CIBC Bancorp USA Inc. Takes $32.76 Million Position in SAP SE $SAP

CIBC Bancorp USA Inc. acquired a new stake in shares of SAP SE (NYSE:SAP) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 122,600 shares of the software maker’s stock, valued at approximately $32,760,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. First PREMIER Bank acquired a new position in SAP in the 3rd quarter valued at $25,000. Retirement Wealth Solutions LLC boosted its holdings in shares of SAP by 246.4% during the third quarter. Retirement Wealth Solutions LLC now owns 97 shares of the software maker’s stock worth $26,000 after purchasing an additional 69 shares during the last quarter. Abich Financial Wealth Management LLC acquired a new stake in shares of SAP during the third quarter worth $27,000. Copia Wealth Management purchased a new stake in shares of SAP in the third quarter valued at $28,000. Finally, Guerra Advisors Inc acquired a new position in SAP in the third quarter valued at $31,000.

SAP Price Performance

SAP stock opened at $183.92 on Thursday. The stock has a 50-day moving average price of $210.42 and a two-hundred day moving average price of $240.17. SAP SE has a 12-month low of $183.69 and a 12-month high of $313.28. The company has a current ratio of 1.16, a quick ratio of 1.16 and a debt-to-equity ratio of 0.13. The company has a market cap of $225.95 billion, a PE ratio of 26.09, a price-to-earnings-growth ratio of 2.12 and a beta of 1.18.

SAP (NYSE:SAP) last released its quarterly earnings data on Thursday, January 29th. The software maker reported $1.90 EPS for the quarter, topping analysts’ consensus estimates of $1.77 by $0.13. The company had revenue of $11.36 billion for the quarter, compared to the consensus estimate of $9.77 billion. SAP had a return on equity of 16.54% and a net margin of 19.92%.The company’s quarterly revenue was up 3.3% compared to the same quarter last year. During the same period last year, the business posted $1.40 EPS. As a group, research analysts predict that SAP SE will post 6.55 EPS for the current year.

Trending Headlines about SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: Optimum was chosen by brewer Asahi to run a multi‑year SAP S/4HANA training programme across several countries — a customer success that supports long‑term S/4HANA adoption and services revenue. Article Title
• Positive Sentiment: Foxconn and SAP announced a partnership to expand AI manufacturing solutions in APAC, which could broaden SAP’s industrial AI footprint and drive BTP & applications consumption in manufacturing customers. Article Title
• Positive Sentiment: SAP Concur added AI agents for expense automation and expanded its AmexGBT partnership — product enhancements that can improve retention and upsell in travel & expense management. Article Title
• Positive Sentiment: KNAPP integrated its AeroBot system into SAP via an app on SAP Business Technology Platform — another example of partners using SAP BTP to deliver operational solutions, supporting platform stickiness. Article Title
• Positive Sentiment: LatticeFlow partnered with SAP to help customers manage AI risk, governance and compliance — addresses a fast‑growing enterprise need and reduces a barrier to AI adoption on SAP platforms. Article Title
• Positive Sentiment: Nvidia’s new agent toolkit includes integrations for vendors like SAP, expanding SAP’s exposure within the accelerating enterprise AI agent ecosystem. Article Title
• Positive Sentiment: NTT DATA Business Solutions received five global 2026 SAP Partner Awards — partner momentum that reinforces SAP’s channel strength. Article Title
• Neutral Sentiment: SecurityBridge published a Cybersecurity Resilience Index for SAP to benchmark security maturity — helpful for customers but not directly revenue‑moving. Article Title
• Neutral Sentiment: An investor commentary questioned SAP’s large‑scale software model resilience and highlighted comparisons in performance — frames investor debate but doesn’t provide new operational data. Article Title
• Neutral Sentiment: Coverage linked SAP’s AI push to investor questions around Ariba procurement and Prismforce — signals investor scrutiny over AI monetization and integration complexity. Article Title

Analyst Upgrades and Downgrades

Several research firms recently weighed in on SAP. Zacks Research downgraded SAP from a “strong-buy” rating to a “hold” rating in a research report on Thursday, March 5th. Santander raised shares of SAP to a “neutral” rating in a research note on Tuesday, February 3rd. TD Cowen reiterated a “buy” rating on shares of SAP in a report on Wednesday. Arete Research raised shares of SAP to a “strong-buy” rating in a research report on Thursday, December 11th. Finally, HSBC upgraded shares of SAP to a “hold” rating in a report on Tuesday, January 20th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, SAP presently has a consensus rating of “Moderate Buy” and a consensus target price of $305.75.

About SAP

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.