NATRNasdaqPharmaceutical PreparationsFiscal year ends December 31
NATURES SUNSHINE PRODUCTS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$12.55−0.09 (-0.71%)
Close on Oct 19, 2026
- Market cap
- $230.13M
- P/E (TTM)
- 12.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.1%
16M of 18M shares
Institutional holders
153
17 new, 15 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
14 buys · 12 sales
Net bought $518.11K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | 913,791 | 5.20% | 13G (passive) | Sep 30, 2025 |
| BlackRock, Inc. | 889,765 | 5.04% | 13G (passive) | Sep 30, 2025 |
| Frohlich Phil | 1,924,486 | 10.90% | 13G (passive) amendment | Aug 6, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NATR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wynnefield Capital Inc | 2,473,686 | 14.06% | $53.93M | – | 37.09% |
| Prescott Group Capital Management, L.L.C. | 1,783,097 | 10.13% | $38.87M | – | 3.36% |
| BlackRock, Inc. | 989,020 | 5.62% | $21.56M | −75,434 | 0.00% |
| Dimensional Fund Advisors LP | 923,626 | 5.25% | $20.13M | +28,189 | 0.00% |
| American Century Companies Inc | 714,829 | 4.06% | $15.58M | +140,004 | 0.01% |
| Acadian Asset Management LLC | 687,710 | 3.91% | $14.97K | +29,905 | 0.02% |
| Kennedy Capital Management LLC | 623,831 | 3.55% | $13.60M | −67,667 | 0.24% |
| Vanguard Capital Management LLC | 604,411 | 3.44% | $13.18M | +7,578 | 0.00% |
| Renaissance Technologies LLC | 527,568 | 3.00% | $11.50M | −4,356 | 0.02% |
| Geode Capital Management, LLC | 379,914 | 2.16% | $8.28M | +7,365 | 0.00% |
| Punch & Associates Investment Management, Inc. | 340,000 | 1.93% | $7.41M | – | 0.37% |
| State Street Corp | 326,890 | 1.86% | $7.13M | +1,085 | 0.00% |
| Hillsdale Investment Management Inc. | 304,607 | 1.73% | $6.64M | −12,260 | 0.15% |
| Vanguard Portfolio Management LLC | 289,408 | 1.64% | $6.31M | +172,555 | 0.00% |
| Boston Partners | 262,663 | 1.49% | $5.73M | +42,470 | 0.01% |
| Morgan Stanley | 235,491 | 1.34% | $5.13M | −32,466 | 0.00% |
| Jacobs Levy Equity Management, Inc | 214,189 | 1.22% | $4.67M | +22,502 | 0.02% |
| Nuveen, LLC | 208,892 | 1.19% | $4.55M | +36,795 | 0.00% |
| Bfsg, LLC | 198,861 | 1.13% | $4.34M | +99,212 | 0.38% |
| First Eagle Investment Management, LLC | 197,600 | 1.12% | $4.31M | +98,800 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 153 | 16M | 90.1% | 17 / 53 | 55 / 15 | 1M | 1M |
| Q1 2026 | 153 | 15M | 87.0% | 32 / 60 | 35 / 22 | 2M | 1M |
| Q4 2025 | 146 | 15M | 83.3% | 31 / 53 | 39 / 9 | 1M | 1M |
| Q3 2025 | 124 | 15M | 83.6% | 19 / 62 | 20 / 11 | 2M | 1M |
| Q2 2025 | 117 | 14M | 81.3% | 29 / 51 | 21 / 5 | 3M | 4M |
| Q1 2025 | 95 | 15M | 86.5% | 10 / 23 | 40 / 6 | 0M | 0M |
| Q4 2024 | 92 | 15M | 86.9% | 10 / 34 | 25 / 8 | 0M | 0M |
| Q3 2024 | 90 | 15M | 87.3% | 7 / 34 | 29 / 15 | 2M | 1M |
| Q2 2024 | 99 | 15M | 85.2% | 10 / 37 | 39 / 18 | 1M | 1M |
| Q1 2024 | 107 | 15M | 87.7% | 13 / 41 | 34 / 11 | 1M | 1M |
| Q4 2023 | 105 | 15M | 87.2% | 19 / 39 | 31 / 4 | 2M | 1M |
| Q3 2023 | 90 | 14M | 81.9% | 13 / 24 | 30 / 4 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NATR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 584,254 | 3.32% | $12.43M | 0.05% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 421,191 | 2.39% | $9.18M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 391,719 | 2.23% | $8.54M | 0.01% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 179,767 | 1.02% | $3.92M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 169,667 | 0.96% | $3.70M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 158,312 | 0.90% | $3.19M | 0.01% | Jul 31, 2026 |
| Boston Partners Small Cap Value Fund II | 156,187 | 0.89% | $3.32M | 0.41% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 130,228 | 0.74% | $2.62M | 0.02% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 120,386 | 0.68% | $2.43M | 0.01% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 120,262 | 0.68% | $2.42M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 105,125 | 0.60% | $2.12M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 98,156 | 0.56% | $2.14M | 0.01% | Jun 30, 2026 |
| North Star Micro Cap Fund | 97,000 | 0.55% | $2.06M | 1.12% | May 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 87,037 | 0.49% | $1.75M | 0.06% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 85,510 | 0.49% | $1.82M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Kenneth G. Romanzi | Chief Executive Officer, Director | 143,999 | 0.82% | May 19, 2026 |
| Terrence Moorehead | Chief Executive Officer, Director | 543,292 | 3.09% | Jul 23, 2025 |
| Ruth Ann Perkins | EVP, Chief Financial Officer | 39,384 | 0.22% | Sep 15, 2026 |
| Jonathan David Lanoy | SVP, Chief Accounting Officer | 55,602 | 0.32% | Sep 3, 2026 |
| Kevin R. Herbert | EVP & President, North America | 46,890 | 0.27% | Jun 29, 2026 |
| Bryant J. Yates | EVP & President, Europe | 77,446 | 0.44% | Jun 11, 2026 |
| Daniel C. Norman | EVP & President, Asia | 47,276 | 0.27% | Jun 3, 2026 |
| Nathan G. Brower | EVP, General Counsel | 43,438 | 0.25% | May 22, 2026 |
| Kevin Gregory Fuller | Global Chief Marketing Officer | 31,548 | 0.18% | May 19, 2026 |
| Erich A. Fritz | EVP, Global Supply Chain | 20,889 | 0.12% | May 19, 2026 |
| Leslie Shane Jones | EVP & Chief Financial Officer | 104,658 | 0.59% | May 7, 2026 |
| Martin A. Gonzalez | EVP, Global Supply Chain | 68,403 | 0.39% | Nov 6, 2025 |
| Tracee Comstock | VP, Human Resources | 64,449 | 0.37% | Jul 23, 2025 |
| Steven J. Fasching | Director | 15,369 | 0.09% | May 20, 2026 |
| Robert D. Straus | Director | 56,514 | 0.32% | May 19, 2026 |
| Heidi Wissmiller | Director | 41,667 | 0.24% | May 19, 2026 |
| Katie May | Director | 14,266 | 0.08% | May 19, 2026 |
| Tess Roering | Director | 34,427 | 0.20% | May 19, 2026 |
| Curtis Kopf | Director | 34,427 | 0.20% | May 19, 2026 |
| Rong Yang | Director | 34,749 | 0.20% | May 19, 2026 |
| Group Aggressive Small Cap Master Fund Gp Prescott | 10% owner | – | – | Aug 19, 2026 |
| Group Aggressive Small Cap Lp Prescott | 10% owner | 1,783,097 | 10.13% | Aug 19, 2026 |
| Group Aggressive Small Cap Ii Lp Prescott | 10% owner | – | – | Aug 19, 2026 |
| Phil Frohlich | 10% owner | 1,944,486 | 11.05% | Aug 19, 2026 |
| Prescott Group Capital Management, L.L.C. | 10% owner | 1,884,486 | 10.71% | Aug 19, 2026 |
| Shanghai Fosun Pharmaceutical (Group) Co., Ltd. | 10% owner | 2,918,774 | 16.59% | Jun 27, 2025 |
| Pharma USA Inc. Fosun | 10% owner | 2,918,774 | 16.59% | Jun 27, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Ruth Ann Perkins EVP, Chief Financial Officer | Sep 2, 2026 | Award | +39,384 | – | – | 39,384 |
| Ruth Ann Perkins EVP, Chief Financial Officer | Sep 2, 2026 | Award | +36,049 | – | – | 75,433 |
| Jonathan David Lanoy SVP, Chief Accounting Officer | Sep 1, 2026 | Award | +7,210 | – | – | 55,602 |
| Phil Frohlich 10% owner | Aug 17, 2026 | Buy | +20,000 | $14.69 | $293.80K | 1,944,486 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 10, 2026 | Buy | +876 | $15.64 | $13.70K | 1,884,486 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 10, 2026 | Buy | +16,928 | $15.80 | $267.46K | 1,901,414 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 10, 2026 | Buy | +13,072 | $15.78 | $206.28K | 1,914,486 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 10, 2026 | Buy | +10,000 | $16.01 | $160.10K | 1,924,486 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 7, 2026 | Buy | +10,000 | $16.46 | $164.60K | 1,797,610 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 7, 2026 | Buy | +1,000 | $16.48 | $16.48K | 1,798,610 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 7, 2026 | Buy | +20,000 | $16.55 | $331.00K | 1,818,610 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 7, 2026 | Buy | +5,000 | $16.62 | $83.10K | 1,823,610 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 7, 2026 | Buy | +30,000 | $16.68 | $500.40K | 1,853,610 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 7, 2026 | Buy | +20,000 | $16.69 | $333.80K | 1,873,610 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 7, 2026 | Buy | +10,000 | $16.72 | $167.20K | 1,883,610 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 6, 2026 | Buy | +2,000 | $16.35 | $32.70K | 1,785,097 |
| Prescott Group Capital Management, L.L.C. 10% owner | Aug 6, 2026 | Buy | +2,513 | $16.75 | $42.09K | 1,787,610 |
| Kevin R. Herbert EVP & President, North America | Jun 26, 2026 | Tax withholding | −1,976 | $21.02 | $41.54K | 46,890 |
| Kevin R. Herbert EVP & President, North America | Jun 12, 2026 | Sale | −1,134 | $20.63 | $23.39K | 49,732 |
| Kevin R. Herbert EVP & President, North America | Jun 12, 2026 | Sale | −866 | $20.75 | $17.97K | 48,866 |
| Bryant J. Yates EVP & President, Europe | Jun 5, 2026 | Sale | −11,968 | $19.90 | $238.16K | 77,446 |
| Daniel C. Norman EVP & President, Asia | Jun 1, 2026 | Sale | −9,713 | $20.64 | $200.48K | 47,276 |
| Nathan G. Brower EVP, General Counsel | May 21, 2026 | Sale | −12,015 | $21.84 | $262.41K | 43,438 |
| Steven J. Fasching Director | May 15, 2026 | Award | +4,500 | – | – | 15,369 |
| Curtis Kopf Director | May 15, 2026 | Award | +4,500 | – | – | 34,427 |
| Nathan G. Brower EVP, General Counsel | May 15, 2026 | Award | +9,001 | – | – | 55,453 |
| Daniel C. Norman EVP & President, Asia | May 15, 2026 | Award | +11,377 | – | – | 56,989 |
| Jonathan David Lanoy SVP, Chief Accounting Officer | May 15, 2026 | Award | +6,107 | – | – | 48,392 |
| Tess Roering Director | May 15, 2026 | Award | +4,500 | – | – | 34,427 |
| Robert D. Straus Director | May 15, 2026 | Award | +4,500 | – | – | 56,514 |
| Rong Yang Director | May 15, 2026 | Award | +4,500 | – | – | 34,749 |
| Heidi Wissmiller Director | May 15, 2026 | Award | +4,500 | – | – | 41,667 |
| Bryant J. Yates EVP & President, Europe | May 15, 2026 | Award | +8,753 | – | – | 89,414 |
| Kevin Gregory Fuller Global Chief Marketing Officer | May 15, 2026 | Award | +8,984 | – | – | 31,548 |
| Erich A. Fritz EVP, Global Supply Chain | May 15, 2026 | Award | +9,226 | – | – | 20,889 |
| Katie May Director | May 15, 2026 | Award | +4,500 | – | – | 14,266 |
| Kevin R. Herbert EVP & President, North America | May 15, 2026 | Award | +8,326 | – | – | 50,866 |
| Kenneth G. Romanzi Chief Executive Officer, Director | May 15, 2026 | Award | +33,753 | – | – | 143,999 |
| Bryant J. Yates EVP & President, Europe | May 5, 2026 | Tax withholding | −707 | $25.92 | $18.33K | 77,567 |
| Bryant J. Yates EVP & President, Europe | May 5, 2026 | Option exercise | +2,448 | – | – | 78,274 |
| Bryant J. Yates EVP & President, Europe | May 5, 2026 | Option exercise | +2,716 | – | – | 80,283 |
| Bryant J. Yates EVP & President, Europe | May 5, 2026 | Tax withholding | −472 | $25.92 | $12.23K | 80,661 |
| Bryant J. Yates EVP & President, Europe | May 5, 2026 | Option exercise | +1,634 | – | – | 81,133 |
| Bryant J. Yates EVP & President, Europe | May 5, 2026 | Tax withholding | −784 | $25.92 | $20.32K | 79,499 |
| Erich A. Fritz EVP, Global Supply Chain | May 5, 2026 | Tax withholding | −469 | $25.92 | $12.16K | 11,663 |
| Erich A. Fritz EVP, Global Supply Chain | May 5, 2026 | Option exercise | +1,372 | – | – | 12,132 |
| Kenneth G. Romanzi Chief Executive Officer, Director | May 5, 2026 | Option exercise | +13,118 | – | – | 115,999 |
| Kenneth G. Romanzi Chief Executive Officer, Director | May 5, 2026 | Tax withholding | −5,753 | $25.92 | $149.12K | 110,246 |
| Daniel C. Norman EVP & President, Asia | May 5, 2026 | Tax withholding | −784 | $25.92 | $20.32K | 44,101 |
| Daniel C. Norman EVP & President, Asia | May 5, 2026 | Tax withholding | −707 | $25.92 | $18.33K | 42,169 |
| Daniel C. Norman EVP & President, Asia | May 5, 2026 | Option exercise | +2,716 | – | – | 44,885 |
| Daniel C. Norman EVP & President, Asia | May 5, 2026 | Option exercise | +2,448 | – | – | 42,876 |
| Daniel C. Norman EVP & President, Asia | May 5, 2026 | Tax withholding | −613 | $25.92 | $15.89K | 45,612 |
| Daniel C. Norman EVP & President, Asia | May 5, 2026 | Option exercise | +2,124 | – | – | 46,225 |
| Leslie Shane Jones EVP & Chief Financial Officer | May 5, 2026 | Tax withholding | −1,090 | $25.92 | $28.25K | 104,658 |
| Leslie Shane Jones EVP & Chief Financial Officer | May 5, 2026 | Option exercise | +2,484 | – | – | 105,748 |
| Leslie Shane Jones EVP & Chief Financial Officer | May 5, 2026 | Tax withholding | −1,756 | $25.92 | $45.52K | 103,264 |
| Leslie Shane Jones EVP & Chief Financial Officer | May 5, 2026 | Option exercise | +4,004 | – | – | 105,020 |
| Nathan G. Brower EVP, General Counsel | May 5, 2026 | Option exercise | +2,014 | – | – | 44,359 |
| Nathan G. Brower EVP, General Counsel | May 5, 2026 | Tax withholding | −582 | $25.92 | $15.09K | 43,777 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Richard D. Moss Director | Jul 8, 2025 | 1,000 | $15.93K | Jul 8, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jul 7, 2025 | 3,500 | $54.99K | Jul 7, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jul 3, 2025 | 1,500 | $22.98K | Jul 3, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jul 1, 2025 | 1,500 | $22.13K | Jul 1, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jun 25, 2025 | 2,000 | $29.80K | Jun 25, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jun 23, 2025 | 3,000 | $44.16K | Jun 23, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jun 20, 2025 | 1,500 | $21.92K | Jun 20, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jun 18, 2025 | 1,000 | $14.53K | Jun 18, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jun 13, 2025 | 734 | $10.61K | Jun 13, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | Jun 3, 2025 | 1,000 | $14.53K | Jun 3, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | May 29, 2025 | 5,500 | $82.54K | May 29, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | May 27, 2025 | 3,000 | $44.26K | May 27, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | May 22, 2025 | 500 | $7.20K | May 22, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | May 19, 2025 | 3,000 | $44.32K | May 19, 2025 | Restricted Share Grants and Compensation |
| Richard D. Moss Director | May 16, 2025 | 2,500 | $36.84K | May 16, 2025 | Restricted Share Grants and Compensation |