TWO HARBORS INVESTMENT ($TWO) posted quarterly earnings results for Q4 2025 on Monday, February 2nd. The company reported earnings of $0.26 per share, missing estimates of $0.37 by $0.11. The company also reported revenue of $-15,490,000, beating estimates of $-16,811,955 by $1,321,955.
You can see Quiver Quantitative's $TWO stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
TWO HARBORS INVESTMENT Insider Trading Activity
TWO HARBORS INVESTMENT insiders have traded $TWO stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.
Here’s a breakdown of recent trading of $TWO stock by insiders over the last 6 months:
- WILLIAM ROSS GREENBERG (Chief Executive Officer) sold 103,893 shares for an estimated $1,186,458
- NICHOLAS LETICA (Chief Investment Officer) has made 0 purchases and 2 sales selling 64,142 shares for an estimated $720,435.
- REBECCA B SANDBERG (Chief Legal Officer) sold 27,370 shares for an estimated $312,787
- ROBERT RUSH (Chief Risk Officer) sold 23,594 shares for an estimated $269,561
- ALECIA HANSON (Chief Administrative Officer) sold 10,768 shares for an estimated $122,913
- WILLIAM DELLAL (Chief Financial Officer) sold 7,087 shares for an estimated $81,099
- JILLIAN HALM (Chief Accounting Officer) has made 0 purchases and 2 sales selling 2,123 shares for an estimated $26,359.
- JAMES D CAMPBELL (EVP Servicing Ops RoundPoint) sold 1,692 shares for an estimated $20,963
- NATHAN BOUCHER (EVP General Counsel RoundPoint) has made 0 purchases and 2 sales selling 1,267 shares for an estimated $15,592.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TWO HARBORS INVESTMENT Hedge Fund Activity
We have seen 103 institutional investors add shares of TWO HARBORS INVESTMENT stock to their portfolio, and 107 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC removed 2,441,575 shares (-58.1%) from their portfolio in Q4 2025, for an estimated $25,636,537
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 1,971,759 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $19,461,261
- ALGEBRIS (UK) LTD added 1,780,276 shares (+inf%) to their portfolio in Q3 2025, for an estimated $17,571,324
- BALYASNY ASSET MANAGEMENT L.P. removed 1,675,915 shares (-46.8%) from their portfolio in Q3 2025, for an estimated $16,541,281
- MILLENNIUM MANAGEMENT LLC added 1,415,062 shares (+45.3%) to their portfolio in Q3 2025, for an estimated $13,966,661
- UBS GROUP AG added 464,929 shares (+42.3%) to their portfolio in Q4 2025, for an estimated $4,881,754
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 413,955 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $4,085,735
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TWO HARBORS INVESTMENT Price Targets
Multiple analysts have issued price targets for $TWO recently. We have seen 2 analysts offer price targets for $TWO in the last 6 months, with a median target of $12.0.
Here are some recent targets:
- Douglas Harter from UBS set a target price of $14.0 on 01/23/2026
- Richard Shane from JP Morgan set a target price of $10.0 on 10/20/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
