Insider Selling: Two Harbors Investments (NYSE:TWO) Insider Sells 27,370 Shares of Stock

Two Harbors Investments Corp (NYSE:TWO) insider Rebecca Sandberg sold 27,370 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $11.43, for a total transaction of $312,839.10. Following the completion of the sale, the insider directly owned 156,718 shares of the company’s stock, valued at approximately $1,791,286.74. The trade was a 14.87% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

Two Harbors Investments Trading Up 0.7%

Shares of NYSE:TWO traded up $0.08 during trading hours on Friday, hitting $11.40. 8,288,984 shares of the company’s stock traded hands, compared to its average volume of 1,827,793. The company has a debt-to-equity ratio of 1.13, a current ratio of 1.09 and a quick ratio of 1.09. The business has a fifty day moving average price of $9.87 and a 200-day moving average price of $10.08. Two Harbors Investments Corp has a 1 year low of $9.30 and a 1 year high of $14.28. The firm has a market capitalization of $1.19 billion, a P/E ratio of -4.56 and a beta of 1.20.

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

Two Harbors Investments Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, January 29th. Stockholders of record on Monday, January 5th will be paid a dividend of $0.34 per share. This represents a $1.36 dividend on an annualized basis and a dividend yield of 11.9%. The ex-dividend date of this dividend is Monday, January 5th. Two Harbors Investments’s payout ratio is currently -54.40%.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on TWO. Zacks Research raised shares of Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, November 5th. JPMorgan Chase & Co. lifted their price target on shares of Two Harbors Investments from $9.50 to $10.00 and gave the company a “neutral” rating in a research note on Monday, October 20th. UBS Group dropped their price objective on Two Harbors Investments from $12.00 to $11.00 and set a “buy” rating on the stock in a research note on Wednesday, September 3rd. Wall Street Zen upgraded Two Harbors Investments from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Two Harbors Investments in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, six have given 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 an average price target of $11.96.

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 bought and sold shares of the business. Allspring Global Investments Holdings LLC boosted its position in 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 valued at $57,074,000 after acquiring an additional 88,518 shares in the last quarter. Millennium Management LLC lifted its stake in shares of Two Harbors Investments by 45.3% during 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 during the last quarter. Balyasny Asset Management L.P. lifted its stake in shares of Two Harbors Investments by 490.7% during the 2nd quarter. Balyasny Asset Management L.P. now owns 3,583,939 shares of the real estate investment trust’s stock worth $38,599,000 after purchasing an additional 2,977,196 shares during the last quarter. Invesco Ltd. boosted its position 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 purchasing an additional 815,931 shares in the last quarter. Finally, Algebris UK Ltd. purchased a new position in Two Harbors Investments in the third quarter valued at about $17,558,000. Institutional investors own 64.19% of the company’s stock.

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.