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High materiality8/10

NewtekOne raises 2026-27 EPS guidance on rising NII mix

Aug 28, 2026, 10:03 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting

Guidance increases and a shift to NII-driven growth can lift multiples and attract buyers focusing on profitability quality; history shows banks with higher NII shares often trade on margin expansion expectations, though execution risk remains if rate dynamics change.

AI summary

What happened, with direct paths to the underlying reporting

NewtekOne updated its 2026-27 earnings guidance, projecting 2026 EPS of $1.70-$1.80 and 2027 EPS of $2.00-$2.20. The shift reflects holding more guaranteed SBA 7(a) loans, boosting net interest income which is expected to become a larger revenue share (30%+ in H2 2026–2027). The deposit-fed funding from Newtek Bank and potential platform licensing could sustain the upgrade.

  • NewtekOne raises 2026-27 EPS guidance; holds more guaranteed SBA 7(a) loans.
  • NII to grow faster than noninterest income; NII share rising.
  • Bank deposits exceed expectations; digital deposits improve funding costs.
  • EPS guidance expansion tied to NII vs gain-on-sale mix.
  • Management gender plans licensing NewTracker and Newtek Advantage; explore strategic options.

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StockNews.AI groups source reporting, classifies the event, and measures subsequent price movement. This is informational research, not investment advice. Prices may be delayed or unavailable.

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