Two Harbors Investment Corp's common shares (TWO) increased by approximately 5.69% and reached a 20-day high, reflecting a positive market sentiment towards the company.
The rise in stock price is attributed to stable market demand for its preferred shares, with the 7.25% Series C Preferred Stock (TWO.PRC) also showing a gain of about 0.8%. This indicates investor confidence in the company's financial health and ongoing cash flow capability, which enhances its long-term investment value. The positive sentiment may attract more investor interest in Two Harbors' stock performance.
This upward movement in stock price suggests that investors are optimistic about Two Harbors Investment Corp's future prospects, potentially leading to increased trading activity and further price appreciation.
Wall Street analysts forecast TWO stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TWO is 10.88 USD with a low forecast of 10.00 USD and a high forecast of 12.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast TWO stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TWO is 10.88 USD with a low forecast of 10.00 USD and a high forecast of 12.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
4 Hold
0 Sell
Hold
Current: 13.290
Low
10.00
Averages
10.88
High
12.50
Current: 13.290
Low
10.00
Averages
10.88
High
12.50
JPMorgan
Neutral
maintain
$10
2026-01-23
Reason
JPMorgan
Price Target
$10
AI Analysis
2026-01-23
maintain
Neutral
Reason
JPMorgan raised the firm's price target on Two Harbors to $13.50 from $10 and keeps a Neutral rating on the shares. The firm adjusted targets in the mortgage real estate investment trust group a part of a Q4 preview. The macro environment for REITs remains "mixed but still favorable," with the U.S. economy showing resilience even as inflation tracks above policy targets, the analyst tells investors in a research note. JPMorgan keeps a "selective and risk-aware stance across the REIT sector."
UBS
Buy
to
Neutral
downgrade
$14
2026-01-23
Reason
UBS
Price Target
$14
2026-01-23
downgrade
Buy
to
Neutral
Reason
UBS downgraded Two Harbors to Neutral from Buy with a $14 price target.
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UBS
Buy
to
Neutral
downgrade
$11 -> $14
2026-01-23
Reason
UBS
Price Target
$11 -> $14
2026-01-23
downgrade
Buy
to
Neutral
Reason
UBS downgraded Two Harbors (TWO) to Neutral from Buy with a price target of $14, up from $11. The downgrade reflects the terms of UWM Holdings' (UWMC) deal to buy Two Harbors, the analyst tells investors in a research note. The deal is expected to close in Q2.
JPMorgan
Overweight
maintain
$10
2025-10-20
Reason
JPMorgan
Price Target
$10
2025-10-20
maintain
Overweight
Reason
JPMorgan raised the firm's price target on Two Harbors to $10 from $9.50 and keeps an Overweight rating on the shares as part of a Q3 preview for the mortgage real estate investment trust group. Uncertainty around the path of interest rates is "quickly diminishing" but inflation remains a risk, the analyst tells investors in a research note. JPMorgan believes a steeper yield curve will be a tailwind for residential mortgage REITS but may have a more measured impact on commercial REITs.
About TWO
Two Harbors Investment Corp. is a real estate investment trust (REIT) that invests in mortgage servicing rights (MSR), residential mortgage-backed securities and other financial assets. The Company, through its operational platform, RoundPoint Mortgage Servicing LLC, is a servicer of conventional loans. The Company, through its subsidiary, TH MSR Holdings LLC, holds the requisite approvals from Fannie Mae and Freddie Mac to own and manage MSR. Its Agency residential mortgage-backed securities portfolio is comprised of fixed rate mortgage-backed securities backed by single-family and multi-family mortgage loans. Its other assets may include financial and mortgage-related assets other than its target assets, including non-Agency securities (securities that are not issued or guaranteed by Ginnie Mae, Fannie Mae or Freddie Mac), other Agency securities and certain non-hedging transactions that may produce non-qualifying income for purposes of REIT gross income tests.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
