NewtekOne, Inc. Stock Price, News & Analysis

NewtekOne (NASDAQ: NEWT) announced a quarterly cash dividend of $0.19 per common share. The Board declared the dividend on Dec 10, 2025, payable on January 2, 2026 to shareholders of record as of December 22, 2025. The company noted that the amount and timing of future dividends, if any, remain subject to the discretion of the Board of Directors.

NewtekOne (NASDAQ: NEWT) commenced an exchange offer to swap any and all outstanding 5.50% Notes due 2026 (Old Notes) for an equal principal amount of newly issued 8.50% Fixed Rate Senior Notes due 2031 (New Notes). As of December 1, 2025, $95.0 million aggregate principal amount of Old Notes was outstanding. The Exchange Offer is made under a Form S-4 registration statement declared effective November 28, 2025.

Key mechanics: 1-for-1 exchange by principal amount; accrued interest paid to the Settlement Date; New Notes pay interest quarterly beginning February 1, 2026; expected Nasdaq listing under NEWTO; Expiration Date is January 9, 2026; Settlement follows acceptance.

NewtekOne (NASDAQ: NEWT) provided a 4Q25 update and announced an Investor/Analyst Day on January 8, 2026. The company expects to launch in December a securitization and sale of rated notes backed by alternative loan program loans — its largest securitization to date, fourth ALP securitization, and 17th overall. Quarter-to-date repurchases total 100,670 shares at a weighted average price of $10.20. Management reaffirmed 2025 EPS guidance of $2.10–$2.50 and cited approximate 2025 ROA ~3% and ROTCE ~20%.

Management highlighted resumed sales of government-guaranteed SBA 7(a) portions and operational milestones including ~30,000 digitally opened deposit accounts.

Newtek Merchant Solutions (NASDAQ: NEWT) hired Justine Martin as Chief Revenue Officer effective Nov 5, 2025.

Ms. Martin will teach, train, and mentor NMS staff and will focus on improving integration between the company’s payments, banking, and lending functions. She reports to Barry Sloane and Michael Gleason and will manage business development and customer servicing teams led by David Devers and Lori Raffaelli. Ms. Martin brings 30+ years of payments processing experience, primarily at Bank of America’s Merchant Services.

Leadership says the role supports Newtek’s strategy to provide an integrated payments and financial management platform, deliver real-time client information via the Newtek Advantage portal, and pursue seamless payment and money-movement capabilities.

NewtekOne (Nasdaq: NEWT) reported 3Q25 basic and diluted EPS of $0.68 and $0.67, versus $0.45 a year earlier, and YTD25 basic and diluted EPS of $1.57 and $1.54, reflecting Y/Y EPS increases of ~51%/49% (3Q) and 25%/22% (YTD).

Total revenue was $74.9M in 3Q25 (+19.3% Y/Y) and $211.5M YTD25 (+16.0% Y/Y). PPNR rose to ~$32.8M in 3Q25 (+36.7% Y/Y). 3Q25 ROAA was 3.06% and ROTCE 23.7%. Book value per share was $11.72 and tangible book value $11.22.

Capital moves: raised $30M CET1 via Patriot transaction and issued $50M depositary shares (Series B preferred equivalent), plus a $95M financing for the payments business. ALP expects a fourth securitization in Q4 2025.

NewtekOne (NASDAQ: NEWT) will report third quarter 2025 financial results after market close on Wednesday, October 29, 2025. A conference call hosted by CEO Barry Sloane and CFO Frank DeMaria is scheduled for 4:30 PM ET that day.

Investors must pre-register online to receive a dial-in number or webcast access; registration is open beginning today and closes 15 minutes before the call. A concurrent earnings presentation will be posted in the Investor Relations "Event & Presentations" section, and a replay plus presentation will be available on the website for one year.

NewtekOne (NASDAQ: NEWT) announced that its subsidiary, Newtek Merchant Solutions (NMS), has secured significant refinancing through Goldman Sachs Alternatives. The new financing package includes a $90 million term loan facility and a $5 million line of credit.

The proceeds were used to fully repay NMS's existing $30 million term debt with another lender and eliminate a $10 million undrawn line of credit. The additional funding will be used to fund company loans, reduce outstanding unsecured senior debt, and support general corporate purposes.

NewtekOne (NASDAQ: NEWT) has announced a quarterly cash dividend declaration. The company's Board of Directors has approved a dividend payment of $0.19 per share on its outstanding common stock.

The dividend will be paid on October 24, 2025, to shareholders who are recorded as stockholders as of October 14, 2025. The company notes that future dividend payments, including their amount and timing, remain subject to Board discretion.

NewtekOne (NASDAQ: NEWT) has announced a dividend declaration for its 8.500% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series B. The company will pay $9.44 per Preferred Share, or $0.2361 per depositary share (1/40th of the Preferred Share dividend).

This initial dividend payment, which is pro-rated from the August 20, 2025 issuance date, will be paid on October 1, 2025 to shareholders of record as of September 29, 2025.