TWOD TWO HARBORS INVESTMENT CORP.

NEUTRAL Impact: 2/10 DEFA14A
Horizon days Filed May 5, 2026 Processed 1mo ago SEC 0001104659-26-055659
Proxy solicitation materials
Latest settled — T+20d
TWOD ▲ +0.36% at T+20d
NEUTRAL call ✓ call won +0.36% · α vs SPY -2.43% · entry $25.30 → $25.39
Next anchor: T+60d in 7w
Currently $25.37 · +0.28% from $25.30 entry
Entry anchored
May 5, 2026
via day open
T+1d
+0.04%
call +0.04% · α +0.37%
$25.31
settled 5w ago
T+5d
-0.32%
call -0.32% · α -1.45%
$25.22
settled 29d ago
T+20d
+0.36%
call +0.36% · α -2.43%
$25.39
settled 7d ago
T+60d
call — · α —
in 7w

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.

Actionable Insight

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.

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)

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
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
1d ago
DEFA14A
MIXED ★ 7/10
$25.42 awaiting T+1awaiting T+1$25.37 (−0.18%)
Jun 8, 2026
1d ago
DEFA14A
BULLISH ★ 7/10
$25.42 awaiting T+1awaiting T+1$25.37 (−0.18%)
Jun 8, 2026
1d ago
8-K
NEUTRAL ★ 2/10
$25.42 awaiting T+1awaiting T+1$25.37 (−0.18%)
Jun 3, 2026
6d ago
DEFA14A
NEUTRAL ★ 3/10
$25.39 $25.42▲ +0.12%▼ −0.28%$25.37 (−0.08%)
May 19, 2026
21d ago
DEFA14A
NEUTRAL ★ 5/10
$25.24 $25.27▲ +0.12%▼ −0.08%$25.37 (+0.52%)
May 19, 2026
21d ago
8-K
NEUTRAL ★ 2/10
$25.24 $25.27▲ +0.12%▼ −0.08%$25.37 (+0.52%)
May 15, 2026
25d ago
DEFA14A
BEARISH ★ 7/10
$25.30 $25.35▼ −0.20%▼ −0.26%$25.37 (−0.28%)
May 15, 2026
25d ago
8-K
BEARISH ★ 7/10
$25.30 $25.35▼ −0.20%▼ −0.26%$25.37 (−0.28%)
May 14, 2026
26d ago
144
NEUTRAL ★ 2/10
$25.30 $25.35▲ +0.20%▲ +0.26%$25.37 (+0.28%)
May 14, 2026
26d ago
DEFA14A
NEUTRAL ★ 3/10
$25.26 $25.30▲ +0.16%▲ +1.39%$25.37 (+0.44%)
Showing 10 of 25

US Market Status

Market Closed — Opens Thu (9h 34m)

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