Mitsubishi UFJ Asset Management Co. Ltd. Acquires 8,630 Shares of Natera, Inc. $NTRA

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Natera, Inc. (NASDAQ:NTRA) by 5.7% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 159,166 shares of the medical research company’s stock after purchasing an additional 8,630 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.12% of Natera worth $25,621,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of NTRA. Sound Income Strategies LLC boosted its holdings in shares of Natera by 95.7% in the third quarter. Sound Income Strategies LLC now owns 225 shares of the medical research company’s stock valued at $39,000 after buying an additional 110 shares during the period. Quent Capital LLC acquired a new stake in shares of Natera during the third quarter worth $46,000. Hilltop National Bank lifted its position in Natera by 59.8% in the 3rd quarter. Hilltop National Bank now owns 310 shares of the medical research company’s stock valued at $50,000 after acquiring an additional 116 shares in the last quarter. N.E.W. Advisory Services LLC lifted its position in Natera by 256.8% in the 2nd quarter. N.E.W. Advisory Services LLC now owns 314 shares of the medical research company’s stock valued at $53,000 after acquiring an additional 226 shares in the last quarter. Finally, AXS Investments LLC acquired a new position in Natera in the 3rd quarter worth $69,000. 99.90% of the stock is currently owned by institutional investors and hedge funds.

Natera Stock Performance

Shares of NASDAQ NTRA opened at $208.04 on Monday. The stock has a 50 day moving average price of $226.52 and a 200 day moving average price of $204.17. The stock has a market capitalization of $28.78 billion, a PE ratio of -135.97 and a beta of 1.65. Natera, Inc. has a 52 week low of $125.38 and a 52 week high of $256.36.

Natera (NASDAQ:NTRA) last announced its quarterly earnings data on Thursday, February 26th. The medical research company reported $0.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.46) by $0.81. The company had revenue of $665.50 million for the quarter, compared to analysts’ expectations of $600.68 million. Natera had a negative return on equity of 16.71% and a negative net margin of 9.03%.During the same quarter in the prior year, the business posted ($0.41) EPS. As a group, research analysts forecast that Natera, Inc. will post -1.49 EPS for the current year.

Trending Headlines about Natera

Here are the key news stories impacting Natera this week:

• Positive Sentiment: Quarterly beat — Natera reported Q4 revenue of $665.5M and GAAP EPS of $0.35, well ahead of street estimates (revenue ~$600.7M, EPS loss consensus). The beat supports near-term growth expectations and underpins the stock’s recent strength. Natera Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Favorable clinical data — New Signatera MRD data presented at ASCO GU highlight potential utility across genitourinary cancers (including bladder preservation), which may expand clinical adoption and long-term revenue for Natera’s oncology franchise. Signatera MRD Data at ASCO GU
• Positive Sentiment: Trial results — Natera reported results from the SINERGY trial, another clinical datapoint that could support commercial adoption of its assays. Natera Announces Results From the SINERGY Trial
• Positive Sentiment: Analyst upgrades/targets — Robert W. Baird raised its price target to $257 (outperform) and Wells Fargo raised its target to $215 (equal weight), signaling some sell-side confidence in upside from current levels. Benzinga – Analyst Price Target Changes
• Neutral Sentiment: Full-year revenue guidance roughly in line with consensus — Management issued FY2026 revenue guidance (roughly $2.6B–$2.7B), which appears consistent with street expectations and reduces upside surprise potential from guidance alone. (See Q4 release for guidance details.) Natera Reports Fourth Quarter and Full Year 2025 Financial Results
• Neutral Sentiment: Analyst consensus — Aggregated analyst coverage remains constructive (average “Moderate Buy”), which supports medium-term expectations but doesn’t preclude short-term volatility. Analyst Average Rating
• Negative Sentiment: Valuation and fundamentals concerns — Despite the beat, Natera still shows negative net margin and negative return on equity on a GAAP basis; combined with a high market capitalization and a recent run-up toward 52-week highs, investors may be taking profits. MarketBeat Q4 Coverage
• Negative Sentiment: Heavy intraday volume and selling pressure — Trading volume was well above average, consistent with a distribution day where some holders trimmed positions after the company’s strong quarter; that drove the stock lower despite the positives. (See intraday volume and price action for context.)

Wall Street Analysts Forecast Growth

Several analysts have issued reports on NTRA shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Natera in a research note on Thursday, January 22nd. BTIG Research increased their price objective on Natera from $230.00 to $260.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Piper Sandler lifted their target price on Natera from $220.00 to $230.00 and gave the company an “overweight” rating in a research report on Tuesday, November 11th. Citigroup started coverage on Natera in a research report on Wednesday, January 7th. They set a “buy” rating and a $300.00 price target for the company. Finally, Zacks Research raised shares of Natera from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 1st. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $254.47.

Insider Activity

In other news, insider Solomon Moshkevich sold 1,639 shares of the business’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $230.77, for a total transaction of $378,232.03. Following the transaction, the insider directly owned 137,847 shares in the company, valued at $31,810,952.19. The trade was a 1.18% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Michael Burkes Brophy sold 6,939 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $227.83, for a total transaction of $1,580,912.37. Following the completion of the sale, the chief financial officer directly owned 52,120 shares in the company, valued at approximately $11,874,499.60. The trade was a 11.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 360,719 shares of company stock valued at $84,194,824. 5.63% of the stock is owned by insiders.

Natera Company Profile

Natera is a global diagnostics company that develops and commercializes cell-free DNA and other genetic testing technologies for clinical applications. The company focuses on three principal areas: reproductive health (including non-invasive prenatal testing and carrier screening), oncology (tumor-informed assays for minimal residual disease and recurrence monitoring), and organ transplantation (cell-free DNA tests to detect allograft injury). Natera combines laboratory testing, proprietary bioinformatics, and clinical reporting to deliver personalized genetic information to clinicians and patients.

Key product offerings include Panorama, a non-invasive prenatal test that screens for fetal chromosomal abnormalities and select single-gene conditions; Horizon carrier screening for inherited conditions; Signatera, a personalized, tumor-informed assay used for detecting minimal residual disease and monitoring treatment response in cancer patients; and Prospera, a donor-derived cell-free DNA test used to assess the risk of organ rejection.