NewtekOne, Inc.
NEWTAs of the close on Sep 25, 2026
Price
$11.26
Market cap
$325M
P/E (diluted TTM)
5.1
EPS (TTM)
$2.21
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How NewtekOne, Inc. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
Loading financial history…
SEC filings supply these figures; updates after the dates shown are not included. This page includes 5 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 25, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2026-03-31 | 2,660 | $29.1K | SEC filing |
| AMERIPRISE FINANCIAL INC | 2026-03-31 | 134,181 | $1.47M | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 239,158 | $2.62M | SEC filing |
| Transamerica Financial Advisors, LLC | 2026-03-31 | 21 | $233 | SEC filing |
| LPL Financial LLC | 2026-03-31 | 21,362 | $234K | SEC filing |
| Kestra Advisory Services, LLC | 2026-03-31 | 18,951 | $208K | SEC filing |
| Founders Financial Alliance, LLC | 2026-03-31 | 28,643 | $314K | SEC filing |
| FMR LLC | 2026-03-31 | 5,129 | $56.2K | SEC filing |
| FIRST TRUST ADVISORS LP | 2026-03-31 | 96,529 | $1.06M | SEC filing |
| STATE STREET CORP | 2026-03-31 | 517,702 | $5.77M | SEC filing |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2026-03-31 | 1,875 | $20.8K | SEC filing |
| Police & Firemen's Retirement System of New Jersey | 2026-03-31 | 5,933 | $65K | SEC filing |
| FNY Investment Advisers, LLC | 2026-03-31 | 800 | Not shown | SEC filing |
| QUADRANT CAPITAL GROUP LLC | 2026-03-31 | 433 | $4.74K | SEC filing |
| Creative Planning | 2026-03-31 | 58,232 | $638K | SEC filing |
| ROYAL BANK OF CANADA | 2026-03-31 | 94 | $1K | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2026-03-31 | 62,871 | $688K | SEC filing |
| Glen Eagle Advisors, LLC | 2026-03-31 | 2,671 | $29.2K | SEC filing |
| D. E. Shaw & Co., Inc. | 2026-03-31 | 143,008 | $1.57M | SEC filing |
| TopTier Wealth Management, LLC | 2026-03-31 | 28 | $307 | SEC filing |
- Each value is checked against NewtekOne, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at NewtekOne, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among NewtekOne, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-15 · SLOANE BARRY: Larger than all 48 other insider purchases of Common Stock on file. SEC filing
- 2026-01-14 · Schwartz Michael Adam: Larger than 44 of the 48 other insider purchases of Common Stock on file. SEC filing
- 2026-01-14 · SLOANE BARRY: Larger than 47 of the 48 other insider purchases of Common Stock on file. SEC filing
- 2025-07-21 · SLOANE BARRY: Larger than 45 of the 48 other insider purchases of Common Stock on file. SEC filing
- 2025-05-29 · SLOANE BARRY: Larger than 120 of the 133 other insider purchases of Common stock on file. SEC filing
- 2025-05-29 · SLOANE BARRY: Larger than 120 of the 133 other insider purchases of Common stock on file. SEC filing
- 2025-05-19 · SLOANE BARRY: Larger than 120 of the 133 other insider purchases of Common stock on file. SEC filing
- 2025-05-12 · SALUTE RICHARD J: Larger than 126 of the 133 other insider purchases of Common stock on file. SEC filing
- 2025-04-30 · SLOANE BARRY: Larger than 46 of the 48 other insider purchases of Common Stock on file. SEC filing
- 2024-12-23 · SLOANE BARRY: Larger than 120 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-11-26 · SLOANE BARRY: Larger than 120 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-09-23 · SLOANE BARRY: Larger than 131 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-09-23 · SLOANE BARRY: Larger than 129 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-09-23 · SLOANE BARRY: Larger than 125 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-09-23 · SLOANE BARRY: Larger than 131 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-09-23 · SLOANE BARRY: Larger than 131 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-06-17 · SLOANE BARRY: Larger than 128 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-06-17 · SLOANE BARRY: Larger than 127 of the 133 other insider purchases of Common stock on file. SEC filing
- 2024-05-15 · SLOANE BARRY: Larger than 130 of the 133 other insider purchases of Common stock on file. SEC filing
Independent insiders buying near the same time
- 2026-06-15–2026-06-15: 3 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
- 2026-05-07–2026-05-08: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2026-01-14–2026-01-14: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2025-12-08–2025-12-15: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-12-05–2025-12-08: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-11-03–2025-11-03: 6 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing )
- 2025-10-24–2025-10-24: 10 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-07-21–2025-07-21: 10 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-05-29–2025-05-29: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2025-05-12–2025-05-19: 17 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-05-09–2025-05-16: 14 event(s) across 6 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-04-30–2025-04-30: 9 event(s) across 9 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-03-20–2025-03-21: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-01-13–2025-01-13: 8 event(s) across 8 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-12-23–2024-12-23: 5 event(s) across 5 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2024-10-21–2024-10-21: 11 event(s) across 11 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-09-18–2024-09-23: 9 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-07-16–2024-07-19: 11 event(s) across 11 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2024-06-17–2024-06-18: 7 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2024-05-15–2024-05-22: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-15 | DeMaria Frank M · Cheif Financial Officer | Common Stock | P — Open market or private purchase | +500 | 13.92 | SEC filing |
| 2026-06-15 | SLOANE BARRY · President, Chairman & CEO | Common Stock | P — Open market or private purchase | +1,000 | 14.27 | SEC filing |
| 2026-06-15 | SLOANE BARRY · President, Chairman & CEO | Common Stock | P — Open market or private purchase | +5,000 | 14.20 | SEC filing |
| 2026-06-03 | Brunet Craig Jeffry · Director | Common Stock | P — Open market or private purchase | +1,000 | 12.70 | SEC filing |
| 2026-05-26 | Downs Peter Mathison · President, Newtek Bank | Common Stock | P — Open market or private purchase | +737 | 13.56 | SEC filing |
| 2026-05-15 | Brunet Craig Jeffry · Director | Common Stock | P — Open market or private purchase | +330 | 12.72 | SEC filing |
| 2026-05-08 | Zink Gregory L · Director | Common stock | P — Open market or private purchase | +1,000 | 13.87 | SEC filing |
| 2026-05-07 | SALUTE RICHARD J · Director | Common stock | P — Open market or private purchase | +1,000 | 13.47 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-25 | Cestare Thomas David · Director | Common Stock | A — Grant, award, or other acquisition | +1,825 | SEC filing |
| 2026-06-16 | SALUTE RICHARD J · Director | Common Stock | A — Grant, award, or other acquisition | +1,825 | SEC filing |
| 2026-06-16 | Brunet Craig Jeffry · Director | Common Stock | A — Grant, award, or other acquisition | +1,825 | SEC filing |
| 2026-06-16 | PEREZ-HICKMAN FERNANDO · Director | Common Stock | A — Grant, award, or other acquisition | +1,825 | SEC filing |
| 2026-06-16 | Zink Gregory L · Director | Common Stock | A — Grant, award, or other acquisition | +1,825 | SEC filing |
| 2026-01-14 (amended) | Schwartz Michael Adam · Chief Legal Officer | Common Stock | A — Grant, award, or other acquisition | +2,247 | SEC filing |
| 2026-01-14 | Downs Peter Mathison · President, Newtek Bank | Common Stock | A — Grant, award, or other acquisition | +2,696 | SEC filing |
| 2026-01-14 (amended) | Razon-Feingold Halli · SVP, Human Resources & CAO | Common Stock | A — Grant, award, or other acquisition | +1,258 | SEC filing |
Showing 8 of 23 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2025-07-15 | Zink Gregory L · Director | Common Stock | J — Other acquisition or disposition | −836 | SEC filing |
| 2025-07-15 | Zink Gregory L · Director | Common Stock | J — Other acquisition or disposition | +836 | SEC filing |
| 2025-06-15 | Zink Gregory L · Director | Common Stock | J — Other acquisition or disposition | +2,053 | SEC filing |
| 2025-06-15 | Zink Gregory L · Director | Common Stock | J — Other acquisition or disposition | −2,053 | SEC filing |
| 2024-07-25 | Zink Gregory L · Director | Common stock | J — Other acquisition or disposition | +2,461 | SEC filing |
| 2024-07-25 | Zink Gregory L · Director | Common stock | J — Other acquisition or disposition | −2,461 | SEC filing |
| 2023-08-08 | Zink Gregory L · Director | Common stock | J — Other acquisition or disposition | −740 | SEC filing |
| 2023-08-08 | Zink Gregory L · Director | Common stock | J — Other acquisition or disposition | +740 | SEC filing |
Showing 8 of 8 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.