NewtekOne, Inc. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 48/100
What the filing says
NewtekOne reported 3Q26 basic and diluted EPS of $0.34, down 50% from $0.68 in 3Q25, but maintained full-year 2026 EPS guidance of $1.70–$1.80. Deposits surged $1.3B YoY to $2.5B (52% growth); loans on balance sheet grew 46% YoY to $2.7B; SBA 7(a) originations ranked #1 by count, #2 by dollars for SBA FY2026. Net interest income grew 30% YoY to $19M. Company is exploring strategic alternatives and referenced the $340M Bluevine acquisition as a comparable valuation benchmark.
Why this rating
Earnings decline but guidance maintained; strong deposit/loan growth (material at $276.5M market cap) offset by higher credit provisions; CEO commentary on valuation and strategic review adds uncertainty but no deal announced.
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