TWO — TWO HARBORS INVESTMENT CORP.

NYSE · Real Estate · Equity Real Estate Investment Trusts (REITs) · CIK 1465740 ·
Last close
$12.29
Market Cap
$1.29B
52W High
$12.72
52W Low
$8.81
ADV30
1,778,065
Next earnings
2026-07-28
Two Harbors Investment Corp. invests in, finances, and manages mortgage servicing rights (MSRs), agency residential mortgage-backed securities (RMBS), and other financial assets through RoundPoint in the United States. The company target assets include agency RMBS collateralized by fixed rate mortgage loans, adjustable rate mortgage loans, hybrid mortgage loans, or derivatives; and other assets, such as financial and mortgage-related assets, comprising non-agency securities and non-hedging transactions. It qualifies as a REIT for federal income tax purposes. The company was incorporated in 2009 and is headquartered in Saint Louis Park, Minnesota.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGrossProfit OpIncomeNetIncomeAssets CashLiabilities
Mar 2026 85,799,000 32,284,000 10,533,736,000 476,307,000 8,802,157,000
Dec 2025 68,553,000 11,717,000 10,859,217,000 842,319,000 9,071,290,000
Sep 2025 92,706,000 -127,921,000 10,866,407,000 770,533,000 9,094,690,000
Jun 2025 -14,669,000 -259,041,000 12,959,138,000 657,816,000 11,073,112,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$33,584,000
Investing CF
$2,901,326,000
Financing CF
$-2,872,486,000
CapEx
$-103,457,000
Dividends Paid
$-212,559,000
Buybacks
$0
EPS Diluted TTM
$-3.82
As of
2026-05-10

Balance + Analyst (yfinance extras)

Retained Earnings
$-4,779,599,000
Inventory
Receivables
$462,069,000
ST Investments
$95,000
EBIT TTM
Pretax Income TTM
$-330,452,000
Interest Exp TTM
$454,390,000
Analysts
4

Yahoo Snapshot (yfinance, live)

Total Revenue
$493,780,000
EBITDA
Free Cash Flow
Enterprise Value
$9,468,266,496
Total Cash
$718,374,976
Total Debt
$8,297,306,112
Shares Out
105,046,333
Trailing EPS
$-3.81
Book Value
$10.76
ROE
-17.7%
ROA
-2.8%
Div Yield
11.50%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOpIncome NetIncomeAssetsLiabilities EquityOCF
Dec 2025 115,060,000 -454,300,000 10,859,217,000 9,071,290,000 88,917,000
Dec 2024 510,748,000 298,168,000 12,204,319,000 10,081,810,000 201,004,000
Dec 2023 31,785,000 -106,371,000 13,138,800,000 10,935,410,000 343,509,000
Dec 2022 407,180,000 220,239,000 13,466,160,000 11,282,635,000 623,402,000

TTM Snapshot

Revenues TTM
$472,500,000
NetIncome TTM
$53,560,000
OpCashFlow TTM
$0
Assets (Latest)
$12,204,319,000
Forward EPS
$1.16

Max Pain — expiry 2026-12-18 (volume-derived — Yahoo OI feed degraded)

max pain strike: $12.00 · spot: $12.29 · call volume: 696 · put volume: 804
Expected Move to 2026-12-18: ±$1.61 (13.10%) — implied range $10.68$13.90 · ATM straddle on $12.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
LADR Ladder Capital Corp $1.29B $10.11
ALX ALEXANDERS INC $1.30B $255.12
UMH UMH PROPERTIES, INC. $1.27B $14.94
ORC Orchid Island Capital, Inc. $1.33B $6.61
PMT-PA PennyMac Mortgage Investment Trust $1.37B $22.52

News headlines (Yahoo Finance, 1h cache)

Sector Update: Financial Stocks Advance Late Afternoon
2026-06-15 19:55 · Yahoo
UWMC Responds to TWO’s Mischaracterization of Discussions
2026-06-15 14:50 · Yahoo
TWO Provides Update on UWMC Engagement Following Expiration of Waiver Period
2026-06-15 11:06 · Yahoo
TWO Challenges UWMC to Submit All-Cash Offer With No Stock Component
2026-06-08 11:00 · Yahoo
UWMC Reaffirms Commitment to Premium Proposal to Acquire Two Harbors for $12.50 Per Share in Cash with Stock Election
2026-06-04 21:21 · Yahoo
How Investors May Respond To UWM Holdings (UWMC) Challenging Two Harbors Deal And Expanding In‑House Servicing
2026-05-30 21:08 · Yahoo
Sector Update: Financial Stocks Decline Late Afternoon
2026-05-28 19:53 · Yahoo
UWMC Issues Statement Regarding Second Failure of Two Harbors to Obtain Approval for CCM Transaction
2026-05-28 17:07 · Yahoo
CrossCountry Mortgage Reaffirms $12.00 Per Share Best and Final Offer for Two Harbors
2026-05-28 14:42 · Yahoo
TWO Announces Adjournment of Special Meeting
2026-05-28 14:30 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.