Financial Services
NewtekOne, Inc. 8.00% Fixed Rate Senior Notes due 2028(NEWTI)
Live Price
Offline$25.25
+0.00% today
1Y Change
+0.92%
Window
Jun 25, 2025 โ Jun 24, 2026
- Market Cap
- $380.00M
- Revenue Growth
- +1.0%
- EPS Growth
- +21.8%
- Dividend Yield
- 5.8%
Coverage: 250 bars ยท Jun 25, 2025 โ Jun 24, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
NewtekOne, Inc. 8.00% Fixed Rate Senior Notes due 2028 (NEWTI) is a Financial Services stock with a market cap of $380.00M and listed on NASDAQ. The stock last traded around $25.25 and up 0.9% across the available one-year price window (Jun 25, 2025 โ Jun 24, 2026). Baseline metrics include revenue growth of +1.0%, EPS growth of +21.8%, a dividend yield of 5.8%. What stands out right now is revenue +1.0%, EPS +21.8%, free cash flow +136.4% with operating margin 27.8% and ROIC 2.5%. The dividend matters to the case here, with a current yield around 5.8%. Valuation is more restrained than many high-expectation growth names at P/E 5.5 and price/sales 1.1. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines NEWTI price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+1.0% vs +3.4% peer median
Operating Margin
Above sector median
+27.8% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 12, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +1.0% and EPS at +21.8%, with operating margin around 27.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 5.8%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.2% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 12, 2026 | โ | -0.1% | -0.1% | -0.7% |
2026 Jan 29, 2026 | -10.1% | +0.4% | -0.0% | -1.7% |
2025 Oct 29, 2025 | +11.1% | -0.9% | -0.5% | -0.4% |
Benchmark Edge
NEWTI vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
NEWTI
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
NEWTI Max Drawdown
-2.86%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for NEWTI and SPY.
Company Overview
NewtekOne, Inc. 8.00% Fixed Rate Senior Notes due 2028
NASDAQ Global Market
NewtekOne, Inc. is a financial holding company, which engages in the provision of business and financial solutions. Its brands include Newtek Bank, Newtek Lending, Newtek Payments, Newtek Insurance, Newtek Payroll, and Newtek Technology. The company was founded by Barry Sloane in 1998 and is headquartered in Boca Raton, FL.
- Leadership
- Barry Sloane
- IPO Date
- Sep 1, 2023
- Employees
- 591
- Street Address
- 4800 T-Rex Avenue, Suite 120
- Mailing
- Boca Raton, FL, 33431
- Region
- Boca Raton, FL, US
- Reporting Currency
- USD
- Investor Line
- +1 561 486 9020
- Last Updated
- May 2, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 5.5
- EV/EBITDA
- 9.3
- Price/Sales
- 1.1
- Price/Book
- 0.8
Growth
- Revenue
- +1.0%
- EPS
- +21.8%
- Free Cash Flow
- +136.4%
Profitability
- Gross Margin
- 64.6%
- Operating Margin
- 27.8%
- Net Margin
- 17.6%
- ROE
- 17.3%
- ROIC
- 2.5%
Balance Sheet
- Debt/Equity
- 2.07
- Current Ratio
- 3.21
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.