Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
52-week range
$8.78 – $14.17
63% from low
Sector
REIT - Mortgage
P/S (TTM)
1.5
EV / FCF (TTM)
64.2
Two Harbors Investment Corp. (TWO) operates as a Real Estate Investment Trust (REIT) with a strategic focus on the U.S. mortgage market. The firm is actively involved in acquiring, funding, and overseeing a diverse portfolio of financial instruments, primarily residential mortgage-backed securities (RMBS). This portfolio encompasses both agency RMBS – which are often backed by fixed-rate, adjustable-rate, and hybrid adjustable-rate mortgage loans – as well as non-agency securities, mortgage servicing rights (MSRs), and other related financial assets. Being structured as a REIT grants the company specific federal income tax advantages, contingent on distributing a minimum of 90% of its annual taxable earnings to its shareholders. Established in 2009, Two Harbors Investment Corp. maintains its corporate headquarters in Minnetonka, Minnesota.
www.twoinv.comNo one on the platform currently holds TWO.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 263,265 | $3.5M |
| Bridgewater Associatesas of 2025-09-30 | 36,436 | $359.6K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-02 | $0.3400 | 2026-07-15 |
| 2026-04-02 | $0.3400 | 2026-04-15 |
| 2026-01-05 | $0.3400 | 2026-01-29 |
| 2025-10-03 | $0.3400 | 2025-10-29 |
| 2025-07-03 | $0.3900 | 2025-07-29 |
| 2025-04-04 | $0.4500 | 2025-04-29 |
| 2025-01-03 | $0.4500 | 2025-01-29 |
| 2024-10-01 | $0.4500 | 2024-10-29 |
| 2024-07-05 | $0.4500 | 2024-07-29 |
| 2024-04-03 | $0.4500 | 2024-04-29 |
No one on the platform has traded TWO yet.
| 2024-01-11 | $0.4500 | 2024-01-29 |
| 2023-10-02 | $0.4500 | 2023-10-27 |
| Execution date | Ratio |
|---|---|
| 2022-11-02 | 1-for-4reverse |
| 2017-11-02 | 1-for-2reverse |
No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | -28.4% | |||||
| Profit Margin % | -75.0% | 311.9% | 187.2% | |||
| Free Cash Flow Margin % | -2.5% | |||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -2.6% on the P/E track.
At today's price, your expected annual return is -2.2% on the P/E track.
At today's price, your expected annual return is -0.9% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $19M | -96.2% | $1.20 | $0.19–$2.09 | 10.2× | 2 |
| 2027 | $44M | +135.7% | $1.18 | $0.19–$2.06 | 10.3× | 2 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 1 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | $0.28 | $0.28 | -0.1% |
| 2026-04-28 | $0.26 | $0.34 | +31.0% |
| 2026-02-02 | $0.30 | $0.26 | -13.3% |
| 2025-10-27 | $0.36 | $0.36 | -0.6% |
| 2025-07-28 | $0.35 | $0.28 | -19.3% |
| 2025-04-28 | $0.40 | $0.24 | -40.3% |
| 2025-01-29 | $0.27 | $0.20 | -25.9% |
| 2024-10-28 | $0.34 | $0.13 | -61.8% |
| $864M |
| — |
| NYMTNew York Mortgage Trust, Inc. | $7.11 | -1.52% | $642M | — |
| ORCOrchid Island Capital, Inc. | $6.23 | -1.58% | $1.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
$TWO NEW YORK--(BUSINESS WIRE)--TWO (Two Harbors Investment Corp., NYSE: TWO), an MSR-focused REIT, and CrossCountry Mortgage, LLC (“CCM”), today announced that CCM has completed its previously announced acquisition of TWO. In connection with the closing of the merger, CrossCountry Merger Corp., a wholly owned subsidiary of CCM, merged with and into TWO, with TWO surviving the merger as a wholly owned subsidiary of CCM. TWO stockholders are entitled to receive $12.00 per share in cash for each share of TWO common stock held immediately prior to the effective time of the merger. In addition, TWO stockholders of record at the close of business on August 24, 2026 are entitled to receive a stub period dividend in an amount equal to $0.20326 per share of TWO common stock. The stub period dividend will be paid with the merger consideration and will not reduce or otherwise affect the merger consideration. As a result of the merger, TWO’s common stock will no longer be listed on the New York
View on StockTwits ↗
$TWO somthing happened in my fidelity. anyone knw whats going on/?
View on StockTwits ↗
$TWO $UWMC These are the exact lawsuits that settle for an undisclosed amount. Good, MAKE THEM PAY
View on StockTwits ↗
$TWO $UWMC pathetic, its Mats own fcking fault they did not close the merger. Remember Mat insisted that shareholders of TWO receive 2.3 shares of UWMC which was worth like 5 dollars unless they specified they wanted 12.5 dollars. Duh, ofc everyone wants 12.5 dollars instead of 5 dollars. This wad just another attempt at scaming innocent people. This guy a sociopath and big POS. This lawsuit is a joke, they aint getting a penny from this, just wasting money on lawyers.
View on StockTwits ↗
$UWMC UWM is suing Two Harbors $TWO to recover $500m+ of the $603.2m lost gambling on interest rates in Q2 2026. https://nationalmortgageprofessional.com/news/uwm-seeks-more-500m-two-harbors-after-failed-deal
View on StockTwits ↗
$UWMC Matt needs to step down. He is not a good CEO, he went on a publicity war with $TWO when he didnt have a game plan. He doesnt take question during earning calls; he is arrogant and lack creativity. Cutting the dividend is a good step but new leadership is needed. This stock v destroyed investor's funds, starting from SPAC days.... people have lost 9x on initial capital. I currently have over 22k shares average $3.85. I have bn an early investor but Matt is a moron. It's now a penny stonk n will reassess 1yr from now.
View on StockTwits ↗
$UWMC Looks like UWMC took a $603M derivative loss in Q2 2026 by hedging exposure it expected to assume from the $TWO deal—before actually owning the assets. Hedging assets you don't even own yet? That backfired badly. The stock got crushed, and now they're facing criticism for ending up relying on Oaktree.
View on StockTwits ↗
$FIVN $TWO Five9 to replace Two Harbors in S&P 600 at open on 8/3 CrossCountry Mortgage is acquiring Two Harbors Investment Corp. in a deal expected to close soon, pending final closing conditions.
View on StockTwits ↗
$TWO Q2 '26 Earnings Results & Recap Reported revenue of $247.57M up 42.18% YoY
View on StockTwits ↗
$TWO WTF???? Company Status: TWO will be delisted from the New York Stock Exchange and become a wholly owned subsidiary of CrossCountry. [1, 2]
View on StockTwits ↗$TWO Two Harbors Investment Corp. (NYSE: TWO) agreed to be acquired by CrossCountry Mortgage, LLC (CCM) in an all-cash transaction valued at $12.00 per share, with stockholders approving the deal in July 2026 ahead of an expected August 2026 close.🤮🤮🤮🤮🤮
View on StockTwits ↗
$UWMC Now it looks like it was never about $TWO, it was more about shorts taking this to the cleaners. The price moves in penny range so tells that shorts are still in control and selling.
View on StockTwits ↗$UWMC doesn’t mat still have to dump a substantial amount of stock on the market? What about taking over $TWO ? Where does Mat get the money for that?
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.