NewtekOne, Inc.

NasdaqGM:NEWT Stock Report

Market Cap: US$320.8m

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
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
21 Oct 24BuyUS$9,739Halli Razon-FeingoldIndividual739US$14.38
21 Oct 24BuyUS$19,503Michael SchwartzIndividual1,487US$14.38
21 Oct 24BuyUS$21,929Peter DownsIndividual1,676US$14.38
21 Oct 24BuyUS$5,869Frank DeMariaIndividual436US$13.46
21 Oct 24BuyUS$525Richard SaluteIndividual39US$13.46
21 Oct 24BuyUS$5,196Nicolas YoungIndividual386US$13.46
21 Oct 24BuyUS$525Fernando Perez-HickmanIndividual39US$13.46
21 Oct 24BuyUS$525Salvatore MuliaIndividual39US$13.46
21 Oct 24BuyUS$4,953Michael PriceIndividual368US$13.46
21 Oct 24BuyUS$525Gregory ZinkIndividual39US$13.46
23 Sep 24BuyUS$471,560Barry SloaneIndividual40,134US$11.92
20 Sep 24BuyUS$5,860Salvatore MuliaIndividual500US$11.72
20 Sep 24BuyUS$5,865Richard SaluteIndividual500US$11.73
18 Sep 24BuyUS$11,380Gregory ZinkIndividual1,000US$11.38
14 Aug 24BuyUS$80,627Barry SloaneIndividual6,649US$12.17
19 Jul 24BuyUS$7,393Frank DeMariaIndividual548US$14.38
19 Jul 24BuyUS$2,135Richard SaluteIndividual165US$14.38
19 Jul 24BuyUS$11,725Nicolas YoungIndividual911US$14.38
19 Jul 24BuyUS$2,135Fernando Perez-HickmanIndividual165US$14.38
19 Jul 24BuyUS$2,135Salvatore MuliaIndividual165US$14.38
19 Jul 24BuyUS$11,233Michael PriceIndividual883US$14.38
19 Jul 24BuyUS$5,133Gregory ZinkIndividual428US$14.38
16 Jul 24BuyUS$66,515Barry SloaneIndividual5,249US$14.38
18 Jun 24BuyUS$8,834Richard SaluteIndividual700US$12.62
17 Jun 24BuyUS$127,285Barry SloaneIndividual10,000US$12.92
17 Jun 24BuyUS$25,185Michael PriceIndividual2,000US$12.61
17 Jun 24BuyUS$12,920Gregory ZinkIndividual1,000US$12.92
22 May 24BuyUS$6,615Nicolas YoungIndividual500US$13.23
15 May 24BuyUS$141,716Barry SloaneIndividual10,000US$14.18
15 May 24BuyUS$14,152Gregory ZinkIndividual1,000US$14.20

Insider Trading Volume

Insider Buying: NEWT 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 Insiders1,838,8776.99%
Institutions9,881,83437.6%
General Public14,570,28955.4%

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

Top Shareholders

Top 25 shareholders own 35.89% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.96%
BlackRock, Inc.
2,092,512US$25.5m2.44%no data
5.26%
The Vanguard Group, Inc.
1,383,321US$16.9m-2.69%no data
5.19%
Barry Sloane
1,364,130US$16.6m16.8%no data
2.22%
Geode Capital Management, LLC
584,541US$7.1m1.91%no data
1.85%
State Street Global Advisors, Inc.
486,332US$5.9m2.51%no data
1.7%
Royce & Associates, LP
447,461US$5.5m-40.4%0.05%
1.06%
BNY Asset Management
279,001US$3.4m68.3%no data
0.99%
Marshall Wace LLP
260,960US$3.2m-11.1%no data
0.96%
Wellington Management Group LLP
253,627US$3.1m66.2%no data
0.85%
Goldman Sachs Group, Investment Banking and Securities Investments
224,612US$2.7m264%no data
0.8%
Northern Trust Global Investments
210,102US$2.6m9.6%no data
0.74%
The B Sloane Family Foundation., Endowment Arm
193,671US$2.4m0%no data
0.73%
Charles Schwab Investment Management, Inc.
192,073US$2.3m0%no data
0.67%
Morgan Stanley, Investment Banking and Brokerage Investments
176,874US$2.2m-3.54%no data
0.57%
Barrett & Company, Inc., Asset Management Arm
149,526US$1.8m-1.45%0.79%
0.54%
Ancora Advisors LLC
141,303US$1.7m-0.35%0.04%
0.49%
Bard Associates Inc.
127,657US$1.6m6.07%0.57%
0.47%
JPMorgan Chase & Co, Brokerage and Securities Investments
123,317US$1.5m413%no data
0.44%
Boothbay Fund Management, LLC
116,892US$1.4m6.75%0.05%
0.44%
Connor, Clark & Lunn Investment Management Ltd.
115,821US$1.4m27%0.01%
0.43%
American Century Investment Management Inc
112,400US$1.4m117%no data
0.41%
Tudor Investment Corporation
108,516US$1.3m24.6%0.01%
0.4%
D. E. Shaw & Co., L.P.
105,855US$1.3m73.9%no data
0.36%
First Trust Advisors LP
93,941US$1.1m-7.37%no data
0.35%
Peter Downs
92,129US$1.1m13.6%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/17 04:54
End of Day Share Price 2025/03/14 00:00
Earnings2024/12/31
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 11 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Bryce RoweB. Riley Securities, Inc.
Merrill RossCompass Point Research & Trading, LLC
Peter HeckmannD.A. Davidson & Co.