NewtekOne, Inc.

NEWT

NewtekOne, Inc.

NEWT

Insider Sentiment (TTM):

Last Purchase:2026-06-15Last Sale:2024-08-21Shares Purchased (TTM):34,089Shares Sold (TTM):0

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:13,995,979Shares Outstanding:28,461,000Institutional Ownership Pct.:49.18%

Earnings Market Reaction:

Filing Date:2026-08-10Price on Filing Date:N/APrevious Close:N/A% Change:N/A

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Other Controlled Companies	-	-	-	-	-	-	57	-14	22	48	25	13
Series A Preferred Stock	-	-	-	0	-	-	-	0	-	-	-	-
Investment Affiliated Issuer Controlled Not Majori…	-	43	48	-17	6	62	58	-14	22	49	42	-
Investment Affiliated Issuer Controlled	-	-	-	-	-	-	-	-	-	-	0	0
Cash	5	5	4	4	10	10	7	10	37	12	29	16
Restricted Cash	23	22	26	25	23	24	28	28	37	36	73	71
Due From Banks	367	376	280	188	180	260	346	153	133	115	95	137
Cash And Cash Equivalents At Carrying Value	395	403	310	217	213	294	381	190	206	163	197	224
Marketable Securities	15	16	17	18	14	14	24	24	28	28	33	33
Loans Receivable Held For Sale Amount	501	769	972	757	515	548	372	242	180	187	126	70
Financing Receivable Excluding Accrued Interest Be…	-	988	-	834	768	711	622	518	452	-	336	-
Financing Receivable Allowance For Credit Loss Exc…	-	-47	-	-45	-43	-39	-30	-26	-21	-16	-13	-8
Notes Receivable Gross	-	-	-	-	-	-	-	-	-	398	167	281
Financing Receivable Allowance For Credit Losses	-	-	-	-	-	-	-	-	-	-16	-2	-8
Notes Receivable Net	-	-	-	-	-	-	-	-	-	381	165	273
Financing Receivable Excluding Accrued Interest Af…	-	942	-	789	725	673	591	492	431	-	324	-
Federal Home Loan Bank Stock And Federal Reserve B…	5	5	4	4	4	4	4	4	4	4	1	4
Receivables From Brokers Dealers And Clearing Orga…	0	52	0	0	20	6	52	62	80	57	41	64
Assets
Assets	3,185	2,887	2,745	2,399	2,126	2,137	2,060	1,674	1,617	1,510	1,250	1,393
Investment Owned At Fair Value	-	-	-	-	-	-	-	-	-	-	-	42
Intangible Assets Net Including Goodwill	15	15	15	15	15	15	15	15	30	30	28	27
Operating Lease Right Of Use Asset	3	3	3	2	2	5	6	4	5	5	7	6
Deferred Income Tax Assets Net	11	6	-	-	0	-	0	0	2	3	8	9
Servicing Asset At Fair Value Amount	12	14	15	17	18	20	22	-	-	-	29	-
Servicing Asset At Amortized Value	40	42	30	31	32	24	24	22	19	14	10	-
Servicing Asset	-	-	-	-	-	-	46	46	45	41	33	37
Other Assets	113	97	95	87	64	82	61	63	61	58	50	51
Assets Of Disposal Group Including Discontinued Op…	-	-	0	0	0	0	21	21	-	-	0	-
Liabilities And Stockhold…
Liabilities
Deposits Interest Bearing…
Noninterest Bearing Deposit Liabilities	56	72	54	22	41	12	11	11	5	5	23	20
Interest Bearing Deposit Liabilities	2,094	1,787	1,365	1,156	1,043	954	962	638	606	507	225	412
Deposits	2,151	1,859	1,418	1,178	1,084	966	973	649	610	513	248	433
Long Term Debt	554	550	820	749	657	774	708	656	652	662	697	649
Dividends Payable Current And Noncurrent	-	-	0	5	5	5	5	5	5	5	5	5
Operating Lease Liability	3	3	3	2	2	6	6	5	6	6	9	7
Deferred Income Tax Liabilities Net	0	0	11	5	0	5	2	5	-	-	4	0
Accounts Payable And Other Accrued Liabilities	43	43	43	38	39	42	41	45	47	42	45	39
Liabilities Of Disposal Group Including Discontinu…	-	0	0	0	0	0	6	5	-	-	0	-
Liabilities	2,772	2,482	2,347	2,012	1,814	1,834	1,764	1,392	1,343	1,255	1,032	1,153
Preferred Stock Value	-	-	-	-	20	20	20	20	20	20	20	20
Common Stock Value	1	1	1	1	1	1	1	1	1	0	0	0
Retained Earnings Accumulated Deficit	110	102	95	82	70	62	58	45	38	33	7	14
Additional Paid In Capital	255	254	254	256	222	220	218	217	216	201	191	193
Accumulated Other Comprehensive Income Loss Net Of…	-0	-0	-0	0	0	0	-0	0	-0	-0	-0	-0
Stockholders Equity	413	405	398	387	312	302	296	282	274	254	218	242
Liabilities And Stockholders Equity	3,185	2,887	2,745	2,399	2,126	2,137	2,060	1,674	1,617	1,510	1,250	1,380
Investment Affiliated Issuer Noncontrolled	-	-	-	-	-	-	1	0	-0	1	1	0
Investment Owned At Cost	-	-	-	-	-	-	-	-	-	-	-	39
Variable Interest Entity Primary Beneficiary	-	6	-	0	6	-	-	-	-	-	-	-
Preferred Stock Par Or Stated Value Per Share	-	-	-	-	0.02	0.02	0.02	0.02	0.02	0.02	0.02	0.02
Preferred Stock Shares Authorized	-	-	-	-	0	0	0	0	0	0	0	0
Preferred Stock Shares Issued	-	-	-	-	0	0	0	0	0	0	0	0
Preferred Stock Shares Outstanding	-	-	-	-	0	0	0	0	0	0	0	0
Series B Preferred Stock	-	0	-	0	-	-	-	-	-	-	-	-
Common Stock Par Or Stated Value Per Share	0.02	0.02	0.02	0.02	0.02	0.02	0.02	0.02	0.02	0.02	0.02	0.02
Common Stock Shares Authorized	200	200	200	200	200	200	200	200	200	200	200	200
Common Stock Shares Issued	29	29	29	29	26	26	26	26	26	25	25	25
Shares Outstanding	29	29	29	29	26	26	26	26	26	25	25	25

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	-2.73%	4.35%	2.50%	-	-	-	-	-	-	-	-	-
2025	-3.32%	9.07%	2.16%	6.09%	1.63%	-3.57%	3.99%	13.55%	35.40%	-7.45%	9.98%	16.35%
2024	7.59%	-1.64%	10.15%	2.54%	-0.16%	10.25%	-7.38%	-14.10%	-11.15%	-17.64%	-13.25%	-9.99%
2023	-	-	-	-	-	-	0.87%	1.12%	-4.75%	-3.68%	16.02%	6.83%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Leverage & Debt
Interest Coverage TTM	2.18	3.00	2.81	2.33	2.18	2.12	2.02	1.93	1.78	1.64	1.58	1.74
Per Share Metrics
Diluted EPS TTM	2.19	2.15	2.18	2.26	2.06	1.98	2.02	1.91	2.01	1.88	2.21	1.96
Free Cash Flow Per Share TTM	-19.05	-27.27	-22.01	-17.92	-12.61	-6.97	-6.15	-7.01	-2.08	-10.58	-13.82	-14.25
Dividend Per Share TTM	1.03	1.03	1.07	0.63	0.62	0.82	0.81	0.59	0.59	0.58	0.39	2.38
Margin Metrics
Gross Profit Margin TTM	36.38%	37.88%	37.80%	36.47%	35.96%	34.28%	33.20%	14.59%	12.39%	9.65%	5.59%	27.04%
Operating Profit Margin TTM	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
Net Profit Margin TTM	35.60%	36.91%	36.72%	40.00%	37.97%	38.24%	41.88%	47.63%	48.75%	48.10%	63.46%	61.68%
Growth Metrics
Net Revenue Growth (1Y)	26.64%	26.11%	30.47%	38.37%	36.85%	39.10%	40.01%	37.19%	14.47%	-	-	-
Net Income Growth (1Y)	18.76%	21.71%	14.40%	16.21%	6.57%	10.58%	-7.59%	5.93%	25.69%	-	-	-
EPS Growth (1Y)	4.85%	7.58%	8.41%	15.42%	4.17%	6.76%	-10.27%	1.15%	23.98%	-	-	-
Valuation Metrics
P/E TTM	6.72	5.00	4.98	4.67	4.96	5.40	5.68	5.50	5.40	5.07	5.18	6.22
P/B TTM	1.02	0.76	0.73	0.71	0.84	0.90	0.97	0.99	0.98	0.91	1.23	1.31
P/S TTM	2.39	1.84	1.83	1.87	1.88	2.06	2.38	2.62	2.63	2.44	3.29	3.84
Market Cap	422.14M	307.46M	289.88M	275.15M	262.27M	272.83M	288.86M	278.80M	268.11M	231.65M	284.95M	297.53M
Enterprise Value	581.33M	454.92M	799.48M	806.77M	706.30M	752.68M	615.53M	744.21M	713.74M	730.93M	785.20M	722.54M
Calculated Values
Free Cash Flow TTM	-543.00M	-776.16M	-579.35M	-458.85M	-317.44M	-175.46M	-153.45M	-178.32M	-51.19M	-257.02M	-334.82M	-345.90M
Net Debt	159.19M	147.46M	509.60M	531.62M	444.04M	479.86M	326.67M	465.41M	445.63M	499.28M	500.25M	425.01M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
PEG Ratio
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
EV Revenue TTM
EV FCF TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-15Purchase

Owner: Sloane, Barry

Title: President, Chairman & CEO

Shares: 5,000

Price/Share: $14.20

Value: $71,000.00

Shares Owned: 1,181,914

Relationship: Director,Officer

Ownership: Direct

2026-06-15Purchase

Owner: Demaria, Frank M

Title: Cheif Financial Officer

Shares: 500

Price/Share: $13.92

Value: $6,960.00

Shares Owned: 36,736

Relationship: Officer

Ownership: Direct

2026-06-03Purchase

Owner: Brunet, Craig Jeffry

Title: -

Shares: 1,000

Price/Share: $12.70

Value: $12,700.00

Shares Owned: 7,185

Relationship: Director

Ownership: Direct

2026-05-26Purchase

Owner: Downs, Peter Mathison

Title: President, Newtek Bank

Shares: 737

Price/Share: $13.56

Value: $9,993.72

Shares Owned: 87,539

Relationship: Director,Officer

Ownership: Direct

2026-05-15Purchase

Owner: Brunet, Craig Jeffry

Title: -

Shares: 330

Price/Share: $12.72

Value: $4,197.60

Shares Owned: 6,185

Relationship: Director

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-15	Sloane, Barry	Director,Officer	President, Chairman & CEO	Direct	Purchase	5,000	14.20	$71,000.00	1,181,914	4
2026-06-15	Demaria, Frank M	Officer	Cheif Financial Officer	Direct	Purchase	500	13.92	$6,960.00	36,736	4
2026-06-03	Brunet, Craig Jeffry	Director	-	Direct	Purchase	1,000	12.70	$12,700.00	7,185	4
2026-05-26	Downs, Peter Mathison	Director,Officer	President, Newtek Bank	Direct	Purchase	737	13.56	$9,993.72	87,539	4
2026-05-15	Brunet, Craig Jeffry	Director	-	Direct	Purchase	330	12.72	$4,197.60	6,185	4
2026-05-08	Zink, Gregory L	Director	-	Direct	Purchase	1,000	13.87	$13,870.00	36,085	4
2026-05-07	Salute, Richard J	Director	-	Direct	Purchase	1,000	13.47	$13,470.00	45,772	4
2026-01-14	Demaria, Frank M	Officer	Cheif Financial Officer	Direct	Purchase	1,556	13.91	$21,643.96	35,220	4
2026-01-14	Sloane, Barry	Director,Officer	President, Chairman & CEO	Direct	Purchase	3,595	13.91	$50,006.45	1,194,180	4
2026-01-14	Schwartz, Michael Adam	Officer	Chief Legal Officer	Direct	Purchase	2,247	13.91	$31,255.77	49,713	4
2026-01-14	Razon-Feingold, Halli	Director,Officer	SVP, Human Resources & CAO	Direct	Purchase	1,258	13.91	$17,498.78	22,915	4
2025-12-31	Brunet, Craig Jeffry	Director	-	Direct	Purchase	25	11.40	$285.00	5,775	5
2025-12-15	Zink, Gregory L	Director	-	Direct	Purchase	500	12.06	$6,030.00	37,707	4
2025-12-08	Salute, Richard J	Director	-	Direct	Purchase	900	11.28	$10,152.00	44,505	4
2025-12-05	Brunet, Craig Jeffry	Director	-	Direct	Purchase	789	11.31	$8,923.59	5,572	4
2025-11-03	Zink, Gregory L	Director	-	Direct	Purchase	1,000	10.43	$10,430.00	37,207	4
2025-11-03	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	10,000	10.22	$102,200.00	1,212,459	4
2025-10-24	Razon-Feingold, Halli	Director,Officer	SVP, Human Resources & CAO	Direct	Purchase	132	11.05	$1,458.60	21,657	5
2025-10-24	Zink, Gregory L	Director	-	Direct	Purchase	40	11.05	$442.00	35,005	5
2025-10-24	Sloane, Barry	Director,Officer	President, Chairman & CEO	Direct	Purchase	1,437	11.05	$15,878.85	1,190,585	5
2025-10-24	Downs, Peter Mathison	Director,Officer	President, Newtek Bank	Direct	Purchase	189	11.05	$2,088.45	84,060	5
2025-10-24	Schwartz, Michael Adam	Officer	Chief Legal Officer	Direct	Purchase	207	11.05	$2,287.35	47,466	5
2025-10-24	Perez-Hickman, Fernando	Director	-	Direct	Purchase	40	11.05	$442.00	8,451	5
2025-10-24	Demaria, Frank M	Officer	Cheif Financial Officer	Direct	Purchase	567	11.05	$6,265.35	33,664	5
2025-10-24	Salute, Richard J	Director	-	Direct	Purchase	40	11.05	$442.00	44,692	5
2025-08-01	Salute, Richard J	Director	-	Direct	Purchase	2,100	11.24	$23,604.00	43,605	4
2025-06-20	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	2,000	10.39	$20,780.00	1,202,459	4
2025-05-29	Downs, Peter Mathison	Director,Officer	President - Newtek Bank, N.A.	Direct	Purchase	500	11.07	$5,535.00	94,185	4
2025-05-29	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	10,000	10.87	$108,700.00	1,200,459	4
2025-05-19	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	10,000	11.24	$112,400.00	1,190,459	4
2025-05-16	Demaria, Frank M	Officer	EVP, Chief Financial Officer	Direct	Purchase	500	11.22	$5,610.00	33,526	4
2025-05-15	Downs, Peter Mathison	Director,Officer	President - Newtek Bank, N.A.	Direct	Purchase	500	11.06	$5,530.00	93,685	4
2025-05-13	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	10,000	11.62	$116,200.00	1,180,459	4
2025-05-12	Brunet, Craig Jeffry	Director	-	Direct	Purchase	1,000	10.94	$10,940.00	2,500	4
2025-05-12	Salute, Richard J	Director	-	Direct	Purchase	5,000	11.06	$55,300.00	39,222	4
2025-05-09	Zink, Gregory L	Director	-	Direct	Purchase	2,000	10.39	$20,780.00	33,924	4
2025-03-21	Zink, Gregory L	Director	-	Direct	Purchase	500	12.34	$6,170.00	31,924	4
2025-03-20	Brunet, Craig Jeffry	Director	-	Direct	Purchase	500	12.48	$6,240.00	1,500	4
2024-12-23	Downs, Peter Mathison	Director,Officer	Chief Lending Officer	Direct	Purchase	750	12.93	$9,697.50	92,129	4
2024-12-23	Brunet, Craig Jeffry	Director	-	Direct	Purchase	500	12.83	$6,415.00	1,000	4
2024-12-23	Salute, Richard J	Director	-	Direct	Purchase	1,000	12.83	$12,830.00	34,117	4
2024-12-23	Zink, Gregory L	Director	-	Direct	Purchase	500	12.75	$6,375.00	33,517	4
2024-12-23	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	3,000	12.95	$38,850.00	1,164,855	4
2024-11-26	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	3,000	14.75	$44,250.00	1,161,855	4
2024-11-15	Zink, Gregory L	Director	-	Direct	Purchase	1,000	13.95	$13,950.00	33,017	4
2024-10-21	Schwartz, Michael Adam	Officer	Chief Legal Officer	Direct	Purchase	537	13.46	$7,228.02	61,540	5
2024-10-21	Price, Michael Scott	Officer	Chief Financial Officer	Direct	Purchase	368	13.46	$4,953.28	28,444	5
2024-10-21	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	1,888	13.46	$25,412.48	1,168,337	5
2024-10-21	Young, Nicolas	Officer	President, Newtek Bank, N.A.	Direct	Purchase	386	13.46	$5,195.56	44,471	5
2024-10-21	Demaria, Frank M	Officer	EVP, Chief Accounting Officer	Direct	Purchase	436	13.46	$5,868.56	33,026	5
2024-10-21	Mulia, Salvatore Francis	Director	-	Direct	Purchase	39	13.46	$524.94	45,897	5
2024-10-21	Razon-Feingold, Halli	Director,Officer	Chief Administrative Officer	Direct	Purchase	304	13.46	$4,091.84	31,230	5
2024-10-21	Zink, Gregory L	Director	-	Direct	Purchase	39	13.46	$524.94	31,424	5
2024-10-21	Downs, Peter Mathison	Director,Officer	Chief Lending Officer	Direct	Purchase	581	13.46	$7,820.26	93,185	5
2024-10-21	Perez-Hickman, Fernando	Director	-	Direct	Purchase	39	13.46	$524.94	5,981	5
2024-09-23	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	40,134	11.77	$472,377.18	1,187,457	4
2024-09-20	Salute, Richard J	Director	-	Direct	Purchase	500	11.73	$5,865.00	33,117	4
2024-09-20	Mulia, Salvatore Francis	Director	-	Direct	Purchase	500	11.72	$5,860.00	45,791	4
2024-09-18	Zink, Gregory L	Director	-	Direct	Purchase	1,000	11.38	$11,380.00	32,017	4
2024-08-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	12.51	$9,382.50	45,291	4
2024-08-14	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	6,649	12.13	$80,652.37	1,147,323	4
2024-07-22	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	14.33	$10,747.50	46,241	4
2024-07-19	Salute, Richard J	Director	-	Direct	Purchase	68	14.38	$977.84	34,222	5
2024-06-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	12.47	$9,352.50	46,991	4
2024-06-18	Salute, Richard J	Director	-	Direct	Purchase	700	12.62	$8,834.00	32,617	4
2024-06-17	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	5,000	12.92	$64,600.00	1,140,674	4
2024-06-17	Zink, Gregory L	Director	-	Direct	Purchase	1,000	12.92	$12,920.00	29,085	4
2024-06-17	Price, Michael Scott	Officer	Chief Financial Officer	Direct	Purchase	2,000	12.60	$25,200.00	21,681	4
2024-05-22	Young, Nicolas	Officer	President, Newtek Bank, N.A.	Direct	Purchase	500	13.23	$6,615.00	30,691	4
2024-05-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	13.16	$9,870.00	45,809	4
2024-05-15	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	10,000	14.10	$141,000.00	1,130,674	4
2024-05-15	Zink, Gregory L	Director	-	Direct	Purchase	1,000	14.17	$14,170.00	28,085	4
2024-04-22	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	10.87	$8,152.50	46,462	4
2024-03-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	10.71	$8,032.50	47,212	4
2024-02-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	11.48	$8,610.00	47,962	4
2024-01-22	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	12.56	$9,420.00	58,503	4
2023-12-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	14.34	$10,755.00	59,253	4
2023-12-13	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	3,000	13.45	$40,350.00	1,140,280	4
2023-12-04	Leger, Nicholas J	Officer	Chief Accounting Officer	Direct	Sale	5	13.83	$69.15	18,318	5
2023-11-27	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	5,232	12.98	$67,911.36	1,137,280	4
2023-11-22	Salute, Richard J	Director	-	Direct	Purchase	200	13.03	$2,606.00	28,843	4
2023-11-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	13.53	$10,147.50	60,003	4
2023-10-25	Zink, Gregory L	Director	-	Direct	Purchase	324	12.73	$4,124.52	26,988	5
2023-10-20	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	13.70	$10,275.00	60,753	4
2023-10-20	Price, Michael Scott	Officer	Chief Financial Officer	Direct	Purchase	253	13.40	$3,390.20	19,085	5
2023-10-20	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	2,041	13.40	$27,349.40	1,131,650	5
2023-10-20	Downs, Peter Mathison	Director,Officer	Chief Lending Officer	Direct	Purchase	332	13.40	$4,448.80	70,517	5
2023-10-20	Perez-Hickman, Fernando	Director	-	Direct	Purchase	41	13.40	$549.40	3,846	5/A
2023-10-20	Young, Nicolas	Officer	President, Newtek Bank, N.A.	Direct	Purchase	238	13.40	$3,189.20	29,630	5
2023-10-20	Leger, Nicholas J	Officer	Chief Accounting Officer	Direct	Purchase	202	13.56	$2,739.12	18,318	5
2023-10-20	Razon-Feingold, Halli	Director,Officer	Chief Administrative Officer	Direct	Purchase	126	13.40	$1,688.40	17,797	5
2023-10-20	Mulia, Salvatore Francis	Director	-	Direct	Purchase	41	13.40	$549.40	52,712	5
2023-10-20	Schwartz, Michael Adam	Officer	Chief Legal Officer	Direct	Purchase	270	13.40	$3,618.00	40,182	5
2023-10-20	Salute, Richard J	Director	-	Direct	Purchase	381	13.66	$5,204.46	29,888	5
2023-09-22	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	1,000	14.86	$14,860.00	1,132,048	4
2023-09-21	Mulia, Salvatore Francis	Director	-	Direct	Sale	750	15.38	$11,535.00	61,503	4
2023-09-15	Zink, Gregory L	Director	-	Direct	Purchase	500	16.50	$8,250.00	26,789	4
2023-09-14	Salute, Richard J	Director	-	Direct	Purchase	500	16.66	$8,330.00	28,643	4
2023-09-13	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	2,000	16.23	$32,460.00	1,130,048	4
2023-09-13	Downs, Peter Mathison	Director,Officer	Chief Lending Officer	Direct	Purchase	500	16.10	$8,050.00	68,937	4
2023-09-07	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	2,000	17.27	$34,540.00	1,128,048	4
2023-09-06	Zink, Gregory L	Director	-	Direct	Purchase	1,000	17.01	$17,010.00	26,289	4
2023-08-15	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	2,000	17.57	$35,140.00	1,126,048	4
2023-06-16	Sloane, Barry	Director,Officer	Chairman & CEO	Direct	Purchase	1,000	15.67	$15,670.00	1,124,048	4
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Institutional Ownership

No data available for chart

2026-03-31

49.18%

Inst. Shares: 13,995,979

Shares Outstanding: 28,461,000

2025-12-31

52.33%

Inst. Shares: 13,774,102

Shares Outstanding: 26,324,000

2025-09-30

55.30%

Inst. Shares: 14,157,046

Shares Outstanding: 25,600,000

2025-06-30

45.50%

Inst. Shares: 11,449,832

Shares Outstanding: 25,167,000

2025-03-31

40.67%

Inst. Shares: 10,231,758

Shares Outstanding: 25,156,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	13,995,979	28,461,000	49.18%
2025-12-31	13,774,102	26,324,000	52.33%
2025-09-30	14,157,046	25,600,000	55.30%
2025-06-30	11,449,832	25,167,000	45.50%
2025-03-31	10,231,758	25,156,000	40.67%
2024-12-31	9,190,174	24,945,000	36.84%
2024-09-30	8,733,182	25,425,000	34.35%
2024-06-30	9,639,547	24,599,000	39.19%
2024-03-31	9,163,339	24,287,000	37.73%
2023-12-31	9,245,536	24,263,000	38.11%
2023-09-30	8,764,290	24,277,000	36.10%
2023-06-30	8,782,662	24,264,000	36.20%
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NewtekOne, Inc. (NEWT) — SEC Financial Statements & Analysis

NewtekOne, Inc. (NEWT) is a national commercial banks company, incorporated in MD. NewtekOne, Inc. trades on Nasdaq as: NEWT, NEWTI, NEWTG, NEWTH, NEWTO, NEWTP. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), NewtekOne, Inc. reported a 26.64% year-over-year revenue growth, a Gross Profit Margin of 36.38% (TTM), a Price-to-Sales (P/S) ratio of 2.39x (TTM), a Price-to-Book (P/B) ratio of 1.02x (TTM), at a market cap of $422.14M. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: 26.64%
Gross Profit Margin TTM: 36.38%
P/S TTM: 2.39x
P/B TTM: 1.02x
Market Cap: $422.14M

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is NewtekOne, Inc. in?

NewtekOne, Inc. (NEWT) operates in the National Commercial Banks industry.

What is NEWT's market cap?

NewtekOne, Inc. (NEWT) has a market capitalization of $422.14M as of 2026-06-30.

What is NEWT's P/E ratio?

NewtekOne, Inc. (NEWT)'s trailing twelve month P/E ratio is 6.72x as of 2026-06-30.

What exchange does NEWT trade on?

NewtekOne, Inc. (NEWT) trades on the Nasdaq.

Where is NewtekOne, Inc. incorporated?

NewtekOne, Inc. is incorporated in MD.

NewtekOne, Inc.

Financial Statements

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NewtekOne, Inc. (NEWT) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in National Commercial Banks

Wall Street's data.
Main Street's price.

NewtekOne, Inc. (NEWT) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in National Commercial Banks

Wall Street's data.Main Street's price.

Wall Street's data.
Main Street's price.