Rebecca Sandberg Sells 27,370 Shares of Two Harbors Investments (NYSE:TWO) Stock

Two Harbors Investments Corp (NYSE:TWO) insider Rebecca Sandberg sold 27,370 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $11.43, for a total transaction of $312,839.10. Following the completion of the sale, the insider owned 156,718 shares of the company’s stock, valued at approximately $1,791,286.74. This trade represents a 14.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

Two Harbors Investments Stock Up 0.7%

Shares of TWO stock traded up $0.08 during trading hours on Friday, reaching $11.40. 8,288,984 shares of the company’s stock were exchanged, compared to its average volume of 1,827,793. Two Harbors Investments Corp has a fifty-two week low of $9.30 and a fifty-two week high of $14.28. The stock’s 50 day moving average is $9.87 and its 200-day moving average is $10.08. The company has a current ratio of 1.09, a quick ratio of 1.09 and a debt-to-equity ratio of 1.13. The company has a market cap of $1.19 billion, a price-to-earnings ratio of -4.56 and a beta of 1.20.

Two Harbors Investments (NYSE:TWO) last announced its quarterly earnings data on Monday, March 7th. The real estate investment trust reported $0.24 EPS for the quarter. The firm 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%. Analysts predict that Two Harbors Investments Corp will post 0.81 earnings per share for the current fiscal year.

Two Harbors Investments Announces Dividend

The business also recently disclosed 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 annualized dividend and a dividend yield of 11.9%. The ex-dividend date is Monday, January 5th. Two Harbors Investments’s payout ratio is presently -54.40%.

Institutional Trading of Two Harbors Investments

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Mowery & Schoenfeld Wealth Management LLC purchased a new stake in Two Harbors Investments in the 3rd quarter worth approximately $25,000. Quarry LP increased its holdings in shares of Two Harbors Investments by 695.6% during the 3rd quarter. Quarry LP now owns 3,421 shares of the real estate investment trust’s stock valued at $34,000 after purchasing an additional 2,991 shares in the last quarter. AlphaQuest LLC lifted its stake in shares of Two Harbors Investments by 240.4% in the 2nd quarter. AlphaQuest LLC now owns 3,370 shares of the real estate investment trust’s stock valued at $36,000 after purchasing an additional 2,380 shares during the period. Advisory Services Network LLC purchased a new stake in Two Harbors Investments during the third quarter worth $42,000. Finally, CWM LLC grew its position in Two Harbors Investments by 456.0% during the third quarter. CWM LLC now owns 5,465 shares of the real estate investment trust’s stock valued at $54,000 after buying an additional 4,482 shares during the period. 64.19% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Two Harbors Investments

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

Analysts Set New Price Targets

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