NewtekOne, Inc. NEWT R2KR3KFINANCIAL
Company Overview
NewtekOne, Inc. operates as the bank holding company for Newtek Bank, National Association that provides various business and financial solutions under the Newtek and NewtekOne brands to the small- and medium-sized business market. The company accepts demand, savings, NOW, money market, and time deposits; and provides loans including the United States small business administration loans, commercial and industrial loans, and commercial real estate loans. It is also involved in the provision of electronic payment processing services comprising credit and debit card processing services, check approval services, processing equipment, and software, as well as cloud-based point of sale systems for various restaurants, retail, assisted living, taxi cabs, parks, and golf course businesses. In addition, it offers wholesale brokerage insurance agency services; and payroll management, and related payment and tax reporting services to independent business owners, as well as inbound and outbound calling services. The company was formerly known as Newtek Business Services Corp. and changed its name to NewtekOne, Inc. in January 2023. NewtekOne, Inc. was founded in 1998 and is headquartered in Boca Raton, Florida.
Why Investors Should Care
Generates a return on equity of 18.3%, reflecting efficient use of shareholder capital.
Trades at a P/E of 5.5, below the sector median of 14.5.
Maintains a net profit margin of 16.4%.
Offers a dividend yield of 5.08%.
Recent Developments
- Trailing 12 Months Year-on-year growth — revenue +10.7%, earnings +22.9%.
- 5-Year Trend Long-term compounding — profit CAGR -7.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | 10.70% |
Compounded Profit Growth
| 5 Years: | -7.91% |
| 1 Year: | 22.90% |
Stock Price Performance
| 1 Year: | +7.74% |
| 6 Months: | +6.14% |
| 3 Months: | -4.69% |
| 1 Month: | -16.79% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)42.31 · Neutral
P/E of 5.50 is below the sector median of 14.52 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Attractive dividend yield of 5.08%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
- Earnings shrank at -7.9% CAGR over 5 years.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NEWT NewtekOne, Inc. R2KR3KFINANCIAL | 12.44 | 5.50 | $359.41M | 5.08% | - | 18.26% | - | -7.91% |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 358.64 | 15.37 | $953.34B | 1.68% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 506.03 | 15.07 | $707.59B | 0.00% | - | 10.50% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 374.00 | 31.86 | $637.34B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 579.21 | 31.82 | $503.60B | 0.60% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.68 | 14.48 | $438.31B | 2.03% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 759,350.00 | 15.07 | $384.00B | 0.00% | - | 10.50% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 107.11 | 15.30 | $367.34B | 3.62% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 217.72 | 17.59 | $342.26B | 2.15% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Sep 2013 | Sep 2014 | Sep 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 34.77M | 38.17M | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net Income | 1.82M | 2.64M | 16.61M | 9.65M | 13.52M | 11.36M | 18.55M | 7.01M | 10.92M | 9.65M | 10.95M | 11.93M | 9.37M | 13.70M | 17.90M | 13.40M | 14.61M |
| Diluted EPS | 0.24 | 0.34 | - | 0.40 | 0.56 | 0.47 | 0.74 | 0.27 | 0.43 | 0.38 | 0.43 | 0.45 | 0.35 | 0.52 | 0.67 | 0.43 | 0.47 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Net Income | 84.14M | 32.31M | 47.33M | 50.85M | 60.51M |
| Diluted EPS | 3.69 | 1.34 | 1.88 | 1.96 | 2.18 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Total Assets | - | 998.90M | 1.26B | 1.45B | 1.39B | 1.43B | 2.06B | 2.74B |
| Total Equity | 403.89M | 375.36M | 232.59M | 235.45M | 242.20M | 249.05M | 296.28M | 397.57M |
| Long Term Debt | - | 539.33M | - | - | - | 644.12M | 708.04M | 819.89M |
| Total Liabilities | - | 623.54M | 1.03B | 1.22B | 1.15B | 1.18B | 1.76B | 2.35B |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | 140.92M | -62.42M | -169.22M | -153.01M | -579.24M |
| Investing Cash Flow | 0 | -11.00K | -172.24M | -209.05M | -245.29M |
| Financing Cash Flow | -5.49M | 1.18M | 344.97M | 560.90M | 753.45M |
| Capital Expenditure | -0 | -11.00K | -458.00K | -439.00K | -106.00K |
| Free Cash Flow | 140.92M | -62.43M | -169.68M | -153.45M | -579.35M |
| Share Buybacks | - | 0 | 0 | 402.00K | 0 |
| Dividends Paid | 70.14M | 64.54M | 14.15M | 20.25M | 28.04M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - |
| Operating Margin % | - | - | - | - | - |
| Net Margin % | - | - | - | - | - |
| ROE % | 20.8% | 8.6% | 19.0% | 17.2% | 15.2% |
| ROCE % | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 8.75% | 2.53M | $30.12M |
| 2 | Patriot Financial Partners Gp II, L.P. | 7.99% | 2.31M | $27.48M |
| 3 | Vanguard Capital Management LLC | 3.87% | 1.12M | $13.32M |
| 4 | Price (T.Rowe) Associates Inc | 3.79% | 1.10M | $13.05M |
| 5 | Goldman Sachs Group Inc | 2.53% | 731.31K | $8.71M |
| 6 | Geode Capital Management, LLC | 2.43% | 703.05K | $8.37M |
| 7 | AQR Capital Management, LLC | 1.97% | 568.82K | $6.77M |
| 8 | State Street Corporation | 1.87% | 539.67K | $6.43M |
| 9 | Marshall Wace LLP | 1.86% | 536.05K | $6.38M |
| 10 | Royce & Associates LP | 1.17% | 337.54K | $4.02M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for NEWT
3 Rate Sensitive Stocks Retail Investors Are Watching For Higher Short Term Yields - simplywall.st
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Is NewtekOne, Inc. (NEWT) Stock Outpacing Its Finance Peers This Year? - Yahoo Finance
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NewtekOne's 24/7/365 Support Adds Voice, Creating a Base for AI Agents - Stock Titan
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$NEWT stock is down 11% today. Here's what we see in our data. - quiverquant.com
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NEWT — Frequently Asked Questions
What is the current share price of NewtekOne, Inc. (NEWT)?
As of 2026-09-07 16:24 PDT, NewtekOne, Inc. (NEWT) trades at $12.44 on NasdaqGM. Its 52-week range is $9.18 to $15.56.
What is the market capitalisation of NEWT?
NewtekOne, Inc. (NEWT) has a market capitalisation of $359.41M on NasdaqGM.
What is the P/E ratio of NEWT?
NEWT trades at a trailing price-to-earnings (P/E) ratio of 5.50. The industry average P/E is 14.52. Its price-to-book (P/B) ratio is 1.11.
Does NEWT pay a dividend?
NewtekOne, Inc. (NEWT) currently offers a dividend yield of 5.08%.
What is the return on equity (ROE) of NEWT?
NEWT has a return on equity (ROE) of 18.26%.
Is NEWT a good stock to buy?
This page provides a data-driven analysis of NewtekOne, Inc. (NEWT), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.