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% quarter-over-quarter from $1.2 billion in Q4 2025.

NewtekOne (NEWT) Invested Capital (2021 - 2026) Analysis & Trends

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

  • Invested Capital for Q1 2026 came in at $955.2 million, down 11.25% year-over-year; the trailing twelve-month figure through Mar 2026 was $955.2 million (down 11.25% YoY), and the FY2025 annual result was $1.2 billion, up 21.22% from the prior year.
  • Invested Capital slipped to $955.2 million in Q1 2026 per NEWT's latest filing, from $1.2 billion in the prior quarter.
  • Over five years, Invested Capital peaked at $1.2 billion in Q4 2025 and troughed at $391.8 million in Q3 2022.
  • A 5-year average of $855.6 million and a median of $930.0 million in 2023 frame the typical range for Invested Capital.
  • The sharpest annual moves came in 2023 and 2026: Invested Capital jumped 136.44% in 2023, then decreased 11.25% in 2026.
  • A 5-year view of Invested Capital shows it stood at $559.9 million in 2022, then surged by 59.51% to $893.2 million in 2023, then gained by 12.45% to $1.0 billion in 2024, then gained by 21.22% to $1.2 billion in 2025, then slipped by 21.54% to $955.2 million in 2026.
  • Business Quant data shows NEWT's Invested Capital at $955.2 million in Q1 2026, $1.2 billion in Q4 2025, and $1.1 billion in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank Of Chile 97,765.53 Bn 97,765.53 Bn - 324,053.00
2 Bank Bradesco 6,846.93 Bn 6,830.99 Bn - 54.97 Bn
3 Lloyds Banking 384.13 Bn 384.40 Bn - 42.37 Bn
4 First Capital 215.78 Bn 215.63 Bn - 138.15 Mn
5 Itau Unibanco Holding 202.78 Bn 202.78 Bn - 449.64 Bn
6 Landmark Bancorp 180.37 Bn 180.34 Bn - 161.61 Mn
7 NatWest 168.65 Bn -51.67 Bn - 153.52 Bn
8 Shinhan Financial 136.54 Bn 104.11 Bn - 50.26 Bn
9 Mizuho Financial 112.02 Bn 112.56 Bn - 63.17 Bn
10 NewtekOne 398.45 Mn -4.56 Mn - 955.16 Mn

Historic Data

Download Data
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