TWO HARBORS INVESTMENT CORP (TWO) Forecast, Price Target & Analyst Ratings
NYSE:TWO • US90187B8046
9.26 USD
-0.34 (-3.54%)
At close: Mar 6, 2026
9.349 USD
+0.09 (+0.96%)
After Hours: 3/6/2026, 8:04:00 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for TWO HARBORS INVESTMENT CORP (TWO).
Forecast Snapshot
Consensus Price Target
$12.50
+ 34.94% Upside
Next Earnings Forecast
Release DateApr 27, 2026
PeriodQ1 / 2026
EPS Estimate$0.28
Revenue Estimate-15.403M
ChartMill Buy Consensus
69.23%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$12.50
Upside
+ 34.94%
From current price of $9.26 to mean target of $12.50, Based on 13 analyst forecasts
Low
$11.11
Median
$12.24
High
$14.70
Price Target Revisions
1 Month
12.39%
3 Months
12.21%
Price Target Summary
13 analysts have analysed TWO and the average price target is 12.5 USD. This implies a price increase of 34.94% is expected in the next year compared to the current price of 9.26.
The average price target has been revised upward by 12.21% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
69.23%
TWO was analyzed by 13 analysts. The buy percentage consensus is at 69. So analysts seem to be have mildly positive about TWO.
In the previous month the buy percentage consensus was at a similar level.
TWO was analyzed by 13 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-04 | JP Morgan | Maintains | Neutral -> Neutral |
| 2026-01-23 | UBS | Downgrade | Buy -> Neutral |
| 2025-12-18 | Maxim Group | Downgrade | Buy -> Hold |
| 2025-10-20 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-09-03 | UBS | Maintains | Buy -> Buy |
| 2025-07-29 | Maxim Group | Maintains | Buy -> Buy |
| 2025-07-10 | UBS | Maintains | Buy -> Buy |
| 2025-07-03 | JMP Securities | Downgrade | Market Outperform -> Market Perform |
| 2025-05-28 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2025-05-01 | UBS | Maintains | Buy -> Buy |
| 2025-04-30 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-04-17 | JMP Securities | Maintains | Market Outperform -> Market Outperform |
| 2025-04-16 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-04-08 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-02-13 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2025-01-31 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-01-23 | JMP Securities | Reiterate | Market Outperform -> Market Outperform |
| 2025-01-21 | JP Morgan | Maintains | Neutral -> Neutral |
| 2024-11-25 | Compass Point | Maintains | Buy -> Buy |
| 2024-11-01 | RBC Capital | Maintains | Sector Perform -> Sector Perform |
| 2024-10-30 | JP Morgan | Maintains | Neutral -> Neutral |
| 2024-10-17 | JMP Securities | Maintains | Market Outperform -> Market Outperform |
| 2024-10-03 | Compass Point | Initiate | Buy |
| 2024-08-28 | JMP Securities | Reiterate | Market Outperform -> Market Outperform |
| 2024-08-16 | Janney Montgomery Scott | Initiate | Buy |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 27, 2026
PeriodQ1 / 2026
EPS Estimate$0.28
Revenue Estimate-15.403M
Revenue Q2Q24.24%
EPS Q2Q15.31%
Number of Analysts9
Next Earnings Revisions
Revenue (1 Month)
0.00%
Revenue (3 Months)
4.43%
EPS (1 Month)
0.00%
EPS (3 Months)
8.29%
Next Earnings Summary
TWO is expected to report earnings on 4/27/2026. The consensus EPS estimate for the next earnings is 0.28 USD and the consensus revenue estimate is -15.40M USD.
The next earnings revenue estimate has been revised upward by 4.43% in the past 3 months.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|
| Revenue YoY % growth | 769.953M 0.99% | 1.139B 47.92% | 618.61M -45.68% | -62.11M -110.04% | -62.317M -0.33% | |
| EBITDA YoY % growth | N/A | N/A | N/A | N/A | N/A | |
| EBIT YoY % growth | -57.037M -117.43% | 345.468M 705.69% | -59.293M -117.16% | N/A | N/A | |
| Operating Margin | -7.41% | 30.33% | -9.58% | N/A | N/A | |
| EPS YoY % growth | -0.07 -102.80% | 0.55 885.71% | 1.14 107.27% | 1.19 4.01% | 1.38 16.70% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | Q1 / 27 | Q2 / 27 | Q3 / 27 | Q4 / 27 | |
|---|---|---|---|---|---|---|---|---|
| EPS Q2Q % growth | 0.28 15.31% | 0.28 1.00% | 0.37 3.00% | 0.37 43.73% | 0.37 35.04% | 0.37 32.14% | 0.38 3.50% | 0.37 |
| Revenue Q2Q % growth | -15.403M 24.24% | -15.321M 21.91% | -18.543M 21.11% | -18.046M -16.51% | N/A | N/A | N/A | N/A |
| EBITDA Q2Q % growth | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| EBIT Q2Q % growth | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
N/A
EPS Next 5 Year
N/A
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
N/A
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
TWO HARBORS INVESTMENT CORP / TWO Forecast FAQ
What do analysts expect the price target to be for TWO HARBORS INVESTMENT CORP (TWO)?
13 analysts have analysed TWO and the average price target is 12.5 USD. This implies a price increase of 34.94% is expected in the next year compared to the current price of 9.26.
When does TWO HARBORS INVESTMENT CORP (TWO) report earnings?
TWO HARBORS INVESTMENT CORP (TWO) will report earnings on 2026-04-27, after the market close.
What are the consensus estimates for TWO stock next earnings?
The consensus EPS estimate for the next earnings of TWO HARBORS INVESTMENT CORP (TWO) is 0.28 USD and the consensus revenue estimate is -15.40M USD.
How many analysts cover TWO HARBORS INVESTMENT CORP (TWO) stock?
The number of analysts covering TWO HARBORS INVESTMENT CORP (TWO) is 13.