Stock analysis, trade plans, and proprietary indicators by Trend Edge.
Trend Edge rates NEWT Bullish with a Setup Score of 38, net conviction 34, actionability 42. How the Setup Score works →
| Total Setup Score | 38 |
|---|---|
| Directional Bias | Bullish |
| Net Conviction | 34 |
| Actionability | 42 (in range) |
NewtekOne, Inc. operates as the bank holding company for Newtek Bank, National Association that provides various business and financial solutions under the Newtek and NewtekOne brands to the small- and medium-sized business market. The company accepts demand, savings, NOW, money market, and time deposits; and provides loans including the United States small business administration loans, commercial and industrial loans, and commercial real estate… Read full Trend Edge analysis →
| Current Price | $14.78 |
|---|---|
| Market Cap | $416M |
| Float | 25.0M |
| Shares Outstanding | 28.9M |
| P/E (Forward) | 5.99 |
| P/E (TTM) | 6.37 |
| Price/Sales (TTM) | 1.06 |
| vs. Analyst Target | +13.7% to analyst PT |
| Profit Margin | 16.42% |
| Operating Margin (TTM) | 52.34% |
| Revenue (TTM) | $393M |
| Earnings Growth (YoY) | 22.90% |
| Dividend Rate | 0.8% |
| Analyst Target Price | $16.80 (5 analysts) |
| Year | Revenue | Net Income | Gross Profit | EBITDA |
|---|---|---|---|---|
| 2020 | $92.8M | $33.6M | $75.0M | $33.0M |
| 2021 | $168M | $84.1M | $148M | $85.8M |
| 2022 | $131M | $32.3M | $105M | $39.0M |
| 2023 | $253M | $47.3M | $173M | $48.3M |
| 2024 | $319M | $50.9M | $212M | $70.5M |
| 2025 | $322M | $60.5M | $243M | $137M |
| Quarter | Revenue | Net Income |
|---|---|---|
| Jun 2025 | $88.4M | $13.7M |
| Sep 2025 | $95.1M | $17.9M |
| Dec 2025 | $75.2M | $19.5M |
| Mar 2026 | $73.3M | $13.4M |
| Insider Ownership | 5.9% |
|---|---|
| Institutional Ownership | 54.6% |
| Short Float | 10.7% |
| % of All Funds Holding | 1.58% |
| Number of Funds Holding | 130 |
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
| Timeframe | SMA | Value | Trend Context |
|---|---|---|---|
| Weekly | 10-Week SMA | $13.94 | Near-term / short-term trend |
| Weekly | 40-Week SMA | $12.41 | Medium-term trend |
| Weekly | 80-Week SMA | $12.05 | Cyclical trend (business cycle) |
| Weekly | 200-Week SMA | $13.40 | Secular trend (multi-year) |
| Monthly | 10-Month SMA | $12.56 | Near-term monthly trend |
| Monthly | 20-Month SMA | $12.22 | Medium-term monthly trend |
| Monthly | 40-Month SMA | $12.85 | Secular monthly trend |
Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Volume shelf data not available.
| Timeframe | Avg Return | Median | Win Rate | Best | Worst |
|---|---|---|---|---|---|
| Gap | -0.02% | 0.00% | 42.16% | 19.05% | -26.67% |
| 1 Day | -0.82% | -0.04% | 41.18% | 13.39% | -20.55% |
| 1 Week | -1.22% | -1.19% | 43.14% | 16.58% | -22.31% |
| 2 Weeks | -1.41% | -1.55% | 41.18% | 44.00% | -44.19% |
| 1 Month | 0.05% | -0.89% | 46.08% | 60.00% | -39.58% |
Next earnings: July 27, 2026 (14 days away)
| Month | Avg Return | Win Rate | Samples |
|---|---|---|---|
| Jan | 2.6% | 50.0% | 26 |
| Feb | 1.9% | 46.2% | 26 |
| Mar | -2.4% | 30.8% | 26 |
| Apr | 2.9% | 50.0% | 26 |
| May | 3.3% | 57.7% | 26 |
| Jun | -1.7% | 34.6% | 26 |
| Jul | -0.9% | 56.0% | 25 |
| Aug | 2.1% | 60.0% | 25 |
| Sep | -1.1% | 44.0% | 25 |
| Oct | 1.2% | 46.2% | 26 |
| Nov | -1.5% | 57.7% | 26 |
| Dec | 1.7% | 61.5% | 26 |
| Day | Avg Return | Win Rate | Samples |
|---|---|---|---|
| Monday | 0.13% | 47.6% | 1216 |
| Tuesday | 0.17% | 46.7% | 1330 |
| Wednesday | -0.01% | 44.7% | 1329 |
| Thursday | 0.03% | 42.2% | 1304 |
| Friday | 0.03% | 45.3% | 1299 |
Institutional holder breakdown coming soon.
Total institutional ownership: 54.6%
Total insider ownership: 5.9%
Founder-led management: Barry Sloane (President, Chairman & CEO)
| Total Filings | 23 |
|---|---|
| Net Value | -$286,556.275 |
| Net Shares Change | -16,790 |
| % of Float | -0.1% |
| C-Suite Filings | 10 |
| Clusters Detected | 4 |
| Name | Title | Net Value | Filings | Activity |
|---|---|---|---|---|
| SLOANE BARRY | President, Chairman & CEO | +$227,260.5 | 2 | 2 buy |
| Schwartz Michael Adam | Chief Legal Officer | -$163,239.158 | 1 | 1 buy |
| Razon-Feingold Halli | SVP, Human Resources & CAO | -$110,716.975 | 1 | 1 buy |
| Brunet Craig Jeffry | +$16,893.1 | 2 | 2 buy | |
| Zink Gregory L | +$13,870 | 1 | 1 buy | |
| SALUTE RICHARD J | +$13,469.9 | 1 | 1 buy | |
| Downs Peter Mathison | President, Newtek Bank | +$9,993.72 | 1 | 1 buy |
| DeMaria Frank M | Cheif Financial Officer | +$6,957.5 | 1 | 1 buy |
| Period | Filings | Insiders | Net Value | Seniority |
|---|---|---|---|---|
| 2025-12-08 – 2025-12-15 | 3 | 3 | +$25,106.695 | |
| 2026-01-15 – 2026-01-15 | 5 | 5 | -$632,937.995 | 5 C-suite |
| 2026-02-02 – 2026-02-02 | 4 | 4 | +$8,239.144 | |
| 2026-05-08 – 2026-05-18 | 3 | 3 | +$31,537.5 |
| Date | Insider | Title | Net Value | Price After |
|---|---|---|---|---|
| 2026-06-16 | SLOANE BARRY | President, Chairman & CEO | +$71,000 | Transaction at $14.20, now +4.1% |
| 2026-06-15 | SLOANE BARRY | President, Chairman & CEO | +$156,260.5 | Transaction at $14.21, now +4.0% |
| 2026-06-15 | DeMaria Frank M | Cheif Financial Officer | +$6,957.5 | Transaction at $13.91, now +6.2% |
| 2026-05-26 | Downs Peter Mathison | President, Newtek Bank | +$9,993.72 | Transaction at $13.56, now +9.0% |
| 2026-06-04 | Brunet Craig Jeffry | +$12,695.5 | Transaction at $12.70, now +16.4% | |
| 2026-05-11 | Zink Gregory L | +$13,870 | Transaction at $13.87, now +6.6% |
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for NewtekOne, Inc. (NEWT) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.
Get the full AI Consult analysis for NEWT on Trend Edge →