Insider Trading March 11, 2026

Natera CEO Sells $1.15M in Stock After RSU Vesting; Analysts Split on Valuation

Steven L. Chapman disposed of 5,623 shares under a pre-arranged plan as the company posts stronger-than-expected Q4 revenue and mixed analyst reactions

By Sofia Navarro NTRA
Natera CEO Sells $1.15M in Stock After RSU Vesting; Analysts Split on Valuation
NTRA

Natera CEO and President Steven Leonard Chapman sold 5,623 shares on March 10, 2026, for roughly $1.15 million after receiving an equal number of vested RSUs the prior day. The transaction was executed under a pre-arranged trading plan to address tax obligations tied to RSU vesting. The company reported a stronger-than-expected fourth quarter, drawing differing price-target moves and ratings from major firms while remaining unprofitable on an EPS basis.

Key Points

  • Natera CEO Steven Leonard Chapman sold 5,623 shares on March 10, 2026, for roughly $1.15 million after receiving 5,623 vested RSUs on March 9, 2026.
  • The sale was conducted under a pre-arranged trading plan and was partially intended to cover tax obligations resulting from RSU vesting.
  • Natera reported Q4 2025 revenue of $666 million, beating expectations of $590.72 million by 12.66%, prompting mixed analyst reactions and price-target adjustments.

Natera, Inc. (NASDAQ: NTRA) Chief Executive Officer and President Steven Leonard Chapman completed a stock sale on March 10, 2026, disposing of 5,623 shares of common stock at a price of $204.1327 per share. The sale generated proceeds of approximately $1.15 million.

According to a Form 4 filing with the Securities and Exchange Commission, Chapman had acquired the same number of shares the day before, on March 9, 2026. Those shares were issued as Restricted Stock Units (RSUs) that were fully vested at issuance; each RSU represented a contingent right to receive one share of Natera common stock.

Following the pair of transactions, Chapman is recorded as directly holding 156,607 shares of Natera common stock. The filing notes that the disposition on March 10 was at least in part intended to satisfy tax liabilities stemming from the RSU vesting, and the sale was carried out under a pre-arranged trading plan.


Market context in the filing shows Natera trading at $196.61, corresponding to a market capitalization of $27.88 billion. Separately, InvestingPro analysis mentioned in the filing indicates that the stock may be trading above its Fair Value.

The filing also references analyst activity and company performance. InvestingPro Tips report that eight analysts have revised their earnings estimates upward for the upcoming period, even as the company remains unprofitable on a per-share basis, with reported earnings per share of -$1.52.

Natera’s fourth-quarter 2025 results are also highlighted. The company reported revenue of $666 million for the quarter, exceeding analyst expectations of $590.72 million and representing a 12.66% upside to consensus. Those results prompted varying responses from research firms.

Canaccord Genuity reaffirmed a Buy rating on Natera and maintained a price target of $285, citing increased test volumes across Natera’s business segments and specifically noting higher Signatera clinical test volume. Morgan Stanley, while keeping an Overweight rating, reduced its price target from $265 to $250 following the fourth-quarter results. Morgan Stanley’s revision was based on an updated financial model that applied a discounted cash flow framework using a CAPM-derived weighted average cost of capital of 6.7% and a 3.0% terminal growth rate.

These developments capture a period of active insider transaction reporting, notable quarterly performance, and divergent analyst views on valuation and forward expectations for Natera. Investors interested in more detailed professional analysis are directed in the filing to a Pro Research Report available through InvestingPro for Natera and more than 1,400 other U.S. equities.

Risks

  • Natera remains unprofitable with EPS of -$1.52, posing continued earnings and profitability risk for investors and impacting the healthcare and biotech sectors.
  • Analyst views differ on valuation and forward forecasts, illustrated by a maintained Buy rating and price target of $285 from one firm versus a reduced target to $250 from another, reflecting model sensitivity to assumptions and valuation risk.
  • InvestingPro analysis indicates the stock may be trading above its Fair Value, introducing potential downside risk if market or company fundamentals do not meet elevated expectations.

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