Two Harbors Investment Corp. NYQ · TWO
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Latest bar · TWO
Momentum reads · latest daily barGreen means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.
Financial overlay · last 12 quarters
The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0.1B | $0.0B | — | $0.1B | 37.6% | — |
| 2025-12-31 | $0.1B | $0.0B | — | $0.1B | 17.1% | — |
| 2025-09-30 | $0.1B | $-0.1B | — | $-0.2B | -138.0% | — |
| 2025-06-30 | $-0.0B | $-0.3B | — | $0.0B | 1765.9% | — |
| 2025-03-31 | $-0.0B | $-0.1B | — | $0.1B | 250.7% | — |
| 2024-12-31 | $nanB | $nanB | — | $nanB | nan% | — |
Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.
Compare TWO vs peers
Line TWO up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.
Add tickers to compare with TWO
~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.
Earnings replay · last 20 reports
How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.
| Date | EPS actual | EPS est | Surprise | Next-day |
|---|---|---|---|---|
| 2026-04-28 | 0.34 | 0.27 | +26.8% | +5.0% |
| 2026-02-02 | -0.02 | 0.47 | -104.3% | -0.3% |
| 2025-10-27 | 0.36 | 0.36 | -1.4% | +0.0% |
| 2025-07-28 | 0.28 | 0.36 | -21.2% | -2.3% |
| 2025-04-28 | 0.24 | 0.40 | -39.7% | +3.5% |
| 2025-01-29 | 0.20 | 0.34 | -41.8% | +6.7% |
| 2024-10-28 | 0.13 | 0.36 | -63.8% | -6.6% |
| 2024-07-30 | 0.17 | 0.39 | -56.5% | -2.2% |
| 2024-04-29 | 0.05 | 0.44 | -88.6% | +0.3% |
| 2024-01-29 | -0.11 | 0.46 | -124.1% | -6.5% |
| 2023-10-30 | -0.01 | 0.48 | -102.1% | +15.5% |
| 2023-07-31 | -0.04 | 0.58 | -106.9% | +2.1% |
| 2023-05-01 | 0.09 | 0.71 | -87.2% | -9.0% |
| 2023-02-08 | 0.26 | 0.51 | -49.0% | -2.6% |
| 2022-11-08 | 0.64 | 0.79 | -18.7% | +5.5% |
| 2022-08-03 | 0.88 | 0.77 | +13.9% | -2.1% |
| 2022-05-04 | 0.72 | 0.80 | -9.7% | +1.2% |
| 2022-02-09 | 0.88 | 0.84 | +4.4% | +0.2% |
| 2021-11-08 | 0.96 | 0.79 | +21.5% | -0.9% |
| 2021-08-04 | 0.76 | 0.77 | -1.2% | +1.0% |
Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.
Peer comparison · Real Estate
Context check: the same key numbers for the closest Real Estate names side by side, so you can tell whether this stock is the standout or just moving with its group.
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| TWO ★ | $1B | — | 10.3 | 2.6 | — | 1.1 | 97.7% | 1569.1% | — | — |
| PLD | $138B | 32.3 | 42.1 | — | 26.4 | 2.5 | 75.5% | 12.3% | 85.3% | — |
| AMT | $77B | 26.8 | 24.2 | 7.2 | 18.2 | 22.0 | 74.0% | 6.8% | 76.9% | 5.96% |
| EQIX | $101B | 71.0 | 53.3 | 10.7 | 28.8 | 7.1 | 51.6% | 12.1% | 20.0% | 2.69% |
| WELL | $173B | 118.4 | 72.9 | 14.7 | 63.4 | 3.9 | 39.9% | 38.3% | 157.9% | 1.50% |
| DLR | $67B | 47.3 | 66.1 | 10.6 | 28.5 | 2.7 | 55.3% | 16.7% | 67.6% | 4.88% |
| SPG | $86B | 15.7 | 33.6 | — | 21.0 | 15.2 | 81.6% | 19.3% | 16.4% | 2.90% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.
Top institutional holders
Top-10 concentration: 45.73%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 16,566,640 | 15.77% |
| Vanguard Portfolio Management LLC | 6,119,894 | 5.83% |
| Balyasny Asset Management LP | 4,929,421 | 4.69% |
| Vanguard Capital Management LLC | 4,651,280 | 4.43% |
| State Street Corporation | 3,934,529 | 3.75% |
| Sand Grove Capital Management Llp | 3,094,787 | 2.95% |
| Geode Capital Management, LLC | 2,479,129 | 2.36% |
| Millennium Management Llc | 2,125,337 | 2.02% |
| Alliancebernstein L.P. | 2,109,499 | 2.01% |
| AQR Arbitrage LLC | 2,021,084 | 1.92% |
Insider activity · 90d
0 buys / 2 sells · ratio 0.0 · Finnhub
- Abraham Spencer SELL 35,039 @ $12.57
- KASNET STEPHEN G SELL 95,993 @ $12.57
Analyst estimates
FinnhubWhat Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.
SEC filings
The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.
| Form | Filed | Description | Action |
|---|---|---|---|
| 8-K | 2026-07-06 | FORM 8-K | view · |
| 8-K | 2026-06-23 | FORM 8-K | view · |
| 8-K | 2026-06-08 | FORM 8-K | view · |
| 8-K | 2026-05-28 | FORM 8-K | view · |
| 8-K | 2026-05-19 | FORM 8-K | view · |
| 4 | 2026-05-15 | FORM 4 | view · |
| 4 | 2026-05-15 | FORM 4 | view · |
| 8-K | 2026-05-15 | FORM 8-K | view · |
| 8-K | 2026-05-14 | FORM 8-K | view · |
| 8-K | 2026-05-08 | FORM 8-K | view · |
| 10-Q | 2026-04-29 | 10-Q | view · |
| 8-K | 2026-04-29 | FORM 8-K | view · |
| 8-K | 2026-04-28 | 8-K | view · |
| 8-K | 2026-03-27 | FORM 8-K | view · |
| 8-K | 2026-03-23 | 8-K | view · |
| 8-K | 2026-03-19 | FORM 8-K | view · |
| 8-K | 2026-03-16 | 8-K | view · |
| 10-K | 2026-02-17 | 10-K | view · |
| 8-K | 2026-02-02 | 8-K | view · |
| 4 | 2026-01-15 | FORM 4 | view · |
| 4 | 2026-01-12 | FORM 4 | view · |
| 4 | 2026-01-12 | FORM 4 | view · |
| 4 | 2026-01-12 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2026-01-09 | FORM 4 | view · |
| 4 | 2025-12-31 | FORM 4 | view · |
| 4 | 2025-12-22 | FORM 4 | view · |
| 4 | 2025-12-19 | FORM 4 | view · |
| 4 | 2025-12-19 | FORM 4 | view · |
| 4 | 2025-12-19 | FORM 4 | view · |
| 4 | 2025-12-19 | FORM 4 | view · |
| 4 | 2025-12-19 | FORM 4 | view · |
| 8-K | 2025-12-17 | FORM 8-K | view · |
| 8-K | 2025-12-17 | FORM 8-K | view · |
| 10-Q | 2025-10-28 | 10-Q | view · |
| 8-K | 2025-10-27 | 8-K | view · |
| 8-K | 2025-09-19 | FORM 8-K | view · |
| 8-K | 2025-08-20 | FORM 8-K | view · |
| 4 | 2025-08-18 | FORM 4 | view · |
| 10-Q | 2025-07-29 | 10-Q | view · |
| 8-K | 2025-07-28 | 8-K | view · |
| 8-K | 2025-05-29 | FORM 8-K | view · |
| 4 | 2025-05-16 | FORM 4 | view · |
| 4 | 2025-05-16 | FORM 4 | view · |
| 4 | 2025-05-16 | FORM 4 | view · |
| 4 | 2025-05-16 | FORM 4 | view · |
| 4 | 2025-05-16 | FORM 4 | view · |
| 4 | 2025-05-16 | FORM 4 | view · |
| 4 | 2025-05-16 | FORM 4 | view · |
| 8-K | 2025-05-15 | 8-K | view · |
| 8-K | 2025-05-13 | FORM 8-K | view · |
| 8-K | 2025-05-07 | FORM 8-K | view · |
| 10-Q | 2025-04-29 | 10-Q | view · |
| 8-K | 2025-04-28 | 8-K | view · |
About TWO
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.
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