Tempus AI, Inc. $TEM Shares Bought by SG Americas Securities LLC

Key Points

• SG Americas Securities LLC increased its stake in Tempus AI by 903.7% in Q4, adding 334,975 shares to hold 372,043 shares valued at about $21.97 million.
• Insiders have been net sellers, offloading 402,591 shares worth roughly $24.87 million over the past 90 days (including sales by the CEO and EVP), though insiders still own about 26.27% of the company.
• Analyst and market backdrop: TEM carries a consensus “Moderate Buy” with an average target of $78.62, but the stock has been volatile (mid‑teens pullback since earnings), shows a negative P/E and a high beta of 5.29.

SG Americas Securities LLC grew its holdings in Tempus AI, Inc. (NASDAQ:TEM - Free Report) by 903.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 372,043 shares of the company's stock after acquiring an additional 334,975 shares during the quarter. SG Americas Securities LLC owned 0.21% of Tempus AI worth $21,969,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Renaissance Capital LLC grew its position in Tempus AI by 26.9% during the 3rd quarter. Renaissance Capital LLC now owns 84,166 shares of the company's stock worth $6,793,000 after purchasing an additional 17,866 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Tempus AI by 1,459.8% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 101,276 shares of the company's stock worth $8,174,000 after buying an additional 94,783 shares during the last quarter. Hussman Strategic Advisors Inc. purchased a new position in shares of Tempus AI in the third quarter worth $1,695,000. Vanguard Group Inc. lifted its stake in shares of Tempus AI by 22.1% during the third quarter. Vanguard Group Inc. now owns 9,441,607 shares of the company's stock worth $762,032,000 after buying an additional 1,706,837 shares during the period. Finally, Krane Funds Advisors LLC lifted its stake in shares of Tempus AI by 218.2% during the third quarter. Krane Funds Advisors LLC now owns 28,230 shares of the company's stock worth $2,427,000 after buying an additional 19,358 shares during the period. Hedge funds and other institutional investors own 24.22% of the company's stock.

Key Stories Impacting Tempus AI

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

• Positive Sentiment: Large investor demand — Cathie Wood’s ARK funds have significantly increased exposure to Tempus, signaling institutional buying that can provide share-price support and liquidity. ARK Invest Exits Meta (META) and Roku (ROKU) Positions While Loading Up on Tempus AI
• Positive Sentiment: Strategic pharma partnership — Tempus and Daiichi Sankyo announced a collaboration on ADC (antibody‑drug conjugate) clinical development, validating Tempus’s platform in drug R&D and creating potential revenue and milestone opportunities. Daiichi Sankyo and Tempus AI collaborate on ADC clinical development
• Positive Sentiment: Broader 2026 collaboration push — Multiple partnerships this year aim to expand Tempus’s oncology, diagnostics and AI-driven insights offerings, strengthening market position and long-term growth prospects if commercial adoption follows. Tempus AI Reinforces Market Position With Collaborations in 2026
• Positive Sentiment: Analyst sentiment supportive — TEM has a consensus “Moderate Buy” from analysts, which can help underpin investor confidence amid short-term volatility. Tempus AI, Inc. NASDAQ: TEM Receives Consensus Rating of "Moderate Buy" from Analysts
• Negative Sentiment: Post-earnings pullback — Coverage highlights that TEM is down materially since the last earnings report (around a mid-teens decline), reflecting investor digestion of results and near-term concerns that are pressuring the stock. Tempus (TEM) Down 12.9% Since Last Earnings Report: Can It Rebound?

Tempus AI Stock Down 2.6%

Shares of TEM stock opened at $45.53 on Friday. The stock has a 50 day moving average of $55.67 and a 200 day moving average of $69.99. The company has a current ratio of 3.13, a quick ratio of 3.00 and a debt-to-equity ratio of 2.52. The stock has a market cap of $8.14 billion, a P/E ratio of -32.29 and a beta of 5.29. Tempus AI, Inc. has a twelve month low of $36.22 and a twelve month high of $104.32.

Insider Buying and Selling at Tempus AI

In related news, EVP Andrew Polovin sold 10,949 shares of the business's stock in a transaction on Friday, February 20th. The shares were sold at an average price of $60.31, for a total value of $660,334.19. Following the completion of the transaction, the executive vice president directly owned 126,918 shares in the company, valued at $7,654,424.58. The trade was a 7.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Ryan Fukushima sold 9,592 shares of the stock in a transaction on Thursday, February 19th. The stock was sold at an average price of $59.05, for a total transaction of $566,407.60. Following the sale, the chief executive officer directly owned 694,354 shares in the company, valued at $41,001,603.70. This trade represents a 1.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 402,591 shares of company stock worth $24,868,936. 26.27% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research firms recently issued reports on TEM. BTIG Research cut their target price on Tempus AI from $105.00 to $90.00 and set a "buy" rating on the stock in a research report on Wednesday, February 25th. Canaccord Genuity Group lowered their price target on Tempus AI from $95.00 to $80.00 and set a "buy" rating for the company in a research report on Monday, December 22nd. Wall Street Zen downgraded Tempus AI from a "hold" rating to a "sell" rating in a research note on Saturday, February 28th. Robert W. Baird initiated coverage on Tempus AI in a report on Tuesday, February 17th. They issued an "outperform" rating and a $59.00 price objective on the stock. Finally, JPMorgan Chase & Co. reduced their price objective on Tempus AI from $80.00 to $60.00 and set a "neutral" rating for the company in a research note on Wednesday, February 25th. Eight investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $78.62.

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.

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