NEWT
NewtekOne, Inc. NASDAQ Listed Sep 27, 2000$13.73
-1.29%
vs $13.91
Mkt Cap $396.3M
52w Low $9.59
77.8% of range
52w High $14.91
50d MA $13.19
200d MA $12.14
P/E (TTM)
5.5x
EV/EBITDA
5.0x
P/B
0.9x
Debt/Equity
2.1x
ROE
15.2%
P/FCF
6.3x
RSI (14)
50.40
ATR (14)
$0.48
Beta
1.30
50d MA
$13.19
200d MA
$12.14
Avg Volume
177.8K
NewtekOne, Inc. is a financial holding company, which engages in the provision of business and financial solutions. Its brands include Newtek Bank, Newtek Lending, Newtek Payments, Newtek Insurance, Newtek Payroll, and Newtek Technology. The company was founded by Barry Sloane in 1998 and is headquartered in Boca Raton, FL.
4800 T-Rex Avenue · Boca Raton, FL 33431-4479 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | AMC | 0.43 | 0.43 | +0.0% | 12.97 | +3.7% | +1.2% | -2.3% | +1.0% | +4.1% | +1.4% | — |
| Jan 29, 2026 | AMC | 0.65 | 0.65 | +0.0% | 14.31 | -2.8% | -5.7% | -0.4% | +0.7% | +1.5% | -1.4% | — |
| Oct 29, 2025 | AMC | 0.63 | 0.67 | +6.3% | 10.55 | +8.2% | -3.2% | +1.9% | -0.6% | +1.5% | +0.1% | — |
| Jul 28, 2025 | AMC | 0.50 | 0.52 | +4.0% | 11.82 | +0.1% | -3.6% | +0.1% | +0.4% | -2.1% | +1.5% | — |
| May 6, 2025 | AMC | 0.34 | 0.35 | +2.9% | 9.54 | +7.5% | +3.9% | +3.1% | +1.6% | +7.3% | +3.9% | — |
| Feb 26, 2025 | AMC | 0.66 | 0.69 | +4.5% | 12.23 | +4.9% | +6.5% | -0.2% | -0.2% | -2.6% | -0.2% | — |
| Nov 6, 2024 | AMC | 0.43 | 0.45 | +4.7% | 14.60 | -1.5% | -2.5% | -1.1% | +9.8% | -1.9% | -4.5% | — |
| Aug 5, 2024 | AMC | 0.42 | 0.43 | +2.4% | 12.50 | +4.1% | +0.8% | -1.7% | -0.1% | -1.3% | -3.0% | — |
| May 6, 2024 | AMC | 0.25 | 0.38 | +52.0% | 11.08 | +6.0% | +11.3% | +2.1% | +3.7% | -2.1% | +2.0% | — |
| Mar 5, 2024 | AMC | 0.58 | 0.53 | -8.6% | 11.14 | +1.3% | +4.6% | -0.9% | +0.1% | +1.1% | -2.0% | — |
| Nov 7, 2023 | AMC | 0.36 | 0.37 | +2.8% | 14.67 | -1.2% | -7.2% | +1.5% | -2.2% | -1.3% | +4.2% | — |
| Aug 2, 2023 | AMC | 0.28 | 0.26 | -7.1% | 18.07 | +1.0% | +3.0% | -0.6% | +3.9% | -0.5% | -5.4% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 1 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $12.97 | $13.45 | +3.7% | +1.2% | -2.3% | +1.0% | +4.1% | +1.4% |
| Feb 9 | Piper Sandler | Maintains | Neutral → Neutral | — | $13.94 | $13.94 | +0.0% | -2.7% | -0.6% | -1.1% | -2.8% | -1.9% |
| Jan 30 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $14.31 | $13.91 | -2.8% | -5.7% | -0.4% | +0.7% | +1.5% | -1.4% |
| Jan 9 | Piper Sandler | Maintains | Neutral → Neutral | — | $12.63 | $12.70 | +0.6% | +5.2% | +4.7% | +0.6% | +1.3% | +2.9% |
| Sep 19 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $12.53 | $12.49 | -0.3% | -1.8% | -0.7% | -0.4% | -1.2% | -0.3% |
| Jul 29 | Piper Sandler | Maintains | Neutral → Neutral | — | $11.82 | $11.83 | +0.1% | -3.6% | +0.1% | +0.4% | -2.1% | +1.5% |
| Jul 11 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $11.93 | $11.63 | -2.5% | -2.9% | +0.0% | -3.7% | +1.7% | +0.7% |
| May 8 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $9.91 | $9.93 | +0.2% | +3.1% | +1.6% | +7.3% | +3.9% | -3.3% |
| Mar 20 | Compass Point | Maintains | Neutral → Neutral | — | $12.51 | $12.50 | -0.1% | -0.1% | -1.3% | +1.5% | -0.7% | -1.0% |
| Dec 19 | B. Riley Securities | Maintains | Neutral → Neutral | — | $12.65 | $12.98 | +2.6% | -0.3% | +0.7% | +2.3% | +1.6% | +0.8% |
| Nov 11 | Piper Sandler | Maintains | Neutral → Neutral | — | $14.08 | $14.30 | +1.6% | +9.8% | -1.9% | -4.5% | -2.1% | -0.8% |
| Nov 8 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $14.23 | $14.19 | -0.3% | -1.1% | +9.8% | -1.9% | -4.5% | -2.1% |
| Sep 4 | B. Riley Securities | Downgrade | Buy → Neutral | — | $12.24 | $11.98 | -2.1% | -5.7% | +1.0% | -3.4% | +2.7% | -1.7% |
| Mar 20 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $10.19 | $10.16 | -0.3% | +5.0% | -0.5% | -2.7% | +2.6% | +1.7% |
| Mar 18 | Piper Sandler | Maintains | Neutral → Neutral | — | $10.92 | $10.74 | -1.6% | -6.9% | +0.2% | +5.0% | -0.5% | -2.7% |
| Mar 7 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $11.65 | $11.67 | +0.2% | -0.9% | +0.1% | +1.1% | -2.0% | -2.6% |
| Mar 7 | B. Riley Securities | Maintains | Buy → Buy | — | $11.65 | $11.67 | +0.2% | -0.9% | +0.1% | +1.1% | -2.0% | -2.6% |
| Aug 30 | Compass Point | Maintains | Neutral → Neutral | — | $18.56 | $18.50 | -0.3% | -1.3% | -2.2% | -1.2% | -1.0% | -2.7% |
| Aug 14 | B. Riley Securities | Maintains | Buy → Buy | — | $17.83 | $17.85 | +0.1% | +0.6% | -1.9% | +0.0% | -0.7% | +0.3% |
| Jun 20 | B. Riley Securities | Maintains | Buy → Buy | — | $16.58 | $16.69 | +0.7% | +2.7% | +0.1% | -3.1% | -5.1% | +1.1% |
| May 19 | B. Riley Securities | Maintains | Buy → Buy | — | $11.50 | $11.82 | +2.8% | +0.8% | +3.6% | +2.2% | +1.1% | -1.4% |
| Mar 16 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $12.18 | $11.97 | -1.7% | -2.2% | -4.2% | +5.4% | +5.4% | -4.5% |
| Feb 22 | Piper Sandler | Maintains | Neutral → Neutral | — | $19.83 | $19.72 | -0.6% | -6.0% | +2.5% | -0.1% | +1.0% | -20.6% |
| Feb 2 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $18.98 | $19.17 | +1.0% | +0.7% | +1.5% | -0.5% | +2.8% | -0.5% |
| Aug 8 | Raymond James | Upgrade | Underperform → Market Perform | — | $21.33 | $21.99 | +3.1% | +3.9% | -7.0% | +2.7% | +1.7% | +1.7% |
| Aug 4 | Raymond James | Downgrade | Market Perform → Underperform | — | $25.13 | $24.61 | -2.1% | +1.0% | +6.5% | -3.1% | +0.1% | -1.7% |
| Aug 3 | Raymond James | Downgrade | Market Perform → Underperform | — | $34.59 | $31.68 | -8.4% | -27.3% | +1.0% | +6.5% | -3.1% | +0.1% |
| Jun 7 | Compass Point | Downgrade | Buy → Neutral | — | $38.70 | $38.25 | -1.2% | -9.0% | +5.5% | +0.2% | +0.5% | +0.6% |
| Apr 20 | Compass Point | Upgrade | Neutral → Buy | — | $26.51 | $26.74 | +0.9% | +2.0% | +0.4% | -1.6% | +0.4% | +0.9% |
| Feb 9 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $21.65 | $21.57 | -0.4% | +0.1% | +0.6% | -1.0% | +0.0% | +0.7% |
| Aug 11 | Ladenburg Thalmann | Downgrade | Buy → Neutral | — | $19.87 | $19.69 | -0.9% | -0.3% | -0.7% | -0.5% | -0.6% | -0.2% |
| Mar 19 | Ladenburg Thalmann | Upgrade | Neutral → Buy | — | $10.19 | $10.00 | -1.9% | +0.7% | +3.7% | -8.4% | +17.7% | +15.4% |
| Mar 16 | Raymond James | Upgrade | Underperform → Market Perform | — | $13.77 | $13.00 | -5.6% | -9.2% | -9.0% | -10.5% | +0.7% | +3.7% |
| Jan 8 | Raymond James | Downgrade | Market Perform → Underperform | — | $22.83 | $22.50 | -1.4% | -3.1% | -0.3% | -0.4% | -0.1% | -0.6% |
| Jan 3 | Raymond James | Downgrade | Market Perform → Underperform | — | $22.79 | $22.63 | -0.7% | +0.3% | +0.2% | -0.3% | -3.1% | -0.3% |
| Nov 8 | Raymond James | Downgrade | Outperform → Market Perform | — | $22.87 | $22.27 | -2.6% | -1.5% | +0.2% | +1.6% | -0.5% | -0.7% |
| Dec 24 | Raymond James | Upgrade | Market Perform → Outperform | — | $15.68 | $16.21 | +3.4% | +2.4% | +8.2% | -0.1% | -0.5% | +0.9% |
| Sep 27 | Raymond James | Upgrade | Underperform → Market Perform | — | $21.32 | $21.76 | +2.1% | -0.6% | -1.2% | -0.6% | -1.4% | -1.5% |
| Aug 28 | Raymond James | Downgrade | Market Perform → Underperform | — | $23.63 | $22.47 | -4.9% | -3.3% | +2.4% | -0.8% | -0.2% | +2.0% |
| Jun 5 | Raymond James | Downgrade | Outperform → Market Perform | — | $20.70 | $20.10 | -2.9% | -5.3% | +1.7% | +1.2% | -0.2% | -1.3% |
| May 24 | Compass Point | Downgrade | Buy → Neutral | — | $17.82 | $17.82 | +0.0% | -0.9% | -0.9% | -3.1% | +0.7% | -0.9% |
| May 5 | Compass Point | Upgrade | Neutral → Buy | — | $16.85 | $17.00 | +0.9% | +1.0% | +0.0% | -1.2% | -0.5% | +1.3% |
| Nov 29 | Keefe Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $15.37 | $15.06 | -2.0% | +0.7% | -1.0% | -1.4% | +0.3% | +3.8% |
| Nov 29 | Keefe, Bruyette & Woods | Downgrade | Outperform → Market Perform | — | $15.37 | $15.06 | -2.0% | +0.7% | -1.0% | -1.4% | +0.3% | +3.8% |
| Aug 15 | Raymond James | Maintains | Outperform → Outperform | — | $13.40 | $13.47 | +0.5% | -0.4% | -0.6% | -0.7% | -0.2% | +1.0% |
| Jun 16 | DA Davidson | Maintains | Buy → Buy | — | $12.50 | $12.41 | -0.7% | -2.0% | +1.1% | -0.2% | +1.1% | -1.4% |
| Dec 10 | Keefe Bruyette & Woods | Maintains | Outperform → Outperform | — | $13.98 | $14.05 | +0.5% | -0.2% | -2.1% | -5.1% | +3.6% | +2.6% |
| Nov 10 | Raymond James | Upgrade | Sell → Hold | — | $16.60 | $17.17 | +3.4% | +3.9% | -1.2% | -0.1% | +1.2% | -16.9% |
| Oct 22 | Raymond James | Maintains | Market Perform → Perform | — | $17.53 | $17.44 | -0.5% | -0.2% | -3.0% | +0.2% | -4.8% | +3.6% |
| Apr 22 | Ladenburg Thalmann | Maintains | Neutral → Neutral | — | $17.14 | $17.23 | +0.5% | +0.2% | +0.1% | -1.0% | +0.6% | -0.1% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | SLOANE BARRYDir/Off | President, Chairman & CEO | Buy | 5,000 | $14.20 | $71K | 1,181,914 | -2.23% | — |
| Jun 15, 2026 | DeMaria Frank MOff | Cheif Financial Officer | Buy | 500 | $13.91 | $7K | 36,736 | +1.46% | — |
| Jun 15, 2026 | SLOANE BARRYDir/Off | President, Chairman & CEO | Buy | 1,000 | $14.27 | $14K | 1,176,914 | +1.46% | — |
| Jun 15, 2026 | SLOANE BARRYDir/Off | President, Chairman & CEO | Buy | 5,000 | $14.20 | $71K | 1,170,914 | +1.46% | — |
| Jun 3, 2026 | Brunet Craig JeffryDir | — | Buy | 1,000 | $12.70 | $13K | 7,185 | -0.15% | +1.33% |
| May 26, 2026 | Downs Peter MathisonDir/Off | President, Newtek Bank | Buy | 737 | $13.56 | $10K | 87,539 | -0.22% | +0.07% |
| May 15, 2026 | Brunet Craig JeffryDir | — | Buy | 330 | $12.72 | $4K | 6,185 | -0.54% | +3.59% |
| May 8, 2026 | Zink Gregory LDir | — | Buy | 1,000 | $13.87 | $14K | 36,085 | -4.32% | +1.97% |
| May 7, 2026 | SALUTE RICHARD JDir | — | Buy | 1,000 | $13.47 | $13K | 45,772 | -4.27% | -3.21% |
8-K
NewtekOne, Inc. -- 8-K Filing
I cannot provide a meaningful analysis of this filing because the summary contains only boilerplate SEC language and procedural text without disclosing any substantive business events or developments relevant to NEWT investors.
Jun 15
8-K · 2.02
!! High
NewtekOne, Inc. -- 8-K 2.02: Earnings Results
Jun 12
8-K
Unknown — 8-K Filing
I cannot write a meaningful analysis because the filing excerpt provided contains only boilerplate legal language and lacks substantive business information about Newt's operations, financial results, or material events.
Apr 6
8-K
Unknown — 8-K Filing
Without specific content about business developments, financial results, or material events, this incomplete 8-K filing provides insufficient information to assess stock impact; investors should wait for clarification on the actual disclosed event.
Mar 13
8-K · 8.01
!! High
NewtekOne, Inc. -- 8-K 8.01: Material Event / Announcement
I cannot write a meaningful analysis from this summary, as it contains no substantive information about NewtekOne's material event—only a boilerplate reference statement. Please provide the actual event details.
Feb 19
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Patriot Financial Partners Gp Ii, L.p. | 2,307,692 | $25M | — | Mar 2026 |
| 2 | Eversource Wealth Advisors, Llc | 30,733 | $15M | Added | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 1,166,164 | $13M | New | Mar 2026 |
| 4 | Marshall Wace, Llp | 624,203 | $7M | Added | Mar 2026 |
| 5 | Aqr Capital Management Llc | 564,888 | $6M | Added | Mar 2026 |
| 6 | Morgan Stanley | 316,128 | $4M | Reduced | Dec 2025 |
| 7 | Connor, Clark & Lunn Investment Management Ltd. | 268,676 | $3M | Added | Dec 2025 |
| 8 | Franklin Resources Inc | 253,993 | $3M | New | Mar 2026 |
| 9 | Nuveen, Llc | 241,174 | $3M | Reduced | Mar 2026 |
| 10 | Two Sigma Investments, Lp | 239,158 | $3M | Reduced | Mar 2026 |
| 11 | Northern Trust Corp | 194,369 | $2M | Added | Mar 2026 |
| 12 | Vanguard Portfolio Management Llc | 178,566 | $2M | New | Mar 2026 |
| 13 | D.e. Shaw & Co | 143,008 | $2M | Reduced | Mar 2026 |
| 14 | Bank Of New York Mellon Corp | 138,506 | $2M | Added | Mar 2026 |
| 15 | Barrett & Company, Inc. | 110,915 | $1M | Added | Mar 2026 |
| 16 | Qube Research & Technologies Ltd | 108,393 | $1M | Added | Mar 2026 |
| 17 | Huber Capital Management Llc | 100,207 | $1M | Added | Mar 2026 |
| 18 | Jane Street Group, Llc | 94,502 | $1M | Added | Dec 2025 |
| 19 | First Trust Advisors Lp | 96,529 | $1M | Reduced | Mar 2026 |
| 20 | Tudor Investment Corp | 88,272 | $967K | New | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$396.3M
Enterprise Value
$647.9M
P/E (TTM)
5.53x
Forward P/E
5.96x
PEG Ratio
0.22x
P/B
0.87x
P/S
1.06x
P/FCF
6.30x
EV/EBITDA
4.96x
Shares Out
25.6M
Financials (TTM)
Revenue
$331.9M
Net Income
$64.5M
EBITDA
$130.6M
Free Cash Flow
$55.9M
Op Cash Flow
$111K
EPS Basic
$2.40
EPS Diluted
$2.41
EPS Forward
$2.30
Gross Margin
70.5%
Op Margin
39.2%
Net Margin
19.4%
Balance Sheet
Total Assets
$2.74B
Total Liab.
$2.35B
Total Equity
$397.6M
Cash
$310.3M
LT Debt
$601.4M
Book Value/Sh
$15.80
Debt/Equity
2.07x
Current Ratio
7.23
Quick Ratio
7.23
Returns & Growth
ROE
15.2%
ROA
2.2%
ROIC
3.5%
Rev Growth YoY
+1.0%
EPS Growth YoY
+21.8%
Price Returns
2W
+6.0%
1M
+7.0%
3M
+13.0%
6M
+30.0%
12M
+27.9%
Technicals
52W High
$14.91
52W Low
$9.59
50d MA
$13.19
200d MA
$12.14
RSI (14)
50.40
ATR (14)
$0.48
Beta
1.30
Avg Volume
178K
Dividends
Div Rate
$1.11
Div Yield
8.5%
Frequency
4
Ex-Div Date
Mar 24, 2026
Analyst Price Targets
Consensus
$14.00
High
$14.00
Low
$14.00
Median
$14.00
Data updated apr 26, 2026 2:46pm
· Source: financialmodelingprep.com