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

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Earnings data Q4 2022

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Earnings data Q4 2023

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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 First Quarter 2024 Common and Preferred Stock Dividends.

Two Harbors Investment Corp. Announces First Quarter 2024 Common and Preferred Stock Dividends

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Appoints Sanjiv Das as Director.

Two Harbors Investment Corp. Appoints Sanjiv Das as Director

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About the author:  Amit Nar is a stock market aficionado and would love to hear from you on X @alphaintelligence or at The Market Institution discord.

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. to Present at the 2024 RBC Capital Markets Global Financial Institutions Conference.

Two Harbors Investment Corp. to Present at the 2024 RBC Capital Markets Global Financial Institutions Conference

NEW YORKNEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces 2024 Annual Meeting of Stockholders.

Two Harbors Investment Corp. Announces 2024 Annual Meeting of Stockholders

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Retirement of Chief Financial Officer.

Two Harbors Investment Corp. Announces Retirement of Chief Financial Officer

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Two Harbors Investment Corp. (TWO) Q4 2023 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Reports Fourth Quarter 2023 Financial Results.

Two Harbors Investment Corp. Reports Fourth Quarter 2023 Financial Results

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. (NYSE: TWO), an MSR + Agency RMBS real estate investment trust, announced today the tax treatment of the company's common stock and preferred stock dividends declared in 2023. This information is provided to assist stockholders with tax reporting requirements related to dividend distribution of taxable income by Two Harbors. Stockholders should review the 2023 tax statements received from their brokerage firms or other institutions to ensu.

Two Harbors Investment Corp. Announces 2023 Dividend Tax Information

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Fourth Quarter 2023 Financial Results.

Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Fourth Quarter 2023 Financial Results

Two Harbors stock is a potentially attractive investment opportunity in the mortgage REIT sector. The Federal Reserve's decision to lower the federal fund rate in FY 2024 could benefit mortgage REITs by reducing interest expenses and reducing pressure on MBS values. As a result, Two Harbors may see improved portfolio performance and return to book value growth.

Two Harbors: A Mortgage REIT Recovery Play With A 13% Yield

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News for Two Harbors Investment Stock (TWO)