---
schema_version: "secwatch.filing_event.v1"
accession: "0001587987-22-000121"
form_type: "8-K"
ticker: "NEWT"
cik: "0001587987"
company_name: "NewtekOne, Inc."
filed_at: "2022-11-08T23:59:59+00:00"
generated_at: "2026-06-22T03:37:37.314608+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Newtek Q3: total inv. income $23.6M (+90% YoY); ANII $0.62 beats; raises FY SBA guidance to ~$775M

## Summary
- Q3 net investment income $0.2M ($0.01/share) vs loss ($0.30)/share in Q3 2021; ANII $15.0M ($0.62/share) beats consensus $0.58.
- Record Q3 SBA 7(a) loan fundings $223M (+36% YoY); raised full-year guidance to ~$775M (38% increase over 2021).
- Total investment portfolio $785.6M (+10.3% YoY); NAV $16.04 per share vs $16.23 a year ago.
- Q3 dividend paid $0.65/share; forecast Q4 dividend $0.70/share; total 2022 distributions ~$2.75/share.
- Pending acquisition of NBNYC to convert to bank holding company; regulatory approvals still needed.

## SEC filing metadata
- accession: 0001587987-22-000121
- form_type: 8-K
- ticker: NEWT
- cik: 0001587987
- company_name: NewtekOne, Inc.
- filed_at: 2022-11-08T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1587987/000158798722000121/0001587987-22-000121-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1587987/000158798722000121/q32022earnings8-k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001587987-22-000121
- JSON: https://secwatch.observer/filing/0001587987-22-000121.json
- Plain text: https://secwatch.observer/filing/0001587987-22-000121.txt

## Key facts
- Earnings Releases
  NewtekOne, Inc. reported the three and nine months ended September 30, 2022 results: revenue Total investment income of $23.6 million for the three months ended September 30, 2022, net income Net investment income (loss) of $0.2 million, or $0.01 per share, for the three months ended September 30, 2022. Guidance raised.
  - Period: the three and nine months ended September 30, 2022
  - Revenue: Total investment income of $23.6 million for the three months ended September 30, 2022
  - Net income: Net investment income (loss) of $0.2 million, or $0.01 per share, for the three months ended September 30, 2022
  - Guidance: raised
  - Result: reported results
  source text: Newtek Business Services Corp. Reports Third Quarter 2022 Financial Results Record SBA 7(a) Loan Fundings of $223.0 Million Increased by 36.0% in the Third Quarter of 2022 Over the Same Period Last Year Raised Full Year 2022 SBA 7(a) Loan Funding Guidance to Approximately $775 Million
  evidence_url: https://www.sec.gov/Archives/edgar/data/1587987/000158798722000121/0001587987-22-000121-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.