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NEWT · NewtekOne, Inc.

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$12.50 -0.10 (-0.79%) At close · Aug 20
Market Cap
$363.95M
Shares
28.88M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$12.50 Open$12.52 Day$12.27–12.52 52W close$9.61–15.56 Avg vol 30d219K Short int3.2M · 11.1% float · 17.1d Short vol82% Last earningsAug 6, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 10

Up next

Next earnings call
Sep 21, 2026 Est · unconfirmed · in 4 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 10, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Ask ALVIS about this →

      Equibles Rating

      blended score · not investment advice
      Overall
      Neutral
      SellHoldBuy
      Technical Sell Momentum Weak Sentiment Bullish Fundamentals Fair Quant / Vol Moderate
      Market backdrop VIX 14.9 · calm Equity put/call 0.52
      Technical
      price trend
      Sell
      50 / 200-day cross No cross
      Price vs 200-day avg −2%
      below
      Price vs 50-day avg −12%
      below
      RSI (14) 31
      neutral
      MACD trend Negative
      52-week position 49%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Weak
      1-month return −13%
      trailing
      6-month return +2%
      trailing
      YTD return +10%
      this year
      Relative strength −9%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $14 › 200d $13 — 50d above 200d
      Institutional flow Accumulating
      +2% holders QoQ · +20 funds added
      Insider flow Accumulating
      Net +$256.9K over 90 days · 0% sells
      Short interest Rising
      11.14% of float · ▲ +3.3% MoM · 17.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      151 holders — near 3-yr high, broad support
      Squeeze score 68
      elevated · 0–100
      Fundamentals
      Fair
      EPS growth +11%
      Y/Y
      Free cash flow $-579.3M
      Valuation P/E 5.7
      below peers
      Balance sheet $807.4M
      net debt
      Quant / Vol
      risk profile
      Moderate
      Volatility 37%
      annualized · 1-yr
      Max drawdown −29%
      past year
      ATR 3.8%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Beat or met 4 of last 4
      Latest guidance · from the 8-K filed Apr 30, 2026
      2026
      EPS $2.15 – $2.55
      2027
      EPS $2.40 – $2.80
      Prior guidance period ended · from the 8-K filed Apr 30, 2026
      EPS · 1Q26 $0.37 – $0.47
      Guided vs delivered · last 4 settled
      EPS 2025
      guided $2.10 – $2.50
      $2.18 In line
      Diluted earnings per share Q1 2024
      guided $0.22 – $0.23
      $0.38 Beat +68.9%
      Diluted EPS 2024
      guided $1.80 – $2.00
      $1.96 In line
      EPS fiscal year 2023
      guided $1.60 – $1.80
      $1.88 Beat +10.6%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Sell
      2 · 5 · 0
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      −2% Neutral
      Price vs 50-day avg
      −12% Bearish
      RSI (14)
      31 Neutral
      MACD trend
      Negative Bearish
      52-week position
      49% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $14 › 200d $13 — 50d above 200d
      Institutional flow Accumulating
      +2% holders QoQ · +20 funds added
      Insider flow Accumulating
      Net +$256.9K over 90 days · 0% sells
      Short interest Rising
      11.14% of float · ▲ +3.3% MoM · 17.1 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      151 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $10 Now $13 · 49% Range high $16
      vs 200-day avg -2% vs 50-day avg -12%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from written earnings releases and filings
      Metric Latest Period YoY
      Insured deposits 78% 1Q26 —
      Loan units originated 961 1Q26 —
      Newtek Bank deposit account openings 10,000 1Q26 —
      SBA 504 loans sold $14M 1Q26 —
      Total loan production $391M 1Q26 —
      Loan origination units in March 500 March 2026 —
      ALP loan originations 113M 4Q25 —
      C&I loans HFI originations 17M 4Q25 —
      Common shares repurchased 126,595 4Q25 —
      CRE loans HFI originations 25M 4Q25 —
      Newtek Bank deposit accounts opened 9,000 4Q25 —
      Pre-provision net revenue (PPNR) non-GAAP 118.7M 2025 —
      Pre-provision return on average assets (PPROA) non-GAAP 5.39% 4Q25 —
      SBA 504 loan originations 52M 4Q25 —
      SBA 7(a) loan originations 162M 4Q25 —

      Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

      Versus peers

      Banks - Regional — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      NEWT
      NewtekOne, Inc.
      this stock
      		$363.95M +10.1% — 5.7 11.1%
      MFG
      Mizuho Financial Group Inc
      		 $123.19B +38.4% — — 0.1%
      HDB
      Hdfc Bank Ltd
      		 $118.97B -36.1% +15.2% — 0.5%
      IBN
      Icici Bank Ltd
      		 $105.45B -0.4% — — 0.5%
      CIXPF
      CaixaBank/ADR
      		 $100.59B +18.7% — — 0.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      151
      % held
      56.5%
      Net QoQ
      +866.9K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      120
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      3.2M
      Days to cover
      17.1d
      Change
      +102.1K sh
      View
      Short Volume
      Short vol %
      82%
      As of
      Aug 20, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      673
      Value
      $9.7K
      As of
      Jul 28, 2026
      View
      Off-Exchange
      Off-exchange %
      46.8%
      Week of
      Jul 13, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Cluster buy
      Net (90d)
      +$256.9K
      Buyers / Sellers
      4 / 0
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Virginia Foxx
      Amount
      $15.0K–$50.0K
      Traded
      Sep 27, 2022
      View
      Financials
      Financials
      Net income (FY)
      $60.5M
      EPS diluted
      $2.18
      View
      Buybacks
      Authorized
      shares 1.0M
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 14, 2026
      This year
      21
      View
      Proposed Sales
      Value
      $9.4K
      Shares
      750
      Filed
      Aug 21, 2024
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 6, 2026
      View
      Investor Relations
      Latest news
      NewtekOne Expands AI-Powered Clie…
      Published
      Aug 18, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      NEWT -4.4% -12.7% +1.8% -15.7% +10.1%
      SPY -2.0% +3.3% +11.2% +2.1% +11.8%
      vs SPY -2.4% -16.0% -9.4% -17.8% -1.7%

      Capital returns

      Latest dividend
      $0.19 / share · ex Jun 24, 2026
      Raised 5.6%
      Paid (TTM)
      $0.76 / share · 4 payouts
      Dividend yield (TTM, derived)
      6.08%
      Buyback program · as of Nov 1, 2024
      Authorized
      shares 1.00M
      Spent (derived)
      —
      Remaining
      —

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1587987 CUSIP 652526203 13F (30d) 139 filings 139 filers Visit website Investor relations

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