Insider Selling: Two Harbors Investments (NYSE:TWO) Insider Sells 10,768 Shares of Stock

Two Harbors Investments Corp (NYSE:TWO) insider Alecia Hanson sold 10,768 shares of Two Harbors Investments stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $11.41, for a total transaction of $122,862.88. Following the completion of the transaction, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Two Harbors Investments Stock Up 0.7%

Shares of NYSE:TWO traded up $0.08 during trading on Friday, reaching $11.40. 8,288,984 shares of the stock traded hands, compared to its average volume of 1,827,793. The stock has a market cap of $1.19 billion, a P/E ratio of -4.56 and a beta of 1.20. 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 stock has a 50-day moving average of $9.87 and a two-hundred day moving average of $10.08. Two Harbors Investments Corp has a 52-week low of $9.30 and a 52-week high of $14.28.

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

Two Harbors Investments Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 29th. Investors of record on Monday, January 5th will be issued a $0.34 dividend. This represents a $1.36 annualized dividend and a yield of 11.9%. The ex-dividend date is Monday, January 5th. Two Harbors Investments’s dividend payout ratio (DPR) is presently -54.40%.

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

Institutional Trading of Two Harbors Investments

Several hedge funds have recently bought and sold shares of TWO. Balyasny Asset Management L.P. increased its position in Two Harbors Investments by 490.7% in 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. Algebris UK Ltd. bought a new position in shares of Two Harbors Investments during the 3rd quarter valued at approximately $17,558,000. Millennium Management LLC increased its holdings in Two Harbors Investments by 45.3% in 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 acquiring an additional 1,415,062 shares in the last quarter. Invesco Ltd. increased its holdings 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 worth $28,540,000 after acquiring an additional 815,931 shares in the last quarter. Finally, Pekin Hardy Strauss Inc. bought a new stake in Two Harbors Investments during the 3rd quarter worth approximately $5,325,000. Institutional investors own 64.19% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Wall Street Zen raised shares of Two Harbors Investments from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. UBS Group decreased their price objective on shares of Two Harbors Investments from $12.00 to $11.00 and set a “buy” rating for the company in a report on Wednesday, September 3rd. Weiss Ratings restated a “sell (d+)” rating on shares of Two Harbors Investments in a report on Monday. Maxim Group downgraded shares of Two Harbors Investments from a “buy” rating to a “hold” rating in a research report on Thursday. Finally, Zacks Research raised Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a report on Wednesday, November 5th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $11.96.

About Two Harbors Investments

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.