DEFA14A ·Filed May 5, 2026

TWOD

TWO HARBORS INVESTMENT CORP.
NEUTRAL
Impact 2/10
Horizondays Processed5mo ago SEC0001104659-26-055659
Proxy solicitation materials
Actionable Insight • Neutral

Monitor final vote results and any subsequent solicitation materials. The outcome of the merger vote is the primary catalyst; look for early indications of shareholder sentiment via proxy advisory recommendations.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
TWOD ▼ -0.36% at T+60d
NEUTRAL call ✗ call lost -0.36% · α vs SPY -2.42% · entry $25.30 → $25.21
Entry anchored
May 5, 2026
via day open
T+1d
+0.04%
call +0.04% · α +0.37%
$25.31
settled 5mo ago
T+5d
-0.32%
call -0.32% · α -1.45%
$25.22
settled 5mo ago
T+20d
+0.36%
call +0.36% · α -2.43%
$25.39
settled 4mo ago
T+60d
-0.36%
call -0.36% · α -2.42%
$25.21
settled 2mo ago

Price Chart

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Executive Summary

Two Harbors Investment Corp. filed additional definitive proxy materials urging stockholders to vote in favor of the proposed merger with CrossCountry Intermediate Holdco, LLC, a non-binding compensation advisory proposal, and an adjournment proposal at the special meeting scheduled for May 19, 2026. The board unanimously recommends a 'FOR' vote on all proposals.

Key Facts

  • Special meeting on May 19, 2026, at 10:00 a.m. ET.
  • Board unanimously recommends FOR the CCM merger proposal, non-binding compensation advisory proposal, and adjournment proposal.
  • Stockholder assistance contact: D.F. King toll-free (888) 887-0082.
  • Voting deadline not specified; proxy card enclosed.

Financial Impact

Not specified

Risk Factors

  • Stockholder approval may not be obtained, risking merger termination.
  • Delays in voting could lead to postponement of the special meeting.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts
Analyst Consensus
0% bullish (16 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-055659
Document: 0001104659-26-055659-index-headers.html0001104659-26-055659
Document: 0001104659-26-055659-index.html0001104659-26-055659
Document: 0001104659-26-055659.txt0001104659-26-055659
25 reports for TWOD
Performance horizon
100% Hit rate 12 of 12 directional calls best @ T+60▲ +2.96%Jun 8, 2026
Filters
Rows
Reports for TWOD — sortable, filterable
TypeNow
Jun 8, 2026
16w ago
DEFA14A
MIXED ★ 7/10
$25.34 $26.09▲ +2.96%▼ −0.09%$26.33 (+3.91%)
Jun 8, 2026
16w ago
DEFA14A
BULLISH ★ 7/10
$25.34 $26.09▲ +2.96%▼ −0.09%$26.33 (+3.91%)
Jun 8, 2026
16w ago
8-K
NEUTRAL ★ 2/10
$25.34 $26.09▲ +2.96%▼ −0.09%$26.33 (+3.91%)
Jun 3, 2026
17w ago
DEFA14A
NEUTRAL ★ 3/10
$25.39 $26.06▲ +2.64%▲ +0.14%$26.33 (+3.70%)
May 19, 2026
19w ago
DEFA14A
NEUTRAL ★ 5/10
$25.24 $25.38▲ +0.55%▼ −4.45%$26.33 (+4.32%)
May 19, 2026
19w ago
8-K
NEUTRAL ★ 2/10
$25.24 $25.38▲ +0.55%▼ −4.45%$26.33 (+4.32%)
May 15, 2026
20w ago
DEFA14A
BEARISH ★ 7/10
$25.30 $25.28▲ +0.08%▲ +4.59%$26.33 (−4.07%)
May 15, 2026
20w ago
8-K
BEARISH ★ 7/10
$25.30 $25.28▲ +0.08%▲ +4.59%$26.33 (−4.07%)
May 14, 2026
20w ago
144
NEUTRAL ★ 2/10
$25.30 $25.28▼ −0.08%▼ −4.59%$26.33 (+4.07%)
May 14, 2026
20w ago
DEFA14A
NEUTRAL ★ 3/10
$25.26 $25.35▲ +0.36%▼ −3.23%$26.33 (+4.24%)
Showing 10 of 25

US Market Status

Market Closed — Opens Mon (36h 12m)

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