Newtek Bank, National Association
Miami, FL FDIC 18734 $2B-$5B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 4.15% +2.20 1.96%
Return on Equity (%) 46.20% +28.05 18.15%
Net Interest Margin (%) 4.41% -0.61 5.01%
Efficiency Ratio (%) 39.97% -8.16 48.12%
Pre-Provision Profit ($M) $37 +15.72 $22
Cost of Funds (%) 2.88% -0.37 3.25%
Balance Sheet
Total Assets ($M) $2,162 +913.67 $1,248
Gross Loans ($M) $1,689 +752.87 $936
Loan Growth YoY (%) 84.82% +0.76 84.06%
Total Deposits ($M) $1,936 +868.57 $1,068
Shareholders Equity ($M) $182 +46.79 $136
Tang. Book Value ($M) $154 +43.52 $110
Loan / Deposit Ratio (%) 84.82% +0.76 84.06%
Credit Quality
NPA / Total Assets (%) 4.56% +0.87 3.69%
Allowance / Loans (%) 2.77% -1.36% 4.13%
Net Charge-Off Ratio (%) 5.62% +0.86 4.76%
Capital
Tier 1 Capital Ratio (%) 11.08% -2.27 13.35%
Noninterest income ($41.87M) is materially above the typical range relative to net interest income. This may include one-time items. Efficiency ratio may not reflect recurring earnings power.
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▇█▆▅▆▆▆▁ Net Interest Margin (%) 5.37% 5.55% 5.25% 5.01% 5.17% 5.23% 5.21% 4.41%
███▁▂▃▂▅ Return on Assets (%) 5.97% 6.05% 6.01% 1.96% 2.88% 3.10% 2.93% 4.15%
▆▄▃████▁ Efficiency Ratio (%) 45.9% 43.5% 42.4% 48.1% 48.4% 47.8% 48.0% 40.0%
█▆▃▆▁▂▁▁ Cost of Funds (%) 3.51% 3.32% 3.04% 3.25% 2.87% 2.98% 2.81% 2.88%
▁▂▁▅▆██▇ NPA / Assets (%) 1.72% 2.22% 2.06% 3.69% 4.04% 5.20% 5.07% 4.56%
▁▂▂▅▆██▇ Net Charge-Off Ratio (%) 2.50% 3.08% 3.24% 4.76% 4.84% 5.96% 6.11% 5.62%
▁▁▂▃▄▆▆█ Tang. Book Value ($M) $93 $97 $105 $110 $117 $132 $137 $154
▁▁▂▃▄▆▇█ Gross Loans ($M) $564 $659 $774 $936 $1,110 $1,270 $1,415 $1,689
▁▁▃▃▄▄▆█ Total Deposits ($M) $664 $746 $1,043 $1,068 $1,157 $1,285 $1,513 $1,936
Portfolio Composition — Q1'26
Loan Mix%
Real Estate60%
C&I / Commercial40%
Deposit Mix%
Nonint.-Bearing Demand4%
Interest-Bearing (core)87%
Brokered / Other9%
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