Sumitomo Mitsui Trust Group Inc. Has $279.51 Million Stake in Tempus AI, Inc. $TEM

Sumitomo Mitsui Trust Group Inc. trimmed its position in shares of Tempus AI, Inc. (NASDAQ:TEM) by 10.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,463,095 shares of the company’s stock after selling 406,846 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in Tempus AI were worth $279,506,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in TEM. First Horizon Corp acquired a new stake in shares of Tempus AI in the third quarter worth $113,000. ORG Partners LLC raised its position in Tempus AI by 90.9% during the third quarter. ORG Partners LLC now owns 1,691 shares of the company’s stock valued at $136,000 after buying an additional 805 shares during the period. Nisa Investment Advisors LLC purchased a new stake in Tempus AI in the 3rd quarter worth about $621,000. Canton Hathaway LLC acquired a new stake in Tempus AI during the 3rd quarter worth about $70,000. Finally, KLP Kapitalforvaltning AS grew its stake in Tempus AI by 22.9% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 19,300 shares of the company’s stock valued at $1,558,000 after acquiring an additional 3,600 shares in the last quarter. 24.22% of the stock is owned by institutional investors and hedge funds.

Tempus AI Trading Up 4.5%

Shares of NASDAQ:TEM opened at $69.26 on Tuesday. The company has a current ratio of 3.28, a quick ratio of 3.12 and a debt-to-equity ratio of 2.45. The stock has a market capitalization of $12.32 billion, a PE ratio of -58.20 and a beta of 5.22. Tempus AI, Inc. has a 1 year low of $31.36 and a 1 year high of $104.32. The firm has a fifty day moving average price of $69.86 and a 200 day moving average price of $73.42.

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

Insider Activity

In other Tempus AI news, Director Jennifer A. Doudna sold 676 shares of the stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $75.55, for a total transaction of $51,071.80. Following the transaction, the director owned 23,952 shares in the company, valued at $1,809,573.60. This trade represents a 2.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CFO James William Rogers sold 19,966 shares of Tempus AI stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $73.20, for a total transaction of $1,461,511.20. Following the completion of the transaction, the chief financial officer directly owned 111,250 shares in the company, valued at approximately $8,143,500. This represents a 15.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 932,832 shares of company stock valued at $71,184,024. Insiders own 26.27% of the company’s stock.

Key Stories Impacting 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?

Wall Street Analyst Weigh In

TEM has been the subject of a number of research analyst reports. BTIG Research increased their price target on shares of Tempus AI from $96.00 to $105.00 and gave the stock a “buy” rating in a research report on Tuesday, November 25th. Canaccord Genuity Group cut their target price on shares of Tempus AI from $95.00 to $80.00 and set a “buy” rating for the company in a research report on Monday, December 22nd. Cowen downgraded shares of Tempus AI from a “buy” rating to a “hold” rating in a research note on Tuesday, October 21st. Piper Sandler cut their price objective on Tempus AI from $105.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, November 11th. Finally, Morgan Stanley boosted their target price on Tempus AI from $80.00 to $85.00 and gave the company an “overweight” rating in a research note on Monday, December 1st. Seven research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Tempus AI currently has a consensus rating of “Hold” and an average target price of $84.00.

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.