Natera, Inc. $NTRA Stock: Mesirow Financial Investment Management Inc. Lowers Stake

Mesirow Financial Investment Management Inc. reduced its stake in Natera, Inc. (NASDAQ:NTRA) by 11.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 20,402 shares of the medical research company’s stock after selling 2,763 shares during the quarter. Mesirow Financial Investment Management Inc.’s holdings in Natera were worth $8,432,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. SYM FINANCIAL Corp increased its position in Natera by 1.7% during the 3rd quarter. SYM FINANCIAL Corp now owns 1,897 shares of the medical research company’s stock valued at $784,000 after purchasing an additional 32 shares during the period. Versant Capital Management Inc lifted its position in shares of Natera by 4.6% in the 3rd quarter. Versant Capital Management Inc now owns 815 shares of the medical research company’s stock worth $337,000 after purchasing an additional 36 shares during the period. AlphaCentric Advisors LLC lifted its position in shares of Natera by 3.0% in the 3rd quarter. AlphaCentric Advisors LLC now owns 1,432 shares of the medical research company’s stock worth $592,000 after purchasing an additional 42 shares during the period. VestGen Advisors LLC boosted its stake in shares of Natera by 3.1% in the 3rd quarter. VestGen Advisors LLC now owns 1,460 shares of the medical research company’s stock valued at $603,000 after purchasing an additional 44 shares during the last quarter. Finally, Parallel Advisors LLC boosted its stake in shares of Natera by 5.5% in the 1st quarter. Parallel Advisors LLC now owns 905 shares of the medical research company’s stock valued at $181,000 after purchasing an additional 47 shares during the last quarter. 99.90% of the stock is currently owned by institutional investors.

Natera Stock Down 2.6%

Natera stock opened at $311.98 on Wednesday. The company has a market capitalization of $45.24 billion, a PE ratio of -273.67 and a beta of 1.55. Natera, Inc. has a 12-month low of $181.00 and a 12-month high of $437.41. The firm’s fifty day moving average is $379.93 and its 200 day moving average is $270.42.

Natera (NASDAQ:NTRA) last posted its quarterly earnings results on Thursday, November 5th. The medical research company reported ($0.42) EPS for the quarter, missing analysts’ consensus estimates of ($0.28) by ($0.14). Natera had a negative return on equity of 8.61% and a negative net margin of 5.66%. The company had revenue of $793.98 million during the quarter, compared to analyst estimates of $707.54 million. During the same quarter in the previous year, the business posted ($0.64) earnings per share. The company’s revenue for the quarter was up 34.1% compared to the same quarter last year. Sell-side analysts expect that Natera, Inc. will post -1.20 EPS for the current fiscal year.

Insider Transactions at Natera

In related news, CEO Steven Chapman sold 3,801 shares of the business’s stock in a transaction dated Monday, November 2nd. The stock was sold at an average price of $411.80, for a total value of $1,565,251.80. Following the completion of the sale, the chief executive officer directly owned 87,431 shares of the company’s stock, valued at $36,004,085.80. The trade was a 4.17% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Michael Brophy sold 1,906 shares of the company’s stock in a transaction that occurred on Friday, October 30th. The stock was sold at an average price of $425.55, for a total value of $811,098.30. Following the transaction, the chief financial officer directly owned 46,574 shares in the company, valued at approximately $19,819,565.70. This trade represents a 3.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,056 shares of company stock valued at $17,760,989 in the last 90 days. 5.05% of the stock is currently owned by corporate insiders.

Key Stories Impacting Natera

Here are the key news stories impacting Natera this week:

• Positive Sentiment: Third-quarter revenue rose 34.1% to about $794 million, beating estimates, and Natera raised its 2026 sales outlook as test volumes—particularly oncology testing—accelerated. NTRA Q3 Loss Wider Than Expected, Revenues Beat, ’26 Sales View Up
• Positive Sentiment: Management highlighted a long-term goal of $6 billion in revenue by 2029, supported by Signatera growth, broader reimbursement and continued investment. Natera Q3 Earnings Call Highlights $6B Target & Raised 2026 Outlook
• Positive Sentiment: Natera is collaborating with Incyte on a Phase 2 colorectal cancer trial, which could support its oncology testing business, though the commercial impact will depend on trial results and adoption. Natera Launching Collaboration With Incyte for Phase 2 Trial to Treat Colorectal Cancer
• Neutral Sentiment: A report listed short interest at zero shares as of November 10, a figure that does not indicate meaningful short positioning; the report’s description of a significant increase appears inconsistent with that number.
• Negative Sentiment: Despite the revenue beat, Natera’s quarterly loss of $0.42 per share was wider than the $0.28 loss analysts expected, highlighting ongoing profitability concerns. NTRA Q3 Loss Wider Than Expected, Revenues Beat, ’26 Sales View Up
• Negative Sentiment: Analysts cut price targets, including Robert W. Baird’s reduction to $403 from $458, while maintaining an Outperform rating. JPMorgan also reportedly lowered its target, adding a cautious note despite the improved outlook. Robert W. Baird Stock Recommendations Natera Stock Gets Price Target Cut from JPMorgan Chase & Co.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on NTRA. Stephens increased their price objective on shares of Natera from $305.00 to $350.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. Robert W. Baird dropped their target price on shares of Natera from $458.00 to $403.00 and set an “outperform” rating on the stock in a report on Monday. Piper Sandler reaffirmed an “overweight” rating and set a $363.50 price target on shares of Natera in a research report on Friday. Canaccord Genuity Group increased their price target on Natera from $375.00 to $500.00 and gave the stock a “buy” rating in a report on Monday, October 19th. Finally, Zacks Research lowered Natera from a “hold” rating to a “strong sell” rating in a research report on Friday, October 16th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $394.31.

Natera Company Profile

Natera, Inc. is a diagnostics company that develops and provides genetic testing and molecular diagnostics for reproductive health, oncology and organ health. Its tests analyze cell-free DNA and other genetic material to support screening, diagnosis and disease monitoring. In reproductive health, Natera offers Panorama, a noninvasive prenatal screening test, and Horizon, a carrier screening test. Its oncology portfolio includes Signatera, a personalized circulating tumor DNA test used to monitor for molecular residual disease and assess cancer recurrence.