Financials · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
NewtekOne, Inc. (NEWT) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores NEWT at 62.2/100 on a 32-signal composite quality model, placing it at rank #726 of 2,960 stocks — the top 25% of the AI-ranked universe. NEWT scores in the top quartile across profitability (84.2). Areas of concern include earnings quality (1.8) and free cash flow (3.9), which score below median versus the broader universe. Shareholder dilution risk is elevated at 47.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), NewtekOne, Inc. reports quarterly revenue of $75.1M, net income of $14.6M, free cash flow of $-163.3M. Top institutional holders of NEWT by reported 13-F value include BlackRock, Patriot Financial Partners GP II, L.P., VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. NEWT trades on the Nasdaq exchange and files with the SEC under CIK 1587987. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NEWT daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NewtekOne, Inc. directly from SEC EDGAR.
AI Quality Score
62.2/100
AI Rank
#726
Revenue
$75.1M
Net Income
$14.6M
Free Cash Flow
$-163.3M
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $284.8M | $60.5M | — |
| FY 2024 | 10-K | $257.6M | $50.9M | — |
| FY 2023 | 10-K | $203.4M | $47.3M | — |
| FY 2022 | 10-K | $105.2M | $32.3M | — |
| FY 2021 | 10-K | $147.8M | $84.1M | — |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| BlackRock | 2,528,805 | $37.5M | 2026-06-30 |
| Patriot Financial Partners GP II, L.P. | 2,307,692 | $34.2M | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT | 1,118,464 | $16.6M | 2026-06-30 |
| PRICE T ROWE ASSOCIATES | 1,095,561 | $16.2M | 2026-06-30 |
| GOLDMAN SACHS GROUP | 731,313 | $10.8M | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT | 703,047 | $10.4M | 2026-06-30 |
| AQR CAPITAL MANAGEMENT | 568,816 | $8.4M | 2026-06-30 |
| STATE STREET | 539,672 | $8.1M | 2026-06-30 |
| MARSHALL WACE, LLP | 536,051 | $7.9M | 2026-06-30 |
| ROYCE & ASSOCIATES | 337,544 | $5.0M | 2026-06-30 |
13F Pro Quality Score
Rank #726 of 2,960 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
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