Two Harbors Investment

Two Harbors Investment Corp. is a real estate investment trust, which invests in, finances, and manages agency residential mortgage-backed securities, mortgage servicing rights, and other financial assets. Its objective is to provide risk-adjusted returns to its stockholders over the long-term, primarily through dividends and secondarily through capital appreciation. The company was founded on May 21, 2009 and is headquartered in St. Louis Park, MN.

Earnings data Q1 2021

Earnings data Q2 2021

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Earnings data Q4 2022

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Earnings data Q3 2024

Earnings data Q4 2024

Two Harbors reports solid Q4 performance, eyes MSR strategy growth

Two Harbors demonstrated strong financial performance in Q4 2022 with robust returns and stable metrics.
The company is strategically positioned for 2023, focusing on RMBS and MSR strategies amidst market challenges.
Opportunities lie in potential MSR purchases, slower prepayment speeds, and managing liquidity effectively.
Addressing challenges like market volatility and loan recapture restrictions is crucial for sustained growth.

Two Harbors Investment navigates market challenges, eyes spread tightening

Two Harbors Investment's Q1 2023 earnings call highlighted a mixed performance with a focus on managing interest rate volatility and optimizing portfolio returns. The company faces challenges from market uncertainties and excess supply in mortgage-backed securities but sees opportunities in potential spread tightening and strategic dividend policy decisions.

Two Harbors reports resilient Q2 performance amidst market challenges

Two Harbors reported solid financial performance with a focus on generating positive returns in a challenging market environment. The company's strengths lie in its strategic investments in RMBS and MSR assets, as well as the progress of the RoundPoint acquisition. Challenges include managing tail risks and addressing investor concerns about spreads and leverage positioning. Opportunities for growth exist in subservicing and informative investor engagement through video content.

Two Harbors reports Q3 loss, acquires RoundPoint for growth

Two Harbors Investment Corp. faced challenges from market conditions but strategically acquired RoundPoint Mortgage Servicing for growth.
Effective hedging strategies and focus on capital allocation demonstrate proactive risk management and investment optimization.
Opportunities exist in leveraging the RoundPoint acquisition, exploring structured finance markets, and enhancing portfolio performance.

Two Harbors Investment Corp reports positive Q4 performance and growth opportunities

Two Harbors Investment Corp navigated market challenges with a focus on strategic acquisitions and revenue optimization.
Executives addressed key inquiries on performance drivers, recapture strategies, and portfolio management.
The company's proactive approach to market dynamics positions it for growth and stability in the upcoming quarters.

Two Harbors Investment (TWO) reports strong Q1 performance and MSR market activity

Two Harbors Investment (TWO) delivered a solid performance in Q1 2024, driven by positive economic returns and strong RMBS performance. Despite challenges from higher interest rates, the company's operations and portfolio management remained robust. Opportunities exist in the active MSR market and potential market volatility.

Two Harbors maintains stable performance amidst market volatility and transitions

Two Harbors' Q2 2024 performance remained stable with a focus on risk management and operational efficiency.
Despite market volatility, the company showcased resilience in its MSR portfolio and financial results.
Challenges include market uncertainty and leadership transition, while opportunities exist in growth strategies and optimizing returns.
Investors can consider Two Harbors for its consistent performance, strategic initiatives, and potential for returns in a dynamic market.

Two Harbors Investment rebrands to focus on MSR strategy

Two Harbors Investment (TWO) showcased a solid performance with a focus on MSR as a core investment strategy, aiming for attractive returns.
Despite challenges from market volatility and interest rate shifts, TWO's leadership team demonstrated a strong understanding of the company's strategy.
The company's acquisition of RoundPoint and emphasis on cost savings and improving MSR asset economics position TWO for future growth.
Analysts raised questions about key metrics, indicating areas for TWO to address for sustained performance and shareholder value.

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Two Harbors Investment Corp. is a real estate investment trust, which invests in finances, and manages agency residential mortgage-backed securities, mortgage servicing rights, and other financial assets. Its objective is to provide risk-adjusted returns to its stockholders over the long term, primarily through dividends and secondarily through capital appreciation. The company was founded on May 21, 2009 and is headquartered in St. Louis Park, MN.

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Fourth Quarter 2020 Financial Results

Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Fourth Quarter 2020 Financial Results

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is Two Harbors Investments (TWO) a Great Value Stock Right Now?

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mREITs prospects for 2021 look encouraging backed by coronavirus relief packages and continued Fed purchases. Starwood (STWD), Two Harbors (TWO), Redwood (RWT), Invesco Mortgage (IVR) and Granite Point (GPMT) are likely to recover.

5 Beaten-Down mREITs Poised for a Turnaround in 2021

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. (NYSE: TWO), an Agency + MSR mortgage real estate investment trust, today announced the addition of Paulenier (Paulina) Sims to lead the company's Investor Relations Department. “We are delighted to welcome Paulina to Two Harbors as we begin our exciting new chapter as a self-managed company,” stated William Greenberg, Two Harbors' President and CEO. “Paulina's investor relations experience combined with her strong financial background wil

Two Harbors Investment Corp. Announces Addition of Paulina Sims as Senior Director of Investor Relations

Two Harbors Investment Corp. (TWO) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Two Harbors Investment (TWO)

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Fourth Quarter 2020 Common and Preferred Stock Dividends

Two Harbors Investment Corp. Announces Fourth Quarter 2020 Common and Preferred Stock Dividends

Is Two Harbors Investments (TWO) Stock Undervalued Right Now?

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TWO-C was in our buy range quite recently, but not anymore. The shares can be appealing to investors because they offer a respectable stripped yield, a discount to call value, and have some call protection on the calendar.

Two Harbors: TWO-C Falls Behind Her Sisters

Are Investors Undervaluing Two Harbors Investments (TWO) Right Now?

Two Harbors Investment Corp. (TWO) CEO Bill Greenberg on Q3 2020 Results - Earnings Call Transcript

Two Harbors Investments (TWO) delivered earnings and revenue surprises of 21.74% and 13.14%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Two Harbors Investments (TWO) Beats Q3 Earnings and Revenue Estimates

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Reports Third Quarter 2020 Financial Results

Two Harbors Investment Corp. Reports Third Quarter 2020 Financial Results

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Like Preferred Stocks? Cherry Hill And Two Harbors Yield Up To 9%

We have 5 buy ratings from Two Harbors' preferred shares. TWO-A, TWO-B, and TWO-C offer investors a fixed-to-floating option when call protection ends.

9% Yield Buys From Two Harbors Preferred Shares

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Third Quarter 2020 Financial Results

Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Third Quarter 2020 Financial Results

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We picked up 500 shares of TWO-B, worth nearly 2% of the total portfolio.

Two Harbors: TWO-B Or Not TWO-B

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Skipping Preferred Share Dividend Captures For A Quarter

The company's payout, which often shoots violently up or down, remains steady for now.

Two Harbors Declares New Common Stock Dividend; Yield Is Nearly 11%

News for Two Harbors Investment Stock (TWO)