Core Viewpoint - NewtekOne, Inc. is set to report its first quarter 2026 financial results on April 30, 2026, with a conference call scheduled to discuss these results [1]. Group 1: Financial Results Announcement - NewtekOne will release its Q1 2026 financial results after market close on April 30, 2026 [1]. - A conference call will be hosted by CEO Barry Sloane and CFO Frank M. DeMaria at 4:30 pm ET on the same day [1]. Group 2: Participation Details - Interested participants can pre-register online for the conference call to receive a dial-in number or to listen to the webcast [2]. - An earnings presentation will be available in the 'Event & Presentations' section of NewtekOne's Investor Relations website concurrent with the financial results release [2]. - A replay of the call and the corresponding presentation will be accessible on NewtekOne's website for one year following the live event [2]. Group 3: Company Overview - NewtekOne, a financial holding company, provides a variety of business and financial solutions to independent business owners across all 50 states [3]. - The company has been operational since 1999, offering cost-efficient products and services aimed at helping businesses grow sales, control expenses, and mitigate risks [3]. Group 4: Business Solutions Offered - NewtekOne's offerings include Banking, Business Lending, SBA Lending Solutions, Electronic Payment Processing, Accounts Receivable Financing, Inventory Financing, Insurance Solutions, and Payroll and Benefits Solutions [4]. - Additionally, the company provides Technology Solutions such as Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting, and Web Services through its subsidiary Intelligent Protection Management Corp. [4].

Core Viewpoint - NewtekOne, Inc. has declared a quarterly cash dividend of $0.19 per share on its common stock and a dividend of $21.25 per Preferred Share, both payable on April 1, 2026, to shareholders of record as of March 24, 2026 [1][2]. Company Overview - NewtekOne, Inc. is a financial holding company that provides a wide range of business and financial solutions to independent business owners across all 50 states since 1999 [3]. - The company aims to help business owners grow sales, control expenses, and reduce risk through state-of-the-art, cost-efficient products and services [3]. Business Solutions - NewtekOne and its subsidiaries offer various solutions including banking, business lending, SBA lending solutions, electronic payment processing, eCommerce, accounts receivable financing, inventory financing, insurance solutions, web services, and payroll and benefits solutions [4]. - Additionally, NewtekOne provides technology solutions such as cloud computing, data backup, storage and retrieval, IT consulting, and web services through Intelligent Protection Management Corp. [4].

Core Viewpoint - NewtekOne, Inc. is set to report its fourth quarter 2025 financial results on January 29, 2026, with a conference call scheduled to discuss these results [1]. Group 1: Financial Results Announcement - The company will release its fourth quarter 2025 financial results after market close on January 29, 2026 [1]. - A conference call will be hosted by the CEO Barry Sloane and CFO Frank DeMaria at 4:30 pm ET on the same day [1]. Group 2: Participation Details - Interested participants are encouraged to pre-register online for the conference call to receive a dial-in number or to listen to the webcast [2]. - A corresponding earnings presentation will be available in the 'Event & Presentations' section of the Investor Relations portion of NewtekOne's website [2]. - A replay of the call and the presentation will be accessible on the company's website for one year following the live event [2]. Group 3: Company Overview - NewtekOne, Inc. is a financial holding company that provides a wide range of business and financial solutions to independent business owners across all 50 states [3]. - The company has been operational since 1999, offering cost-efficient products and services aimed at helping businesses grow sales, control expenses, and reduce risk [3]. Group 4: Business Solutions Offered - NewtekOne's solutions include Banking, Business Lending, SBA Lending Solutions, Electronic Payment Processing, Accounts Receivable Financing, Inventory Financing, Insurance Solutions, and Payroll and Benefits Solutions [4]. - The company also provides Technology Solutions such as Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting, and Web Services through its subsidiary Intelligent Protection Management Corp. [4].

Core Insights - NewtekOne, Inc. is hosting its "2026 Analyst and Investor Day" on January 8, 2026, at its Boca Raton headquarters, with a live webcast available for participants [1][2] - The event will feature key presentations from company executives, including Barry Sloane, who will discuss the company's technological advancements and provide EPS guidance for 2026 of $2.15 - $2.55 [2][3] Company Overview - NewtekOne is a financial holding company that offers a wide range of business and financial solutions to independent business owners across all 50 states since 1999 [4] - The company's services include banking, business lending, electronic payment processing, accounts receivable financing, insurance solutions, and technology solutions [5] Event Highlights - The Investor Day marks the three-year anniversary of Newtek's acquisition of Newtek Bank, N.A., emphasizing the transition to a technology-enabled financial holding company [3] - Barry Sloane expressed the company's commitment to leveraging technology for efficient financial services, including deposit acquisition and loan processing [3]

Core Viewpoint - NewtekOne, Inc. will host an Analyst and Investor Day on January 8, 2026, at its headquarters in Boca Raton, Florida, with a webcast available for remote participants [1]. Group 1: Event Details - The event will include a lunch with management at 12:00 PM, followed by the presentation starting at 1:00 PM [2]. - Participants interested in attending in person must email Bryce Rowe for on-site event details [2]. Group 2: Company Overview - NewtekOne is a financial holding company that provides a wide range of business and financial solutions to independent business owners across all 50 states since 1999 [3]. - The company offers various services including banking, business lending, electronic payment processing, insurance solutions, and technology solutions [4].

Core Insights - NewtekOne, Inc. has appointed Justine Martin as Chief Revenue Officer of its subsidiary Newtek Merchant Solutions, LLC, focusing on enhancing integration across payments, banking, and lending functions [1][3] - Martin brings over 30 years of experience in the payments processing industry, primarily from Bank of America's Merchant Services division, where she successfully led sales teams and drove client and revenue growth [2] - The company aims to redefine payment processing for independent business owners by offering a comprehensive, integrated solution that simplifies transactions and financial management [3] Company Overview - NewtekOne, Inc. is a financial holding company providing a wide range of business and financial solutions to independent business owners across the United States since 1999 [4] - The company's offerings include banking, business lending, electronic payment processing, accounts receivable financing, insurance solutions, and technology solutions [5] Strategic Goals - The company seeks to empower clients with a seamless payment processing experience, integrating various payment methods and providing real-time information to help businesses understand their operations better [3] - NewtekOne differentiates itself from traditional banks by offering lower-cost, comprehensive solutions tailored for small businesses, aiming to enhance client satisfaction and operational efficiency [3]

Core Points - NewtekOne, Inc. will report its third quarter 2025 financial results on October 29, 2025, after market close [1] - A conference call to discuss these results will be hosted by the CEO and CFO at 4:30 pm ET on the same day [1] - Participants are encouraged to pre-register for the conference call to secure a listening position [2] Company Overview - NewtekOne, Inc. is a financial holding company that provides a variety of business and financial solutions to independent business owners across all 50 states [3] - The company has been operational since 1999, offering cost-efficient products and services aimed at helping businesses grow sales, control expenses, and reduce risk [3] Services Offered - NewtekOne's services include banking, business lending, SBA lending solutions, electronic payment processing, accounts receivable financing, inventory financing, insurance solutions, and payroll and benefits solutions [4] - The company also provides technology solutions such as cloud computing, data backup, IT consulting, and web services through its subsidiary Intelligent Protection Management Corp. [4]

Core Viewpoint - NewtekOne, Inc. has declared an initial dividend of $9.44 per Preferred Share, payable on October 1, 2025, to holders of record as of September 29, 2025, marking the company's commitment to returning value to shareholders [1] Company Overview - NewtekOne, Inc. is a financial holding company that provides a wide range of business and financial solutions to independent business owners across all 50 states since 1999 [2] - The company aims to help businesses grow sales, control expenses, and reduce risk through state-of-the-art, cost-efficient products and services [2] Business and Financial Solutions - NewtekOne and its subsidiaries offer various services including banking, business lending, SBA lending solutions, electronic payment processing, eCommerce, accounts receivable financing, inventory financing, insurance solutions, web services, and payroll and benefits solutions [3] - Additionally, the company provides technology solutions such as cloud computing, data backup, storage and retrieval, IT consulting, and web services through Intelligent Protection Management Corp. [3]

Company Announcement - NewtekOne, Inc. will participate in the Lytham Partners Fall 2025 Investor Conference, hosting a webcast presentation and one-on-one meetings with investors on September 30, 2025 [1][3]. Webcast Details - The webcast presentation is scheduled for 1:15 p.m. ET on September 30, 2025, and can be accessed via the conference home page or directly through a provided link [2]. One-on-One Meetings - Management will engage in virtual one-on-one meetings during the event, with arrangements available through Lytham Partners [3]. Company Overview - NewtekOne, Inc. is a financial holding company that offers a variety of business and financial solutions to independent business owners across all 50 states since 1999 [4]. Services Offered - The company provides services including banking, business lending, SBA lending solutions, electronic payment processing, accounts receivable financing, inventory financing, insurance solutions, payroll and benefits solutions, and technology solutions [5].

Core Viewpoint - NewtekOne, Inc. has completed a transaction with Patriot Financial Partners, resulting in the issuance of 2,307,692 shares of common stock in exchange for 20,000 shares of convertible preferred stock and $10 million in cash, which is expected to enhance the company's capital structure and tangible book value per share [1][2][3]. Group 1: Transaction Details - The transaction involved the exchange of 20,000 shares of Series A Preferred Stock and $10 million in cash for 2,307,692 shares of common stock [1]. - Patriot relinquished the right to convert the preferred stock into 950,800 shares of common stock as part of the deal [1]. - The common shares were issued in a private placement under Section 4(a)(2) of the Securities Act of 1933, with a two-year transfer restriction [1]. Group 2: Capital Impact - The transaction is projected to increase the company's common equity tier one capital (CET1 capital) and tier one capital by $30 million [2]. - Pro forma as of June 30, 2025, CET1 capital will rise from $256 million to $286 million due to this transaction [2]. - When combined with $48.357 million from a previous offering, tier one capital will increase from $256 million to $335 million, and tangible book value per common share will reach approximately $10.74 [2]. Group 3: Management Commentary - Barry Sloane, Chairman and CEO of NewtekOne, expressed satisfaction with the transaction, highlighting the confidence shown by Patriot in the company's strategy and management [3]. - Kirk Wycoff, Managing Partner of Patriot, emphasized the excitement of converting preferred stock to common equity and the additional investment, reflecting confidence in NewtekOne's operational execution and business strategy [3]. Group 4: Company Overview - NewtekOne is a financial holding company providing a range of business and financial solutions to independent business owners across the U.S. since 1999 [5]. - The company's offerings include banking, business lending, electronic payment processing, and technology solutions [6].