TWO-PC · Two Harbors Investment Corp.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Book value per common share at period end | $10.68 | Q2 2026 | — |
| Earnings Available for Distribution non-GAAP | $29.6M | Q2 2026 | — |
| Economic return on book value | 4.3% | Q2 2026 | — |
| MSR 3-month CPR | 6.3% | Q2 2026 | — |
| MSR 60+ day delinquencies | 0.8% | As of June 30, 2026 | — |
| MSR gross coupon rate | 3.5% | As of June 30, 2026 | — |
| Number of serviced loans (mortgage servicing rights) | 655,023 | As of June 30, 2026 | — |
| Operating expenses, excluding non-cash LTIP amortization and merger-related costs non-GAAP | $36.31M | Q2 2026 | — |
| Operating expenses, excluding non-cash LTIP amortization and merger-related costs, as a percenta non-GAAP | 8.3% | Q2 2026 | — |
| Total serviced mortgage assets (number of loans) | 840,537 | As of June 30, 2026 | — |
| Total serviced mortgage assets (unpaid principal balance) | $196.21B | As of June 30, 2026 | — |
| Unpaid principal balance of MSR | $155.11B | As of June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Mortgage — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TWO-PC
this stock
Two Harbors Investment Corp.
|
$2.64B | +1.9% | — | — | 4.1% |
|
NLY
Annaly Capital Management Inc
|
$17.61B | +4.5% | — | — | 2.8% |
|
AGNC
AGNC Investment Corp.
|
$12.99B | +2.1% | — | — | 8.4% |
|
STWD
Starwood Property Trust, Inc.
|
$6.02B | -9.8% | -5.3% | — | 4.9% |
|
RITM
Rithm Capital Corp.
|
$5.72B | -5.9% | -6.7% | 17.1 | 7.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TWO-PC | +0.2% | +0.6% | +0.8% | +0.4% | +1.9% |
| SPY | -0.1% | +4.1% | +12.4% | +3.4% | +13.3% |
| vs SPY | +0.3% | -3.5% | -11.6% | -3.0% | -11.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.