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 Earnings Release and Conference Call for Second Quarter 2022 Financial Results

Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Second Quarter 2022 Financial Results

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Preferred Stock Repurchase Authorization

Two Harbors Investment Corp. Announces Preferred Stock Repurchase Authorization

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Second Quarter 2022 Common and Preferred Stock Dividends

Two Harbors Investment Corp. Announces Second Quarter 2022 Common and Preferred Stock Dividends

There are positive changes in the mortgage and housing market for TWO such as the rising housing prices, housing supply issues, the growth of mortgage rates, and the decline of. The biggest challenge is the increase in interest expense, which might cause major issues over the next years for TWO.

Two Harbors: There Is Potential, But It's Not A Buy Yet

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Details Pertaining to the 2022 Virtual Annual Meeting of Stockholders

Two Harbors Investment Corp. Announces Details Pertaining to the 2022 Virtual Annual Meeting of Stockholders

Two Harbors Investment Corp. (NYSE:TWO ) Q1 2022 Results Conference Call May 5, 2022 9:00 AM ET Company Participants Paulina Sims - Head, IR Bill Greenberg - President, Chief Executive Officer and Chief Investment Officer Mary Riskey - Chief Financial Officer Conference Call Participants Rick Shane - JPMorgan Kenneth Lee - RBC Capital Markets Trevor Cranston - JMP Securities Eric Hagen - BTIG Bose George - KBW Doug Harter - Credit Suisse Arren Cyganovich - Citi Operator Greetings, and welcome to the Two Harbors Investment Corp., First Quarter 2022 Financial Results Call. At this time, all participants are in a listen-only mode.

Two Harbors Investment Corp. (TWO) CEO Bill Greenberg on Q1 2022 Results - Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Reports First Quarter 2022 Financial Results

Two Harbors Investment Corp. Reports First Quarter 2022 Financial Results

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Earnings Release and Conference Call for First Quarter 2022 Financial Results

Two Harbors Investment Corp. Announces Earnings Release and Conference Call for First Quarter 2022 Financial Results

For example, the recent TWO share price of $5.32 represents a price-to-book ratio of 0.9 and an annual dividend yield of 12.78% — by comparison, the average stock in Dividend Channel's coverage universe yields 3.5% and trades at a price-to-book ratio of 2.8.

This Stock Has A 12.78% Yield And Sells For Less Than Book

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NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces First Quarter 2022 Common and Preferred Stock Dividends

Two Harbors Investment Corp. Announces First Quarter 2022 Common and Preferred Stock Dividends

Since their inception, investment corporations have been incredibly profitable, providing businesses with investors and varieties of funds.

Two Harbors Investment Stock: Betting Against The Numbers

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. To Participate in the 2022 RBC Capital Markets Global Financial Institutions Conference

Two Harbors Investment Corp. To Participate in the 2022 RBC Capital Markets Global Financial Institutions Conference

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces 2022 Annual Meeting of Stockholders

Two Harbors Investment Corp. Announces 2022 Annual Meeting of Stockholders

Two Harbors Investment Corp (TWO) CEO William Greenberg on Q4 2021 Results - Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Reports Fourth Quarter 2021 Financial Results

Two Harbors Investment Corp. Reports Fourth Quarter 2021 Financial Results

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp Announces 2021 Dividend Tax Information

Two Harbors Investment Corp. Announces 2021 Dividend Tax Information

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Fourth Quarter 2021 Financial Results

Two Harbors Investment Corp. Announces Earnings Release and Conference Call for Fourth Quarter 2021 Financial Results

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Fourth Quarter 2021 Common and Preferred Stock Dividends

Two Harbors Investment Corp. Announces Fourth Quarter 2021 Common and Preferred Stock Dividends

The company's book value is growing but the price to book ratio indicates a bit undervalued stock with trading just 7% below its book value at the moment. The management plans to further deploy capital in RMBS and RMS as opportunities come.

Two Harbors: An mREIT With An 11.26% Dividend Yield

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Two Harbors Investment Corp. (TWO) CEO Bill Greenberg on Q3 2021 results - Earnings Call Transcript

Two Harbors Investments (TWO) delivered earnings and revenue surprises of 14.29% and -26.87%, respectively, for the quarter ended September 2021. Do the numbers hold clues to what lies ahead for the stock?

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