Tempus AI, Inc. $TEM Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. cut its position in Tempus AI, Inc. (NASDAQ:TEM) by 10.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,463,095 shares of the company’s stock after selling 406,846 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned 1.99% of Tempus AI worth $279,506,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Renaissance Capital LLC increased its holdings in Tempus AI by 26.9% in the third quarter. Renaissance Capital LLC now owns 84,166 shares of the company’s stock valued at $6,793,000 after buying an additional 17,866 shares during the last quarter. Pier 88 Investment Partners LLC acquired a new position in shares of Tempus AI in the 2nd quarter worth approximately $286,000. Strs Ohio bought a new stake in shares of Tempus AI in the 1st quarter valued at approximately $1,718,000. Blair William & Co. IL raised its position in shares of Tempus AI by 109.2% during the 2nd quarter. Blair William & Co. IL now owns 67,637 shares of the company’s stock valued at $4,298,000 after acquiring an additional 35,303 shares in the last quarter. Finally, Trivium Point Advisory LLC raised its position in shares of Tempus AI by 670.7% during the 2nd quarter. Trivium Point Advisory LLC now owns 38,627 shares of the company’s stock valued at $2,454,000 after acquiring an additional 33,615 shares in the last quarter. Hedge funds and other institutional investors own 24.22% of the company’s stock.

Trending Headlines about Tempus AI

Here are the key news stories impacting Tempus AI this week:

• Positive Sentiment: Preliminary Q4 and full‑year 2025 results show revenue of about $1.27B (≈83% YoY growth) with diagnostics revenue up ~111% — a clear top‑line beat that supports faster growth expectations. Tempus Announces Preliminary Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Tempus reported record Total Contract Value (TCV) exceeding $1.1 billion as of 12/31/25, with data agreements across >70 pharma customers (including major pharma names) — a sign of durable, enterprise demand and recurring revenue potential. Tempus Achieves Record Total Contract Value Exceeding $1.1 Billion
• Positive Sentiment: Strategic clinical partnerships announced with NYU Langone Health aim to expand precision oncology services and molecular profiling capabilities — supports commercial adoption and clinical credibility. Tempus and NYU Langone Health Announce Strategic Collaboration to Advance Precision Oncology
• Positive Sentiment: Northwestern Medicine selected Tempus to expand genomic testing access across cancer patients — another clinical partnership that should drive diagnostics volume and recurring revenue. Northwestern Medicine Selects Tempus to Expand Genomic Testing
• Neutral Sentiment: Company updated FY‑2025 and Q4‑2025 revenue guidance (~$1.3B FY; Q4 revenue ~$367M) that is roughly in line with or modestly above consensus, but EPS guidance was not clearly communicated in the release — creates guidance clarity on revenue but leaves profit outlook ambiguous.
• Neutral Sentiment: Market‑wide futures weakness was noted in premarket headlines and could pressure short‑term trading in biotech/AI names like Tempus even if company‑specific news is positive. Stock Market Today: Dow Jones, S&P 500 Futures Tumble As DOJ Serves Federal Reserve—Vistra, Tempus AI, Alibaba In Focus
• Neutral Sentiment: Reported short‑interest data for mid‑January appears erroneous/zero and provides no meaningful signal about bearish positioning or squeeze potential.
• Negative Sentiment: Analyst coverage notes the stock has rallied strongly (~+105% YTD), but persistent GAAP losses and negative margins still cloud longer‑term profitability and valuation — a key risk for investors pricing in continued high growth. Tempus AI Stock Rallies 105% in a Year: Should Investors Still Hold?

Analysts Set New Price Targets

A number of research firms have commented on TEM. Morgan Stanley lifted their price objective on shares of Tempus AI from $80.00 to $85.00 and gave the stock an “overweight” rating in a report on Monday, December 1st. HC Wainwright reduced their price target on shares of Tempus AI from $98.00 to $89.00 and set a “buy” rating on the stock in a research report on Friday, November 7th. Cowen downgraded shares of Tempus AI from a “buy” rating to a “hold” rating in a research report on Tuesday, October 21st. JPMorgan Chase & Co. dropped their price objective on shares of Tempus AI from $85.00 to $80.00 and set a “neutral” rating on the stock in a research note on Monday, December 15th. Finally, Canaccord Genuity Group cut their target price on shares of Tempus AI from $95.00 to $80.00 and set a “buy” rating on the stock in a report on Monday, December 22nd. Seven analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Tempus AI presently has a consensus rating of “Hold” and a consensus target price of $84.00.

Tempus AI Stock Performance

Shares of TEM opened at $69.26 on Tuesday. The firm has a 50-day moving average price of $69.86 and a 200 day moving average price of $73.42. The firm has a market capitalization of $12.32 billion, a PE ratio of -58.20 and a beta of 5.22. The company has a quick ratio of 3.12, a current ratio of 3.28 and a debt-to-equity ratio of 2.45. Tempus AI, Inc. has a 52-week low of $31.36 and a 52-week high of $104.32.

Tempus AI (NASDAQ:TEM) last issued its quarterly earnings results on Tuesday, November 4th. The company reported ($0.11) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.16) by $0.05. The company had revenue of $334.21 million during the quarter, compared to analyst estimates of $328.89 million. Tempus AI had a negative net margin of 18.45% and a negative return on equity of 73.21%. The business’s revenue for the quarter was up 84.7% compared to the same quarter last year. During the same period in the prior year, the business posted ($0.46) EPS. On average, sell-side analysts anticipate that Tempus AI, Inc. will post -6.15 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, COO Ryan Fukushima sold 5,000 shares of the firm’s stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $64.26, for a total transaction of $321,300.00. Following the completion of the transaction, the chief operating officer owned 148,808 shares in the company, valued at approximately $9,562,402.08. This trade represents a 3.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Eric P. Lefkofsky sold 166,250 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $63.99, for a total value of $10,638,337.50. Following the completion of the transaction, the chief executive officer directly owned 8,974,783 shares in the company, valued at $574,296,364.17. This represents a 1.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 932,832 shares of company stock worth $71,184,024 in the last ninety days. Insiders own 26.27% of the company’s stock.

Tempus AI Profile

Tempus is a technology-driven healthcare company that applies artificial intelligence and machine learning to clinical and molecular data in order to advance precision medicine. Its primary focus lies in oncology, where the company offers comprehensive genomic profiling, digital pathology services and data-driven insights to inform personalized cancer care. By integrating DNA and RNA sequencing with structured clinical information, Tempus enables clinicians and researchers to identify targeted treatment options for patients based on the genetic characteristics of their tumors.

The company’s core offering centers on a scalable, cloud-based analytics platform that aggregates vast amounts of molecular and clinical data.