Two Harbors Investments Corp (NYSE:TWO) Receives $12.46 Consensus Target Price from Analysts

Posted by Don Miller on Feb 5th, 2026

Two Harbors Investments Corp (NYSE:TWO – Get Free Report) has received an average recommendation of “Reduce” from the nine ratings firms that are presently covering the stock, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell rating and seven have given a hold rating to the company. The average 1-year target price among brokers that have covered the stock in the last year is $12.8750.

Several research analysts recently commented on the company. Weiss Ratings reissued a “sell (d)” rating on shares of Two Harbors Investments in a research note on Monday, December 29th. JPMorgan Chase & Co. reduced their target price on shares of Two Harbors Investments from $13.50 to $12.50 and set a “neutral” rating for the company in a research report on Wednesday. Zacks Research lowered shares of Two Harbors Investments from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Maxim Group downgraded shares of Two Harbors Investments from a “buy” rating to a “hold” rating in a report on Thursday, December 18th. Finally, Wall Street Zen raised shares of Two Harbors Investments from a “sell” rating to a “hold” rating in a research note on Saturday, November 1st.

View Our Latest Research Report on TWO

Two Harbors Investments Trading Up 1.0%

Shares of Two Harbors Investments stock opened at $11.93 on Monday. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.09. Two Harbors Investments has a twelve month low of $9.30 and a twelve month high of $14.28. The firm has a market capitalization of $1.24 billion, a PE ratio of -2.44 and a beta of 1.19. The firm’s 50-day moving average price is $11.43 and its 200 day moving average price is $10.42.

Two Harbors Investments (NYSE:TWO – Get Free Report) last posted its quarterly earnings data on Monday, February 2nd. The real estate investment trust reported $0.26 EPS for the quarter, missing the consensus estimate of $0.30 by ($0.04). Two Harbors Investments had a positive return on equity of 12.00% and a negative net margin of 109.90%.The firm had revenue of $182.18 million for the quarter, compared to analysts’ expectations of ($15.44) million. On average, sell-side analysts predict that Two Harbors Investments will post 0.81 EPS for the current fiscal year.

Two Harbors Investments Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 29th. Shareholders of record on Monday, January 5th were paid a dividend of $0.34 per share. The ex-dividend date of this dividend was Monday, January 5th. This represents a $1.36 dividend on an annualized basis and a yield of 11.4%. Two Harbors Investments’s payout ratio is -27.81%.

Insider Buying and Selling

In other Two Harbors Investments news, insider Alecia Hanson sold 10,768 shares of the firm’s stock in a transaction 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 sale, the insider directly owned 45,288 shares of the company’s stock, valued at $516,736.08. This trade represents a 19.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Rebecca B. Sandberg sold 27,370 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $11.43, for a total transaction of $312,839.10. Following the transaction, the insider directly owned 156,718 shares in the company, valued at approximately $1,791,286.74. The trade was a 14.87% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 129,389 shares of company stock worth $1,483,046 over the last quarter. Corporate insiders own 0.70% of the company’s stock.

Institutional Trading of Two Harbors Investments

Several hedge funds have recently made changes to their positions in TWO. Amalgamated Bank raised its stake in Two Harbors Investments by 3.9% during the 3rd quarter. Amalgamated Bank now owns 30,604 shares of the real estate investment trust’s stock worth $302,000 after acquiring an additional 1,158 shares in the last quarter. Intech Investment Management LLC grew its holdings in shares of Two Harbors Investments by 1.4% during the third quarter. Intech Investment Management LLC now owns 85,985 shares of the real estate investment trust’s stock worth $849,000 after purchasing an additional 1,202 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its position in shares of Two Harbors Investments by 11.3% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 12,391 shares of the real estate investment trust’s stock worth $129,000 after purchasing an additional 1,261 shares in the last quarter. Osaic Holdings Inc. lifted its holdings in shares of Two Harbors Investments by 11.1% in the 2nd quarter. Osaic Holdings Inc. now owns 13,130 shares of the real estate investment trust’s stock valued at $142,000 after purchasing an additional 1,309 shares during the last quarter. Finally, Allworth Financial LP lifted its holdings in shares of Two Harbors Investments by 25.0% in the 2nd quarter. Allworth Financial LP now owns 8,250 shares of the real estate investment trust’s stock valued at $89,000 after purchasing an additional 1,651 shares during the last quarter. Hedge funds and other institutional investors own 64.19% of the company’s stock.

Trending Headlines about Two Harbors Investments

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

Positive Sentiment: Preferred-series news lifts sentiment for the capital structure — a price target for Two Harbors’ preferred (TWOD) was raised ~11.2% to $26.04, which can support investor demand for the company’s higher-yielding securities. Two Harbors Investment – Preferred stock (TWOD) price target increased
Positive Sentiment: Some outlets reported Q4 results that beat expectations on certain metrics, which supported an intraday lift in the common shares. That gave short‑term buying momentum despite mixed underlying details. Two Harbors Investment shares rise as Q4 earnings beat estimates
Neutral Sentiment: Market correlation: coverage noted TWO moving with the broader NYSE Composite, indicating some price action is tied to market/sector flows rather than company-specific catalysts. Two Harbors Investments (NYSE:TWO) Moves with NYSE Composite
Neutral Sentiment: Management discussed a strategic merger and related items on the Q4 earnings call — important context but outcomes depend on deal terms and approvals. Two Harbors Investment Corp (TWO) Q4 2025 Earnings Call Highlights
Negative Sentiment: Deal scrutiny and valuation gap risk: coverage highlights an approaching UWM transaction and a probe/valuation gap that increases execution and regulatory uncertainty — a clear near-term negative for sentiment. Two Harbors Faces UWM Deal Probe As Valuation Gap Draws Focus
Negative Sentiment: Analyst revisions and downgrades: JPMorgan trimmed its price target from $13.50 to $12.50 and keeps a “neutral” rating (reduces upside), and other analyst commentary includes downgrades tied to tepid book-value growth and underwhelming earnings. Benzinga Two Harbors: Tepid Book Value Growth, Underwhelming Earnings
Negative Sentiment: Operational/macro disappointment: several reports highlight that Q4 missed or was mixed on key metrics (EPS/book‑value dynamics), which tempers support from headline beats and raises near-term performance risk. Two Harbors misses estimates as UWM deal nears

About Two Harbors Investments

(Get Free Report)

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.