TWO
TWO HARBORS INVESTMENT CORP.
$12.36
+0.16%
$1.3B
No data for this timeframe.
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders7 funds
Inst. Value$158.5M
Inst. Activity4 buys / 1 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.
BANK OF AMERICA CORP — ADD
1,128,996 shares ($11.9M)
Inst.
MORGAN STANLEY — ADD
948,967 shares ($10.0M)
Apr 28, 2026
earnings_calendar
TWO Q1 2026 Earnings After Market Close — 2026-04-28
Price Targets
$11.28
-9.0% upside
Sell
Current $12.39
Low $11.00
Median $11.25
High $11.60
4 analysts
$11.00
$11.60
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 ▲ +4.5% | $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 |
|---|---|---|
| VANGUARD GROUP INC | $115.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $14.7M | NEW |
| BANK OF AMERICA CORP | $11.9M | ADD |
| MORGAN STANLEY | $10.0M | ADD |
| NORGES BANK | $5.3M | NEW |
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
7 institutional holders with $158.5M total value (15,099,515 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, BANK. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 10,974,095 | $115.2M | 72.7% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,404,353 | $14.7M | 9.3% | NEW |
| 3 | BANK OF AMERICA CORP /DE/ | 1,128,996 | $11.9M | 7.5% | ADD +43.7% |
| 4 | MORGAN STANLEY | 948,967 | $10.0M | 6.3% | ADD +42.6% |
| 5 | NORGES BANK | 500,000 | $5.3M | 3.3% | NEW |
| 6 | WELLS FARGO & COMPANY/MN | 137,987 | $1.4M | 0.9% | ADD +33.6% |
| 7 | FMR LLC | 5,117 | $53.7K | 0.0% | TRIM -51.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 785,625 | 1,128,996 | +43.7% | $11.9M | 2025-Q4 |
| MORGAN STANLEY | ADD | 665,368 | 948,967 | +42.6% | $10.0M | 2025-Q4 |
| NORGES BANK | NEW | — | 500,000 | — | $5.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 103,283 | 137,987 | +33.6% | $1.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 23,817 | 0 | -100.0% | $0.00 | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 613,472 | 785,625 | +28.1% | $7.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 23,817 | — | $235.1K | 2025-Q3 |
| FMR LLC | TRIM | 11,310 | 5,511 | -51.3% | $54.4K | 2025-Q3 |
| NORGES BANK | EXIT | 88,709 | 0 | -100.0% | $0.00 | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 836,213 | 613,472 | -26.6% | $6.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 88,709 | — | $955.4K | 2025-Q2 |
| FMR LLC | DOUBLED | 5,422 | 11,310 | +108.6% | $121.8K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 263,265 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 458,524 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 1,231,277 | 484,689 | -60.6% | $6.5M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 458,524 | — | $6.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 263,265 | — | $3.5M | 2025-Q1 |
| FMR LLC | DOUBLED | 2,309 | 5,422 | +134.8% | $72.4K | 2025-Q1 |
| NORGES BANK | EXIT | 329,474 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 492,553 | 1,513,679 | +207.3% | $17.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 69,276 | 90,129 | +30.1% | $1.1M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 171,265 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,484,543 | — | $20.6M | 2024-Q3 |
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
$11.28 mean target
-9.0% upside
Sell (3.00)
$11.00 Low
$11.60 High
| Metric | Value |
|---|---|
| Current Price | $12.39 |
| Target Low | $11.00 |
| Target Mean | $11.28 |
| Target Median | $11.25 |
| Target High | $11.60 |
| # Analysts | 4 |
| Recommendation | Sell (3.00) |
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% | +4.5% | 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 | $0.269 | +0.024 |
| 30d ago | $0.281 | +0.012 |
| 60d ago | $0.292 | +0.001 |
| 90d ago | $0.347 | -0.053 |
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