Newtek Business Ownership

NEWT Stock  USD 12.60  0.21  1.69%   
Newtek Business Services maintains a total of 26.31 Million outstanding shares. 30% of Newtek Business outstanding shares are owned by institutional investors. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. Please note that no matter how many assets the company has, if the real value of the firm is less than the current market value, you may not be able to make money on it.
 
Shares in Circulation  
First Issued
2000-06-30
Previous Quarter
24.7 M
Current Value
24.7 M
Avarage Shares Outstanding
11.8 M
Quarterly Volatility
7.2 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
At this time, Newtek Business' Dividends Paid is comparatively stable compared to the past year. Dividend Yield is likely to gain to 0.06 in 2025, whereas Dividend Paid And Capex Coverage Ratio is likely to drop (5.73) in 2025. Common Stock Shares Outstanding is likely to gain to about 29.4 M in 2025, whereas Net Income Applicable To Common Shares is likely to drop slightly above 23.5 M in 2025.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Newtek Business Services. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing.

Newtek Stock Ownership Analysis

About 35.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.22. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Newtek Business Services last dividend was issued on the 31st of December 2024. The entity had 1:5 split on the 23rd of October 2014. Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. ,was founded in 1998 and converted to a BDC company in 2014 and is headquartered in Boca Raton, Florida with additional offices in Lake Success, New York, Garden City, New York Miami, Florida Milwaukee, Wisconsin New Orleans, Louisiana and New York, New York. Newtek Bus operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 104 people. To find out more about Newtek Business Services contact Barry Sloane at 212 356 9500 or learn more at https://www.newtekone.com.
Besides selling stocks to institutional investors, Newtek Business also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Newtek Business' stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Newtek Business' strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Newtek Business Quarterly Liabilities And Stockholders Equity

1.67 Billion

Newtek Business Insider Trades History

About 7.0% of Newtek Business Services are currently held by insiders. Unlike Newtek Business' institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Newtek Business' private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Newtek Business' insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Newtek Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Newtek Business is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Newtek Business Services backward and forwards among themselves. Newtek Business' institutional investor refers to the entity that pools money to purchase Newtek Business' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Barrett & Company, Inc.2024-09-30
151.7 K
Ancora Advisors Llc2024-09-30
141.8 K
Bard Associates Inc2024-09-30
120.4 K
Trexquant Investment Lp2024-09-30
112 K
Boothbay Fund Management, Llc2024-09-30
109.5 K
First Trust Advisors L.p.2024-09-30
101.4 K
Exoduspoint Capital Management, Lp2024-09-30
98 K
Connor Clark & Lunn Inv Mgmt Ltd2024-09-30
91.2 K
Millennium Management Llc2024-09-30
89.3 K
Blackrock Inc2024-09-30
M
Vanguard Group Inc2024-09-30
1.4 M
Note, although Newtek Business' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Newtek Business Services Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Newtek Business insiders, such as employees or executives, is commonly permitted as long as it does not rely on Newtek Business' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Newtek Business insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Zink Gregory L few days ago
Acquisition by Zink Gregory L of 500 shares of Newtek Business at 12.75 subject to Rule 16b-3
 
Barry Sloane over a month ago
Acquisition by Barry Sloane of 10000 shares of Newtek Business at 11.7954 subject to Rule 16b-3
 
Zink Gregory L over a month ago
Acquisition by Zink Gregory L of 1000 shares of Newtek Business at 13.9491 subject to Rule 16b-3
 
Mulia Salvatore Francis over three months ago
Acquisition by Mulia Salvatore Francis of 500 shares of Newtek Business at 11.72 subject to Rule 16b-3
 
Mulia Salvatore Francis over three months ago
Disposition of 750 shares by Mulia Salvatore Francis of Newtek Business at 12.5115 subject to Rule 16b-3
 
Mulia Salvatore Francis over three months ago
Disposition of 100 shares by Mulia Salvatore Francis of Newtek Business at 12.17 subject to Rule 16b-3
 
Barry Sloane over three months ago
Acquisition by Barry Sloane of 1000 shares of Newtek Business at 12.08 subject to Rule 16b-3
 
Barry Sloane over three months ago
Acquisition by Barry Sloane of 428 shares of Newtek Business at 14.007 subject to Rule 16b-3
 
Mulia Salvatore Francis over three months ago
Disposition of 750 shares by Mulia Salvatore Francis of Newtek Business at 14.33 subject to Rule 16b-3
 
Michael Schwartz over six months ago
Acquisition by Michael Schwartz of 9944 shares of Newtek Business subject to Rule 16b-3
 
Mulia Salvatore Francis over six months ago
Disposition of 750 shares by Mulia Salvatore Francis of Newtek Business at 12.47 subject to Rule 16b-3
 
Salute Richard J over six months ago
Acquisition by Salute Richard J of 700 shares of Newtek Business at 12.62 subject to Rule 16b-3

Newtek Business Outstanding Bonds

Newtek Business issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Newtek Business Services uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Newtek bonds can be classified according to their maturity, which is the date when Newtek Business Services has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Newtek Business Corporate Filings

8K
6th of January 2025
Report filed with the SEC to announce major events that shareholders should know about
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F4
23rd of December 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
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10Q
12th of November 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
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F3
7th of November 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify

Thematic Opportunities

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Additional Tools for Newtek Stock Analysis

When running Newtek Business' price analysis, check to measure Newtek Business' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Newtek Business is operating at the current time. Most of Newtek Business' value examination focuses on studying past and present price action to predict the probability of Newtek Business' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Newtek Business' price. Additionally, you may evaluate how the addition of Newtek Business to your portfolios can decrease your overall portfolio volatility.