Robert Rush Sells 23,594 Shares of Two Harbors Investments (NYSE:TWO) Stock

Two Harbors Investments Corp (NYSE:TWO) insider Robert Rush sold 23,594 shares of the stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $11.43, for a total transaction of $269,679.42. Following the sale, the insider directly owned 98,207 shares in the company, valued at approximately $1,122,506.01. This represents a 19.37% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Two Harbors Investments Price Performance

Shares of NYSE TWO traded up $0.08 during trading on Friday, reaching $11.40. The company had a trading volume of 8,288,984 shares, compared to its average volume of 1,827,793. Two Harbors Investments Corp has a 52 week low of $9.30 and a 52 week high of $14.28. The company has a debt-to-equity ratio of 1.13, a quick ratio of 1.09 and a current ratio of 1.09. The business’s 50 day moving average price is $9.87 and its 200-day moving average price is $10.08. The stock has a market cap of $1.19 billion, a PE 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 for the quarter. Two Harbors Investments had a negative net margin of 44.10% and a positive return on equity of 11.92%. The business had revenue of ($18.67) million during the quarter. Analysts expect that Two Harbors Investments Corp will post 0.81 earnings per share for the current year.

Two Harbors Investments Announces Dividend

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

Analyst Upgrades and Downgrades

TWO has been the topic of a number of analyst reports. UBS Group cut their price target 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. Weiss Ratings restated a “sell (d+)” rating on shares of Two Harbors Investments in a research report on Monday. JPMorgan Chase & Co. upped their price target on Two Harbors Investments from $9.50 to $10.00 and gave the company a “neutral” rating in a research note on Monday, October 20th. Maxim Group lowered shares of Two Harbors Investments from a “buy” rating to a “hold” rating in a research note on Thursday. Finally, 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. One equities 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $11.96.

Hedge Funds Weigh In On Two Harbors Investments

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TWO. Allspring Global Investments Holdings LLC increased its holdings 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 worth $57,074,000 after purchasing an additional 88,518 shares in the last quarter. Millennium Management LLC boosted its position in shares of 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 period. Balyasny Asset Management L.P. grew its holdings in shares of 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 worth $38,599,000 after buying an additional 2,977,196 shares in the last quarter. Invesco Ltd. raised its position in Two Harbors Investments by 44.5% in the 2nd 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 during the last quarter. Finally, Algebris UK Ltd. acquired a new position in Two Harbors Investments during the 3rd quarter worth approximately $17,558,000. 64.19% of the stock is owned by institutional investors and hedge funds.

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

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.