TWO

Two Harbors Investment

11.34 USD
+0.25
2.25%
At close Jan 14, 4:00 PM EST
After hours
11.30
-0.04
0.35%
1 day
2.25%
5 days
-0.53%
1 month
-5.03%
3 months
-11.68%
6 months
-17.95%
Year to date
-5.42%
1 year
-15.06%
5 years
-81.07%
10 years
-85.97%
 

About: Two Harbors Investment Corp is a real estate investment trust primarily 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. Most 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.

Employees: 466

0
Funds holding %
of 6,815 funds
0
Analysts bullish %
of 4 analysts

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

44% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 25

3% more funds holding

Funds holding: 205 [Q2] → 212 (+7) [Q3]

3% more capital invested

Capital invested by funds: $899M [Q2] → $923M (+$24.2M) [Q3]

7% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 72

1.01% less ownership

Funds ownership: 65.76% [Q2] → 64.75% (-1.01%) [Q3]

35% less call options, than puts

Call options by funds: $3.33M | Put options by funds: $5.12M

Research analyst outlook

4 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$11.50
1%
upside
Avg. target
$13.19
16%
upside
High target
$14.75
30%
upside

4 analyst ratings

positive
50%
neutral
50%
negative
0%
Compass Point
Merrill Ross
36% 1-year accuracy
4 / 11 met price target
30%upside
$14.75
Buy
Maintained
25 Nov 2024
RBC Capital
Kenneth Lee
64% 1-year accuracy
38 / 59 met price target
6%upside
$12
Sector Perform
Maintained
1 Nov 2024
JP Morgan
Richard Shane
54% 1-year accuracy
33 / 61 met price target
1%upside
$11.50
Neutral
Maintained
30 Oct 2024
JMP Securities
Trevor Cranston
28% 1-year accuracy
7 / 25 met price target
28%upside
$14.50
Market Outperform
Maintained
17 Oct 2024

Financial journalist opinion

Based on 4 articles about TWO published over the past 30 days

Positive
Zacks Investment Research
1 day ago
Best Income Stocks to Buy for January 13th
TWO, NREF and RITM made it to the Zacks Rank #1 (Strong Buy) income stocks list on January 13, 2025.
Best Income Stocks to Buy for January 13th
Positive
Zacks Investment Research
6 days ago
3 mREIT Stocks Worth Investing Despite Rising Mortgage Rates
Investors can purchase stocks like NREF, TWO and MFA, which have high dividend yields and strong growth prospects despite rising mortgage rates.
3 mREIT Stocks Worth Investing Despite Rising Mortgage Rates
Positive
Benzinga
1 week ago
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks With Over 14% Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Wall Street's Most Accurate Analysts Give Their Take On 3 Financial Stocks With Over 14% Dividend Yields
Neutral
Business Wire
3 weeks ago
TWO Announces Fourth Quarter 2024 Common and Preferred Stock Dividends
NEW YORK--(BUSINESS WIRE)--TWO Announces Fourth Quarter 2024 Common and Preferred Stock Dividends.
TWO Announces Fourth Quarter 2024 Common and Preferred Stock Dividends
Neutral
Seeking Alpha
1 month ago
Huge Yields, Brief Notes
Preferred shares rallied, as predicted. Finding value is getting much harder. There are some common shares trading at discounts. Some big, some tiny. I would be interested in a few of the agency mortgage REITs, but the ones I would prefer remain unavailable. The valuation between those good ones and some of the weaker ones (as measured by things like destruction of shareholder wealth and me not liking them) is still small sometimes.
Huge Yields, Brief Notes
Neutral
Zacks Investment Research
1 month ago
Two Harbors Plunges 10.9% in a Month: Should You Buy the Dip?
TWO's lucrative dividend yield and favorable long-term prospects are encouraging. Read on to know whether to buy the stock now or wait for a better entry point.
Two Harbors Plunges 10.9% in a Month: Should You Buy the Dip?
Neutral
Business Wire
2 months ago
TWO Announces Appointment of Travis Swenson and Plan for Chief Financial Officer Transition
NEW YORK--(BUSINESS WIRE)--TWO Announces Appointment of Travis Swenson and Plan for Chief Financial Officer Transition.
TWO Announces Appointment of Travis Swenson and Plan for Chief Financial Officer Transition
Neutral
Seeking Alpha
2 months ago
Undercovered Dozen: Dassault Systemes, Intrum, Itochu, Two Harbors +
The Undercovered Dozen series on Seeking Alpha highlights 12 articles focusing on lesser-known stocks, encouraging community discussion and investment ideas. This week's articles examine various companies, including Horizon Technology Finance, which offers an 8.19% yield on its baby bonds, and 23andMe, facing liquidity pressures and operational instability. Other featured companies include Nano One, noted for its promising technology and strategic alliances, and Medpace, viewed as a strong long-term buy despite short-term growth concerns.
Undercovered Dozen: Dassault Systemes, Intrum, Itochu, Two Harbors +
Positive
Zacks Investment Research
2 months ago
Down -9.4% in 4 Weeks, Here's Why Two Harbors Investments (TWO) Looks Ripe for a Turnaround
Two Harbors Investments (TWO) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Down -9.4% in 4 Weeks, Here's Why Two Harbors Investments (TWO) Looks Ripe for a Turnaround
Positive
Zacks Investment Research
2 months ago
Is Two Harbors Investments Corp (TWO) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Is Two Harbors Investments Corp (TWO) Stock Undervalued Right Now?
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