NewtekOne NEWT
NASDAQ NEWT
$11.18 -0.06 (-0.53%)
At close: Oct 2, 2026 · 4:00 PM EDT

NewtekOne (NEWT) Long-Term Investments (2021 - 2026)

Updated

NewtekOne (NEWT) reported Long-Term Investments of $25.52 million for Q2 2026, down 36.2% from $40 million a year earlier and unchanged from the prior quarter.

Analysis

NewtekOne (NEWT) Long-Term Investments (2021 - 2026) Analysis & Trends

Dating back to Q4 2021, NewtekOne's Long-Term Investments record includes 17 quarters.

  • Long-Term Investments has a four-year compound annual growth rate of -57.2% (FY2021 to FY2025).
  • By year, Long-Term Investments came in at $38.1 million in FY2024 (+77.5%), $21.46 million in FY2023 (+29.4%), $16.59 million in FY2022 (-97.8%) and $758.79 million in FY2021.
  • Five-year quarterly Long-Term Investments spans a low of $16.59 million in Q4 2022 and a high of $785.61 million in Q3 2022.
  • Year over year, Long-Term Investments has now declined in each of the last three quarters, with growth averaging 8.3% over the last eight quarters.
  • The high point for year-over-year Long-Term Investments in five years was Q4 2024 (growth of 77.5%); the low point was Q4 2022 (a decline of 97.8%).
  • Per Business Quant data, the three quarters before Q2 2026 came in at $25.52 million (Q1 2026), $25.52 million (Q4 2025) and $39.75 million (Q3 2025).
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Jpmorgan Chase 886.05 Bn 915.53 Bn - -
2 Banco Santander Chile 409.93 Bn 529.88 Bn - -
3 Bank Of America 377.01 Bn -1,999.06 Bn - 24.30 Bn
4 Hsbc Holdings 329.11 Bn 329.16 Bn - -
5 Morgan Stanley 295.54 Bn -213.55 Bn - -
6 Royal Bank Of Canada 273.59 Bn 124.33 Bn - -
7 Mitsubishi Ufj Financial 268.33 Bn -1,320.16 Bn 10.89 Bn -
8 Goldman Sachs 261.29 Bn -3,295.82 Bn - 255.63 Bn
9 Wells Fargo & Company 243.13 Bn 245.26 Bn - -
10 NewtekOne 324.82 Mn -1.00 Bn - 25.52 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 25.52 Mn
Mar 31, 2026 25.52 Mn
Dec 31, 2025 25.52 Mn
Sep 30, 2025 39.75 Mn
Jun 30, 2025 40.00 Mn
Mar 31, 2025 40.00 Mn
Dec 31, 2024 38.10 Mn
Sep 30, 2024 36.85 Mn
Jun 30, 2024 51.25 Mn
Mar 31, 2024 30.00 Mn
Dec 31, 2023 21.46 Mn
Sep 30, 2023 21.01 Mn
Jun 30, 2023 29.08 Mn
Mar 31, 2023 26.38 Mn
Dec 31, 2022 16.59 Mn
Sep 30, 2022 785.61 Mn
Dec 31, 2021 758.79 Mn
API Access

NewtekOne Long-Term Investments API

Pull this series into your own models, spreadsheets and apps with the Business Quant Historical Metrics API. The request below matches the chart above — change the frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.

https://data.businessquant.com/historic?slug=long-term-investments&ticker=NEWT&period=max&api_key=YOUR_API_KEY