Halli Razon-Feingold Acquires 1,258 Shares of NewtekOne (NASDAQ:NEWT) Stock

NewtekOne, Inc. (NASDAQ:NEWT) CAO Halli Razon-Feingold acquired 1,258 shares of the stock in a transaction dated Wednesday, January 14th. The shares were purchased at an average price of $13.91 per share, for a total transaction of $17,498.78. Following the completion of the purchase, the chief accounting officer directly owned 22,915 shares in the company, valued at $318,747.65. The trade was a 5.81% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website.

NewtekOne Trading Up 0.3%

Shares of NASDAQ:NEWT opened at $14.64 on Friday. NewtekOne, Inc. has a 52-week low of $9.12 and a 52-week high of $14.91. The company has a debt-to-equity ratio of 5.69, a quick ratio of 0.67 and a current ratio of 0.67. The company has a market capitalization of $422.95 million, a P/E ratio of 6.57 and a beta of 1.23. The company has a 50-day simple moving average of $11.48 and a 200 day simple moving average of $11.51.

NewtekOne (NASDAQ:NEWT) last announced its quarterly earnings results on Wednesday, October 29th. The business services provider reported $0.67 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.04. NewtekOne had a return on equity of 19.93% and a net margin of 15.59%.The firm had revenue of $74.94 million for the quarter, compared to the consensus estimate of $78.31 million. Sell-side analysts forecast that NewtekOne, Inc. will post 1.93 earnings per share for the current year.

NewtekOne Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Monday, December 22nd were paid a $0.19 dividend. This represents a $0.76 dividend on an annualized basis and a yield of 5.2%. The ex-dividend date was Monday, December 22nd. NewtekOne’s dividend payout ratio is 34.08%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. Weiss Ratings restated a “hold (c)” rating on shares of NewtekOne in a research note on Wednesday, October 8th. Piper Sandler increased their price target on shares of NewtekOne from $12.50 to $13.00 and gave the company a “neutral” rating in a report on Friday, January 9th. Finally, Wall Street Zen upgraded NewtekOne from a “sell” rating to a “hold” rating in a report on Saturday, December 27th. One equities research analyst has rated the stock with a Strong Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, NewtekOne has a consensus rating of “Hold” and a consensus price target of $14.50.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Patriot Financial Partners GP II L.P. acquired a new stake in shares of NewtekOne in the third quarter valued at approximately $26,423,000. Vanguard Group Inc. increased its stake in NewtekOne by 1.9% during the 3rd quarter. Vanguard Group Inc. now owns 1,459,051 shares of the business services provider’s stock worth $16,706,000 after acquiring an additional 26,966 shares during the period. Geode Capital Management LLC raised its holdings in NewtekOne by 2.3% in the 2nd quarter. Geode Capital Management LLC now owns 630,105 shares of the business services provider’s stock valued at $7,109,000 after acquiring an additional 14,413 shares in the last quarter. Marshall Wace LLP lifted its position in shares of NewtekOne by 42.9% during the 2nd quarter. Marshall Wace LLP now owns 623,540 shares of the business services provider’s stock valued at $7,034,000 after acquiring an additional 187,103 shares during the period. Finally, North Reef Capital Management LP bought a new stake in shares of NewtekOne during the 3rd quarter valued at $4,430,000. Institutional investors and hedge funds own 38.35% of the company’s stock.

Key Stories Impacting NewtekOne

Here are the key news stories impacting NewtekOne this week:

• Positive Sentiment: Senior insiders have been buying material amounts of NEWT stock (CEO Barry Sloane, CFO Frank Demaria, CAO Halli Razon‑Feingold, CLO Michael Schwartz and others), signaling management confidence and supporting the rally. QuiverQuant Insider & Exchange Offer Summary
• Neutral Sentiment: The company extended an exchange offer for its notes into late January 2026; that postponement reduces immediate default risk but leaves uncertainty about final terms and refinancing needs. Investors are watching the extension outcome for implications on liquidity and credit metrics. QuiverQuant Exchange Offer Coverage
• Neutral Sentiment: Multiple SEC Form 4 filings disclosed the purchases (e.g., CEO purchase of 3,595 shares at ~$13.91); these precise filings confirm the insider activity that’s driving short‑term investor interest. CEO Form 4 (SEC)
• Negative Sentiment: Analyst price targets remain conservative (median target ~$13), below the recent market price, limiting upside from the sell‑side until guidance or fundamentals change. QuiverQuant Price Target Summary
• Negative Sentiment: Underlying fundamentals carry risks: recent quarterly results showed an EPS beat but a revenue miss, and balance‑sheet metrics (high debt/equity and sub‑1 current/quick ratios) mean the company is sensitive to funding/timing of the debt exchange. MarketBeat NEWT Overview

NewtekOne Company Profile

NewtekOne, Inc (NASDAQ: NEWT) is a publicly traded business development company that specializes in providing financial and business services to small and medium‐sized enterprises across the United States. Operating under the trade name The Newtek Small Business Finance, the company offers a diversified array of lending solutions designed to meet the working capital, equipment acquisition and growth needs of its clients.

The company’s core lending offerings include Small Business Administration (SBA) 7(a) loans, equipment financing, lines of credit and commercial real estate financing.