secwatch.observer — SEC 8-K summary
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Issuer:     NewtekOne, Inc. (NEWT)
CIK:        0001587987
Form:       8-K
Filed at:   2023-02-27T23:59:59+00:00
Accession:  0001587987-23-000055
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

NewtekOne reports Q4 ANII $0.06/share, declares $0.18 dividend, updates 2023-2024 EPS guidance
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- Q4 total investment income $23.1M, net investment loss $(5.4)M, ANII $1.5M ($0.06/share).
- Full year 2022 ANII $51.9M ($2.14/share), down 34.5% YoY due to non-recurring PPP fees.
- Declares first dividend as financial holding company of $0.18/share, payable April 14, 2023 to holders of record April 4, 2023.
- Updates EPS projections: 2023 $1.70-$2.00, 2024 $2.80-$3.20.
- Record SBA 7(a) loan fundings of $775.6M in 2022; forecasts $875M in 2023.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1587987/000158798723000055/0001587987-23-000055-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1587987/000158798723000055/newt-20230227.htm
  HTML page:      https://secwatch.observer/filing/0001587987-23-000055

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer