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
- Asset Management
- Sector
- Financial Services
- CEO
- Barry Scott Sloane
- Headquarters
- 4800 T-Rex Avenue, Boca Raton, FL, US
- Industry
- Asset Management
- 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.
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Stock Data
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Fair Value
What FRC thinks the stock is worth vs. the current price.
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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. 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. 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. 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. 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. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which 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. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming NewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.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.
News
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