TWO
Q4 2026 EPS Estimate
$0.26
Oct 26, 2026 · Reports after close
Revenue Estimate
$8M
FY2026E EPS$1.20
FY2027E EPS$1.18

Analyst Sentiment

Wall St. Consensus
Hold
21 analysts·High coverage
54
Score
4 Buy (19%)16 Hold (76%)1 Sell (5%)
Rating Breakdown
Strong Buy
00%
Buy
419%
Hold
1676%
Sell
15%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$13.00
+8.0%
Consensus
$13.00
+8.0%
Bull
$13.00
+8.0%
12-Month Target Range21 analysts
$13.00$13.00$13.00
Current $12.04Consensus
Current Price
$12.04
Upside to Consensus
$0.96

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+135.73%
EPS-1.74%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027E
Revenue Avg$19M$44M
Low$7M$16M
High$30M$70M
EBITDA Avg$7M$17M
Low$3M$6M
High$12M$27M
EBIT Avg$7M$17M
Low$3M$6M
High$12M$27M
Net Income Avg$127M$136M
Low$20M$19M
High$218M$214M
EPS Avg$1.20$1.18
Low$0.19$0.19
High$2.09$2.06
Analysts (Rev / EPS)1 / 22 / 2
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027
Revenue Avg$8M$8M$21M$21M$20M$19M
Low$8M$8M$21M$21M$20M$19M
High$8M$8M$21M$21M$20M$19M
EBITDA Avg$3M$3M$8M$8M$8M$7M
Low$3M$3M$8M$8M$8M$7M
High$3M$3M$8M$8M$8M$7M
EBIT Avg$3M$3M$8M$8M$8M$7M
Low$3M$3M$8M$8M$8M$7M
High$3M$3M$8M$8M$8M$7M
Net Income Avg$31M$31M$32M$30M$28M$26M
Low$31M$31M$32M$30M$28M$26M
High$31M$31M$32M$30M$28M$26M
EPS Avg$0.29$0.29$0.29$0.28$0.26$0.24
Low$0.29$0.29$0.29$0.28$0.26$0.24
High$0.29$0.29$0.29$0.28$0.26$0.24
Analysts (Rev / EPS)1 / 31 / 31 / 11 / 11 / 11 / 1

Earnings Surprises

Recent Analyst Actions

Jun 9, 2026Compass Point
Two Harbors Investment (TWO) PT Raised to $13 at Compass Point
Target:$13.00
+5.2%from $12.36
Jan 23, 2026UBS
Two Harbors downgraded to Neutral from Buy at UBS
Target:$14.00
+4.4%from $13.41
Sep 3, 2025UBS
Two Harbors price target lowered to $11 from $12 at UBS
Target:$11.00
+10.4%from $9.96
Sep 19, 2024JMP Securities
Wall Street's Most Accurate Analysts Give Their Take On 3 Financials Stocks With Over 12% Dividend Yields
Target:$15.00
+7.1%from $14.01
Feb 29, 2024UBS
Wall Street's Most Accurate Analysts Say Hold These 3 Financial Stocks With Over 12% Dividend Yields
Target:$14.50
+15.8%from $12.52
Oct 11, 2023Credit Suisse
Check Out 3 High-Yielding Dividend Stocks In Financial Sector From Wall Street's Most Accurate Analysts
Target:$14.00
+12.9%from $12.40
Sep 12, 2023Citigroup
Wall Street's Most Accurate Analysts Say Hold These 3 Financial Stocks Delivering High-Dividend Yields
Target:$14.00
+3.2%from $13.57
Apr 25, 2022J.P. Morgan
JP Morgan Maintains Neutral on Two Harbors Investment, Lowers Price Target to $5
Target:$5.00
-74.2%from $19.36
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.