TWOD TWO HARBORS INVESTMENT CORP.

NEUTRAL Impact: 3/10 DEFA14A
Horizon weeks Filed Jun 3, 2026 Processed 9d 20h ago SEC 0001104659-26-069833
Proxy solicitation materials
Latest settled — T+1d
TWOD ▲ +0.12% at T+1d
NEUTRAL call ✓ call won +0.12% · α vs SPY -0.28% · entry $25.39 → $25.42
Next anchor: T+5d due 3d ago
Currently $25.27 · -0.47% from $25.39 entry
Entry anchored
May 29, 01:54 PM ET
via Databento tick
T+1d
+0.12%
call +0.12% · α -0.28%
$25.42
settled 9d ago
T+5d
call — · α —
due 3d ago
T+20d
call — · α —
in 19d
T+60d
call — · α —
in 3mo

Price Chart

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Executive Summary

Two Harbors Investment Corp. (TWOD) filed additional definitive proxy soliciting materials on June 3, 2026, in connection with its proposed transaction with CrossCountry Intermediate Holdco, LLC, an affiliate of CrossCountry Mortgage, LLC (CCM). The filing is a routine communication reminding stockholders to vote on the proposed CCM transaction, with no new financial terms or material developments disclosed.

Actionable Insight

Monitor the stockholder vote on the CCM transaction. The outcome is binary — approval likely leads to deal closing and potential delisting; rejection could send shares back to standalone value. No new catalyst in this filing.

Key Facts

  • Filed DEFA14A on June 3, 2026, as additional soliciting material for the proposed CCM transaction.
  • Definitive proxy statement was filed on April 20, 2026, and mailed to stockholders on or about that date.
  • The proposed transaction requires stockholder approval; no new financial terms or deal value disclosed in this filing.
  • Cross-filing context includes dissident-proxy-activist and dissident-proxy-exec-change amplifiers, but no specific activist demands or executive changes are detailed in the provided documents.

Financial Impact

No financial figures disclosed in this filing.

Risk Factors

  • Stockholder approval may not be obtained, risking deal termination.
  • Market price of TWOD common stock could be adversely affected by deal-related announcements or litigation.

Market Snapshot

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

Documents Analyzed

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

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-069833
Document: 0001104659-26-069833-index-headers.html0001104659-26-069833
Document: 0001104659-26-069833-index.html0001104659-26-069833
Document: 0001104659-26-069833.txt0001104659-26-069833
25 reports for TWOD
Performance horizon
82% Hit rate 9 of 11 directional calls best @ T+20▲ +2.09%Mar 27, 2026
Filters
Rows
Reports for TWOD — sortable, filterable
Type Now
Jun 8, 2026
4d ago
DEFA14A
MIXED ★ 7/10
$25.42 awaiting T+1awaiting T+1$25.27 (−0.57%)
Jun 8, 2026
4d ago
DEFA14A
BULLISH ★ 7/10
$25.42 awaiting T+1awaiting T+1$25.27 (−0.57%)
Jun 8, 2026
4d ago
8-K
NEUTRAL ★ 2/10
$25.42 awaiting T+1awaiting T+1$25.27 (−0.57%)
Jun 3, 2026
9d ago
DEFA14A
NEUTRAL ★ 3/10
$25.39 $25.42▲ +0.12%▼ −0.28%$25.27 (−0.47%)
May 19, 2026
24d ago
DEFA14A
NEUTRAL ★ 5/10
$25.24 $25.27▲ +0.12%▼ −0.08%$25.27 (+0.12%)
May 19, 2026
24d ago
8-K
NEUTRAL ★ 2/10
$25.24 $25.27▲ +0.12%▼ −0.08%$25.27 (+0.12%)
May 15, 2026
28d ago
DEFA14A
BEARISH ★ 7/10
$25.30 $25.35▼ −0.20%▼ −0.26%$25.27 (+0.12%)
May 15, 2026
28d ago
8-K
BEARISH ★ 7/10
$25.30 $25.35▼ −0.20%▼ −0.26%$25.27 (+0.12%)
May 14, 2026
29d ago
144
NEUTRAL ★ 2/10
$25.30 $25.35▲ +0.20%▲ +0.26%$25.27 (−0.12%)
May 14, 2026
29d ago
DEFA14A
NEUTRAL ★ 3/10
$25.26 $25.30▲ +0.16%▲ +1.39%$25.27 (+0.04%)
Showing 10 of 25

US Market Status

Market Closed — Opens Mon (52h 16m)

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