NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B
NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B
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Overview
What the company does, where it operates, and who runs it.
About NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B
- Industry
- Banks - Regional
- Sector
- Financial Services
- CEO
- Barry Scott Sloane
- Headquarters
- 4800 T-Rex Avenue, Boca Raton, FL, US
- Industry
- Banks - Regional
- Sector
- Financial Services
- CEO
- Barry Scott Sloane
- Headquarters
- 4800 T-Rex Avenue, Boca Raton, FL, US
NewtekOne, Inc., operating as a Business Development Company (BDC), delivers a broad spectrum of financial and business services tailored for small and medium-sized enterprises across the United States. The firm engages in both debt and equity investments, with a particular interest in early-stage ventures.
Its debt financing options encompass first-lien loans with terms from 1 to 25 years, second-lien loans spanning 5 to 25 years, and short-term unsecured loans typically repaid within 6 to 12 months. Newtek's operations are structured across Electronic Payment Processing, Managed Technology Solutions, Small Business Finance, and Capcos segments.
Core offerings include the origination of Small Business Administration (SBA) loans for diverse purposes such as acquiring commercial real estate, machinery, and inventory, refinancing debt, or funding franchises, working capital, and business acquisitions.
The company also provides vital loan servicing and consulting for entities like the Federal Deposit Insurance Corporation and other financial institutions, alongside various management services.
Its comprehensive electronic payment processing suite features credit and debit card processing, check approval, eCommerce solutions for non-cash payments, check conversion, remote deposit capture, ACH processing, and electronic gift and loyalty card programs.
Technology services extend to website hosting (including dedicated and cloud options), web design and development, internet marketing, data storage and backup, and e-commerce functionalities like online shopping cart tools and payment processing.
The innovative Newtek Advantage platform offers businesses a mobile, real-time operating system for accessing crucial data – covering eCommerce, credit/debit transactions, website analytics, payroll, insurance, and business loans – directly from smartphones, tablets, laptops, or PCs.
Furthermore, Newtek markets a range of insurance products (personal, commercial, health/benefits) and provides payroll management processing and employee tax filing services.
Strategic alliances with prominent organizations such as American International Group, Navy Federal Credit Union, and the Credit Union National Association bolster its capacity to offer agent services to its small business clientele. The firm actively seeks investment opportunities primarily within the New York and Louisiana regions.
Investment amounts generally range from $0.3 million to $3 million. Specifically, Newtek offers small business term loans from $0.05 million to $10 million, accounts receivable financing between $0.05 million and $1.5 million, and financing for owner-occupied real estate businesses from $0.
05 million to $10 million, provided their average net income over the past two years does not exceed $2.5 million.
Newtek, originally founded in 1998 and transitioning into a BDC in 2014, maintains its headquarters in Boca Raton, Florida, supplemented by additional offices located in Lake Success, Garden City, and New York City, New York; Miami, Florida; Milwaukee, Wisconsin; and New Orleans, Louisiana.
Media
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Stock Data
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Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B, and the rating behind it. NEWTP last traded at $24.07, 4.7× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. Starting points for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B: P/E 4.7, EPS $2.15, beta 1.35 — an Banks - Regional name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B paid $1.83 per share over the last year — a 7.6% yield at the current $24.07 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. Trailing twelve-month EPS for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B stands at $2.15. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B has reported as a listed company since 2025. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B valued side by side against its closest peers. NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B is measured against Banks - Regional peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B, and how their positions are changing. At a $414.4M market value, institutional positions materially move NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B executives and directors. Shares of NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B have traded between $22.51 and $25.10 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B is a $414.4M Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. Coverage tracks NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B within Banks - Regional (Financial Services). Press releases and market coverage, newest first.
Comments
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