Newtekone, INC

Market Movers (8-K)

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NASDAQ
NewtekOne, Inc. shareholders approved the election of two directors and ratified the selection of RSM US LLP as independent auditors at the June 12, 2026 Annual Meeting.
NASDAQ
NewtekOne, Inc. has declared a quarterly cash dividend of $0.19 per common share and $21.25 per Series B preferred share.
NASDAQ
NewtekOne, Inc. reported 1Q26 diluted EPS of $0.43, representing a 23% year-over-year increase, driven by robust deposit growth and strategic loan portfolio shifts.
NASDAQ
NewtekOne, Inc. announced its subsidiary has entered into a $20 million term loan agreement, with an option to increase by an additional $10 million, to be used for general corporate purposes.
Capital raise
NASDAQ
NewtekOne achieved a record 961 loan originations in 1Q26, driven by AI-powered process enhancements and the launch of its seven-day business loan product.
NASDAQ
NewtekOne, Inc. has renewed the employment agreements for its key executive officers and a subsidiary president for an additional one-year term, with terms and conditions remaining largely unchanged.

Quarterly Earnings (10-Q)

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NASDAQ
NewtekOne reported Q1 2026 net income of $13.4 million, driven by growth in interest income and gains on securitizations.
Capital raise
NASDAQ
NewtekOne, Inc. reported a significant increase in net income for the nine months ended September 30, 2025, driven by higher interest income and strategic loan portfolio expansion.
Better than expected
Capital raise
Delay expected
NASDAQ
NewtekOne, Inc. reported increased net income for Q2 2025, driven by higher interest income and significant gains from a new securitization, despite rising credit loss provisions.
Capital raise
Better than expected
NASDAQ
NewtekOne's Q1 2025 results show a slight decrease in net income, alongside key executive employment agreement updates and a new bank president appointment.
Worse than expected
NASDAQ
NewtekOne's Q3 2024 results show a complex picture of growth in lending and payments, alongside strategic moves like the planned divestiture of its technology segment.
Worse than expected
Capital raise
NASDAQ
NewtekOne's Q2 2024 results show a decrease in net income compared to the previous year, alongside strategic shifts in its lending and technology operations.
Worse than expected
Capital raise

Annual Reports (10-K)

NASDAQ
NewtekOne's 2024 10-K filing details the company's transition to a financial holding company, its financial performance, and strategic initiatives.
NASDAQ
NewtekOne Inc.'s 10-K filing provides a detailed description of its registered securities, including common stock and debt, along with corporate governance and risk management practices.

Insider Trading (Form 4)

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NASDAQ
Director Thomas Cestare acquired 1,825 restricted shares of NewtekOne, Inc. common stock through an award under the 2023 Stock Incentive Plan.
NASDAQ
Director Richard J. Salute acquired 1,825 restricted shares of NewtekOne, Inc. common stock through a restricted stock award.
NASDAQ
Director Gregory L. Zink acquired 1,825 restricted shares of NewtekOne, Inc. common stock through a restricted stock award.
NASDAQ
Director Fernando Perez-Hickman acquired 1,825 restricted shares of NewtekOne, Inc. common stock through an award under the 2023 Stock Incentive Plan.
NASDAQ
Director Craig Brunet acquired 1,825 restricted shares of NewtekOne, Inc. common stock through a restricted stock award.
NASDAQ
Barry Sloane, Director and President, Chairman & CEO of NewtekOne, Inc., reported the acquisition of 5,000 common shares on June 15, 2026.

Proxy Statements (Def-14A)

NASDAQ
NewtekOne, Inc. has issued its proxy statement for the upcoming Annual Meeting of Shareholders on June 12, 2026, detailing director elections, auditor ratification, and executive compensation.
NASDAQ
NewtekOne highlights significant growth in earnings, loan closings, and deposit balances following its transformation into a financial holding company.
Better than expected
NASDAQ
NewtekOne, Inc. is set to hold its Annual Meeting of Shareholders on June 13, 2025, with key proposals including the election of directors, ratification of independent auditors, and an advisory vote on executive compensation.
NASDAQ
NewtekOne details its transition to a financial holding company with a focus on technology-driven business solutions and banking services for independent business owners.
Better than expected
NASDAQ
NewtekOne, Inc. is set to hold its Annual Meeting of Shareholders on June 14, 2024, featuring proposals including the election of directors, ratification of auditors, executive compensation advisory vote, and a charter amendment regarding bylaw amendments.

Schedule 13D - Activist Investments

NASDAQ
Patriot Financial Partners converted $20M preferred stock and added $10M cash for an 8.06% common stock stake in NEWTEKONE, INC.
Capital raise
NASDAQ
NewtekOne, Inc. executive Barry Sloane has updated his beneficial ownership, now holding 5.19% of the company's common stock through open market purchases, stock grants, and dividend reinvestments.

Schedule 13G - Passive Investments

NASDAQ
The Vanguard Group has amended its Schedule 13G filing for NewtekOne Inc., reporting 0% beneficial ownership following an internal realignment that disaggregated reporting responsibilities.