Fidelis Capital Partners LLC Purchases 2,828 Shares of SAP SE $SAP

Fidelis Capital Partners LLC increased its position in shares of SAP SE (NYSE:SAP) by 325.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,698 shares of the software maker’s stock after acquiring an additional 2,828 shares during the period. Fidelis Capital Partners LLC’s holdings in SAP were worth $988,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of SAP. Fisher Asset Management LLC boosted its stake in shares of SAP by 9.0% during the second quarter. Fisher Asset Management LLC now owns 14,157,321 shares of the software maker’s stock valued at $4,305,242,000 after purchasing an additional 1,163,616 shares in the last quarter. Bank of America Corp DE boosted its position in SAP by 58.1% during the 2nd quarter. Bank of America Corp DE now owns 2,650,418 shares of the software maker’s stock worth $805,992,000 after buying an additional 973,779 shares during the period. JPMorgan Chase & Co. grew its holdings in SAP by 7.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,087,751 shares of the software maker’s stock worth $330,786,000 after acquiring an additional 78,306 shares during the last quarter. Sands Capital Management LLC increased its position in SAP by 29.8% in the 2nd quarter. Sands Capital Management LLC now owns 289,386 shares of the software maker’s stock valued at $88,002,000 after acquiring an additional 66,354 shares during the period. Finally, Jennison Associates LLC raised its stake in shares of SAP by 195.0% during the second quarter. Jennison Associates LLC now owns 221,349 shares of the software maker’s stock valued at $67,312,000 after acquiring an additional 146,325 shares during the last quarter.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on SAP. TD Cowen reissued a “buy” rating on shares of SAP in a research note on Thursday, October 23rd. Barclays upped their price target on SAP from $322.00 to $348.00 and gave the company an “overweight” rating in a research report on Friday, October 24th. Wall Street Zen cut SAP from a “buy” rating to a “hold” rating in a research note on Friday, October 3rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of SAP in a research note on Friday, October 31st. Finally, KeyCorp reissued an “overweight” rating on shares of SAP in a research report on Thursday, October 23rd. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Buy” and a consensus target price of $340.75.

Trending Headlines about SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP beat on earnings and delivered solid FY2025 cloud growth, reporting strong revenue, rising non‑IFRS profit and a record total cloud backlog; management announced a new €10 billion share‑repurchase program — supportive for shareholder returns. SAP Quarterly Statement Q4 2025
• Neutral Sentiment: SAP released detailed earnings materials and call transcripts/slides (Q4 results and press conference), useful for assessing guidance detail and segment trends before taking a position. Q4 2025 Earnings Call Transcript
• Negative Sentiment: Investors focused on weaker‑than‑expected growth in the current cloud contract backlog and more cautious forward comments on cloud momentum, which analysts flagged as a meaningful miss and the proximate cause of the sharp share decline. SAP shares plunge on cloud backlog disappointment
• Negative Sentiment: Market reaction amplified by broader software‑sector volatility and AI‑competition worries — other post‑earnings drops (e.g., ServiceNow, Microsoft cloud softness) reinforced fears that AI-related competitors could pressure SAP’s growth profile. US software stocks slide after SAP, ServiceNow results fuel AI disruption fears
• Negative Sentiment: Coverage notes this is SAP’s biggest daily drop since 2020; heavy trading and a notable rise in short interest increase downside risk and can magnify volatility in the near term. SAP set for biggest fall in five years amid concerns over cloud business
• Negative Sentiment: Operational/legal noise: reports that SAP dismissed three executives over alleged stolen trade secrets add an additional governance/operational risk to monitor. Stolen o9 trade secrets? SAP dismisses three executives

SAP Price Performance

Shares of SAP opened at $200.07 on Friday. The firm has a market cap of $290.06 billion, a PE ratio of 29.95, a price-to-earnings-growth ratio of 2.81 and a beta of 1.18. SAP SE has a 52-week low of $195.12 and a 52-week high of $313.28. The business’s 50 day moving average price is $240.14 and its two-hundred day moving average price is $260.93. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.10 and a current ratio of 1.11.

SAP Company Profile

SAP SE is a global enterprise software company headquartered in Walldorf, Germany. Founded in 1972 by five former IBM engineers, the company’s name is an acronym for Systeme, Anwendungen und Produkte in der Datenverarbeitung (Systems, Applications & Products in Data Processing). SAP develops and sells software and services that help organizations manage business processes across finance, human resources, procurement, manufacturing, supply chain and customer relationships.

SAP’s product portfolio spans on‑premises and cloud offerings, anchored by its enterprise resource planning (ERP) solutions such as SAP S/4HANA and the SAP HANA in‑memory database and platform.