Nature’s Sunshine Products (NASDAQ:NATR) Posts Quarterly Earnings Results, Beats Expectations By $0.11 EPS

Nature’s Sunshine Products (NASDAQ:NATR) issued its quarterly earnings results on Tuesday. The company reported $0.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.19 by $0.11, FiscalAI reports. The business had revenue of $123.81 million for the quarter, compared to analyst estimates of $121.62 million. Nature’s Sunshine Products had a net margin of 3.18% and a return on equity of 10.86%.

Here are the key takeaways from Nature’s Sunshine Products’ conference call:

• Nature’s Sunshine delivered a record year with $480.1 million in 2025 net sales (+6% YoY) and full-year adjusted EBITDA of $49.4 million (22% growth), while Q4 net sales were $123.8 million (+5%).
• Digital and subscription momentum is accelerating—North America digital sales grew 47% in Q4, website subscription autoship rose to 47% of web revenue, and China autoship reached 18% of revenue—driving higher customer acquisition and recurring revenue.
• Gross margin improved to 72.5% (up 55 bps) from a year ago and management expects modest further improvement with margins likely settling in the upper 72% range in 2026.
• The balance sheet is strong with $93.9 million in cash, no debt, and continued capital returns (1.3 million shares repurchased for ~$16.3 million in 2025 with ~$17.4 million remaining).
• 2026 guidance calls for modest top-line growth ($500–$515 million, +4–7%) but adjusted EBITDA is guided to only $50–$54 million (+1–9%) as management plans measured investments (digital, technology, product innovation and potential M&A) that will temper near‑term profitability amid macro and tariff/inflation uncertainty.

Nature’s Sunshine Products Stock Performance

NATR stock traded up $0.61 during trading on Wednesday, reaching $25.69. 58,493 shares of the company were exchanged, compared to its average volume of 123,698. The company has a market cap of $449.58 million, a P/E ratio of 31.72 and a beta of 0.94. Nature’s Sunshine Products has a 52-week low of $11.01 and a 52-week high of $28.14. The stock’s 50 day moving average price is $24.90 and its 200 day moving average price is $20.34.

Insider Transactions at Nature’s Sunshine Products

In other news, EVP Bryant J. Yates sold 1,700 shares of the firm’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $22.29, for a total value of $37,893.00. Following the completion of the transaction, the executive vice president owned 98,604 shares in the company, valued at $2,197,883.16. This trade represents a 1.69% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Company insiders own 5.60% of the company’s stock.

Hedge Funds Weigh In On Nature’s Sunshine Products

Several hedge funds have recently added to or reduced their stakes in the business. Boston Partners purchased a new stake in shares of Nature’s Sunshine Products in the fourth quarter valued at about $4,544,000. Manatuck Hill Partners LLC purchased a new position in shares of Nature’s Sunshine Products during the 2nd quarter worth approximately $1,923,000. Vanguard Group Inc. increased its stake in shares of Nature’s Sunshine Products by 15.3% during the 3rd quarter. Vanguard Group Inc. now owns 803,104 shares of the company’s stock worth $12,464,000 after purchasing an additional 106,688 shares in the last quarter. Kennedy Capital Management LLC raised its position in shares of Nature’s Sunshine Products by 14.6% during the 3rd quarter. Kennedy Capital Management LLC now owns 675,764 shares of the company’s stock worth $10,488,000 after purchasing an additional 86,128 shares during the last quarter. Finally, Two Sigma Investments LP raised its position in shares of Nature’s Sunshine Products by 215.5% during the 3rd quarter. Two Sigma Investments LP now owns 119,798 shares of the company’s stock worth $1,859,000 after purchasing an additional 81,830 shares during the last quarter. 79.40% of the stock is currently owned by hedge funds and other institutional investors.

More Nature’s Sunshine Products News

Here are the key news stories impacting Nature’s Sunshine Products this week:

• Positive Sentiment: Q4 beat: Reported EPS $0.30 vs. $0.19 consensus and revenue $123.8M vs. $121.6M expectations — signs of improving top- and bottom-line momentum. Nature’s Sunshine Reports Strong Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Raised FY2026 revenue outlook to $500M–$515M vs. consensus ~ $494M, providing an explicit near-term growth target that supports multiple expansion. Earnings and Guidance Details
• Positive Sentiment: Analyst lift: Canaccord (and broader Street attention) raised the price target to $29 and reiterates a buy view, which can drive demand from institutional and retail buyers. Wall Street Lifts Targets
• Positive Sentiment: Management growth narrative: Company reiterated a $1B sales vision and projects 4%–7% growth for 2026, emphasizing digital expansion as the key driver — a positive strategic story for growth investors. 1B Sales Vision Article
• Neutral Sentiment: Conference materials and transcript are available for deeper due diligence — useful for investors but not an immediate price catalyst by themselves. Earnings Call Transcript
• Neutral Sentiment: Pre-earnings coverage and previews (Benzinga, Yahoo) increased awareness and trading interest ahead of results — may have amplified the move but are informational. Earnings Preview
• Negative Sentiment: Profitability remains modest: reported net margin ~3.2% and ROE ~10.9% — margins will need to expand for the valuation (P/E ~33.5) to be sustained. Financial Results Details
• Negative Sentiment: Execution risk: the $1B sales target and digital growth goals are ambitious — failure to convert could reverse enthusiasm. Growth Vision Article

Analyst Upgrades and Downgrades

NATR has been the topic of several recent analyst reports. Canaccord Genuity Group boosted their target price on Nature’s Sunshine Products from $22.00 to $29.00 and gave the stock a “buy” rating in a research report on Tuesday. Weiss Ratings restated a “hold (c+)” rating on shares of Nature’s Sunshine Products in a research note on Monday, December 29th. Two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $26.00.

About Nature’s Sunshine Products

Nature’s Sunshine Products, Inc is a global manufacturer and direct seller of nutritional supplements, herbal remedies, and personal care products. The company’s core business centers on research, development and distribution of vitamins, minerals, botanicals and essential oil-based formulations designed to support overall health and wellness. Operating under a network-marketing model, Nature’s Sunshine works through a network of independent distributors who promote and sell its product line directly to consumers.

The company’s product portfolio spans dietary supplements such as single-ingredient vitamins, proprietary herbal blends, sports nutrition formulas and weight-management solutions, along with skin and hair care items based on botanical extracts and essential oils.