Market Cap
$1.3B
TWO
TWO HARBORS INVESTMENT CORP.
—
Market cap$1.3B
ConsensusStrong Sell
12-mo target$11.91 (-2.3%)
▼ Bearish
Analyst conviction 1/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)27 New Institutional Positions13 Institutional Exits Real Estate
Snapshot
The big-picture read on TWO right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Sell (0%)
Inst. Holders
50 funds
Inst. Value
$812.0M
Inst. Activity
27 buys / 13 sells
Insider Activity
$0.00 buy / $145.3K sell
Insider Net $
-$145.3K
Social Sentiment
63° Warm
SEC Reports
9
Price chart
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Aug 25, 2026 SEC Aug 25, 2026 SEC
Two Harbors Investment Corp. (TWO) has been acquired by CrossCountry Intermediate Holdco, LLC (CCM) in an all-cash merge
8-K — Impact 8/10
Two Harbors Investment Corp. (TWO) has been acquired by an affiliate of CrossCountry Mortgage, LLC in a merger that clos
25-NSE — Impact 8/10
Aug 25, 2026 listing_status
Delisted: TWO — removed from the N symbol directory
Two Harbors Investment Corp
Aug 25, 2026 Insider
STERN JAMES A disposed of 64,843 shares
Director @ $12.00 ($778.1K)
Aug 25, 2026 Insider
Dellal William disposed of 83,388 shares
Chief Financial Officer @ $12.00 ($1.0M)
Aug 25, 2026 Insider
Aug 3, 2026 SEC LETICA NICHOLAS was granted 297,105 shares
Chief Investment Officer
Two Harbors Investment Corp. disclosed that it has received required state regulatory approvals for its merger with Cros
8-K — Impact 3/10
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — DOUBLED
2,014,242 shares ($25.0M)
Analyst ratings buy % -100.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
0% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Jul 27, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 17, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Apr 16, 2026 | JP Morgan | DOWNGRADE | Underweight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 10 | 5 | 1 | 0% | |
| Aug 1, 2026 | 0 | 0 | 10 | 5 | 1 | 0% | |
| Jul 1, 2026 | 0 | 0 | 10 | 5 | 1 | 0% | |
| Jun 1, 2026 | 0 | 0 | 10 | 5 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 10 | 5 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 11 | 4 | 1 | 0% | |
| Mar 1, 2026 | 2 | 2 | 9 | 0 | 0 | 31% | |
| Feb 1, 2026 | 2 | 2 | 9 | 0 | 0 | 31% |
Price targets
Where 4 covering analysts think TWO trades over the next 12 months.
$11.91 -2.3% upside Hold
Current$12.18 Low$11.50 Median$12.00 High$12.12 4 analysts
$11.50$12.12
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
63°
Warm
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 1 bullish, 2 bearish, 2 mixed, 4 neutral · avg impact 5.7/10.
BEARISH8-K8/10
Two Harbors Investment Corp. (TWO) has been acquired by CrossCountry Intermediate Holdco, LLC (CCM)
Aug 25, 2026
MIXED25-NSE8/10
Two Harbors Investment Corp. (TWO) has been acquired by an affiliate of CrossCountry Mortgage, LLC i
Aug 25, 2026
NEUTRAL8-K3/10
Two Harbors Investment Corp. disclosed that it has received required state regulatory approvals for
Aug 3, 2026
NEUTRAL8-K5/10
TWO reported Q2 2026 results with GAAP net income of $49.4M ($0.47/share) and comprehensive income o
Jul 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 25, 2026
listing_status
Delisted: TWO — removed from the N symbol directory
Two Harbors Investment Corp
Aug 25, 2026
ftd
FTD: TWO — 108,598 shares ($1.3M) failed to deliver
Settlement: 20260825, Price: $12.18, FTD Value: $1,322,723.64, TWO HBRS INVT CORP COM PAR $(M
Aug 14, 2026
short_interest_report
Short Interest: TWO down 33% to 2.9M shares
Settlement 2026-08-14 | Days to cover: 1.00 | ≈2.78% of shares outstanding (est.)
Aug 7, 2026
short_volume
Short Volume: TWO — 64.8% short (0.6M / 0.9M)
Short: 614,827 | Exempt: 1,830 | TRF Vol: 948,329 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
Aug 5, 2026
earnings_calendar
TWO Q2 2026 Earnings After Market Close — 2026-08-05
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.30 | $0.26–$0.35 | -15.7% | -3.6% | — | $-0.0B | 5 |
| Next Q | $0.30 | $0.23–$0.37 | 16.1% | -5.6% | — | $-0.0B | 5 |
| Current FY | $1.20 | $1.02–$1.38 | 5.1% | -5.8% | — | $-0.0B | 6 |
| Next FY | $1.18 | $0.80–$1.40 | -1.7% | +1.6% | 2↑ 0↓ | $0.0B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.304 | — |
| 7d ago | $0.304 | — |
| 30d ago | $0.315 | -0.011 |
| 60d ago | $0.315 | -0.011 |
| 90d ago | $0.273 | +0.030 |
Institutional ownership
Which big funds own TWO (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $812.0M total value (65,549,907 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 27 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 17,057,600 | $211.7M | 26.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,186,102 | $76.8M | 9.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,656,908 | $57.8M | 7.1% | — |
| STATE STREET CORP | 4,168,926 | $51.7M | 6.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,733,957 | $33.9M | 4.2% | — |
| BANK OF AMERICA CORP /DE/ | 2,014,242 | $25.0M | 3.1% | DOUBLED +200.6% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,894,045 | $23.5M | 2.9% | ADD +63.8% |
| GOLDMAN SACHS GROUP INC | 1,792,765 | $22.2M | 2.7% | — |
| Squarepoint Ops LLC | 1,748,877 | $21.7M | 2.7% | DOUBLED +310.6% |
| MILLENNIUM MANAGEMENT LLC | 1,564,654 | $19.4M | 2.4% | TRIM -26.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 670,152 | 2,014,242 | +200.6% | $25.0M |
| Squarepoint Ops LLC | DOUBLED | 425,915 | 1,748,877 | +310.6% | $21.7M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 2,125,337 | 1,564,654 | -26.4% | $19.4M |
| ALLIANCEBERNSTEIN L.P. | TRIM | 2,109,499 | 1,576,808 | -25.3% | $18.0M |
| Qube Research & Technologies Ltd | NEW | — | 1,146,434 | — | $14.2M |
| UBS Group AG | TRIM | 1,467,773 | 964,744 | -34.3% | $12.0M |
| MORGAN STANLEY | TRIM | 1,175,801 | 863,568 | -26.6% | $10.7M |
| Man Group plc | DOUBLED | 100,000 | 831,450 | +731.4% | $10.3M |
| GABELLI FUNDS LLC | DOUBLED | 150,000 | 675,085 | +350.1% | $8.4M |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 4,929,421 | 568,693 | -88.5% | $7.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 26 transactions. Net -$145.3K — $0.00 bought, $145.3K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | STERN JAMES A | Director | D | 64,843 | $12.00 | $778.1K |
| Aug 25, 2026 | Dellal William | Chief Financial Officer | D | 83,388 | $12.00 | $1.0M |
| Aug 25, 2026 | LETICA NICHOLAS | Chief Investment Officer | AWARD | 297,105 | — | — |
| Aug 25, 2026 | GREENBERG WILLIAM ROSS | Chief Executive Officer | D | 3,025 | $12.00 | $36.3K |
| Aug 25, 2026 | Halm Jillian | Chief Accounting Officer | D | 18,833 | $12.00 | $226.0K |
| Aug 25, 2026 | Campbell James D | EVP Servicing Ops RoundPoint | AWARD | 18,993 | — | — |
| Aug 25, 2026 | Campbell James D | EVP Servicing Ops RoundPoint | D | 56,049 | $12.00 | $672.6K |
| Aug 25, 2026 | BOUCHER NATHAN | EVP General Counsel RoundPoint | AWARD | 20,893 | — | — |
| Aug 25, 2026 | LETICA NICHOLAS | Chief Investment Officer | D | 615,339 | $12.00 | $7.4M |
| Aug 25, 2026 | BOUCHER NATHAN | EVP General Counsel RoundPoint | D | 48,142 | $12.00 | $577.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TWO.
Shares short
2,920,018
Settlement Aug 14, 2026
Change vs prior
-32.8%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
Of shares outstanding
≈2.8%
Estimate — not % of float
All TWO filing & press-release reports (9)
- 8-K reportAug 25, 2026
- 25-NSE reportAug 25, 2026
- 8-K reportAug 3, 2026
- 8-K reportJul 28, 2026
- 8-K reportJun 24, 2026
- DEFA14A reportJun 24, 2026
- DEFA14A reportJun 15, 2026
- DEFA14A reportJun 15, 2026
- DEFA14A reportJun 15, 2026