NewtekOne, Inc.

NasdaqGM:NEWT Stock Report

Market Cap: US$382.7m

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 25BuyUS$1,359Craig BrunetIndividual121US$11.48
15 Dec 25BuyUS$6,030Gregory ZinkIndividual500US$12.06
08 Dec 25BuyUS$10,152Richard SaluteIndividual900US$11.28
05 Dec 25BuyUS$8,925Craig BrunetIndividual789US$11.31
03 Nov 25BuyUS$102,170Barry SloaneIndividual10,000US$10.27
03 Nov 25BuyUS$10,430Gregory ZinkIndividual1,000US$10.43
24 Oct 25BuyUS$24,621Michael SchwartzIndividual2,185US$12.14
24 Oct 25BuyUS$24,444Frank DeMariaIndividual2,177US$12.14
24 Oct 25BuyUS$26,262Peter DownsIndividual2,330US$12.14
24 Oct 25BuyUS$14,196Halli Razon-FeingoldIndividual1,260US$12.14
24 Oct 25BuyUS$2,102Fernando Perez-HickmanIndividual187US$12.14
24 Oct 25BuyUS$2,102Richard SaluteIndividual187US$12.14
24 Oct 25BuyUS$15,879Barry SloaneIndividual1,437US$11.05
24 Oct 25BuyUS$2,102Gregory ZinkIndividual187US$12.14
01 Aug 25BuyUS$23,611Richard SaluteIndividual2,100US$11.25
21 Jul 25BuyUS$78,607Barry SloaneIndividual6,962US$12.14
21 Jul 25BuyUS$572Craig BrunetIndividual50US$12.32
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

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 Insiders1,507,5085.22%
VC/PE Firms2,307,6928%
General Public11,481,35739.8%
Institutions13,562,36447%

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

Top Shareholders

Top 25 shareholders own 49.04% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
8%
Patriot Financial Manager, L.P.
2,307,692US$30.6m0%7.81%
7.61%
BlackRock, Inc.
2,196,013US$29.1m1.53%no data
5.39%
The Vanguard Group, Inc.
1,554,738US$20.6m2.55%no data
4.04%
Barry Sloane
1,165,914US$15.5m-2.37%no data
3.2%
T. Rowe Price Group, Inc.
922,469US$12.2m158%no data
2.28%
Geode Capital Management, LLC
657,346US$8.7m6.37%no data
2.16%
Marshall Wace LLP
624,203US$8.3m21.2%0.01%
1.92%
AQR Capital Management, LLC
553,345US$7.3m5.37%no data
1.79%
State Street Global Advisors, Inc.
517,702US$6.9m3.15%no data
1.6%
The Goldman Sachs Group, Inc.
461,995US$6.1m13.6%no data
1.17%
Royce & Associates, LP
337,544US$4.5m0%0.04%
1.04%
Connor, Clark & Lunn Investment Management Ltd.
299,968US$4.0m11.7%0.01%
0.83%
Morgan Stanley
239,656US$3.2m63.4%no data
0.83%
Two Sigma Investments, LP
239,158US$3.2m-7.22%no data
0.82%
Putnam LLC
236,903US$3.1m0%no data
0.81%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
234,695US$3.1m-11.9%no data
0.73%
Charles Schwab Investment Management, Inc.
210,290US$2.8m0.14%no data
0.7%
Goldman Sachs Asset Management, L.P.
201,769US$2.7m41.6%no data
0.69%
North Reef Capital Management LP
198,954US$2.6m-48.6%0.09%
0.67%
Northern Trust Global Investments
194,369US$2.6m13.1%no data
0.67%
The B Sloane Family Foundation
193,671US$2.6m0%no data
0.56%
Squarepoint OPS LLC
161,807US$2.1m22.9%no data
0.54%
Epoch Investment Partners, Inc.
156,583US$2.1m0%0.02%
0.5%
D. E. Shaw & Co., L.P.
143,008US$1.9m-38.7%no data
0.49%
Trexquant Investment LP
142,613US$1.9m-1.82%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/21 19:19
End of Day Share Price 2026/05/21 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

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. 5 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.
Christopher YorkCitizens JMP Securities, LLC
Kenneth BillingsleyCompass Point Research & Trading, LLC