Mitsubishi UFJ Asset Management Co. Ltd. Has $25.62 Million Stake in Natera, Inc. $NTRA

Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in shares of Natera, Inc. (NASDAQ:NTRA) by 5.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 159,166 shares of the medical research company’s stock after acquiring an additional 8,630 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Natera were worth $25,621,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in NTRA. Sound Income Strategies LLC lifted its holdings in Natera by 95.7% during the 3rd quarter. Sound Income Strategies LLC now owns 225 shares of the medical research company’s stock valued at $39,000 after purchasing an additional 110 shares during the last quarter. Quent Capital LLC acquired a new position in shares of Natera in the third quarter valued at $46,000. Hilltop National Bank raised its position in shares of Natera by 59.8% in the third quarter. Hilltop National Bank now owns 310 shares of the medical research company’s stock valued at $50,000 after purchasing an additional 116 shares during the period. N.E.W. Advisory Services LLC lifted its stake in shares of Natera by 256.8% during the 2nd quarter. N.E.W. Advisory Services LLC now owns 314 shares of the medical research company’s stock worth $53,000 after buying an additional 226 shares during the last quarter. Finally, Blue Trust Inc. boosted its holdings in shares of Natera by 23.1% during the 3rd quarter. Blue Trust Inc. now owns 431 shares of the medical research company’s stock worth $69,000 after buying an additional 81 shares during the period. 99.90% of the stock is owned by institutional investors and hedge funds.

Key Natera News

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.)

Analyst Upgrades and Downgrades

A number of research analysts recently commented on NTRA shares. Weiss Ratings reiterated a “sell (d-)” rating on shares of Natera in a research note on Thursday, January 22nd. JPMorgan Chase & Co. boosted their price objective on Natera from $250.00 to $260.00 and gave the stock an “overweight” rating in a report on Monday, December 15th. Zacks Research raised Natera from a “strong sell” rating to a “hold” rating in a research report on Thursday, January 1st. Guggenheim increased their target price on Natera from $230.00 to $270.00 and gave the stock a “buy” rating in a research note on Monday, January 5th. Finally, Piper Sandler lifted their price target on Natera from $220.00 to $230.00 and gave the stock an “overweight” rating in a report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $254.47.

Natera Trading Down 3.7%

NASDAQ NTRA opened at $208.04 on Monday. The company has a market cap of $28.78 billion, a price-to-earnings ratio of -135.97 and a beta of 1.65. The company has a 50 day moving average of $226.52 and a 200-day moving average of $204.17. Natera, Inc. has a 1-year low of $125.38 and a 1-year high of $256.36.

Natera (NASDAQ:NTRA) last issued its quarterly earnings results 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 business had revenue of $665.50 million for the quarter, compared to the consensus estimate 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) earnings per share. On average, equities research analysts forecast that Natera, Inc. will post -1.49 earnings per share for the current year.

Insider Buying and Selling

In other Natera news, insider John Fesko sold 17,806 shares of the stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $234.74, for a total transaction of $4,179,780.44. Following the sale, the insider directly owned 177,591 shares in the company, valued at $41,687,711.34. This represents a 9.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Solomon Moshkevich sold 23,205 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $234.74, for a total transaction of $5,447,141.70. Following the completion of the transaction, the insider directly owned 144,992 shares in the company, valued at approximately $34,035,422.08. This represents a 13.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 360,719 shares of company stock valued at $84,194,824 in the last ninety days. Insiders own 5.63% of the company’s stock.

About Natera

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.