NewtekOne, Inc.

NasdaqGM:NEWT Stock Report

Market Cap: US$342.2m

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
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
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
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 Insiders1,638,7406.23%
Institutions9,481,79236%
General Public15,184,52457.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 6.7%.

Top Shareholders

Top 25 shareholders own 34.55% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.77%
BlackRock, Inc.
2,042,642US$26.6m11.8%no data
5.4%
The Vanguard Group, Inc.
1,421,626US$18.5m2.44%no data
4.43%
Barry Sloane
1,164,855US$15.2m1.53%no data
2.86%
Royce & Associates, LP
751,292US$9.8m-42.2%0.08%
2.18%
Geode Capital Management, LLC
573,608US$7.5m4.02%no data
1.8%
State Street Global Advisors, Inc.
474,419US$6.2m0.98%no data
1.12%
Marshall Wace LLP
293,683US$3.8m8.55%0.01%
0.74%
The B Sloane Family Foundation., Endowment Arm
193,671US$2.5m0%no data
0.73%
Charles Schwab Investment Management, Inc.
192,073US$2.5m0%no data
0.73%
Northern Trust Global Investments
191,695US$2.5m0.21%no data
0.7%
Morgan Stanley, Investment Banking and Brokerage Investments
183,361US$2.4m23.2%no data
0.63%
BNY Asset Management
165,740US$2.2m-9.95%no data
0.58%
Wellington Management Group LLP
152,638US$2.0m0%no data
0.58%
Barrett & Company, Inc., Asset Management Arm
151,723US$2.0m-5.07%0.85%
0.54%
Ancora Advisors LLC
141,793US$1.8m10.7%0.04%
0.46%
Bard Associates Inc.
120,354US$1.6m-1.97%0.53%
0.43%
Trexquant Investment LP
112,015US$1.5m132%0.02%
0.42%
Boothbay Fund Management, LLC
109,503US$1.4m-22.8%0.05%
0.39%
First Trust Advisors LP
101,411US$1.3m35.8%no data
0.37%
ExodusPoint Capital Management, LP
97,972US$1.3m246%0.01%
0.35%
Goldman Sachs Asset Management, L.P.
92,663US$1.2m-10.9%no data
0.35%
Peter Downs
92,129US$1.2m13.6%no data
0.35%
Connor, Clark & Lunn Investment Management Ltd.
91,226US$1.2m245%0.01%
0.34%
Millennium Management LLC
89,333US$1.2m26.7%no data
0.33%
Tudor Investment Corporation
87,079US$1.1m0%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 04:24
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

NewtekOne, Inc. is covered by 12 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.