased a new position in Two Harbors Investments during the third quarter valued at approximately $203,000. Quarry LP lifted its holdings in Two Harbors Investments by 695.6% in the third quarter. Quarry LP now owns 3,421 shares of the real estate investment trust’s stock valued at $34,000 after acquiring an additional 2,991 shares during the period. Finally, Millennium Management LLC boosted its position in Two Harbors Investments by 45.3% in the 3rd 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 in the last quarter. 64.19% of the stock is owned by institutional investors and hedge funds.

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.