NewtekOne, Inc.

NasdaqGM:NEWT Stock Report

Market Cap: US$298.6m

NewtekOne Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:NEWT Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
03 Nov 25BuyUS$102,170Barry SloaneIndividual10,000US$10.27
01 Aug 25BuyUS$23,611Richard SaluteIndividual2,100US$11.25
20 Jun 25BuyUS$20,785Barry SloaneIndividual2,000US$10.39
29 May 25BuyUS$108,611Barry SloaneIndividual10,000US$10.91
29 May 25BuyUS$5,535Peter DownsIndividual500US$11.07
19 May 25BuyUS$112,326Barry SloaneIndividual10,000US$11.27
16 May 25BuyUS$5,610Frank DeMariaIndividual500US$11.22
15 May 25BuyUS$5,530Peter DownsIndividual500US$11.06
13 May 25BuyUS$116,126Barry SloaneIndividual10,000US$11.68
12 May 25BuyUS$55,338Richard SaluteIndividual5,000US$11.08
12 May 25BuyUS$10,944Craig BrunetIndividual1,000US$10.94
09 May 25BuyUS$20,780Gregory ZinkIndividual2,000US$10.46
21 Mar 25BuyUS$6,170Gregory ZinkIndividual500US$12.34
20 Mar 25BuyUS$6,240Craig BrunetIndividual500US$12.48
31 Dec 24BuyUS$25,412Barry SloaneIndividual1,888US$13.46
23 Dec 24BuyUS$12,825Richard SaluteIndividual1,000US$12.83
23 Dec 24BuyUS$6,413Craig BrunetIndividual500US$12.83
23 Dec 24BuyUS$38,838Barry SloaneIndividual3,000US$12.95
23 Dec 24BuyUS$6,375Gregory ZinkIndividual500US$12.75
23 Dec 24BuyUS$9,698Peter DownsIndividual750US$12.93
26 Nov 24BuyUS$44,250Barry SloaneIndividual3,000US$14.75
15 Nov 24BuyUS$13,949Gregory ZinkIndividual1,000US$13.95

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of NEWT?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders1,659,6875.75%
VC/PE Firms2,307,6927.99%
General Public12,394,74542.9%
Institutions12,513,87643.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 44.06% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.99%
Patriot Financial Manager, L.P.
2,307,692US$23.9m0%6.24%
7.06%
BlackRock, Inc.
2,038,572US$21.1m-4.13%no data
4.96%
The Vanguard Group, Inc.
1,432,085US$14.8m1.52%no data
4.16%
Barry Sloane
1,202,459US$12.4m-11.9%no data
2.18%
Geode Capital Management, LLC
630,105US$6.5m2.34%no data
2.16%
Marshall Wace LLP
623,540US$6.4m42.9%0.01%
1.8%
State Street Global Advisors, Inc.
519,571US$5.4m2.67%no data
1.21%
AQR Capital Management, LLC
348,929US$3.6m108%no data
1.17%
Royce & Associates, LP
337,544US$3.5m-35.1%0.03%
0.99%
Segall Bryant & Hamill, LLC
284,754US$2.9m81.4%0.04%
0.93%
BNY Asset Management
269,656US$2.8m-0.05%no data
0.76%
The Goldman Sachs Group, Inc.
218,351US$2.3m0%no data
0.75%
Citadel Advisors LLC
217,775US$2.3m107%no data
0.73%
Connor, Clark & Lunn Investment Management Ltd.
210,067US$2.2m32.1%0.01%
0.73%
JPMorgan Chase & Co.
209,915US$2.2m-1.56%no data
0.73%
Charles Schwab Investment Management, Inc.
209,469US$2.2m3.21%no data
0.71%
UBS Asset Management AG
205,246US$2.1m276%no data
0.7%
D. E. Shaw & Co., L.P.
203,433US$2.1m12.3%no data
0.7%
Epoch Investment Partners, Inc.
202,371US$2.1m154%0.03%
0.69%
Northern Trust Global Investments
198,263US$2.1m-4.55%no data
0.67%
The B Sloane Family Foundation
193,671US$2.0m0%no data
0.64%
PGIM, Inc.
185,828US$1.9m173%no data
0.59%
Millennium Management LLC
168,972US$1.7m134%no data
0.56%
Morgan Stanley
160,515US$1.7m-8.21%no data
0.5%
Columbia Management Investment Advisers, LLC
143,607US$1.5m73%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/11/04 14:57
End of Day Share Price 2025/11/04 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

NewtekOne, Inc. is covered by 12 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Harold GoetschB. Riley Securities, Inc.
Bryce RoweB. Riley Securities, Inc.
Christopher YorkCitizens JMP Securities, LLC