NEWT NewtekOne, Inc. - Common Stock

NASDAQ · Financial Services
$12.81
Price · Aug 18, 2026
52W Range
$10–$16
53% of range
Analyst Rating
HOLD
13 analysts
Price Target
$16
+21% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

NEWT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$12.81
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$10 – $16

NEWT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
NEWT
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
NEWT
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
NEWT
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
NEWT
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
NEWT
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
NEWT
Peer Median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
—
Payout Ratio
—
5Y Div CAGR
—
Ex-dateAmount
June 24, 2026$0.1900
March 24, 2026$0.1900
Dec. 22, 2025$0.1900
Oct. 14, 2025$0.1900
July 9, 2025$0.1900
April 15, 2025$0.1900
Dec. 31, 2024$0.1900
Oct. 10, 2024$0.1900
July 9, 2024$0.1900
March 28, 2024$0.1900
Dec. 28, 2023$0.1800
Oct. 6, 2023$0.1800
July 7, 2023$0.1800
April 3, 2023$0.1800
Dec. 19, 2022$0.7000
Sept. 19, 2022$0.6500
June 16, 2022$0.7500
March 18, 2022$0.6500
Dec. 17, 2021$1.0500
Sept. 17, 2021$0.9000

NEWT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 13 analysts
  • Strong Buy 2 15.4%
  • Buy 5 38.5%
  • Hold 6 46.2%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

4 analysts · 2026-08-19
Median target $15.00 +17.1%
Mean target $15.50 +21.0%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.22%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.47 $0.49 -0.02%
March 31, 2026 $0.43 $0.45 -0.02%
Dec. 31, 2025 $0.65 $0.70 -0.05%
Sept. 30, 2025 $0.67 $0.66 0.01%
June 30, 2025 $-0.70 $0.54 -1.2%
March 31, 2025 $0.35 $0.36 -0.01%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
NEWT — — — — — —
EQH — -9.9 -6.1% — — —
JXN $7.13B -444.4 104.3% 0.40% 0.27% —
VOYA $6.99B 11.8 1.7% 8.0% 14.6% —
ALRS $572M 33.1 1.1% 7.8% 3.3% —
SOR — — — — — —

Latest News Recent headlines mentioning this company

My Metrics Your personal watchlist — selected rows from Full Fundamentals

📊

Pick the metrics that matter to you — click the ➕ next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Institutional owners (13F) 161 filers · $151.5M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
26 (-2 vs prior Q) 14 (+1 vs prior Q) 67 (+12 vs prior Q) 28 (-7 vs prior Q) +3.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Patriot Financial Partners GP II, L.P. $34,176,919 2,307,692 22.56% Shares
VANGUARD CAPITAL MANAGEMENT LLC $16,564,452 1,118,464 10.93% Shares
GEODE CAPITAL MANAGEMENT, LLC $8,926,359 602,557 5.89% Shares
STATE STREET CORP $8,090,914 539,672 5.34% Shares
GOLDMAN SACHS GROUP INC $5,585,310 377,131 3.69% Shares
ROYCE & ASSOCIATES LP $4,999,027 337,544 3.30% Shares
TWO SIGMA INVESTMENTS, LP $4,928,798 332,802 3.25% Shares
Connor, Clark & Lunn Investment Management Ltd. $4,713,194 318,244 3.11% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $3,077,429 207,794 2.03% Shares
AMERIPRISE FINANCIAL INC $2,959,822 199,852 1.95% Shares
VANGUARD FIDUCIARY TRUST CO $2,643,837 178,517 1.75% Shares
Squarepoint Ops LLC $2,567,165 173,340 1.69% Shares
TUDOR INVESTMENT CORP ET AL $2,348,614 158,583 1.55% Shares
North Reef Capital Management LP $2,305,636 155,681 1.52% Shares
BlackRock, Inc. $2,190,132 147,882 1.45% Shares
MARSHALL WACE, LLP $2,189,169 147,817 1.45% Shares
BARRETT & COMPANY, INC. $1,919,646 129,618 1.27% Shares
Trexquant Investment LP $1,844,660 124,555 1.22% Shares
Quantinno Capital Management LP $1,786,565 120,632 1.18% Shares
D. E. Shaw & Co., Inc. $1,778,015 120,055 1.17% Shares
Bank of New York Mellon Corp $1,529,651 103,285 1.01% Shares
FIRST TRUST ADVISORS LP $1,484,761 100,254 0.98% Shares
Huber Capital Management LLC $1,469,256 99,207 0.97% Shares
North Star Investment Management Corp. $1,392,140 94,000 0.92% Shares
Boston Partners $1,253,300 84,625 0.83% Shares
CITIGROUP INC $1,241,656 83,839 0.82% Shares
Man Group plc $1,217,989 82,241 0.80% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,054,472 71,200 0.70% Call option
BANK OF AMERICA CORP /DE/ $1,051,391 70,992 0.69% Shares
Cubist Systematic Strategies, LLC $1,039,294 90,768 0.69% Shares
AMERICAN CENTURY COMPANIES INC $947,800 63,997 0.63% Shares
SEGALL BRYANT & HAMILL, LLC $939,443 63,433 0.62% Shares
Ridgewood Investments LLC $922,441 62,285 0.61% Shares
JANE STREET GROUP, LLC $824,917 55,700 0.54% Call option
MILLENNIUM MANAGEMENT LLC $797,711 53,863 0.53% Shares
Almitas Capital LLC $793,372 53,570 0.52% Shares
Numerai GP LLC $758,094 51,188 0.50% Shares
IEQ CAPITAL, LLC $758,039 51,184 0.50% Shares
Jump Financial, LLC $743,462 50,200 0.49% Shares
CITADEL ADVISORS LLC $659,045 44,500 0.44% Call option
AVENIR CORP $604,248 40,800 0.40% Shares
Vanguard Global Advisers, LLC $596,014 40,244 0.39% Shares
CITADEL ADVISORS LLC $588,446 39,733 0.39% Shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $565,535 38,186 0.37% Shares
XTX Topco Ltd $492,818 33,276 0.33% Shares
TWO SIGMA ADVISERS, LP $480,105 42,300 0.32% Shares
RHUMBLINE ADVISERS $454,423 30,684 0.30% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $439,857 29,700 0.29% Shares
Founders Financial Alliance, LLC $427,960 28,897 0.28% Shares
JACKSON THORNTON WEALTH MANAGEMENT, LLC $382,705 25,841 0.25% Shares
DEUTSCHE BANK AG\ $373,597 25,226 0.25% Shares
HSBC HOLDINGS PLC $367,870 24,330 0.24% Shares
MetLife Investment Management, LLC $366,953 24,777 0.24% Shares
1620 INVESTMENT ADVISORS, INC. $364,874 24,637 0.24% Shares
Integrated Quantitative Investments LLC $352,715 23,816 0.23% Shares
MERCER GLOBAL ADVISORS INC /ADV $330,189 22,295 0.22% Shares
ALGERT GLOBAL LLC $324,013 21,878 0.21% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $317,863 21,506 0.21% Shares
WELLS FARGO & COMPANY/MN $316,445 21,367 0.21% Shares
LPL Financial LLC $312,215 21,081 0.21% Shares
ALLIANCEBERNSTEIN L.P. $297,512 27,170 0.20% Shares
Kestra Advisory Services, LLC $282,290 19,061 0.19% Shares
BNP PARIBAS FINANCIAL MARKETS $279,894 18,899 0.18% Shares
Mariner, LLC $279,759 18,887 0.18% Shares
VANGUARD GROUP INC $263,195 23,189 0.17% Shares
FRANKLIN RESOURCES INC $253,103 17,090 0.17% Shares
AlphaQuest LLC $251,527 22,161 0.17% Shares
BEACON INVESTMENT ADVISORS LLC $251,200 16,961 0.17% Shares
BOOTHBAY FUND MANAGEMENT, LLC $248,082 16,751 0.16% Shares
CWM, LLC $231,571 21,148 0.15% Shares
Balyasny Asset Management L.P. $224,505 15,159 0.15% Shares
Empowered Funds, LLC $208,939 14,108 0.14% Shares
MARTINGALE ASSET MANAGEMENT L P $206,600 13,950 0.14% Shares
Corient Private Wealth LP $202,288 13,656 0.13% Shares
Sequoia Financial Advisors, LLC $193,227 13,047 0.13% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $174,032 11,751 0.11% Shares
JANE STREET GROUP, LLC $155,979 10,532 0.10% Shares
nVerses Capital, LLC $154,275 10,417 0.10% Shares
DUMONT & BLAKE INVESTMENT ADVISORS LLC $151,862 10,254 0.10% Shares
Regal Investment Advisors LLC $151,107 10,203 0.10% Shares
Invesco Ltd. $149,892 10,121 0.10% Shares
Police & Firemen's Retirement System of New Jersey $134,860 9,106 0.09% Shares
Arax Advisory Partners $133,290 9,000 0.09% Shares
MORGAN STANLEY $122,671 8,283 0.08% Shares
NEW YORK STATE COMMON RETIREMENT FUND $113,993 7,697 0.08% Shares
Nuveen, LLC $95,954 6,479 0.06% Shares
BARCLAYS PLC $91,511 6,179 0.06% Shares
Crewe Advisors LLC $88,860 6,000 0.06% Shares
Nuveen Asset Management, LLC $82,737 6,479 0.05% Shares
Russell Investments Group, Ltd. $82,483 5,569 0.05% Shares
FMR LLC $73,265 4,947 0.05% Shares
UBS Group AG $67,134 4,533 0.04% Shares
MEEDER ASSET MANAGEMENT INC $63,816 4,309 0.04% Shares
NORTHERN TRUST CORP $59,225 3,999 0.04% Shares
Allworth Financial LP $46,134 3,115 0.03% Shares
Ancora Advisors LLC $46,029 3,108 0.03% Shares
OSAIC HOLDINGS, INC. $45,825 3,094 0.03% Shares
Cerity Partners LLC $40,417 2,729 0.03% Shares
Farther Finance Advisors, LLC $36,924 2,491 0.02% Shares
Glen Eagle Advisors, LLC $35,854 2,421 0.02% Shares

Company insiders 16 insiders · 10 officers · 7 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
SLOANE, BARRY Chairman & CEO Dec. 13, 2023 P 1,140,280 0 0 $0
Michael Scott Price Chief Financial Officer July 7, 2023 A 18,645 0 0 $0
Nicolas Young President, Newtek Bank, N.A. March 21, 2023 P 31,539 0 0 $0
Craig Jeffry Brunet Executive Vice-President Aug. 19, 2015 P 42,174 0 0 $0
Peter Mathison Downs Chief Lending Officer Sept. 13, 2023 P 68,937 0 0 $0
Nicholas J Leger Chief Accounting Officer March 22, 2023 P 18,493 0 0 $0
Michael Adam Schwartz Chief Legal&Compliance Officer March 22, 2023 P 40,966 0 0 $0
Halli Razon-Feingold Chief Administrative Officer March 21, 2023 P 18,145 0 0 $0
Jennifer Catherine Eddelson Principal Financial Officer Feb. 26, 2018 A 39,108 0 0 $0
Nilesh Joshi Chief Information Officer March 22, 2017 P 2,898 0 0 $0
Salvatore Francis Mulia Director Dec. 21, 2023 S 59,253 0 0 $0
Gregory L Zink Director Sept. 15, 2023 P 26,789 0 0 $0
Fernando Perez-Hickman Director July 10, 2023 A 42,068 0 0 $0
Sam Kirschner Director March 23, 2017 P 56,980 0 0 $0
Richard J Salute — May 7, 2026 P 45,772 1 0 $13,470
John Raven — Aug. 2, 2016 A 3,300 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 3 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Patriot Financial Partners IV, L.P., Patriot Financial Partners Parallel IV, L.P., Patriot Financial Partners GP IV, L.P., Patriot Financial Partners GP IV, LLC, W. Kirk Wycoff, James F. Deutsch Sept. 22, 2025 8.06% Initial filing — SEC
SLOANE, BARRY Feb. 11, 2025 5.20% Amendment — SEC
Barry Sloane ×10 filings May 15, 2024 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 25 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
IWC · iShares Trust 0.09% 86,421 SH Aug. 8, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.06% 36,041 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.04% 30,241 NS May 31, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.04% 8,310 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.03% 267,443 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.02% 22,261 SH Aug. 8, 2026 Daily
SFGV · EA Series Trust 0.02% 14,128 NS May 29, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.02% 39,556 NS May 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.02% 35,640 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.01% 775,840 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.01% 147,207 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.01% 10,672 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.01% 1,159 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.01% 128,904 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.01% 906 NS May 31, 2026 N-PORT
URTY · ProShares Trust 0.00% 916 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.00% 1,667 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.00% 23 NS May 31, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.00% 11,259 NS May 31, 2026 N-PORT
ITOT · iShares Trust 0.00% 41,695 SH Aug. 8, 2026 Daily
IWV · iShares Trust 0.00% 6,753 SH Aug. 8, 2026 Daily
SCHB · SCHWAB STRATEGIC TRUST 0.00% 14,258 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.00% 312,262 SH Aug. 8, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.00% 779,841 SH Aug. 8, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 2,285 SH Aug. 8, 2026 Daily