TWO - AlphaYou

Smart money at a glance

Filings to Nov 13, 2026

No insider open-market trades in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: $0
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Sep 30, 2026: 0 added, 1 cut

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

Unlock the full results

Questions about TWO filings

Are insiders buying or selling Two Harbors Investments Corp (TWO) stock?

Neither. Two Harbors Investments Corp (TWO) insiders filed no open-market purchases or sales in the 90 days to Nov 13, 2026, according to SEC Form 4 filings.

Which members of Congress have traded TWO recently?

None. No member of Congress disclosed a TWO trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this TWO smart-money data?

This summary uses filings available on Nov 13, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on TWO

Lean short1 source:
- Funds

Top traders
No tracked positions at the last update
Insiders
No recent insider filings found
Congress
No recent politician filings found
Funds
Lean short1 added · 2 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Influencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about TWO filings

Are insiders buying or selling Two Harbors Investments Corp (TWO) stock?

Neither. Two Harbors Investments Corp (TWO) insiders filed no open-market purchases or sales in the 90 days to Nov 13, 2026, according to SEC Form 4 filings.

Which members of Congress have traded TWO recently?

None. No member of Congress disclosed a TWO trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this TWO smart-money data?

Funds

What funds are doing

3 moves · 6 mo

Buys/Adds$17.3MSells/Trims$101.0M

Buys/Adds (1)

BO
Bank of America
Q2 2026 13F
$17.3M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (2)

BA
Balyasny
Dmitry Balyasny · Q2 2026 13F
$49.2M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%
SS
State Street
Q3 2026 13F
$51.7M
sold
Signals like this: n=2239, 53% finished lower at D15, median -0.4% vs SPY -0.4%

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Reported Jul 27, 2026

Earnings came in 75.0% above what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Jul 27, 2026

Period ending

Jun 30, 2026

Earnings per share

$0.28+75.00% beat

$0.16 expected

Revenue

$212.6M

Financial statements: Alpha Vantage

Next report

What the street expects next

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Jul 27, 2026	$0.28est. $0.16	+75.00%beat	$212.6MAlpha Vantage	+78.1%from $119.4M
Mar 31, 2026Reported Apr 28, 2026	$0.34est. $0.27	+25.93%beat	$218.8MAlpha Vantage	+3.2%from $212.0M
Dec 31, 2025Reported Feb 2, 2026	-$0.02est. $0.47	-104.26%miss	$179.4MAlpha Vantage	-18.3%from $219.4M
Sep 30, 2025Reported Oct 27, 2025	Not on file	No estimate	$247.6MAlpha Vantage	+95.7%from $126.5M
Jun 30, 2025Reported Jul 28, 2025	$0.28est. $0.36	-22.22%miss	$119.4MAlpha Vantage	-42.8%from $208.8M
Mar 31, 2025Reported Apr 28, 2025	$0.24est. $0.40	-40.00%miss	$212.0MAlpha Vantage	-27.4%from $292.0M
Dec 31, 2024Reported Jan 29, 2025	$0.20est. $0.34	-41.18%miss	$219.4MAlpha Vantage	+793.6%from $24.6M
Sep 30, 2024Reported Oct 28, 2024	$0.13est. $0.36	-63.89%miss	$126.5MAlpha Vantage	-63.1%from $342.5M

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $12.18
High: $12.18
Low: $12.18
Prev close: $12.18
52-wk high: $13.37
52-wk low: $8.28
Mkt cap: $1.28B
ROE: -1.2%
Fwd P/E: 10.8x
Beta: 1.05
Div yield: 11.30%
P/S: 1.5x
P/B: 0.7x
Profit margin: -2.5%
Op margin: +49.8%

Sep 2025 to Jun 2026

What it sold, what it cost, what was left.

RevenueProfit

Sep 2025Dec 2025Mar 2026Jun 2026

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$247.6M	$179.4M	$218.8M	$212.6M
Cost of what it soldCost of revenue	-$4.4M	$3.4M	$97.0M	$92.8M
Gross profit	$251.9M	$176.0M	$121.8M	$119.8M
What it spent
Sales and adminSelling, general and administrative	$21.3M	$43.1M	$49.4M	$51.4M
Other operating costsOperating costs not itemised in the filing's summary	$65.2M	$11.8M	—	—
Total operating expenses	$86.5M	$54.8M	$49.4M	$51.4M
What was left
Operating profitOperating income	$165.5M	$121.1M	$72.3M	$68.4M
Interest on debtInterest expense	$117.1M	$105.4M	$95.2M	$89.6M
Profit before tax	-$126.7M	$17.3M	$36.4M	$68.2M
TaxIncome tax expense	$1.2M	$5.6M	$4.1M	$6.0M
Net profitNet income	-$127.9M	$11.7M	$32.3M	$62.2M
EBITDAEarnings before interest, tax, depreciation, amortisation	-$9.6M	$122.7M	$136.7M	$68.4M

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

100 / 100

RSI 14

64balanced

20D volatility

7%annualized

52-week range

$12.18

$8.28$13.37

20D support

$11.98recent floor

20D resistance

$12.19recent ceiling

Returns

5D +1.6%20D +1.7%60D +2.6%

Price vs moving averages

SMA20 +1.0%SMA50 +1.7%SMA200 +12.3%

Volume pace

1.93xvs prior 20D

Quarter / reported

Earnings per share

Beat or miss

Revenue / income

Revenue vs last year

Jun 30, 2026Jul 27, 2026

$0.28est. $0.16

+75.00%

$212.6MAlpha Vantage

+78.1%from $119.4M

Mar 31, 2026Apr 28, 2026

$0.34est. $0.27

+25.93%

$218.8MAlpha Vantage

+3.2%from $212.0M

Dec 31, 2025Feb 2, 2026

-$0.02est. $0.47

-104.26%

$179.4MAlpha Vantage

-18.3%from $219.4M

Sep 30, 2025Oct 27, 2025

Not on file

No estimate

$247.6MAlpha Vantage

+95.7%from $126.5M

Jun 30, 2025Jul 28, 2025

$0.28est. $0.36

-22.22%

$119.4MAlpha Vantage

-42.8%from $208.8M

Mar 31, 2025Apr 28, 2025

$0.24est. $0.40

-40.00%

$212.0MAlpha Vantage

-27.4%from $292.0M

Dec 31, 2024Jan 29, 2025

$0.20est. $0.34

-41.18%

$219.4MAlpha Vantage

+793.6%from $24.6M

Sep 30, 2024Oct 28, 2024

$0.13est. $0.36

-63.89%

$126.5MAlpha Vantage

-63.1%from $342.5M

Income statement, 4 periods, all values in US dollars
USD	Sep 2025	Dec 2025	Mar 2026	Jun 2026
What came in
RevenueTotal revenue	$247.6M	$179.4M	$218.8M	$212.6M
Cost of what it soldCost of revenue	-$4.4M	$3.4M	$97.0M	$92.8M
Gross profit	$251.9M	$176.0M	$121.8M	$119.8M
What it spent
Sales and adminSelling, general and administrative	$21.3M	$43.1M	$49.4M	$51.4M
Other operating costsOperating costs not itemised in the filing's summary	$65.2M	$11.8M	—	—
Total operating expenses	$86.5M	$54.8M	$49.4M	$51.4M
What was left
Operating profitOperating income	$165.5M	$121.1M	$72.3M	$68.4M
Interest on debtInterest expense	$117.1M	$105.4M	$95.2M	$89.6M
Profit before tax	-$126.7M	$17.3M	$36.4M	$68.2M
TaxIncome tax expense	$1.2M	$5.6M	$4.1M	$6.0M
Net profitNet income	-$127.9M	$11.7M	$32.3M	$62.2M
EBITDAEarnings before interest, tax, depreciation, amortisation	-$9.6M	$122.7M	$136.7M	$68.4M

USD

Sep 2025

Dec 2025

Mar 2026

Jun 2026

What came in

RevenueTotal revenue

$247.6M

$179.4M

$218.8M

$212.6M

Cost of what it soldCost of revenue

-$4.4M

$3.4M

$97.0M

$92.8M

Gross profit

$251.9M

$176.0M

$121.8M

$119.8M

What it spent

Sales and adminSelling, general and administrative

$21.3M

$43.1M

$49.4M

$51.4M

Other operating costsOperating costs not itemised in the filing's summary

$65.2M

$11.8M

—

Total operating expenses

$86.5M

$54.8M

$49.4M

$51.4M

What was left

Operating profitOperating income

$165.5M

$121.1M

$72.3M

$68.4M

Interest on debtInterest expense

$117.1M

$105.4M

$95.2M

$89.6M

Profit before tax

-$126.7M

$17.3M

$36.4M

$68.2M

TaxIncome tax expense

$1.2M

$5.6M

$4.1M

$6.0M

Net profitNet income

-$127.9M

$11.7M

$32.3M

$62.2M

EBITDAEarnings before interest, tax, depreciation, amortisation

-$9.6M

$122.7M

$136.7M

$68.4M

Two Harbors Investments Corp

Smart money at a glance

What do analysts expect?

Questions about TWO filings

Smart money on TWO

Questions about TWO filings

What funds are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 75.0% above what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

Two Harbors Investments Corp

Smart money at a glance

What do analysts expect?

Questions about TWO filings

Smart money on TWO

Questions about TWO filings

What funds are doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 75.0% above what analysts expected.

What the street expects next

Previous reports

What it sold, what it cost, what was left.

Price structure

Ask it in Claude or ChatGPT.

Two Harbors Investments Corp

Overview

Questions about TWO filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.

Two Harbors Investments Corp

Overview

Questions about TWO filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

Ask it in Claude or ChatGPT.