NewtekOne, Inc. (NEWT)

In Q3 2025, NewtekOne reported EPS of $0.68 and $0.67. The company extended its share repurchase program by twelve months, allowing repurchase of up to 1,000,000 shares. In Q4 2025, EPS was $0.65, meeting estimates, but revenue was below estimates. NewtekOne closed a $295 million securitization backed by $342 million of ALP loans. The company announced the expiration of an exchange offer for its 5.50% Notes due 2026. NewtekOne retired $95 million of fixed rate senior notes. Keefe, Bruyette & Woods maintained a Market Perform rating and raised the price target to $14. The stock price gained 17% and valuation metrics indicated a potentially undervalued stock. The company reported a 16.4% increase in net income before taxes for 2025 and total revenue grew by 12.64%. Non-performing loans declined, and the company experienced significant deposit growth in Q4 2025.

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NewtekOne, Inc. is a financial holding company offering business and financial solutions to SMBs across the U.S. Headquartered in Boca Raton, Florida, it operates as the bank holding company for Newtek Bank, National Association, within the national commercial banking industry. Its services include banking, lending (having approved over $2 billion in business loans), electronic payment processing, accounts receivable and inventory financing, insurance, payroll and benefits, and technology solutions.

NewtekOne provides its business and financial solutions to independent business owners across all 50 states in the U.S.

While specific events directly impacting NewtekOne's brand reputation are not detailed, consistent revenue growth, strong profitability, and efforts to improve capital structure and credit quality contribute to a positive perception. The company emphasizes its 20+ years of experience and 24/7 U.S.-based service centers.

NewtekOne, Inc. has 223 institutional owners and shareholders, holding a total of 16,451,777 shares. Institutional ownership accounts for approximately 44% to 50.47% of the company's shares, while insider ownership is 25.45%. Major institutional shareholders include Patriot Financial Partners GP II, L.P. (8.0%), BlackRock, Inc. (7.3%), and The Vanguard Group, Inc. (5.1%). Barry Sloane, the CEO, holds 4.2% of the company's shares.