NewtekOne, Inc.(NEWT)Stock Analysis
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Rank #728 of 2,962 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
NEWT Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for NewtekOne, Inc. (NEWT), 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 #728 of 2,962 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. NewtekOne, Inc.'s 13F Pro composite quality score has ranged between 37 and 62 since 2026, currently 62.2 — an improving long-term trajectory across 8 quarterly and live scoring snapshots.
Revenue
Q2 2026
$75.1M
Net Income
Q2 2026
$14.6M
Free Cash Flow
Q2 2026
$-163.3M
ROIC
Q2 2026
6.0%
D/E Ratio
Q2 2026
1.34
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+10.6% YoYNet Income
+19.0% YoYEPS (Diluted)
+11.2% YoYTotal Assets
+33.2% YoYTotal Debt
+15.8% YoYOp. Cash Flow
-278.6% YoYFree Cash Flow
-277.5% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $284.8M +10.6% | $257.6M +26.7% | $203.4M +93.4% | $105.2M -28.8% | $147.8M | — |
| Net Income | $60.5M +19.0% | $50.9M +7.4% | $47.3M +46.5% | $32.3M -61.6% | $84.1M | — |
| EPS (Diluted) | $2.18 +11.2% | $1.96 +4.3% | $1.88 +40.3% | $1.34 -63.7% | $3.69 | — |
| Total Assets | $2.74B +33.2% | $2.06B +44.1% | $1.43B +43.1% | $998.9M -5.5% | $1.06B | — |
| Total Debt | $819.9M +15.8% | $708.0M +9.9% | $644.1M +19.4% | $539.3M +14.3% | $472.1M | — |
| Operating Cash Flow | $-579.2M -278.6% | $-153.0M +9.6% | $-169.2M -171.1% | $-62.4M -144.3% | $140.9M | — |
| Free Cash Flow | $-579.3M -277.5% | $-153.5M +9.6% | $-169.7M -171.8% | $-62.4M -144.3% | $140.9M | — |
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Top Institutional Holders of NEWT
BlackRock, Inc.
$37.5M2,528,805 shPatriot Financial Partners GP II, L.P.
$34.2M2,307,692 shVANGUARD CAPITAL MANAGEMENT LLC
$16.6M1,118,464 shPRICE T ROWE ASSOCIATES INC /MD/
$16.2M1,095,561 shGOLDMAN SACHS GROUP INC
$10.8M731,313 shGEODE CAPITAL MANAGEMENT, LLC
$10.4M703,047 shAQR CAPITAL MANAGEMENT LLC
$8.4M568,816 shSTATE STREET CORP
$8.1M539,672 shMARSHALL WACE, LLP
$7.9M536,051 shROYCE & ASSOCIATES LP
$5.0M337,544 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $37.5M | 2,528,805 |
| Patriot Financial Partners GP II, L.P. | $34.2M | 2,307,692 |
| VANGUARD CAPITAL MANAGEMENT LLC | $16.6M | 1,118,464 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $16.2M | 1,095,561 |
| GOLDMAN SACHS GROUP INC | $10.8M | 731,313 |
| GEODE CAPITAL MANAGEMENT, LLC | $10.4M | 703,047 |
| AQR CAPITAL MANAGEMENT LLC | $8.4M | 568,816 |
| STATE STREET CORP | $8.1M | 539,672 |
| MARSHALL WACE, LLP | $7.9M | 536,051 |
| ROYCE & ASSOCIATES LP | $5.0M | 337,544 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
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. NEWT is classified as a small company.
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.