What is the 13F Pro Quality Score for NEWT?

13F Pro ranks NewtekOne, Inc. (NEWT) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View NEWT's current score at https://13fpro.ai/research/NEWT (free sign-up required for the full ranking).

Where does 13F Pro source NEWT data?

All NewtekOne, Inc. fundamentals and ownership data come directly from SEC EDGAR. NewtekOne, Inc. files with the SEC under CIK 1587987. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is NEWT in?

NewtekOne, Inc. (NEWT) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is NEWT research updated on 13F Pro?

NEWT's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

NewtekOne, Inc.(NEWT)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

NEWT Stock Analysis & AI Quality Score

AI stock analysis and institutional research for NewtekOne, Inc. (NEWT), a Financials sector company. NEWT is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), NewtekOne, Inc. reports quarterly revenue of $71.0M, net income of $13.4M, an operating margin of 18.9%. Top institutional holders of NEWT by reported 13-F value include Patriot Financial Partners GP II, L.P., BlackRock,, EverSource Wealth Advisors,, 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.

Revenue

Q1 2026

$71.0M

Net Income

Q1 2026

$13.4M

Free Cash Flow

Q1 2026

$-257.5M

Operating Margin

Q1 2026

18.9%

ROIC

Q1 2026

1.4%

D/E Ratio

Q1 2026

1.36

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Net Income

+19.0% YoY

$60.5MFY 2025

FY21 $84.1MFY23 $47.3MFY24 $50.9MFY25 $60.5M

EPS (Diluted)

+11.2% YoY

$2.18FY 2025

FY21 $3.69FY23 $1.88FY24 $1.96FY25 $2.18

Total Assets

+33.2% YoY

$2.74BFY 2025

FY21 $1.06BFY23 $1.43BFY24 $2.06BFY25 $2.74B

Total Debt

+15.8% YoY

$819.9MFY 2025

FY21 $472.1MFY23 $644.1MFY24 $708.0MFY25 $819.9M

Op. Cash Flow

-278.6% YoY

$-579.2MFY 2025

FY21 $140.9MFY23 $-169.2MFY24 $-153.0MFY25 $-579.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2021
Net Income	$60.5M +19.0%	$50.9M +7.4%	$47.3M -43.8%	$84.1M
EPS (Diluted)	$2.18 +11.2%	$1.96 +4.3%	$1.88 -49.1%	$3.69
Total Assets	$2.74B +33.2%	$2.06B +44.1%	$1.43B +35.3%	$1.06B
Total Debt	$819.9M +15.8%	$708.0M +9.9%	$644.1M +36.5%	$472.1M
Operating Cash Flow	$-579.2M -278.6%	$-153.0M +9.6%	$-169.2M -220.1%	$140.9M

AI Insight: NEWT Financial Trends

Net income trending higher but deeply negative operating cash flow and rising debt signal mounting balance-sheet stress at NewtekOne.

• Net income grew from $11M in Q2 2024 to $20M in Q4 2025, though Q1 2026 pulled back to $13M.

• Operating cash flow deteriorated sharply, from -$26M in Q3 2024 to -$257M in Q1 2026.

• Total debt surged from $652M in Q2 2024 to $820M in Q4 2025, then dropped to $550M in Q1 2026.

• Equity steadily expanded from $274M in Q2 2024 to $405M in Q1 2026, a 48% cumulative increase.

⚠ Operating cash outflows hit -$257M in Q1 2026 — the worst in the dataset — raising questions about loan-origination funding needs.

⚠ Debt dropped $270M sequentially in Q1 2026; monitor whether this reflects loan sales or tighter funding access.

⚠ Net income declined from $20M in Q4 2025 to $13M in Q1 2026 — first sequential drop in two quarters.

AI Insight: NEWT Ratio Trends

D/E ratio compressed sharply to 1.36 in Q1 2026 from a peak of 2.56 in Q1 2025, signaling meaningful deleveraging even as returns dip seasonally.

• D/E fell from 2.56 in Q1 2025 to 1.36 in Q1 2026, the lowest level in the dataset, indicating significant balance sheet deleveraging.

• ROE improved from 12.4% in Q1 2025 to 13.2% in Q1 2026, though both readings lag the Q4 2025 peak of 19.7%.

• ROA has oscillated between 1.8% and 3.6% over the observed periods, with Q1 quarters consistently printing the weakest readings, suggesting seasonal patterns.

⚠ Q1 ROE and ROA consistently underperform prior Q4 peaks — monitor whether Q2 2026 rebounds as it did in Q2 2025.

⚠ The sharp D/E drop to 1.36 in Q1 2026 warrants scrutiny; if driven by asset runoff rather than equity growth, it may pressure future earnings.

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Available Research

13F Pro tracks comprehensive data for NewtekOne, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of NEWT

Patriot Financial Partners GP II, L.P.
$25.3M2,307,692 sh
BlackRock, Inc.
$24.0M2,196,013 sh
EverSource Wealth Advisors, LLC
$15.3M29,676 sh
VANGUARD CAPITAL MANAGEMENT LLC
$12.8M1,166,164 sh
GOLDMAN SACHS GROUP INC
$7.3M663,764 sh
GEODE CAPITAL MANAGEMENT, LLC
$7.2M657,346 sh
MARSHALL WACE, LLP
$6.8M624,203 sh
AQR CAPITAL MANAGEMENT LLC
$6.2M564,888 sh
STATE STREET CORP
$5.8M517,702 sh
ROYCE & ASSOCIATES LP
$3.7M337,544 sh

Fund	Value	Shares
Patriot Financial Partners GP II, L.P.	$25.3M	2,307,692
BlackRock, Inc.	$24.0M	2,196,013
EverSource Wealth Advisors, LLC	$15.3M	29,676
VANGUARD CAPITAL MANAGEMENT LLC	$12.8M	1,166,164
GOLDMAN SACHS GROUP INC	$7.3M	663,764
GEODE CAPITAL MANAGEMENT, LLC	$7.2M	657,346
MARSHALL WACE, LLP	$6.8M	624,203
AQR CAPITAL MANAGEMENT LLC	$6.2M	564,888
STATE STREET CORP	$5.8M	517,702
ROYCE & ASSOCIATES LP	$3.7M	337,544

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Is NEWT a good stock to buy?

13F Pro's AI-powered analysis of NewtekOne, Inc. (NEWT) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NEWT are available on the NEWT stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own NEWT?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NEWT. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of NewtekOne, Inc.'s investment landscape.