Two Harbors Investment Corp. furnished an update on its business by announcing financial results for the quarter ended September 30, 2025. The company provided a press release and an earnings call presentation as Exhibits 99.1 and 99.2.
The materials are furnished, not filed, and are not incorporated by reference. This 8-K is an administrative disclosure accompanying the company’s Q3 2025 results communication.
Two Harbors Investment Corp. filed an 8-K reporting new equity distribution arrangements and related legal opinions. The filing attaches an Amended and Restated Equity Distribution Agreement with Citizens JMP Securities, LLC and a separate Equity Distribution Agreement with BTIG, LLC, both dated September 19, 2025. The exhibits include a legal opinion from Ballard Spahr LLP confirming the legality of the shares and the firm’s consent. The filing identifies these documents as exhibits and is signed by the company’s Chief Legal Officer and Secretary.
Two Harbors Investment Corp. registered an at-the-market offering of up to 15,000,000 shares of common stock under amended equity distribution agreements with Citizens JMP Securities, LLC and BTIG, LLC dated September 19, 2025. Shares may be sold on the NYSE (ticker TWO) or through market-maker transactions; the closing price on September 18, 2025 was $9.93 per share. Sales will be on mutually agreed terms and the sales agents may receive up to 2% of gross proceeds as compensation. Net proceeds are intended for general corporate purposes including acquisition of target assets such as MSR and Agency RMBS, debt repayment, repurchases or other corporate needs. Ownership of common stock is restricted to preserve REIT status, generally limiting any person to 9.8% by value or number of outstanding shares. The prospectus supplement incorporates risk factors and other SEC filings by reference.