STOCK TITAN

Two Hbrs Invt (TWO) Stock News

TWO NYSE

Welcome to our dedicated page for Two Hbrs Invt news (Ticker: TWO), a resource for investors and traders seeking the latest updates and insights on Two Hbrs Invt stock.

Two Harbors Investment Corp. reports developments for an MSR-focused real estate investment trust that invests in mortgage servicing rights, residential mortgage-backed securities and other financial assets. Company news centers on operating and financial results, earnings releases and portfolio-related activity tied to servicing fee income, interest income and residential mortgage exposure.

Recurring updates also cover material agreements, shareholder voting matters, capital-structure disclosures and governance actions. These categories reflect the company’s role as a public REIT managing mortgage-related assets that are sensitive to interest rate, basis and prepayment risk.

Rhea-AI Summary

UWMC (NYSE:UWMC) will acquire Two Harbors (NYSE:TWO) in an all‑stock merger valued at $1.3 billion equity based on a fixed exchange ratio of 2.3328 on Dec 16, 2025 pricing.

The deal nearly doubles UWM’s MSR portfolio by adding a $176 billion UPB MSR book to reach ~$400 billion, targets ~$150 million annual cost/revenue synergies, and increases UWM’s public float ~93% to ~513 million shares. Pro forma ownership will be ~87% UWMC and 13% TWO. Closing is expected in Q2 2026, subject to TWO stockholder and customary regulatory approvals.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
12.11%
Tags
-
Rhea-AI Summary

TWO (NYSE:TWO) reported results for the quarter ended September 30, 2025. Book value was $11.04 per share and the company declared a $0.34 quarterly common dividend. TWO recorded a $175.1 million litigation settlement expense related to a settlement with its former external manager, contributing to a $80.2 million comprehensive loss for the quarter, or $(0.77) per share.

Excluding the settlement, TWO generated a 7.6% quarterly economic return on book value and $37.2 million EAD ($0.36 per share). The company settled $698.2 million UPB of MSR and seeded a new subservicing client with $30 billion UPB (about $19.1 billion settled in the quarter).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
-
Rhea-AI Summary

Two Harbors Investment (NYSE:TWO) will release financial results for the quarter ended September 30, 2025 after market close on October 27, 2025.

The company will host a conference call and live webcast to review results on October 28, 2025 at 9:00 a.m. ET. The live webcast is accessible in the News & Events section at www.twoinv.com, and a replay will be available approximately four hours after the live call ends.

Teleconference access: call toll-free (800) 330-6710 about 10 minutes before the start time and provide Conference Code 2449958.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.71%
Tags
conferences earnings
News
Rhea-AI Summary

Two Harbors Investment Corp (NYSE:TWO), an MSR-focused REIT, announced two major developments. First, the company has reached a $375 million settlement with Pine River, resolving all pending litigation claims. The settlement will be funded through cash and available borrowing capacity.

TWO's estimated book value was $12.73 per common share as of August 15, 2025, up from $12.14 on June 30, representing a 4.9% total economic return. After the settlement payment, the adjusted book value is estimated at $11.06 per share. The company also expanded its subservicing business through a new client relationship involving $20 billion in MSR sales.

The Board declared a Q3 2025 common stock dividend of $0.34 per share, payable October 29, 2025, along with preferred stock dividends for Series A, B, and C shares.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-5.53%
Tags
none
-
Rhea-AI Summary

Two Harbors Investment Corp. (NYSE:TWO), an MSR-focused REIT, reported challenging Q2 2025 financial results. The company recorded a comprehensive loss of $221.8 million, or $(2.13) per share, largely impacted by a $199.9 million contingency liability related to PRCM Advisers litigation.

Key metrics include a book value of $12.14 per share and a declared dividend of $0.39 per share, resulting in a (14.5)% quarterly economic return. The company's portfolio comprised $11.4 billion in Agency RMBS, MSR, and other securities, plus $3.0 billion in net TBA positions. TWO completed $6.6 billion in MSR acquisitions and issued $115 million in Senior Notes.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.32%
Tags
-
Rhea-AI Summary

Two Harbors Investment Corp (NYSE:TWO), an MSR-focused REIT, has scheduled its second quarter 2025 financial results release and conference call. The company will release its Q2 2025 results after market close on July 28, 2025.

A conference call and webcast to discuss the results will be held on July 29, 2025, at 9:00 a.m. ET. Investors can access the webcast through TWO's website and participate in the teleconference by calling (888) 394-8218 with Conference Code 3889089. A replay will be available on the company's website approximately four hours after the live call.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.1%
Tags
conferences earnings
Rhea-AI Summary
TWO announced its Q2 2025 dividend declarations for both common and preferred stock. The common stock dividend was set at $0.39 per share, representing a 13% reduction from the previous quarter, primarily due to a $198.9 million contingency accrual related to ongoing litigation from their 2020 internalization. The common dividend will be paid on July 29, 2025, to stockholders of record as of July 3, 2025. The company also declared preferred stock dividends: Series A at $0.50781 (8.125% rate), Series B at $0.47656 (7.625% rate), and Series C at $0.60370 (9.55298% floating rate), all payable on July 28, 2025, to stockholders of record as of July 11, 2025.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.7%
Tags
dividends earnings
-
Rhea-AI Summary

TWO (Two Harbors Investment Corp, NYSE: TWO) has announced the details for its 2025 Annual Meeting of Stockholders. The virtual meeting will be held on May 14, 2025, at 10:00 a.m. Eastern Time. Stockholders of record as of March 19, 2025 will be able to participate, vote, and submit questions through the virtual platform at virtualshareholdermeeting.com/TWO2025. Participants should use their 16-digit control number found in their proxy materials to access the meeting and are advised to log in 15 minutes early. A replay of the meeting will be available for one year following the event.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.83%
Tags
none
-
Rhea-AI Summary
TWO (NYSE: TWO) has announced the pricing of a $100 million public offering of senior notes due 2030, with a 9.375% interest rate. The notes will be issued in $25 denominations with underwriters having a 30-day option to purchase an additional $15 million to cover over-allotments. The offering is expected to close on May 13, 2025. The notes will pay interest quarterly starting August 15, 2025, and mature on August 15, 2030. TWO plans to use the proceeds for general corporate purposes, including debt refinancing, purchasing target assets like MSR and Agency RMBS, potential repurchase of securities, and other capital expenditures. The notes will be listed on the NYSE, with trading expected to begin within 30 days of issuance.
Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.35%
Tags
Rhea-AI Summary

Two Harbors Investment (NYSE: TWO) reported strong Q1 2025 financial results, with a book value of $14.66 per common share and a quarterly dividend of $0.45 per share. The company achieved a 4.4% quarterly economic return on book value.

Key highlights:

  • Generated Comprehensive Income of $64.9 million ($0.62 per share)
  • Acquired $174.9 million in MSR through flow-sale and committed to $1.7 billion post-quarter
  • Portfolio included $11.6 billion in Agency RMBS and MSR investments
  • MSR portfolio showed 4.2% CPR with 0.85% delinquency rate

The company maintained a conservative approach with lower risk exposures and high liquidity levels. The MSR-focused strategy delivered positive performance across both securities and mortgage servicing rights. The portfolio composition was 74.4% Agency RMBS and 25.6% MSR, with an additional $3.0 billion in TBA securities.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
3.5%
Tags

FAQ

What is the current stock price of Two Hbrs Invt (TWO)?

The current stock price of Two Hbrs Invt (TWO) is $12.62 as of May 11, 2026.

What is the market cap of Two Hbrs Invt (TWO)?

The market cap of Two Hbrs Invt (TWO) is approximately 1.3B.