NewtekOne, Inc. (NEWT)
NASDAQFinancialsBanks - RegionalSnapshot 2026-11-05
$10.67-3.09%
Close 2026-11-05 · 1-day change
NASDAQFinancialsBanks - RegionalSnapshot 2026-11-05
QuarterlyIQ Insights · NEWT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 100% of the last 2 guided quarters · 1.2% avg surprise
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Both NewtekOne and Newtek Bank are highly rated by Trustpilot with 4.9 stars and 4.5 stars out of 5.0, respectively, while the Bank’s rating of four stars on depositaccounts.com compares favorably to…
Stated in 1 of 2 supplied quarters. Management reported: “Both NewtekOne and Newtek Bank are highly rated by Trustpilot with 4.9 stars and 4.5 stars out of 5.0, respectively, while the Bank’s rating of four stars on depositaccounts.com compares favorably to ratings of less than two stars for several of the largest banks in the U.S. "The deposit gathering engine is crucial to fund the loan growth we are generating.” “Total deposits almost doubled Y/Y with business deposits increasing by almost 50% and the consumer deposit book more than doubling.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Over the trailing year it converted -9.81x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Both NewtekOne and Newtek Bank are highly rated by Trustpilot with 4.9 stars and 4.5 stars out of 5.0, respectively, while the Bank’s rating of four stars on depositaccounts.com compares favorably to…”
Importantly, for the Small Business Administration's ("SBA") fiscal year ending September 30, 2026, we reestablished ourselves as the top originator of SBA 7(a) loans, ranking number one by loan appr…
Stated in 2 of 2 supplied quarters. Management reported: “Importantly, for the Small Business Administration's ("SBA") fiscal year ending September 30, 2026, we reestablished ourselves as the top originator of SBA 7(a) loans, ranking number one by loan approval count and number two by dollars of loan approvals, which shows that our commitment to and relationship with the independent business owner community continues to flourish.” “We believe that the $391 million of loan production in 1Q26 is a good first step as we progress toward our objective of originating $1.8 billion of loans in 2026.”
“Importantly, for the Small Business Administration's ("SBA") fiscal year ending September 30, 2026, we reestablished ourselves as the top originator of SBA 7(a) loans, ranking number one by loan appr…”
“We believe that the $391 million of loan production in 1Q26 is a good first step as we progress toward our objective of originating $1.8 billion of loans in 2026.”
"Since acquiring the Bank in early 2023, we have consistently maintained a healthy pace of balance sheet growth, but because we built the Company's operating infrastructure to scale, the pace of oper…
Stated in 1 of 2 supplied quarters. Management reported: “We continue to capture operating leverage with assets up almost 50% Y/Y and 2Q26 operating expenses up just 3.6% over 2Q25 operating expenses, which supported a Y/Y improvement in the efficiency ratio from 60.3% for 2Q25 to 58.4% for 2Q26.” “"Since acquiring the Bank in early 2023, we have consistently maintained a healthy pace of balance sheet growth, but because we built the Company's operating infrastructure to scale, the pace of operating expense growth has been more moderate, allowing us to capture operating leverage with loan and deposit growth and to demonstrate attractive operating efficiency.”
“"Since acquiring the Bank in early 2023, we have consistently maintained a healthy pace of balance sheet growth, but because we built the Company's operating infrastructure to scale, the pace of oper…”
Commenting on quarterly operating results, Barry Sloane, CEO, President, and Chairman, said, “We reported 3Q26 basic and diluted EPS of $0.34 and are comfortable with our previously issued 2026 EPS g…
Stated in 2 of 2 supplied quarters. Management reported: “Commenting on quarterly operating results, Barry Sloane, CEO, President, and Chairman, said, “We reported 3Q26 basic and diluted EPS of $0.34 and are comfortable with our previously issued 2026 EPS guidance range of $1.70- $1.80.” “In addition, we are establishing a target of 10% EPS growth for 2027, which implies an EPS range of $2.40-$2.80 for 2027.”
“Commenting on quarterly operating results, Barry Sloane, CEO, President, and Chairman, said, “We reported 3Q26 basic and diluted EPS of $0.34 and are comfortable with our previously issued 2026 EPS g…”
“In addition, we are establishing a target of 10% EPS growth for 2027, which implies an EPS range of $2.40-$2.80 for 2027.”
"As we discussed on our second quarter 2026 conference call, we are holding more guaranteed portions of SBA 7(a) loans on our balance sheet than we have in the past, which is having the anticipated e…
Stated in 1 of 2 supplied quarters. Management reported: “"As we discussed on our second quarter 2026 conference call, we are holding more guaranteed portions of SBA 7(a) loans on our balance sheet than we have in the past, which is having the anticipated effect of generating net interest income growth and transitioning the mix of revenue away from gain on sale income to recurring net interest income.” “And third, as we have discussed in past quarters, we are holding more guaranteed portions of SBA 7(a) loans on our balance sheet than we have in the past, supporting growth in net interest income, which, for 2Q26, climbed 24% Q/Q and 56% Y/Y at the Bank.”
“"As we discussed on our second quarter 2026 conference call, we are holding more guaranteed portions of SBA 7(a) loans on our balance sheet than we have in the past, which is having the anticipated e…”
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
28 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-05.