Polar Asset Management Partners Inc. Sells 66,051 Shares of Two Harbors Investments Corp $TWO

Posted by Francis Steltz on Jul 28th, 2026

Polar Asset Management Partners Inc. decreased its position in Two Harbors Investments Corp (NYSE:TWO – Free Report) by 27.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 178,000 shares of the real estate investment trust’s stock after selling 66,051 shares during the quarter. Polar Asset Management Partners Inc. owned about 0.17% of Two Harbors Investments worth $2,033,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in TWO. Smartleaf Asset Management LLC lifted its holdings in Two Harbors Investments by 34.5% during the 4th quarter. Smartleaf Asset Management LLC now owns 3,825 shares of the real estate investment trust’s stock worth $40,000 after purchasing an additional 981 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its holdings in Two Harbors Investments by 11.3% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 12,391 shares of the real estate investment trust’s stock valued at $129,000 after buying an additional 1,261 shares in the last quarter. Osaic Holdings Inc. grew its holdings in Two Harbors Investments by 11.1% in the 2nd quarter. Osaic Holdings Inc. now owns 13,130 shares of the real estate investment trust’s stock valued at $142,000 after buying an additional 1,309 shares in the last quarter. Janney Montgomery Scott LLC increased its position in Two Harbors Investments by 12.2% during the 4th quarter. Janney Montgomery Scott LLC now owns 15,317 shares of the real estate investment trust’s stock worth $161,000 after buying an additional 1,663 shares during the period. Finally, APS Management Group Inc. increased its position in Two Harbors Investments by 7.8% during the 4th quarter. APS Management Group Inc. now owns 29,832 shares of the real estate investment trust’s stock worth $313,000 after buying an additional 2,151 shares during the period. Institutional investors own 64.19% of the company’s stock.

Two Harbors Investments Stock Performance

Shares of Two Harbors Investments stock opened at $12.11 on Tuesday. The company has a 50 day moving average of $12.28 and a 200-day moving average of $11.69. Two Harbors Investments Corp has a 1-year low of $8.78 and a 1-year high of $14.17. The company has a current ratio of 1.06, a quick ratio of 1.06 and a debt-to-equity ratio of 0.91. The company has a market cap of $1.27 billion, a PE ratio of -3.17 and a beta of 1.03.

Two Harbors Investments (NYSE:TWO – Get Free Report) last posted its quarterly earnings results on Tuesday, April 28th. The real estate investment trust reported $0.34 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.21 by $0.13. Two Harbors Investments had a negative net margin of 87.72% and a positive return on equity of 13.62%. The business had revenue of $225.08 million for the quarter, compared to analyst estimates of $2.33 million. As a group, equities research analysts forecast that Two Harbors Investments Corp will post 0.89 earnings per share for the current fiscal year.

Two Harbors Investments Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Shareholders of record on Thursday, July 2nd were issued a $0.34 dividend. This represents a $1.36 dividend on an annualized basis and a dividend yield of 11.2%. The ex-dividend date of this dividend was Thursday, July 2nd. Two Harbors Investments’s dividend payout ratio (DPR) is currently -35.60%.

Analyst Ratings Changes

TWO has been the subject of a number of research reports. Compass Point reissued a “neutral” rating and set a $13.00 target price on shares of Two Harbors Investments in a report on Tuesday, June 9th. Zacks Research upgraded shares of Two Harbors Investments from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, July 21st. JPMorgan Chase & Co. raised their price target on shares of Two Harbors Investments from $11.00 to $12.00 and gave the stock an “underweight” rating in a research report on Friday, July 17th. Weiss Ratings upgraded shares of Two Harbors Investments from a “sell (d)” rating to a “sell (d+)” rating in a research note on Wednesday, April 29th. Finally, Royal Bank Of Canada boosted their price objective on shares of Two Harbors Investments from $11.00 to $12.00 and gave the company a “sector perform” rating in a report on Monday. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $12.60.

Read Our Latest Report on TWO

About Two Harbors Investments

(Free Report)

Two Harbors Investments Corp. is a mortgage real estate investment trust (mREIT) that primarily invests in residential mortgage-backed securities (RMBS) issued or guaranteed by government-sponsored enterprises, as well as non-agency residential mortgage loans, mortgage servicing rights and credit risk transfer securities. The company seeks to generate attractive risk-adjusted returns for its shareholders by employing leverage to enhance net interest income derived from its portfolio of high-quality fixed-income assets.

Headquartered in Minneapolis, Minnesota, Two Harbors operates through a self-managed platform that combines portfolio management, risk-management and securitization expertise.