Two Harbors Investments (TWO) to Release Quarterly Earnings on Monday

Two Harbors Investments (NYSE:TWO) is anticipated to issue 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. Parties may visit the the company’s upcoming Q4 2025 earning results page for the latest details on the call scheduled for Tuesday, February 3, 2026 at 9:00 AM ET.

Two Harbors Investments Trading Down 14.1%

NYSE TWO opened at $11.42 on Friday. The firm has a market capitalization of $1.19 billion, a PE ratio of -4.57 and a beta of 1.19. The business’s 50-day moving average price is $11.31 and its two-hundred day moving average price is $10.38. 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 has a 12 month low of $9.30 and a 12 month high of $14.28.

Two Harbors Investments Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 29th. Investors of record on Monday, January 5th were issued a $0.34 dividend. The ex-dividend date was Monday, January 5th. This represents a $1.36 annualized dividend and a yield of 11.9%. Two Harbors Investments’s dividend payout ratio is presently -54.40%.

Analysts Set New Price Targets

Several research analysts have issued reports on TWO shares. Weiss Ratings restated a “sell (d)” rating on shares of Two Harbors Investments in a report on Monday, December 29th. Zacks Research cut shares of Two Harbors Investments from a “hold” rating to a “strong sell” rating in a research report on Tuesday. JPMorgan Chase & Co. boosted their target price on shares of Two Harbors Investments from $9.50 to $10.00 and gave the company a “neutral” rating in a report on Monday, October 20th. UBS Group cut shares of Two Harbors Investments from a “buy” rating to a “neutral” rating and upped their price target for the company from $11.00 to $14.00 in a research report on Friday, January 23rd. Finally, Maxim Group lowered Two Harbors Investments from a “buy” rating to a “hold” rating in a research report on Thursday, December 18th. Seven equities research analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Reduce” and an average target price of $12.46.

Insider Activity

In related news, insider Robert Rush sold 23,594 shares of the company’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $11.43, for a total transaction of $269,679.42. Following the transaction, the insider directly owned 98,207 shares of the company’s stock, valued at approximately $1,122,506.01. This represents a 19.37% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Alecia Hanson sold 10,768 shares of the stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $11.41, for a total value of $122,862.88. Following the completion of the transaction, the insider owned 45,288 shares in the company, valued at approximately $516,736.08. The trade was a 19.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 129,389 shares of company stock valued at $1,483,046. Corporate insiders own 0.70% of the company’s stock.

Hedge Funds Weigh In On Two Harbors Investments

A number of institutional investors have recently modified their holdings of the company. CIBC Bancorp USA Inc. acquired a new stake in Two Harbors Investments in the 3rd quarter valued at $110,000. Advisory Services Network LLC bought a new position in shares of Two Harbors Investments in the third quarter valued at $42,000. PharVision Advisers LLC acquired a new position in shares of Two Harbors Investments during the third quarter valued at about $203,000. Quarry LP increased its position in shares of 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 worth $34,000 after acquiring an additional 2,991 shares in the last quarter. Finally, Millennium Management LLC raised its holdings in shares of 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 acquiring an additional 1,415,062 shares during the last quarter. 64.19% of the stock is owned by institutional investors and hedge funds.

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.