Insider Trading May 26, 2026 11:58 AM

Executive Activity Signals Confidence as NewtekOne President Purchases Significant Stock Stake

Peter Downs' recent acquisition of NEWT shares follows a quarter where earnings surpassed expectations, though revenue fell short.

By Avery Klein NEWT

The insider trading activity at NewtekOne, Inc. (NASDAQ:NEWT) suggests internal confidence following a period of stock appreciation and positive quarterly earnings reports. Peter Mathison Downs, President of Newtek Bank and an officer and director of the company, recently increased his personal holdings by acquiring 737 shares.

Executive Activity Signals Confidence as NewtekOne President Purchases Significant Stock Stake
NEWT

Key Points

  • Insider confidence was signaled by Peter Downs' purchase of 737 shares, raising his total stake to 87,539, following over 31% gains in the last six months.
  • NewtekOne exceeded EPS forecasts for Q1 2026 ($0.43 actual vs $0.42 forecast), yet failed to meet revenue expectations.
  • The stock's valuation metrics include a P/E ratio of 6.05 and a dividend yield of 5.68%, with external analysis suggesting it may be undervalued.

Peter Mathison Downs, who serves as President of Newtek Bank and holds roles as both an officer and director at NewtekOne, Inc. (NASDAQ:NEWT), executed a notable transaction on May 26, 2026. Mr. Downs purchased 737 shares of the company's common stock, with each share costing $13.56. This purchase represented a total expenditure of $9,993.

Following this recent acquisition, Mr. Downs now holds a direct stake comprising 87,539 shares of NewtekOne common stock. The timing of this insider buying activity occurs against a backdrop of strong stock performance for the company; NEWT shares have appreciated by over 31% during the past six months.

Market Valuation and Performance Metrics

From a valuation standpoint, NewtekOne is currently trading at a Price-to-Earnings (P/E) ratio of 6.05 and offers investors a dividend yield of 5.68%. Analysis provided by InvestingPro suggests that the company may be undervalued based on its current market levels. The platform also directs users to a comprehensive Pro Research Report for further detailed insights into the valuation.


In parallel developments, NewtekOne Inc. released its financial results for the first quarter of 2026. During this reporting period, the company managed to exceed expectations regarding earnings per share (EPS). Specifically, NewtekOne achieved an EPS of $0.43, which was slightly higher than the forecasted figure of $0.42.

However, the quarterly report presented a mixed financial picture. While the EPS beat indicated operational strength in profitability metrics, the company did not meet its revenue forecasts for the quarter. Despite this discrepancy between revenue and earnings expectations, NEWT's stock saw an upward movement during after-hours trading, suggesting that investor sentiment remained positive regarding the firm’s strategic initiatives.

The reporting also noted the absence of major corporate announcements; there were no updates concerning any potential mergers or acquisitions involving NewtekOne. Furthermore, the period did not include any reported analyst upgrades or downgrades for the company. These various developments collectively provide a clearer picture of the company's current financial standing and how it is being perceived by the market.

Risks

  • Despite the EPS beat, the company did not meet its revenue forecasts for Q1 2026, which represents a significant financial uncertainty.
  • The market's reaction to mixed results (strong earnings but weak revenue) suggests that future performance hinges on maintaining positive investor sentiment and strategic execution.
  • The absence of updates regarding potential mergers or acquisitions means the company's near-term growth narrative relies solely on internal operational improvements.

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