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NewtekOne (NEWT) investor relations material
NewtekOne Registration filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and business model
Operates as a financial holding company regulated by the Federal Reserve, offering business and financial solutions to the SMB market under the Newtek® and NewtekOne® brands.
Serves over 36 million U.S. SMBs, defined as businesses with $1M–$100M in revenue.
Subsidiaries include Newtek Bank, Newtek Small Business Finance, Newtek Merchant Solutions, Newtek Payroll and Benefits Solutions, Newtek Insurance Agency, and others.
Revenue streams include SBA 7(a) loan sales, servicing income, and business line revenues from lending, payments, insurance, payroll, and banking.
As of March 31, 2026, reported $2.9B in assets, $1.9B in deposits, and $404.7M in shareholders' equity.
Financial performance and metrics
Consolidated total assets: $2.9 billion as of March 31, 2026.
Deposits: $1.9 billion as of March 31, 2026.
Shareholders' equity: $404.7 million as of March 31, 2026.
Use of proceeds and capital allocation
Net proceeds from securities sales will be used for general corporate purposes unless otherwise specified in a prospectus supplement.
- Divestiture gives a non-voting stake and board seat, positioning IPM for IT growth.NEWT
M&A Announcement9 Jul 2026 - Q2 2024 EPS up 59%, guidance reaffirmed, strong loan/deposit growth, ALP securitization closed.NEWT
Q2 20248 Jul 2026 - Digital-first platform, tech innovation, and securitizations drive growth and efficiency through 2026.NEWT
Investor Day 20268 Jul 2026 - EPS up 49% year-over-year, deposits up 81%, and record ALP securitization expected in Q4.NEWT
Q3 20258 Jul 2026 - Tech-enabled SMB banking platform drives growth, strong credit, and digital deposit expansion.NEWT
Analyst & Investor Day 20248 Jul 2026 - AI-powered SMB lender achieves top-tier returns and rapid growth with a zero-fee banking model.NEWT
Planet MicroCap Las Vegas 202617 Jun 2026 - EPS up 19% to $0.43, net income up 43%, and deposits nearly doubled in Q1 2026.NEWT
Q1 20268 May 2026 - 2025 saw robust earnings growth, capital strength, and digital-driven operational efficiency.NEWT
Proxy filing24 Apr 2026 - Proxy covers director elections, auditor ratification, and executive pay, emphasizing governance.NEWT
Proxy filing24 Apr 2026
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