NASDAQ$NEWT

Newtekone Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Announced first quarter 2022 financial results, with SBA 7(a) loan fundings increasing by 56.5%.

Newtek Business Services Corp. reported its Q1 2022 financial results, noting a decrease in total investment income by 41.4% compared to Q1 2021, which included non-recurring PPP fee income. However, the company saw a 56.5% increase in SBA 7(a) loan fundings and declared a second quarter dividend of $0.752 per share, a 7.1% increase over Q2 2021.

  • Total investment income decreased by 41.4% to $20.3 million due to the absence of Paycheck Protection Program (PPP) fee income.
  • Net investment income decreased by 94.1% on a per share basis to $1.0 million, or $0.04 per share.
  • Adjusted net investment income (ANII) decreased by 31.4% on a per share basis to $17.3 million, or $0.72 per share.
  • SBA 7(a) loan fundings increased by 56.5% to $163.3 million.

Headline financials

Total Revenue

$20.3M

Previous: $34.7M-41.3%
EPS (adj)

$0.72

Previous: $1.05-31.4%
Free Cash Flow

$6.48M

No prior period
Net Income

$973K

No prior period
Operating Income

$973K

No prior period
Cash & Equivalents

$163M

No prior period

Revenue & EPS history

Newtekone · Revenue · Quarterly

$20.3M

Q1 2022-41.3%vs Q1 2021
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Forward guidance

Newtek forecasts funding approximately $750 million of SBA 7(a) loans and closing approximately $150 million SBA 504 loans for the full year 2022.

Tailwinds

  • NSBF forecasts funding approximately $750 million of SBA 7(a) loans for the full year 2022, which represents a 33.8% increase over $560.6 million of SBA 7(a) loans funded in 2021.
  • NBL forecasts closing approximately $150 million SBA 504 loans for the full year 2022, which would represent a 66.5% increase over $90.1 million of SBA 504 closings in 2021.
  • The Company has paid and declared dividends totaling $1.40 per share for the first and second quarters of 2022, which represents a 16.7% increase over dividends paid in the first and second quarters of 2021.
  • Newtek's joint venture, Newtek Conventional Lending LLC (“NCL”), closed a conventional commercial loan securitization with the sale of $56.3 million of Class A Notes
  • NewTracker® enables the company to remotely originate all business opportunities beyond lending through strategic alliance partnerships without the traditional use of branches, brokers, business development officers, and frequent salesforce contact

Headwinds

  • The pandemic influenced business results in 2020 and 2021, and Newtek's goal in 2022 is to replace approximately $50 million in PPP fee income earned in 2021.
  • Net asset value (“NAV”) of $398.5 million, or $16.49 per share, at March 31, 2022; a decrease of (1.4)% on a per share basis, compared to NAV of $16.72 per share at December 31, 2021.
  • Total investment income of $20.3 million for the three months ended March 31, 2022; a decrease of (41.4)% over total investment income of $34.7 million for the three months ended March 31, 2021.
  • Net investment income of $1.0 million, or $0.04 per share, for the three months ended March 31, 2022, which represents a (94.1)% decrease, on a per share basis, compared to net investment income of $15.2 million, or $0.68 per share, for the three months ended March 31, 2021.
  • Adjusted net investment income ("ANII") of $17.3 million, or $0.72 per share, for the three months ended March 31, 2022; a decrease of (31.4)%, on a per share basis, compared to ANII of $23.5 million, or $1.05 per share, for the three months ended March 31, 2021.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.8%

Avg return

Earnings day

+1.1%

Avg return

5 days after

+3.6%

Avg return

30 days after

52%

33 / 63 earnings

Positive

+10.7%

Q2 2013

Best reaction

-19.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.9%+3.9%+6.9%
Q4 2025-4.2%+6.3%+18.2%
Q3 2025-3.3%-0.6%+1.2%
Q4 2024+6.5%-15.6%-12.0%
Q3 2024+7.8%+17.1%+6.4%
Q2 2024-3.5%-6.4%-11.6%
Q1 2024+10.5%+14.5%+18.7%
Q4 2023+5.2%+4.4%+9.6%
Q3 2023-10.3%-11.0%-8.0%
Q2 2023+3.7%+7.2%-1.4%
Q1 2023+2.6%-5.4%+30.1%
Q4 2022-19.8%-17.9%-31.5%
Q3 2022+4.6%+2.8%+15.2%
Q2 2022-0.0%+6.1%+0.5%
Q1 2022-0.1%-1.7%-2.9%
Q4 2021-1.8%+3.9%+3.5%
Q3 2021-8.5%-5.7%-4.4%
Q2 2021+1.2%+8.1%+11.8%
Q1 2021+2.5%+9.1%+33.8%
Q4 2020-0.3%+3.6%+4.8%
Q3 2020-0.9%+0.8%+7.9%
Q2 2020-0.3%+2.8%-1.7%
Q1 2020+1.4%+2.5%+22.3%
Q4 2019-4.2%-16.5%-45.7%
Q3 2019+1.7%+0.4%+4.8%
Q2 2019-0.2%+2.0%+11.2%
Q1 2019+5.9%+9.8%+0.8%
Q4 2018-0.6%+0.3%+5.2%
Q3 2018+3.9%-0.2%+0.8%
Q2 2018+0.5%+3.4%+10.2%
Q1 2018+3.7%+4.4%+13.5%
Q4 2017+4.4%+7.9%+4.9%
Q3 2017-2.5%-1.9%+2.7%
Q2 2017+1.2%+1.4%+2.1%
Q1 2017+4.3%+3.1%+5.5%
Q4 2016-1.3%+3.3%-1.5%
Q3 2016-5.2%-1.2%+1.5%
Q2 2016-0.9%-2.8%+3.7%
Q1 2016+4.4%
Q4 2015+10.6%
Q3 2015+1.2%
Q2 2015-1.0%
Q1 2015+3.2%
Q4 2014-5.5%
Q3 2014+4.3%
Q2 2014+0.0%
Q1 2014-3.7%
Q4 2013-0.4%
Q3 2013+1.0%
Q2 2013+10.7%
Q1 2013+3.4%
Q4 2012+4.3%
Q3 2012-1.1%
Q2 2012+0.0%
Q1 2012+5.3%
Q4 2011+2.6%
Q3 2011-2.9%
Q2 2011-4.6%
Q1 2011-3.0%
Q4 2010+1.8%
Q3 2010+0.0%
Q2 2010+5.1%
Q1 2010+5.9%

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