TWO Stock Recent News
TWO LATEST HEADLINES
NEW YORK--(BUSINESS WIRE)---- $TWO #TWO--TWO Announces Details Pertaining to the 2025 Annual Meeting of Stockholders.
NEW YORK--(BUSINESS WIRE)---- $TWO #TWO--TWO Announces Pricing of Public Offering of Senior Notes.
Two Harbors Investment Corp.'s share price crashed in April, but has since shown signs of a profound recovery. Two Harbors Investment's portfolio includes $3.0B in mortgage servicing rights, which may decline in value as federal fund rates decline. A heavy MBS focus should help the REIT's securities revalue higher once the Federal Reserve pushes ahead with rate cuts.
We take a look at the action in preferreds and baby bonds through the fourth week of April and highlight some of the key themes we are watching. Preferred stocks had a strong week, driven by lower Treasury yields and credit spreads, with the sector average yield now below 7%. Evaluating preferreds requires forward yield analysis due to varying payment terms and potential shifts in coupon.
Two Harbors Investment Corp. (NYSE:TWO ) Q1 2025 Results Conference Call April 29, 2025 9:00 AM ET Company Participants Maggie Karr - Head, Investor Relations Bill Greenberg - President & Chief Executive Officer Nick Letica - Chief Investment Officer William Dellal - Chief Financial Officer Conference Call Participants Doug Harter - UBS Trevor Cranston - Citizens JMP Bose George - KBW Eric Hagen - BTIG Harsh Hemnani - Green Street AJ Oden - JPMorgan Merrill Ross - Compass Point Research Operator Good morning. My name is Cynthia, and I will be your conference facilitator.
Although the revenue and EPS for Two Harbors Investments (TWO) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
NEW YORK--(BUSINESS WIRE)---- $two #TWO--TWO Reports First Quarter 2025 Financial Results.
Why some 'safe' 10%+ yields can quietly destroy your portfolio. The hidden dangers lurking inside high-dividend covered call ETFs. How to build an unstoppable dividend machine, while avoiding costly traps.
We warned investors against high price-to-book ratios, especially in agency mortgage REITs. We've got a new batch of charts as of market close on 04/08/2025. Unfortunately, they tend to get outdated within hours. Tariffs on China drastically increased, creating uncertainty and challenges, especially for industrial REITs.
A bunch of mortgage REITs were severely overvalued. Now they are less overvalued. But some others are actually bargains. Tons of charts because images are fun. Ellington Financial's higher price-to-book ratio may be due to lower volatility in the total economic return by period. Digital Realty Trust deserves to be mocked. I am reporting for duty!