NewtekOneNEWT
NEWT
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
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
39% more call options, than puts
Call options by funds: $631K | Put options by funds: $453K
31% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 36
8% more funds holding
Funds holding: 118 [Q4 2024] → 127 (+9) [Q1 2025]
4.33% more ownership
Funds ownership: 35.92% [Q4 2024] → 40.25% (+4.33%) [Q1 2025]
5% more capital invested
Capital invested by funds: $121M [Q4 2024] → $127M (+$5.7M) [Q1 2025]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$13
25%
upside
Avg. target
$13.50
30%
upside
High target
$14
34%
upside
2 analyst ratings
0 positive
0%
2 neutral
100%
0 negative
0%
Keefe, Bruyette & Woods Timothy Switzer | 25%upside $13 | Market Perform Maintained | 8 May 2025 |
Compass Point Casey Alexander | 34%upside $14 | Neutral Maintained | 20 Mar 2025 |
Financial journalist opinion
Neutral
GlobeNewsWire
1 week ago
NewtekOne, Inc. to Report Second Quarter 2025 Results and Host a Conference Call on Monday, July 28, 2025
BOCA RATON, Fla., June 02, 2025 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (the “Company”) (NASDAQ: NEWT) will report its second quarter 2025 financial results after the market closes on Monday, July 28, 2025. A conference call to discuss these results will be hosted by Barry Sloane, Chief Executive Officer, Frank DeMaria, Chief Financial Officer of NewtekOne, and M. Scott Price, Chief Financial Officer of Newtek Bank, N.A., at 4:30 pm ET on Monday, July 28, 2025.
Positive
Seeking Alpha
2 weeks ago
NewtekOne, Inc. NT 29's Attractive Yield Is Hard To Resist
NEWTH notes offer an attractive yield-to-call of 9.9%, far exceeding comparable investment-grade and high-yield bond ETFs, rewarding investors for embedded call risk. NewtekOne's transition to a financial holding company with a national bank charter enhances funding stability, liquidity, and regulatory oversight, strengthening its credit profile. The primary risk is the high likelihood of the notes being called early if interest rates decline, so investors should focus on yield-to-call rather than yield-to-maturity.
Positive
Seeking Alpha
1 month ago
NewtekOne: Strong EPS Guidance, Credit Quality Dips (Rating Downgrade)
NewtekOne is guiding for fiscal 2025 EPS to come in at $2.25 per share at the midpoint. The commons are currently trading at a 5.14x multiple to this. The dividend annualized at $0.76 per share is driving a 6.56% dividend yield for common shareholders. Nonaccruals are rising, reaching $59.27 million as of the end of NEWT's first quarter. This was up 110% year-over-year.
Positive
Seeking Alpha
1 month ago
NewtekOne: A Well-Positioned And Undervalued Stock For Your Portfolio
NewtekOne, Inc. has transformed into a financial holding company with a resilient business model, strong balance sheet, and diversified portfolio, ensuring sustainable growth. Despite market uncertainties, NEWT's Q1 2025 performance showed robust interest income growth and efficient loan management, driven by interest rate cuts and increased borrower confidence. NEWT's well-positioned balance sheet, high capital adequacy, and expanding deposit base mitigate risks and support continued expansion in the SMB lending sector.
Neutral
Seeking Alpha
1 month ago
NewtekOne, Inc. (NEWT) Q1 2025 Earnings Conference Call Transcript
NewtekOne, Inc. (NASDAQ:NEWT ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Barry Sloane - Founder, President & CEO Scott Price - CFO, Newtek Bank National Association Frank DeMaria - CFO, NewtekOne, Inc. Conference Call Participants Crispin Love - Piper Sandler Tim Switzer - KBW Steve Moss - Raymond James Christopher Nolan - Ladenburg Thalmann Operator Good day, and thank you for standing by. Welcome to the NewtekOne, Inc. First Quarter 2025 Earnings Conference Call.
Positive
Zacks Investment Research
1 month ago
Compared to Estimates, NewtekOne (NEWT) Q1 Earnings: A Look at Key Metrics
Although the revenue and EPS for NewtekOne (NEWT) give a sense of how its business performed in the quarter ended March 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Positive
Zacks Investment Research
1 month ago
NewtekOne (NEWT) Q1 Earnings and Revenues Surpass Estimates
NewtekOne (NEWT) came out with quarterly earnings of $0.35 per share, beating the Zacks Consensus Estimate of $0.34 per share. This compares to earnings of $0.38 per share a year ago.
Neutral
GlobeNewsWire
1 month ago
NewtekOne, Inc. Reports Basic and Diluted EPS of $0.36 and $0.35 for the Three Months Ended March 31, 2025
BOCA RATON, Fla., May 06, 2025 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (the "Company") (Nasdaq: NEWT) reports its financial and operating results for the three months ended March 31, 2025 ("1Q25").
Positive
Seeking Alpha
1 month ago
NewtekOne: A Combination Of Value And Yield
NewtekOne, Inc. has transitioned from a BDC to a bank holding company, leveraging its SBA loan expertise to recycle capital and generate non-interest income. Despite a 7% dividend yield and a low PE ratio, market skepticism persists due to uncertainty around its CLO equity tranche and perceived lack of disruption. The company has grown its tangible book value by 10.5% CAGR and deposits by over 600%, supporting significant loan portfolio growth.
Neutral
GlobeNewsWire
1 month ago
NewtekOne, Inc. Closes ALP Loan Securitization with Sale of $184 Million of Rated Notes
BOCA RATON, Fla., April 23, 2025 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (the “Company”) (NASDAQ: NEWT) announced today that it has closed a $184 million securitization backed by $216 million of Alternative Loan Program (“ALP”) loans.
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