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Two Harbors Investment Corp. (TWO)
:TWO
Earnings Data
Report Date
Feb 11, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.37Last Year’s EPS
0.2Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted significant achievements such as the settlement of litigation, growth in subservicing, and strong performance in originations. However, these were balanced by substantial financial impacts of the litigation settlement expense and comprehensive loss, leading to an increased expense ratio.Company Guidance
Settlement of Litigation with Former External Manager
Reached a settlement in the litigation with former external manager, agreeing to make a one-time payment of $375 million, allowing the company to move forward with clarity and certainty.
Growth in Subservicing Business
Signed a term sheet with a new subservicing client, bringing combined subservicing UPB to approximately $40 billion, validating efforts to grow the third-party subservicing business.
Strong Performance in Direct-to-Consumer Originations
Recorded the most-ever locks for September and funded $49 million of UPB in first and second liens in Q3, with an additional $52 million in the origination pipeline.
Positive Impact of Fed Rate Cut
Fed cut rates by 25 basis points in September, boosting equity markets with the S&P 500 up almost 8% by quarter end.
Return Potential and Portfolio Optimism
Projected prospective quarterly static return per share of $0.26 to $0.42 with a potential static return on common equity ranging from 9.5% to 15.2%.
TWO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TWO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 27, 2025 | $9.82 | $9.82 | 0.00% |
Jul 28, 2025 | $9.98 | $9.75 | -2.30% |
Apr 28, 2025 | $11.18 | $11.58 | +3.58% |
Jan 29, 2025 | $10.59 | $11.30 | +6.70% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Two Harbors Investment Corp. (TWO) report earnings?
Two Harbors Investment Corp. (TWO) is schdueled to report earning on Feb 11, 2026, After Close (Confirmed).
What is Two Harbors Investment Corp. (TWO) earnings time?
Two Harbors Investment Corp. (TWO) earnings time is at Feb 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is TWO EPS forecast?
TWO EPS forecast for the fiscal quarter 2025 (Q4) is 0.37.