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NEWT

NewtekOne, Inc.

NEWT

NASDAQ·Financial Services·Banks - Regional·Mkt cap $359.4M

$12.44

+1.06%

P/E

5.25

Mkt Cap

$359.4M

52-Wk Range

$9.59–$15.69

52-Week Range

$9.59 - $15.69

P/E

5.25

Fwd P/E

6.16

Beta

1.35

Div Yield

6.11%

Avg Vol

234.9K

Shares Out

28.8M

Mkt Cap

$359.4M

Price action

Price chart

Up 4.5% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

6 reasons

  • Integrated ecosystem reducing customer friction and increasing switching costs
  • Established FDIC-insured bank charter enabling deposit gathering and lending
  • Cross-selling opportunities across six complementary service lines
  • Technology-driven platform enabling scalable growth and operational efficiency
  • Direct relationships with small business owners creating data advantages
  • Recurring revenue model from payroll, payments, and insurance services

Bear Case

1 risk

  • Average volatility.

Growth

Mild headwinds expected

Positive revenue trend

Value

Undervalued - trading well below Asset Management peers

Momentum

Weak

-7.1% over 3m

Quality

Excellent

Strong fundamentals

Dividend

High yield

6.11% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Nov 4, 2026

Q3 26 RECAP

AUG 6, 2026

Reported EPS of $0.47 vs $0.47 consensus (0.0% surprise). Revenue of $75.1M vs $75.0M expected (+0.1%). Beat on both top and bottom lines.

EPS beat 0.0%
Rev beat +0.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

0.0%

Revenue trend · last 8Q

+44%

+16%

+19%

+21%

+7%

-15%

+8%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$58.4M

$70.5M

$85.8M

$88.4M

$95.1M

$75.2M

$73.3M

$95.2M

Margins · last 8Q

Gross

86.8%

Operating

53.0%

Profit

15.3%

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

Latest: Keefe, Bruyette & Woods · May 1, 2026

vs Industry

How NEWT stacks vs Banks - Regional

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.