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

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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. Reports First Quarter 2021 Financial Results

Two Harbors Investment Corp. Reports First Quarter 2021 Financial Results

Two Harbors Investments (TWO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Two Harbors Investments (TWO) Q1 Earnings Expected to Decline

Favorable themes in the mREIT sector have driven a revaluation of Two Harbors since November. Two Harbors has seen a big expansion of its net interest spread in the 3rd and 4th quarter and a steepening yield curve could provide earnings support in FY 2021.

Two Harbors: 8.9% Yield But The Real Money Has Already Been Made

Global Ship Lease

AT&T

Making our DIY Stimulus Plan even safer for income generation. Three picks for income in good times and bad.

DIY Stimulus Plan: 3 Picks For Safety And Income

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

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

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

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

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. To Participate in the 2021 RBC Capital Markets Global Financial Institutions Conference

Two Harbors Investment Corp. To Participate in the 2021 RBC Capital Markets Global Financial Institutions Conference

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces 2021 Annual Meeting of Stockholders

Two Harbors Investment Corp. Announces 2021 Annual Meeting of Stockholders

ARMOUR Residential REIT

Annaly Capital

The stock market is overpriced right now, and yields in big index funds are paltry. We are finding opportunities among slow-growing dividend stocks priced at deep discounts to intrinsic value.

3 Residential mREITs Offering 10% Yields And Significant Discounts To Book

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. To Participate in the 22nd Annual Credit Suisse Virtual Financial Conference

Two Harbors Investment Corp. To Participate in the 22nd Annual Credit Suisse Virtual Financial Conference

Growth in mortgage purchase volume in the market will likely drive servicing income this year. Prepayment speeds will likely continue to act as a headwind. Low interest rates will encourage prepayment.

Two Harbors: 10% Dividend Yield, Dividends Supported By Mortgage Servicing Income

New York Mortgage Trust

Ready Capital Corp

3 Promising mREIT Industry Stocks Braving Industry Challenges

Two Harbors Investment Corp. has considerably de-risked its business by transitioning to a strategy that pairs MSR (Mortgage Servicing Rights) with Agency RMBS (Residential Mortgage-Backed Security).

Two Harbors Investment: Holding Steady

Ares Commercial Real Estate

American Fin Tr Inc - Ordinary Shares - Class A

Apollo Commercial Real Estate Finance

Cherry Hill Mortgage

Chimera Investment

Capstead Mortgage

Ellington Residential Mortgage REIT

GEO Group

Global Net Lease

Gladstone Commercial

New Residential Investment

One Liberty Properties

Orchid Island Capital

PennyMac Mortgage Investment

The GEO Group showed top-broker estimated net gains of 103.33%, while Orchid Island Capital had the top (14.3%) yield out of 350 U.S. REITs per YCharts data 2/8/21. Top 10 net gainers TWO, PMT, EARN, GOOD, AFIN, NRZ, RC, CMO, CHMI, and GNL ranged 13.6%-30.1% 2/8/21. Top 36 US REITs (priced over $5) by yield represented 8 of 9 REIT industries.

67 U.S. Real Estate Investment Trusts Yield Over 7% In February

Two Harbors (TWO) CEO, Bill Greenburg on Q4 2020 Results - Earnings Call Transcript

Two Harbors Investments (TWO) delivered earnings and revenue surprises of 36.36% and -15.83%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

Two Harbors Investments (TWO) Beats Q4 Earnings Estimates

Shares of Two Harbors Investment (NYSE:TWO) moved higher in after-market trading after the company reported Q4 results. Quarterly Results Earnings per share increased 20.00% over the past year to $0.30, which beat the estimate of $0.23.

Recap: Two Harbors Investment Q4 Earnings

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

Two Harbors Investment Corp. Reports Fourth Quarter 2020 Financial Results

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Redemption of Series D and Series E Cumulative Redeemable Preferred Stock

Two Harbors Investment Corp. Announces Redemption of Series D and Series E Cumulative Redeemable Preferred Stock

Analysts Estimate Two Harbors Investments (TWO) to Report a Decline in Earnings: What to Look Out for

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. (NYSE: TWO), an Agency + MSR mortgage real estate investment trust, today announced the closing of its underwritten public offering of $287.5 million aggregate principal amount of 6.25% convertible senior notes due 2026 (the “Notes”), which includes $37.5 million aggregate principal amount of the Notes sold by the company to the underwriters of the offering pursuant to the option to purchase additional Notes. The Notes will be unsecured, p

Two Harbors Investment Corp. Announces Closing of Convertible Senior Notes due 2026 Offering

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. (NYSE: TWO) today announced the tax treatment of common stock and preferred stock dividends declared in 2020. This information is provided to assist stockholders with tax reporting requirements related to dividend distributions by Two Harbors. Stockholders should review the 2020 tax statements received from their brokerage firms or other institutions to ensure that the statements agree with the information provided below. Additionally, as

Two Harbors Investment Corp. Announces 2020 Dividend Tax Information

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Pricing of Convertible Senior Notes due 2026

Two Harbors Investment Corp. Announces Pricing of Convertible Senior Notes due 2026

NEW YORK--(BUSINESS WIRE)--Two Harbors Investment Corp. Announces Proposed Public Offering of Convertible Senior Notes due 2026

Two Harbors Investment Corp. Announces Proposed Public Offering of Convertible Senior Notes due 2026

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

News for Two Harbors Investment Stock (TWO)