First Trust Advisors LP Lowers Position in Tempus AI, Inc. $TEM

First Trust Advisors LP lowered its position in Tempus AI, Inc. (NASDAQ:TEM) by 44.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 290,188 shares of the company’s stock after selling 230,841 shares during the period. First Trust Advisors LP’s holdings in Tempus AI were worth $13,122,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the business. Aberdeen Group plc lifted its stake in Tempus AI by 64.2% in the 4th quarter. Aberdeen Group plc now owns 263,004 shares of the company’s stock valued at $15,530,000 after purchasing an additional 102,878 shares during the last quarter. Pictet Asset Management Holding SA increased its position in Tempus AI by 291.3% during the fourth quarter. Pictet Asset Management Holding SA now owns 48,488 shares of the company’s stock worth $2,948,000 after buying an additional 36,096 shares during the last quarter. Bogart Wealth LLC increased its position in Tempus AI by 365,087.5% during the fourth quarter. Bogart Wealth LLC now owns 58,430 shares of the company’s stock worth $3,450,000 after buying an additional 58,414 shares during the last quarter. Alethea Capital Management LLC bought a new stake in Tempus AI in the fourth quarter valued at approximately $1,863,000. Finally, Sumitomo Mitsui Trust Group Inc. raised its stake in Tempus AI by 1.2% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,504,823 shares of the company’s stock valued at $206,960,000 after buying an additional 41,728 shares during the period. 24.22% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CEO Eric P. Lefkofsky sold 250,000 shares of Tempus AI stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $42.06, for a total transaction of $10,515,000.00. Following the completion of the sale, the chief executive officer owned 200,000 shares of the company’s stock, valued at approximately $8,412,000. This trade represents a 55.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO James William Rogers sold 11,529 shares of the business’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $55.00, for a total transaction of $634,095.00. Following the completion of the sale, the chief financial officer directly owned 114,866 shares of the company’s stock, valued at approximately $6,317,630. The trade was a 9.12% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 699,793 shares of company stock worth $33,763,231 over the last three months. 24.26% of the stock is currently owned by corporate insiders.

Tempus AI Trading Up 6.6%

Shares of NASDAQ:TEM opened at $44.29 on Friday. Tempus AI, Inc. has a 12-month low of $40.77 and a 12-month high of $104.32. The business has a 50 day moving average of $51.45 and a 200-day moving average of $52.77. The company has a quick ratio of 3.15, a current ratio of 3.31 and a debt-to-equity ratio of 2.96. The stock has a market cap of $7.95 billion, a PE ratio of -25.75 and a beta of 3.46.

Tempus AI (NASDAQ:TEM) last announced its earnings results on Thursday, July 30th. The company reported ($0.04) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.14) by $0.10. The company had revenue of $382.49 million for the quarter, compared to analyst estimates of $379.69 million. Tempus AI had a negative return on equity of 53.83% and a negative net margin of 22.20%.The firm’s quarterly revenue was up 21.6% compared to the same quarter last year. During the same quarter last year, the company earned ($0.22) earnings per share. As a group, equities research analysts forecast that Tempus AI, Inc. will post -1.35 earnings per share for the current year.

Tempus AI News Summary

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

• Positive Sentiment: Q2 results exceeded expectations. Tempus reported an adjusted loss of $0.04 per share, substantially narrower than the $0.14 analyst estimate and improved from a $0.22 loss a year earlier. Revenue rose 21.6% year over year to $382.49 million, slightly above the $379.69 million consensus. Tempus AI Q2 earnings report
• Positive Sentiment: Core diagnostics growth and AI investments supported the quarter. Management said investments in artificial intelligence are driving strong growth in the company’s two largest businesses, particularly Oncology Diagnostics. The company also cited progress in data and modeling capabilities, supporting its precision-medicine strategy. Tempus Reports Second Quarter 2026 Results
• Positive Sentiment: Full-year revenue guidance remained solid. Tempus maintained or updated 2026 revenue guidance at approximately $1.6 billion, broadly in line with Wall Street expectations. The guidance reinforces investor confidence in continued top-line expansion, although it does not represent a major upside surprise. Tempus AI earnings conference call

Analyst Ratings Changes

TEM has been the subject of several research analyst reports. Lake Street Capital downgraded Tempus AI to a “hold” rating in a research note on Monday, July 20th. Guggenheim increased their price target on Tempus AI from $60.00 to $65.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Jefferies Financial Group started coverage on Tempus AI in a report on Monday, April 13th. They set an “underperform” rating and a $35.00 price target for the company. Freedom Capital raised shares of Tempus AI to a “hold” rating in a research report on Tuesday, June 30th. Finally, Wall Street Zen upgraded shares of Tempus AI from a “sell” rating to a “hold” rating in a report on Saturday, July 25th. Nine equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $68.92.

About Tempus AI

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.