Two Harbors Investment/$TWO

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About Two Harbors Investment

Two Harbors Investment Corp is a real estate investment trust focused on investing in, financing, and managing residential mortgage-backed securities, or RMBS; residential mortgage loans; mortgage servicing rights; and commercial real estate. The majority of the company's investment portfolio is split between agency RMBS purchased from government-sponsored enterprises and nonagency RMBS. Two Harbors derives nearly all of its revenue in the form of interest income collected from its investments. The majority of this income is generated by available-for-sale securities, while residential mortgage loans held for investment in securitization trusts also contribute a sizable amount.

Ticker

$TWO

Primary listing

NYSE

Employees

477

TWO Metrics

BasicAdvanced
$992M
-
-$3.41
1.29
$1.74
16.39%

What the Analysts think about TWO

Analyst ratings (Buy, Hold, Sell) for Two Harbors Investment stock.

Bulls say / Bears say

The company kept its regular quarterly dividend unchanged at $0.39 per share for Q2 2025, showing its commitment to shareholder returns even amid volatile markets (SEC)
Two Harbors issued $115 million aggregate principal value of 9.375% Senior Notes due 2030, raising $110.8 million in net proceeds to boost liquidity and support portfolio expansion (SEC)
The MSR portfolio posted solid credit performance in Q2 2025, with a weighted average gross coupon of 3.53% and a low 60+ day delinquency rate of 0.82%, supporting steady servicing income (MarketScreener)
Two Harbors recorded a $199.9 million litigation contingency accrual related to ongoing PRCM Advisers LLC litigation, resulting in a comprehensive loss of $221.8 million in Q2 2025 and substantially weakening its financials (SEC)
Book value per common share dropped significantly from $14.66 as of March 31, 2025, to $12.14 at June 30, 2025, marking a (14.5)% quarterly economic return and indicating considerable erosion of equity (SEC)
On May 23, 2025, a federal court denied Two Harbors’ motion for summary judgment and partially granted PRCM's motion, obligating the company to recognize a $198.9 million liability for an improper termination fee and accrued interest, highlighting persistent legal and financial risks (StreetInsider)
Data summarised monthly by Lightyear AI. Last updated on 5 Oct 2025.

TWO Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

TWO Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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