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NewtekOne closes $75M senior notes offering due 2029

Published 16/09/2024, 17:50
NEWT
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BOCA RATON, Fla. - NewtekOne, Inc. (NASDAQ: NEWT), a financial holding company, announced today the closure of its public offering of 8.625% Fixed Rate Senior Notes, raising $75 million in aggregate principal. The notes, maturing on October 15, 2029, will pay interest quarterly starting January 15, 2025, and may be redeemed at par on or after October 15, 2026.


The company plans to list the notes on the Nasdaq Global Market under the symbol NEWTH within the next thirty days. NewtekOne intends to use the proceeds for investment funding, debt repayment, and general corporate purposes.


Morgan Stanley (NYSE:MS) & Co. LLC led the offering, with Keefe, Bruyette & Woods, Inc., Raymond James & Associates, Inc., and UBS Securities LLC serving as joint book-running managers.


President, Chairman, and CEO Barry Sloane expressed satisfaction with the underwriting team's efforts and highlighted the offering's role in supporting the company's profitable alternative loan program and achieving higher returns. He also mentioned the company's anticipation of retiring approximately $22 million of securitization debt in the near term, which would enhance cash flow and liquidity.


NewtekOne, also known as Your Business Solutions Company®, has been offering various business and financial solutions to independent business owners since 1999. Its services range from banking and business lending to electronic payment processing and insurance solutions.


The company recently confirmed its 2024 earnings per share guidance of $1.85 to $2.05 and expects to release third-quarter earnings in early November.


This news is based on a press release statement and contains forward-looking statements subject to risks and uncertainties. The information provided should not be seen as an endorsement of NewtekOne's claims or future performance.


In other recent news, NewtekOne, Inc. has made several significant moves in the financial sector. The company issued $75 million in senior notes due in 2029, a move that could potentially increase to $86.25 million if an option for additional purchase is fully exercised by underwriters, including Morgan Stanley & Co. LLC and UBS Securities LLC. The company also surpassed analysts' expectations for Q2 2024 earnings, reporting an earnings per share (EPS) of $0.43 and reaffirming its full-year EPS guidance between $1.85 and $2.05.


NewtekOne has also seen changes in its executive team with the appointment of Andrew Kaplan as its Chief Strategy Officer. Kaplan's extensive experience in banking and financial services is expected to bring valuable insights to the company's strategic initiatives.


In terms of business restructuring, NewtekOne divested its subsidiary, Newtek Technology Solutions, Inc., to Paltalk, Inc. The transaction involved a $4 million cash payment and 4 million shares of Paltalk's newly created preferred stock. These are recent developments that highlight NewtekOne's strategic financial maneuvers and commitment to growth.


InvestingPro Insights


In light of NewtekOne, Inc.'s recent public offering and anticipated financial activities, a glance at the company's performance metrics and market position offers valuable context for investors. As of the latest data, NewtekOne boasts a market capitalization of approximately $288.72 million, underlining its presence in the financial sector as a notable player.


InvestingPro Tips highlight the company's strong shareholder return potential, with a high shareholder yield and a significant dividend, which has been maintained for 10 consecutive years. These factors are particularly relevant for income-focused investors considering the company's stable history of dividend payments. Additionally, NewtekOne is trading at a low P/E ratio of 6.64, suggesting that its stock could be undervalued relative to its near-term earnings growth. This could be an attractive entry point for value investors.


From a financial performance standpoint, NewtekOne's revenue growth is impressive, with a 54.13% increase over the last twelve months as of Q2 2024, and a gross profit margin of 83.07%. The company's ability to generate profit is also reflected in the analysts' prediction that it will be profitable this year, a continuation of its profitability over the last twelve months.


For those seeking more in-depth analysis and additional InvestingPro Tips, the platform lists several other tips to consider, available at https://www.investing.com/pro/NEWT. These tips can provide further insights into NewtekOne's financial health and future prospects.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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