TWO
TWO HARBORS INVESTMENT CORP.
$12.34
+0.08%
$1.3B
No data for this timeframe.
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$626.3M
Inst. Activity8 buys / 16 sells
Insider Activity0B / 2S
Insider Net $-$145.3K
Reddit Sentiment63° Warm
Recent Activity
May 15, 2026
Insider
Abraham Spencer sold 4,522 shares
Director @ $12.58 ($56.9K)
May 15, 2026
Insider
KASNET STEPHEN G sold 7,034 shares
Director @ $12.57 ($88.4K)
Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
4,929,421 shares ($56.3M)
Inst.
MIRAE ASSET GLOBAL ETFS — ADD
1,841,376 shares ($21.0M)
Apr 28, 2026
earnings_calendar
TWO Q1 2026 Earnings After Market Close — 2026-04-28
Price Targets
$11.63
-5.8% upside
Sell
Current $12.34
Low $11.00
Median $11.25
High $13.00
4 analysts
$11.00
$13.00
Analyst Ratings
0Strong Buy
0Buy
10Hold
5Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 16, 2026 | JP Morgan | DOWNGRADE | Neutral → Underweight |
| Mar 27, 2026 | Compass Point | DOWNGRADE | Buy → Neutral |
| Feb 4, 2026 | JP Morgan | MAINTAIN | Neutral → Neutral |
| Jan 23, 2026 | UBS | DOWNGRADE | Buy → Neutral |
| Dec 18, 2025 | Maxim Group | DOWNGRADE | Buy → Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.29 | $0.26 — $0.32 | 5% YoY | 3 |
| Next Q | $0.31 ▲ +2.1% | $0.27 — $0.35 | -15% YoY | 3 |
| Current FY | $1.27 ▲ +19.2% | $1.14 — $1.38 | 12% YoY | 4 |
| Next FY | $1.16 ▼ -12.9% | $0.69 — $1.40 | -9% YoY | 5 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $189.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $69.9M | — |
| BALYASNY ASSET MANAGEMENT L.P. | $56.3M | DOUBLED |
| VANGUARD CAPITAL MANAGEMENT LLC | $53.1M | — |
| STATE STREET CORP | $44.9M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 15, 2026 | Abraham Spencer | SELL | $56.9K |
| May 15, 2026 | KASNET STEPHEN | SELL | $88.4K |
Reddit Sentiment
63°▲
Warm
Bearish
Neutral
Bullish
50 institutional holders with $626.3M total value (55,015,894 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, BALYASNY. Net selling activity: 16 institutions trimmed/exited vs 8 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16,566,640 | $189.2M | 30.2% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,119,894 | $69.9M | 11.2% | — |
| 3 | BALYASNY ASSET MANAGEMENT L.P. | 4,929,421 | $56.3M | 9.0% | DOUBLED +126.7% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,651,280 | $53.1M | 8.5% | — |
| 5 | STATE STREET CORP | 3,934,529 | $44.9M | 7.2% | — |
| 6 | Invesco Ltd. | 1,955,820 | $22.3M | 3.6% | — |
| 7 | ALLIANCEBERNSTEIN L.P. | 2,109,499 | $22.1M | 3.5% | NEW |
| 8 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,841,376 | $21.0M | 3.4% | ADD +63.8% |
| 9 | GOLDMAN SACHS GROUP INC | 1,497,453 | $17.1M | 2.7% | — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,378,605 | $15.7M | 2.5% | — |
| 11 | MORGAN STANLEY | 1,175,801 | $13.4M | 2.1% | ADD +42.6% |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 863,903 | $9.9M | 1.6% | TRIM -27.9% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 779,300 | $8.9M | 1.4% | — |
| 14 | BARCLAYS PLC | 763,054 | $8.7M | 1.4% | ADD +69.1% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 702,183 | $8.0M | 1.3% | — |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 700,000 | $8.0M | 1.3% | DOUBLED +180.0% |
| 17 | BANK OF AMERICA CORP /DE/ | 670,152 | $7.7M | 1.2% | TRIM -40.6% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 593,700 | $6.8M | 1.1% | — |
| 19 | Verition Fund Management LLC | 415,373 | $4.7M | 0.8% | TRIM -50.2% |
| 20 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 375,545 | $4.3M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 2,174,570 | 4,929,421 | +126.7% | $56.3M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 1,124,353 | 1,841,376 | +63.8% | $21.0M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 1,197,477 | 863,903 | -27.9% | $9.9M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | DOUBLED | 250,000 | 700,000 | +180.0% | $8.0M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,128,996 | 670,152 | -40.6% | $7.7M | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 833,902 | 415,373 | -50.2% | $4.7M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | NEAR_EXIT | 1,378,324 | 177,604 | -87.1% | $2.0M | 2026-Q1 |
| GABELLI FUNDS LLC | DOUBLED | 50,000 | 150,000 | +200.0% | $1.7M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 22,214 | 47,412 | +113.4% | $541.4K | 2026-Q1 |
| MARSHALL WACE, LLP | NEAR_EXIT | 2,274,860 | 46,843 | -97.9% | $534.9K | 2026-Q1 |
| TORONTO DOMINION BANK | TRIM | 60,402 | 29,566 | -51.1% | $337.6K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | TRIM | 45,686 | 27,998 | -38.7% | $319.7K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 72 | 25,861 | +35818.1% | $295.3K | 2026-Q1 |
| State of Tennessee, Department of Treasury | TRIM | 38,194 | 21,972 | -42.5% | $250.9K | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | TRIM | 44,795 | 19,561 | -56.3% | $223.4K | 2026-Q1 |
| Amundi | ADD | 11,852 | 19,420 | +63.9% | $221.8K | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 25,423 | 17,242 | -32.2% | $196.9K | 2026-Q1 |
| SEI INVESTMENTS CO | NEAR_EXIT | 78,477 | 14,476 | -81.6% | $165.3K | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 19,054 | 13,521 | -29.0% | $154.4K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | TRIM | 13,672 | 8,963 | -34.4% | $102.4K | 2026-Q1 |
| NISA INVESTMENT ADVISORS, LLC | TRIM | 19,716 | 8,135 | -58.7% | $92.9K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | NEAR_EXIT | 7,126 | 282 | -96.0% | $3.2K | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | ADD | 90,647 | 113,706 | +25.4% | $1.3K | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | EXIT | 1,761,802 | 0 | -100.0% | $0.00 | 2026-Q1 |
| MARSHALL WACE, LLP | NEW | — | 2,274,860 | — | $23.9M | 2025-Q4 |
2 unique insiders with 2 transactions. Net insider value: -$145.3K ($0.00 bought, $145.3K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 15, 2026 | Abraham Spencer | Director | SELL | 4,522 | $12.58 | $56.9K |
| May 15, 2026 | KASNET STEPHEN G | Director | SELL | 7,034 | $12.57 | $88.4K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (0% buy). Based on 16 analysts: 0 strong buy, 0 buy, 10 hold, 5 sell, 1 strong sell.
Analyst Price Targets
$11.63 mean target
-5.8% upside
Sell (3.13)
$11.00 Low
$13.00 High
| Metric | Value |
|---|---|
| Current Price | $12.34 |
| Target Low | $11.00 |
| Target Mean | $11.63 |
| Target Median | $11.25 |
| Target High | $13.00 |
| # Analysts | 4 |
| Recommendation | Sell (3.13) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.29 | $0.26 | $0.32 | 4.8% | +0.0% | 1↑ 1↓ | $-0.0B | 46.0% | 3 |
| Next Q 2026-09-30 |
$0.31 | $0.27 | $0.35 | -14.8% | +2.1% | 1↑ 1↓ | $-0.0B | 53.4% | 3 |
| Current FY 2026-12-31 |
$1.27 | $1.14 | $1.38 | 11.6% | +19.2% | 1↑ 1↓ | $-0.0B | 49.0% | 4 |
| Next FY 2027-12-31 |
$1.16 | $0.69 | $1.40 | -8.9% | -12.9% | 1↑ 0↓ | $0.0B | 102.5% | 5 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.293 | |
| 7d ago | $0.293 | |
| 30d ago | $0.293 | |
| 60d ago | $0.281 | +0.012 |
| 90d ago | $0.276 | +0.017 |
4 analyst firms have rated this stock: 0 upgrades, 4 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 16, 2026 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Mar 27, 2026 | Compass Point | DOWNGRADE | Buy | Neutral |
| Feb 4, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Jan 23, 2026 | UBS | DOWNGRADE | Buy | Neutral |
| Dec 18, 2025 | Maxim Group | DOWNGRADE | Buy | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| 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% | |
| Jan 1, 2026 | 2 | 3 | 8 | 0 | 0 | 38% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
63°
Warm
Bearish
Neutral
Bullish
15 mentions
7 bullish
2 bearish
15 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| May 2, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 27, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 27, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 22, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 7, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 7, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 6, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 20, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 20, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Mar 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 19, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Apr 28, 2026
earnings_calendar
TWO Q1 2026 Earnings After Market Close — 2026-04-28
Apr 21, 2026
short_volume
Short Volume: TWO — 55.6% short (0.5M / 0.9M)
Short: 473,501 | Exempt: 707 | TRF Vol: 851,783 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
Apr 1, 2026
short_interest
FTD: TWO — 46,199 shares ($0.5M) failed to deliver
Settlement: 20260401, Price: $11.42, FTD Value: $527,592.58, TWO HBRS INVT CORP COM PAR $(M
Mar 27, 2026
short_interest
FTD: TWO — 68,839 shares ($0.8M) failed to deliver
Settlement: 20260327, Price: $11.40, FTD Value: $784,764.6, TWO HBRS INVT CORP COM PAR $(M
Mar 26, 2026
short_volume
Short Volume: TWO — 70.2% short (1.1M / 1.6M)
Short: 1,092,571 | Exempt: 1,893 | TRF Vol: 1,555,899 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)
Mar 24, 2026
short_volume
Short Volume: TWO — 60.7% short (0.8M / 1.3M)
Short: 799,782 | Exempt: 3,432 | TRF Vol: 1,318,121 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Mar 23, 2026
short_volume
Short Volume: TWO — 60.0% short (2.8M / 4.7M)
Short: 2,829,253 | Exempt: 8,959 | TRF Vol: 4,715,838 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Mar 20, 2026
short_interest
FTD: TWO — 168,124 shares ($1.8M) failed to deliver
Settlement: 20260320, Price: $10.77, FTD Value: $1,810,695.48, TWO HBRS INVT CORP COM PAR $(M
Mar 6, 2026
short_interest
FTD: TWO — 399,952 shares ($3.8M) failed to deliver
Settlement: 20260306, Price: $9.60, FTD Value: $3,839,539.2, TWO HBRS INVT CORP COM PAR $(M