NewtekOne (NEWT) Invested Capital (2021 - 2026)

NewtekOne (NEWT) reported Invested Capital of $955.2 million for Q1 2026, down 11.25% year-over-year from $1.1 billion in Q1 2025, and down 21.54% on a QoQ basis from $1.2 billion in Q4 2025.

NewtekOne (NEWT) has 6 years of Invested Capital data on file, last reported at $955.2 million in Q1 2026.

  • Quarterly Invested Capital fell 11.25% year-over-year to $955.2 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $955.2 million (down 11.25% YoY) and the FY2025 annual result came in at $1.2 billion, up 21.22% from the prior year.
  • Invested Capital eased to $955.2 million in Q1 2026 per NEWT's latest filing, from $1.2 billion in the prior quarter.
  • Across five years, Invested Capital topped out at $1.2 billion in Q4 2025 and bottomed at $391.8 million in Q3 2022.
  • The 5-year median for Invested Capital is $930.0 million (2023), against an average of $855.6 million.
  • The widest annual swing landed in 2023, when Invested Capital surged 136.44%; it then fell 11.25% in 2026.
  • Tracing NEWT's Invested Capital over 5 years: stood at $559.9 million in 2022, then soared by 59.51% to $893.2 million in 2023, then increased by 12.45% to $1.0 billion in 2024, then increased by 21.22% to $1.2 billion in 2025, then retreated by 21.54% to $955.2 million in 2026.
  • Per Business Quant, the three latest NEWT Invested Capital figures stand at $955.2 million (Q1 2026), $1.2 billion (Q4 2025), and $1.1 billion (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank Of Chile 90,891.20 Bn 90,891.20 Bn - 1.29 Mn
2 Bank Bradesco 6,807.69 Bn 6,791.75 Bn - 54.97 Bn
3 Lloyds Banking 426.28 Bn 426.28 Bn - 1,224.75 Bn
4 NatWest 184.56 Bn 184.56 Bn - 146.60 Bn
5 First Capital 181.18 Bn 181.03 Bn - 138.15 Mn
6 Landmark Bancorp 164.67 Bn 164.64 Bn - 161.61 Mn
7 Deutsche Bank Aktiengesellschaft 161.63 Bn -151,939.28 Bn - 262.54 Bn
8 KB Financial 150.02 Bn 142.15 Bn - 50.12 Bn
9 Pnc Financial Services 88.79 Bn 88.84 Bn - 130.34 Bn
10 NewtekOne 380.81 Mn -22.21 Mn - 955.16 Mn

Historic Data

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DateValue
Mar 31, 2026 955.16 Mn
Dec 31, 2025 1.22 Bn
Sep 30, 2025 1.14 Bn
Jun 30, 2025 969.51 Mn
Mar 31, 2025 1.08 Bn
Dec 31, 2024 1.00 Bn
Sep 30, 2024 937.62 Mn
Jun 30, 2024 925.97 Mn
Mar 31, 2024 916.62 Mn
Dec 31, 2023 893.17 Mn
Sep 30, 2023 890.90 Mn
Jun 30, 2023 932.84 Mn
Mar 31, 2023 929.98 Mn
Dec 31, 2022 559.95 Mn
Sep 30, 2022 391.80 Mn
Jun 30, 2022 394.53 Mn
Mar 31, 2022 413.48 Mn
Dec 31, 2021 403.89 Mn
Sep 30, 2021 366.02 Mn