NewtekOne (NEWT) Long-Term Investments (2021 - 2026)
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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "ticker": "NEWT", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=long-term-investments&ticker=NEWT&period=max&api_key=YOUR_API_KEY");
const data = await res.json();