NEWT at a glance
NewtekOne, Inc. (NEWT, SEC CIK 1587987) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 14, 2026 and Form 4 insider filings as recently as June 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), NewtekOne, Inc. (NEWT) reported revenue of $158.4 million (up 30.5% from FY2024) and net income of $60.5 million. Diluted EPS was $2.18.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding NewtekOne, Inc. (NEWT) shares worth $129.2 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by SLOANE BARRY on June 15, 2026 of 5,000 shares at $14.20 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $158.4M
- +30.5% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 26 funds
- $129.2M · +1 vs prior quarter
- Latest 8-K
- Sep 14, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Six-month revenue not provided; net income $28.0M vs $23.1M, up 21.4% YoY
- Net interest margin 2.41% vs 3.06% YoY; net interest income $32.2M vs $27.9M
- Best segment Banking net income $47.8M vs $18.3M, up 161.2% YoY
- Worst segment Alternative Lending net income $9.1M vs $38.1M, down 76.2% YoY
- Deposits increased $732.1M; six-month average deposit cost 3.73% vs borrowing cost 8.90%
- Outlook risks: higher rates, tariffs, geopolitical volatility, SBA 7(a) changes and reduced loan-sale revenue variability
Risk Factors
- No risk-factors section provided; excerpt contains Items 2–6 and signatures only
- No newly added risk factor or 10-K comparison disclosed in the provided text
- Revised Insider Trading Policy filed April 1, 2026, indicating updated compliance controls
- Executive employment agreements dated April 1, 2026, indicating updated leadership arrangements
AI summary of the NEWT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- September 14, 2026 press release announced dividends on common stock and Series B preferred shares
- Dividend details and payment terms are contained in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Frank DeMaria’s employment agreement amended effective August 16, 2026
- Severance increased to 1× annual base compensation if terminated without Just Cause
Item 2.02: Results of Operations and Financial Condition
- NewtekOne reported financial and operating results for quarter ended June 30, 2026
- Results press release furnished as Exhibit 99.1, containing the substantive performance details
AI summaries of NEWT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NEWT
Don't miss the next NEWT filing
- Alerts as it files. A push when NEWT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut NEWT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Cestare Thomas David | A | Jun 25, 2026 | 1,825 | $13.70 |
| Zink Gregory L | A | Jun 16, 2026 | 1,825 | $13.70 |
| Brunet Craig Jeffry | A | Jun 16, 2026 | 1,825 | $13.70 |
| PEREZ-HICKMAN FERNANDO | A | Jun 16, 2026 | 1,825 | $13.70 |
| SALUTE RICHARD J | A | Jun 16, 2026 | 1,825 | $13.70 |
| SLOANE BARRY | Buy | Jun 15, 2026 | 5,000 | $14.20 |
| SLOANE BARRY | Buy | Jun 15, 2026 | 1,000 | $14.27 |
| SLOANE BARRY | Buy | Jun 15, 2026 | 5,000 | $14.20 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $94.4M | $121.4M | $158.4M |
| Net Income | $47.3M | $50.9M | $60.5M |
| Net Margin | 50.2% | 41.9% | 38.2% |
| Balance Sheet | |||
| Total Assets | - | $2.1B | $2.7B |
| Equity | $249.0M | $296.3M | $397.6M |
| ROE | 19.0% | 17.2% | 15.2% |
| Per Share | |||
| EPS | $1.88 | $1.96 | $2.18 |
| Cash Flow | |||
| Operating CF | -$169.2M | -$153.0M | -$579.2M |
| CapEx | $458K | $439K | $106K |
Source: XBRL data in NewtekOne, Inc. (NEWT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NEWT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $129.2M |
| Q1 2026 | 25 | $86.1M |
| Q4 2025 | 26 | $82.7M |
| Q3 2025 | 27 | $83.5M |
| Q2 2025 | 24 | $77.7M |
| Q1 2025 | 20 | $48.7M |
| Q4 2024 | 15 | $37.0M |
| Q3 2024 | 10 | $14.6M |
- BlackRock+332.8K (+15%)
- T. Rowe Price Group+173.1K (+19%)
- Two Sigma Investments+93.6K (+39%)
- Ameriprise Financial+68.0K (+51%)
- Goldman Sachs Group+67.5K (+10%)
- Vanguard Capital Management LLC−47.7K (-4%)
- Morgan Stanley−33.5K (-13%)
- D.E. Shaw & Co−23.0K (-16%)
- Millennium Management−9.0K (-14%)
- Fifth Third Bancorp−22 (-49%)
- Citadel Advisors LLC+39.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 173 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NEWT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 10-Q | Aug 10, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 4, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 11, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 8, 2026 | - | - | |
| 8-K | Apr 30, 2026 | - | Analysis | - |
| 8-K | Apr 29, 2026 | - | Analysis | - |
| 8-K | Apr 6, 2026 | - | Analysis | - |
| 8-K | Apr 3, 2026 | - | Analysis | - |
| 8-K | Mar 18, 2026 | - | Analysis | - |
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NEWT SEC filings: frequently asked questions
Which institutions hold NEWT stock?
As of June 30, 2026, the largest NewtekOne, Inc. (NEWT) holders among the 13F filers tracked by SignalX were BlackRock ($37.5 million), Vanguard Capital Management LLC ($16.6 million), T. Rowe Price Group ($16.2 million), Goldman Sachs Group ($10.8 million), AQR Capital Management ($8.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NEWT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), NewtekOne, Inc. (NEWT) reported revenue of $158.4 million (up 30.5% from FY2024) and net income of $60.5 million. Diluted EPS was $2.18. The figures come from the XBRL data in the 10-K.
What did NEWT report in its latest 8-K?
NewtekOne, Inc. (NEWT) filed an 8-K on September 14, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). September 14, 2026 press release announced dividends on common stock and Series B preferred shares.
What are the latest NEWT SEC filings?
NewtekOne, Inc. (NEWT) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 10, 2026, an 8-K current report on September 14, 2026 and a Form 4 insider filing on June 25, 2026.
What is NEWT's SEC CIK number?
NewtekOne, Inc. (NEWT)'s SEC Central Index Key (CIK) is 1587987. EDGAR lists every NEWT filing under that number.
Ask anything about NEWT
The research agent reads NEWT's filings, financials, insider trades and 13F holders, then answers with sources.