NEWT

NewtekOne, Inc.

Nasdaq · National Commercial Banks · Inc. MD · CIK 0001587987

$14.00 +2.19% $404.0M

Insider Buying Cluster (2 insiders)High Impact Filing (7/10)5 New Institutional Positions

Vol

Market Cap$404.0M

Cap SizeSmall Cap

Analyst ConsensusBuy (54%)

Inst. Holders50 funds

Inst. Value$91.9M

Inst. Activity5 buys / 2 sells

Insider Activity5B / 0S

Insider Net $$54.2K

SEC Reports5

Press Releases3

Exchange Nasdaq·Sector National Commercial Banks·Inc. MD·CIK 0001587987·Prev Close $13.70

Recent Activity

Jun 12, 2026 SEC

NewtekOne declared a quarterly cash dividend of $0.19 per common share and a dividend of $21.25 per Series B preferred s

8-K — Impact 2/10

Jun 12, 2026 Press

NewtekOne declared a regular quarterly cash dividend of $0.19 per common share and a preferred dividend of $21.25 per pr

Impact 2/10

Jun 12, 2026 dividend

NewtekOne, Inc. Declares Dividends on Common Stock and Series B Preferred Shares

BOCA RATON, Fla., June 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Trac

Jun 3, 2026 Press

NewtekOne formed a strategic alliance with Payroc WorldAccess, embedding its banking, lending, payroll, and insurance so

Impact 6/10

Jun 3, 2026 Insider

Brunet Craig Jeffry bought 1,000 shares

Director @ $12.70 ($12.7K)

May 26, 2026 Insider

Downs Peter Mathison bought 737 shares

President, Newtek Bank @ $13.56 ($10.0K)

May 18, 2026 SEC

Two directors at NewtekOne (NEWT) made open-market purchases totaling $18K over a one-week window, with Gregory Zink buy

CLUSTER — Impact 4/10

May 15, 2026 Insider

Brunet Craig Jeffry bought 330 shares

Director @ $12.72 ($4.2K)

Price Targets

$16.80 +20.0% upside Strong Buy

Current $14.00 Low $13.00 Median $14.00 High $25.00 5 analysts

$13.00 $25.00

Analyst Ratings

Hold54% buy · 13 analysts

2Strong Buy

5Buy

6Hold

0Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 1, 2026	Keefe, Bruyette & Woods	MAINTAIN	Market Perform → Market Perform
Feb 9, 2026	Piper Sandler	MAINTAIN	Neutral → Neutral
Jan 30, 2026	Keefe, Bruyette & Woods	MAINTAIN	Market Perform → Market Perform
Jan 9, 2026	Piper Sandler	MAINTAIN	Neutral → Neutral

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.47 ▼ -3.5%	$0.45 — $0.48	-10% YoY	5
Next Q	$0.61 ▲ +8.0%	$0.59 — $0.63	-9% YoY	5
Current FY	$2.38 ▲ +2.7%	$2.35 — $2.45	9% YoY	6
Next FY	$2.53 ▲ +3.3%	$2.46 — $2.55	6% YoY	5

Latest Reports

NEUTRAL 8-K 2/10

NewtekOne declared a quarterly cash dividend of $0.19 per common share and a dividend of $21.25 per Series B preferred s

Jun 12, 2026

NEUTRAL Press 2/10

NewtekOne declared a regular quarterly cash dividend of $0.19 per common share and a preferred dividend of $21.25 per pr

Jun 12, 2026

BULLISH CLUSTER 4/10

Two directors at NewtekOne (NEWT) made open-market purchases totaling $18K over a one-week window, with Gregory Zink buy

May 18, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$24.0M	—
VANGUARD CAPITAL MANAGEMENT LLC	$12.8M	—
GOLDMAN SACHS GROUP INC	$7.3M	—
MARSHALL WACE, LLP	$6.8M	ADD
STATE STREET CORP	$5.8M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 3, 2026	Brunet Craig	BUY	$12.7K
May 26, 2026	Downs Peter	BUY	$10.0K
May 15, 2026	Brunet Craig	BUY	$4.2K
May 8, 2026	Zink Gregory	BUY	$13.9K
May 7, 2026	SALUTE RICHARD	BUY	$13.5K

50 institutional holders with $91.9M total value (9,307,255 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, GOLDMAN. Net buying activity: 5 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	2,196,013	$24.0M	26.2%	—
2	VANGUARD CAPITAL MANAGEMENT LLC	1,166,164	$12.8M	13.9%	—
3	GOLDMAN SACHS GROUP INC	663,764	$7.3M	7.9%	—
4	MARSHALL WACE, LLP	624,203	$6.8M	7.4%	ADD +42.9%
5	STATE STREET CORP	517,702	$5.8M	6.3%	—
6	ROYCE & ASSOCIATES LP	337,544	$3.7M	4.0%	TRIM -35.1%
7	Connor, Clark & Lunn Investment Management Ltd.	299,968	$3.3M	3.6%	ADD +32.1%
8	MORGAN STANLEY	254,580	$2.8M	3.0%	ADD +61.1%
9	FRANKLIN RESOURCES INC	253,993	$2.8M	3.0%	—
10	Nuveen, LLC	241,174	$2.6M	2.9%	ADD +99.2%
11	TWO SIGMA INVESTMENTS, LP	239,158	$2.6M	2.8%	DOUBLED +106.6%
12	VANGUARD PORTFOLIO MANAGEMENT LLC	178,566	$2.0M	2.1%	—
13	VANGUARD FIDUCIARY TRUST CO	169,764	$1.9M	2.0%	—
14	D. E. Shaw & Co., Inc.	143,008	$1.6M	1.7%	ADD +41.1%
15	Trexquant Investment LP	142,613	$1.6M	1.7%	ADD +43.0%
16	AMERIPRISE FINANCIAL INC	134,181	$1.5M	1.6%	ADD +73.0%
17	FIRST TRUST ADVISORS LP	96,529	$1.1M	1.1%	—
18	TUDOR INVESTMENT CORP ET AL	88,272	$966.6K	1.1%	DOUBLED +478.7%
19	CITIGROUP INC	68,319	$748.1K	0.8%	—
20	BANK OF AMERICA CORP /DE/	65,442	$716.6K	0.8%	ADD +26.6%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
MORGAN STANLEY	ADD	158,064	254,580	+61.1%	$2.8M	2026-Q1
TUDOR INVESTMENT CORP ET AL	DOUBLED	15,254	88,272	+478.7%	$966.6K	2026-Q1
BANK OF AMERICA CORP /DE/	ADD	51,681	65,442	+26.6%	$716.6K	2026-Q1
DEUTSCHE BANK AG\	ADD	17,897	23,201	+29.6%	$254.1K	2026-Q1
Russell Investments Group, Ltd.	TRIM	25,720	7,300	-71.6%	$79.9K	2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.	TRIM	1,936	1,254	-35.2%	$13.7K	2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/	DOUBLED	357,106	922,469	+158.3%	$10.1K	2026-Q1
Nuveen, LLC	ADD	136,926	272,791	+99.2%	$3.1M	2025-Q4
BANK OF AMERICA CORP /DE/	TRIM	106,898	51,681	-51.7%	$586.6K	2025-Q4
Russell Investments Group, Ltd.	TRIM	48,227	25,720	-46.7%	$291.9K	2025-Q4
Verition Fund Management LLC	TRIM	37,730	15,200	-59.7%	$172.5K	2025-Q4
LOS ANGELES CAPITAL MANAGEMENT LLC	NEAR_EXIT	32,451	7,059	-78.2%	$72.1K	2025-Q4
FMR LLC	ADD	2,538	4,114	+62.1%	$46.7K	2025-Q4
PNC FINANCIAL SERVICES GROUP, INC.	DOUBLED	17	1,936	+11288.2%	$22.0K	2025-Q4
NISA INVESTMENT ADVISORS, LLC	DOUBLED	41	840	+1948.8%	$9.5K	2025-Q4
PRICE T ROWE ASSOCIATES INC /MD/	DOUBLED	17,106	357,106	+1987.6%	$4.1K	2025-Q4
D. E. Shaw & Co., Inc.	ADD	203,433	286,962	+41.1%	$3.3M	2025-Q3
TWO SIGMA INVESTMENTS, LP	DOUBLED	108,248	223,622	+106.6%	$2.6M	2025-Q3
Nuveen, LLC	DOUBLED	51,761	136,926	+164.5%	$1.6M	2025-Q3
CITADEL ADVISORS LLC	TRIM	217,775	114,269	-47.5%	$1.3M	2025-Q3
Russell Investments Group, Ltd.	ADD	32,666	48,227	+47.6%	$552.2K	2025-Q3
UBS Group AG	NEAR_EXIT	205,246	46,074	-77.6%	$527.5K	2025-Q3
ExodusPoint Capital Management, LP	ADD	25,313	45,527	+79.9%	$521.3K	2025-Q3
LOS ANGELES CAPITAL MANAGEMENT LLC	TRIM	68,662	32,451	-52.7%	$371.6K	2025-Q3
STATE OF WISCONSIN INVESTMENT BOARD	TRIM	33,435	18,800	-43.8%	$215.3K	2025-Q3

4 unique insiders with 5 transactions. Net insider value: $54.2K ($54.2K bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 3, 2026	Brunet Craig Jeffry	Director	BUY	1,000	$12.70	$12.7K
May 26, 2026	Downs Peter Mathison	President, Newtek Bank	BUY	737	$13.56	$10.0K
May 15, 2026	Brunet Craig Jeffry	Director	BUY	330	$12.72	$4.2K
May 8, 2026	Zink Gregory L	Director	BUY	1,000	$13.87	$13.9K
May 7, 2026	SALUTE RICHARD J	Director	BUY	1,000	$13.47	$13.5K

5 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.6/10.

NEUTRAL 8-K 2/10

NewtekOne declared a quarterly cash dividend of $0.19 per common share and a dividend of $21.25 per

Jun 12, 2026

BULLISH CLUSTER 4/10

Two directors at NewtekOne (NEWT) made open-market purchases totaling $18K over a one-week window, w

May 18, 2026

NEUTRAL CLUSTER 2/10

Two NewtekOne directors made open-market purchases totaling $27K in the week following the company's

May 11, 2026

BULLISH PRESS-RELEASE 7/10

NewtekOne reported a 40.3% EPS beat with $0.65 actual vs $0.46 consensus, driven by record Q1 loan v

Apr 6, 2026

NEUTRAL 8-K 3/10

Analysis based on filing metadata only — document content was unavailable. The filing is an 8-K with

Mar 18, 2026

NEUTRAL 2/10

NewtekOne declared a regular quarterly cash dividend of $0.19 per common share and a preferred divid

Jun 12, 2026

BULLISH 6/10

NewtekOne formed a strategic alliance with Payroc WorldAccess, embedding its banking, lending, payro

Jun 3, 2026

NEUTRAL 3/10

NewtekOne, Inc. declared its quarterly cash dividend of $0.19 per common share and $21.25 per prefer

Mar 13, 2026

Current analyst consensus: Hold (54% buy). Based on 13 analysts: 2 strong buy, 5 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$16.80 mean target +20.0% upside Strong Buy (3.00)

$13.00 Low $25.00 High

Metric	Value
Current Price	$14.00
Target Low	$13.00
Target Mean	$16.80
Target Median	$14.00
Target High	$25.00
# Analysts	5
Recommendation	Strong Buy (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.47	$0.45	$0.48	-10.0%	-3.5%	1↑ 1↓	$0.1B	8.7%	5
Next Q 2026-09-30	$0.61	$0.59	$0.63	-9.0%	+8.0%	3↑ 0↓	$0.1B	8.8%	5
Current FY 2026-12-31	$2.38	$2.35	$2.45	9.4%	+2.7%	2↑ 0↓	$0.3B	13.9%	6
Next FY 2027-12-31	$2.53	$2.46	$2.55	6.2%	+3.3%	3↑ 0↓	$0.4B	10.0%	5

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.468
7d ago	$0.473	-0.005
30d ago	$0.485	-0.017
60d ago	$0.473	-0.005
90d ago	$0.495	-0.027

2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 1, 2026	Keefe, Bruyette & Woods	MAINTAIN	Market Perform	Market Perform
Feb 9, 2026	Piper Sandler	MAINTAIN	Neutral	Neutral
Jan 30, 2026	Keefe, Bruyette & Woods	MAINTAIN	Market Perform	Market Perform
Jan 9, 2026	Piper Sandler	MAINTAIN	Neutral	Neutral

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Buy %
Jun 1, 2026	2	5	6	54%
May 1, 2026	2	5	6	54%
Apr 1, 2026	2	5	6	54%
Mar 1, 2026	2	5	6	54%
Feb 1, 2026	2	5	6	54%
Jan 1, 2026	2	5	6	54%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026

dividend

NewtekOne, Inc. Declares Dividends on Common Stock and Series B Preferred Shares

BOCA RATON, Fla., June 12, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=CTDecs5xXWaEEQG4wIUjx7jfD3-NNrq9NNcJ3k0Yb

Jun 3, 2026

contract

NewtekOne, Inc. and Payroc Form Strategic Alliance

BOCA RATON, Fla., June 03, 2026 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) (“NewtekOne”) and Payroc WorldAccess, LLC (“Payroc”) announced

Jun 2, 2026

other

Newtek Bank, N.A. Hires Fuad Capric as Chief Real-Time Payments Officer

NewtekOne Emphasizes Real-Time Payments as New Frontier for Payment Transactions <pre>NewtekOne Emphasizes Real-Time Payments as New Frontier for Paym

May 13, 2026

other

NewtekOne, Inc. Details Upcoming Investor Conference Participation

BOCA RATON, Fla., May 13, 2026 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) (“NewtekOne” or the “Company”) announced that it will participa

May 5, 2026

other

NewtekOne, Inc. Selected for Emerging Company Pavillion at the 2026 Sohn New York Investment Conference

BOCA RATON, Fla., May 05, 2026 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) (“NewtekOne”) today announced its selection to par

May 4, 2026

other

Newtek Bank, N.A. Customers Now Have the Ability to Receive Instant Payments Through the FedNow® Service and RTP® Network 24/7/365

BOCA RATON, Fla., May 04, 2026 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) (“NewtekOne”) announced that its bank subsidiary,

Apr 30, 2026

earnings

NewtekOne, Inc. Reports 1Q26 Basic and Diluted EPS of $0.43

Year-Over-Year Basic and Diluted EPS Growth Were 19% and 23% <pre>Year-Over-Year Basic and Diluted EPS Growth Were 19% and 23%</pre>

Apr 30, 2026

earnings_calendar

NEWT Q1 2026 Earnings Scheduled — 2026-04-30

Apr 10, 2026

other

NewtekOne, Inc. Pays Off and Expects to Terminate Revolving Lines of Credit at Holding Company Subsidiary

BOCA RATON, Fla., April 10, 2026 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) (“NewtekOne” or the “Company”) announced that its subsidiary

Apr 6, 2026

earnings

Technological Advances, Including AI, Drive Record Number of Loan Unit Originations for 1Q26

BOCA RATON, Fla., April 06, 2026 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) (the “Company”) reported that it originated a record 961 loan

Mar 30, 2026

earnings

NewtekOne, Inc. to Report First Quarter 2026 Results and Host a Conference Call on Thursday, April 30, 2026

BOCA RATON, Fla., March 30, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=k9x5a2pEt54SsIZVLviA043IOg7q7z4sOcgNF9t2

Mar 13, 2026

dividend

NewtekOne, Inc. Declares Dividends on Common Stock and Series B Preferred Shares

BOCA RATON, Fla., March 13, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=ZtGCfH0APPGeKadkZpkpoM8FIWl

Mar 10, 2026

other

Newtek Bank, N.A. Introduces the Newtek Seven Day Business Loan™

BOCA RATON, Fla., March 10, 2026 (GLOBE NEWSWIRE) -- NewtekOne, Inc. (NASDAQ: NEWT) (“NewtekOne”) announced that its bank subsidiary, Newtek Bank