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Companies / Financials / NewtekOne, Inc.
NEWT

NewtekOne, Inc.

FinancialsCommercial Banks
Ticker NEWTBOCA RATON, FLFiscal year ends DecemberBook value per share $14.54Diluted shares 28.7M

NewtekOne, Inc. (Nasdaq: NEWT) is a financial holding company that provides business and financial services to independent business owners and small and medium-sized businesses across the United States. Its offerings include commercial banking and deposits; SBA 7(a) and 504, commercial and industrial, asset-based and… From the company’s description.

Over the twelve months to Sep 30, 2026, NewtekOne, Inc. reported revenue of $291.16M, up 1.5% from a year earlier, and net income of $58.26M. Its pre-tax margin was 25.7%. In fiscal 2025, it reported revenue of $284.80M, up 10.6% from fiscal 2024, and net income of $60.51M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$284.80MFY2025
+10.6% year over year
Last 12 mo $291.16M
28.08%FY2025
+1.4 percentage points
Last 12 mo 25.74%
$60.51MFY2025
+19.0% year over year
Last 12 mo $58.26M
15.22%FY2025
−1.9 percentage points
Last 12 mo 13.93%
Cash & financing
$-579.24MFY2025
−278.6% year over year
Last 12 mo $-724.64M
$-589.47MFY2025
−284.1% year over year
Last 12 mo $-734.79M
5.63FY2025
Was 5.67× a year earlier
Last 12 mo 7.30
26.7MFY2025
+6.1% year over year
Last 12 mo 28.7M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What NewtekOne, Inc. does

In the company’s own words

NewtekOne, Inc. (Nasdaq: NEWT) is a financial holding company that provides business and financial services to independent business owners and small and medium-sized businesses across the United States. Its offerings include commercial banking and deposits; SBA 7(a) and 504, commercial and industrial, asset-based and commercial real estate lending; merchant payment processing and point-of-sale systems; payroll and benefits administration; and commercial, health and personal insurance. The company also provides loan servicing and origination support to affiliated and third-party lenders. Its Newtek and NewtekOne brands span these services, while the NewTracker referral and client-management platform and Newtek Advantage business portal support customer acquisition and access to offerings. The company operates through Newtek Bank and specialized non-bank subsidiaries; it does not describe reportable segments in the available business information. Newtek Bank operates digitally without a branch network and offers retail and business deposit accounts. At December 31, 2025, the bank had more than $1.4 billion in deposits. Its website is www.newtekone.com.

Company details
Sector
Financials
Industry (SIC)
Commercial Banks
Headquarters
BOCA RATON, FL
Fiscal year end
December
CIK
1587987
SIC
6021

Financial performance, year by year

Fiscal 2022–2025 · USD
$-29.12M$58.23M$145.58M$232.92M$320.27M2022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns NewtekOne, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

119
funds hold it
0 of 35
superinvestors hold it
$82.67M
held by funds, at market
19.8%
of shares held by funds
2
bond issues held by funds

Largest fund holders · NewtekOne, Inc.’s weight in each

iShares Russell 2000 ETF
IWM · iShares Trust
0.01%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
T. Rowe Price Financial Services Fund, Inc.
PRISX · T. ROWE PRICE FINANCIAL SERVICES FUND, INC.
0.36%of fund net assets
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund
TQSMX · T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC.
0.25%of fund net assets
0.18%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

NewtekOne, Inc.’s bonds, as funds hold them

Funds report holding 2 issues of NewtekOne, Inc.’s debt, $5.47M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 8.27%, maturing 2027 to 2030.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do NewtekOne, Inc. and its peers compare on margins and cash generation over ten years?”
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