NEWT (NewtekOne) Institutional Ownership: 58.20% (As of Jul. 09, 2026)


NEWT NewtekOne Inc NEWT
64 GF Score
Price $14.39
GF Value $15.20
Valuation Fairly Valued
! 11 Warning Signs
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What is NewtekOne Institutional Ownership?

NewtekOne NEWT +2.35% 64 Institutional Ownership is 58.20% as of Jul. 09, 2026. GuruFocus rates NEWT with a GF Score™ of 64/100 and a GF Value™ of $15.20 (Fairly Valued). The stock has 11 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, NewtekOne's institutional ownership is 58.20%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, NewtekOne's Insider Ownership is 25.34%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, NewtekOne's Float Percentage Of Total Shares Outstanding is 94.20%.

NewtekOne Institutional Ownership Historical Data

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The historical data trend for NewtekOne's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

NewtekOne Institutional Ownership Chart

NewtekOne Historical Data

The historical data trend for NewtekOne can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 26.61 26.59 26.58 25.28 26.32 26.85 28.28 28.94 29.90 30.50
NEWT
64GF Score
NewtekOne Inc NEWT
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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NewtekOne Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 58.20% mean?
NewtekOne (NEWT) has a Institutional Ownership of 58.20% as of Jul. 09, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on NewtekOne and its competitors.
Is NewtekOne's Institutional Ownership too high?
NewtekOne's current Institutional Ownership is 58.20%. Overall, NewtekOne has a GF Score™ of 64/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does NewtekOne's Institutional Ownership compare to FMAO and CZNC?
NewtekOne's Institutional Ownership of 58.20% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on NewtekOne and its competitors. NewtekOne's current Institutional Ownership is 58.20%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is NewtekOne stock overvalued right now?
Based on GuruFocus' analysis, NewtekOne (NEWT) is currently considered Fairly Valued. The stock's GF Value™ is $15.20, compared to a current price of $14.39 — trading 5.3% below its estimated fair value. The current Institutional Ownership is 58.20%. NewtekOne's overall GF Score™ is 64/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For NewtekOne (NEWT), the current Institutional Ownership is 58.20% as of Jul. 09, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is NewtekOne (NEWT) Overvalued in 2026?

Based on GuruFocus' analysis, NewtekOne stock appears to be undervalued. The current stock price of $14.39 is trading 5.3% below its estimated GF Value™ of $15.20. GuruFocus considers NewtekOne to be Fairly Valued.

Key valuation signals for NEWT:

  • Institutional Ownership: 58.20%
  • GF Value™: $15.20 vs. price of $14.39 (5.3% below fair value)
  • GF Score™: 64/100 with 11 warning signs

No single metric tells the full story. See the NEWT stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

NewtekOne Business Description

Other Exchanges 0K7X:UK
Address 4800 T Rex Avenue, Suite 120, Boca Raton, FL, USA, 33431
NewtekOne Inc provides business and financial solutions under the Newtek and NewtekOne brands to the independent business owner (SMB) market. Its services are offered online and in some cases delivered by staff via video and voice calls. The company offers lending products, FDIC insured deposit products and services, payments processing, payroll services and insurance brokerage services. Loan products include SBA 7(a), ALP, SBA 504, and traditional C&I and CRE bank loans, while deposit products include consumer high yield savings accounts, high yield certificates of deposit, zero-fee business checking and business money market accounts. The company operates through four reportable segments Banking, Alternative Lending, NSBF and Payments.
64GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$14.39
Price
$15.20
GF Value