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| Date | Value |
|---|---|
| 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 |