NewtekOne

NEWT

Market cap $303M

Overview Fund Activity

11.53 USD

-0.18

1.54%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

11.53

0.00

0%

1 day

-1.54%

5 days

-4%

1 month

-3.76%

3 months

5.3%

6 months

-5.95%

Year to date

-9.36%

1 year

4.82%

5 years

-41.91%

10 years

-29.31%

About: NewtekOne Inc is a financial holding company engaged in providing financial solutions to its Client Base. It is an internally managed non-diversified closed-end management investment company. It has four reportable segments Banking, Alternative Lending, Technology, NSBF, and Payments.

Employees: 591

Financials Banks - Regional

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

337% more call options, than puts

Call options by funds: $603K | Put options by funds: $138K

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

6% more capital invested

Capital invested by funds: $127M [Q1] → $134M (+$7.39M) [Q2]

4.8% more ownership

Funds ownership: 40.25% [Q1] → 45.05% (+4.8%) [Q2]

3% less funds holding

Funds holding: 126 [Q1] → 122 (-4) [Q2]

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

See Fund Rankings

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$12

4% upside

Avg. target

$12

4% upside

High target

$12

4% upside

2 analyst ratings

0 positive

0%

2 neutral

100%

0 negative

0%

Piper Sandler Crispin Love	$12	Neutral Maintained	29 Jul 2025
Keefe, Bruyette & Woods Timothy Switzer	$12	Market Perform Maintained	11 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 4 articles about NEWT published over the past 30 days

Zacks Investment Research

Despite Fast-paced Momentum, NewtekOne (NEWT) Is Still a Bargain Stock

NewtekOne (NEWT) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

Despite Fast-paced Momentum, NewtekOne (NEWT) Is Still a Bargain Stock

New Preferred Stock And Baby Bond IPOs, August 2025

We tracked seven new preferred stock and baby bond offerings this month, with yields ranging from 6.5% to 8.875%. High-quality preferreds (Compliance Score 10) are trading at a 3.2% discount to par, offering an average yield of 6.6%. Buying new issues on the OTC at or below $25 allows individual investors to access wholesale pricing and minimize capital loss risk.

New Preferred Stock And Baby Bond IPOs, August 2025

NEWTP: 8.50% Fixed Rate Reset Preferred IPO From NewtekOne

NEWTP offers an 8.5% fixed, non-cumulative dividend until 2030, then resets to 5-year Treasury plus 4.735% if not redeemed. NewtekOne's recent transition from a BDC to a financial holding company adds complexity and risk, especially given its underperformance versus peers and indices. Despite strong yield metrics, NEWTP's elevated yield reflects higher risk, not an attractive investment opportunity.

NEWTP: 8.50% Fixed Rate Reset Preferred IPO From NewtekOne

NewtekOne, Inc. Closes Offering of Depositary Shares Each Representing 1/40th of an Interest in its Series 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B

BOCA RATON, Fla., Aug. 25, 2025 (GLOBE NEWSWIRE) -- On August 20, 2025, NewtekOne, Inc. (the “Company” or “NewtekOne”) (NASDAQ: NEWT) successfully closed an offering of 2,000,000 depositary shares (the “Depositary Shares”), each representing a 1/40th interest in a share of the Company's 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B (the “Series B Preferred Stock”), with a liquidation preference of $1,000 per share (equivalent to $25.00 per Depositary Share). The offering generated approximately $48.357 million in net proceeds to the Company. In addition, the Company granted the underwriters a 30-day option to purchase up to an additional 150,000 Depositary Shares at the public offering price less the applicable underwriting discount. The newly issued Series B Preferred Stock will pay (and the holders of the Depositary Shares will correspondingly receive) a non-cumulative 8.500% per annum cash dividend (payable quarterly when, as and if declared by the Company's board of directors, on January 1, April 1, July 1 and October 1 of each year, beginning on October 1, 2025) through October 1, 2030, at which time the dividend rate will reset based on the five-year US treasury rate on the relevant determination date plus a fixed spread and thereafter will reset on the fifth anniversary of the preceding reset date, with the dividend rate determined in the same manner.

NewtekOne, Inc. Closes Offering of Depositary Shares Each Representing 1/40th of an Interest in its Series 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B

NewtekOne and Newtek Bank Unveil Real-Time, All-in-One Business Banking + Merchant Solutions in a Single Online Process

BOCA RATON, Fla., Aug. 04, 2025 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (“Newtek”) (NASDAQ: NEWT) and its national bank subsidiary Newtek Bank, N.A. (“Newtek Bank”) have launched a game-changing innovation for independent business owners: a fully integrated onboarding process that delivers both an approved Newtek Bank true Newtek Zero-Fee Business Banking® checking account and a Newtek Merchant Solutions, LLC (“NMS”) merchant payment solution—simultaneously, using a single, streamlined data capture in a single online application process.

NewtekOne and Newtek Bank Unveil Real-Time, All-in-One Business Banking + Merchant Solutions in a Single Online Process

NewtekOne, Inc. Upsizes Additional Warehouse Facility to Support Growth of ALP Business

BOCA RATON, Fla., July 29, 2025 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (“NewtekOne”) (NASDAQ: NEWT) announced that its consolidated subsidiary, Newtek ALP Holdings, amended its revolving credit facility with Capital One, N.A. (“Capital One”), which is employed to fund the origination of Alternative Loan Program (“ALP”) loans before they are placed into securitizations. The amendment provides for, among other things, a facility increase from $60 million to $100 million and a maturity extension of two years. The amended and extended Capital One facility comes on the heels of the Deutsche Bank ALP facility being amended in June.

NewtekOne, Inc. Upsizes Additional Warehouse Facility to Support Growth of ALP Business

NewtekOne, Inc. (NEWT) Q2 2025 Earnings Call Transcript

NewtekOne, Inc. (NASDAQ:NEWT ) Q2 2025 Earnings Conference Call July 28, 2025 4:30 PM ET Company Participants Barry Scott Sloane - President, Chairman & CEO Frank M. DeMaria - Executive VP, CFO & Chief Accounting Officer Conference Call Participants Christopher Whitbread Patrick Nolan - Ladenburg Thalmann & Co. Inc., Research Division Crispin Elliot Love - Piper Sandler & Co., Research Division Marc Silk - C.

NewtekOne, Inc. (NEWT) Q2 2025 Earnings Call Transcript

Zacks Investment Research

NewtekOne (NEWT) Q2 Earnings Surpass Estimates

NewtekOne (NEWT) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.43 per share a year ago.

NewtekOne (NEWT) Q2 Earnings Surpass Estimates

The Motley Fool

NewtekOne EPS Jumps 21 Percent in Q2

NewtekOne (NEWT 0.94%), a digital-first business financial solutions provider focused on small and medium-sized businesses (SMBs), released its earnings report for the quarter ended June 30, 2025, on July 28, 2025. The company reported diluted earnings per share (GAAP) of $0.52, in line with analyst forecasts.

NewtekOne EPS Jumps 21 Percent in Q2

NewtekOne, Inc. Reports Basic and Diluted EPS of $0.53 and $0.52 for the Three Months Ended June 30, 2025

BOCA RATON, Fla., July 28, 2025 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (the "Company") (Nasdaq: NEWT) reports its financial and operating results for the three months ended June 30, 2025 ("2Q25").

NewtekOne, Inc. Reports Basic and Diluted EPS of $0.53 and $0.52 for the Three Months Ended June 30, 2025

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