First Trust Advisors LP Purchases 22,222 Shares of SAP SE $SAP

First Trust Advisors LP lifted its position in shares of SAP SE (NYSE:SAP) by 9.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 267,076 shares of the software maker’s stock after purchasing an additional 22,222 shares during the period. First Trust Advisors LP’s holdings in SAP were worth $45,726,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the business. Binnacle Investments Inc raised its position in SAP by 14.2% during the 3rd quarter. Binnacle Investments Inc now owns 338 shares of the software maker’s stock valued at $90,000 after purchasing an additional 42 shares during the last quarter. Spire Wealth Management grew its position in shares of SAP by 6.2% in the 4th quarter. Spire Wealth Management now owns 740 shares of the software maker’s stock worth $180,000 after buying an additional 43 shares during the last quarter. Thrivent Financial for Lutherans increased its stake in shares of SAP by 1.0% during the second quarter. Thrivent Financial for Lutherans now owns 4,495 shares of the software maker’s stock valued at $1,355,000 after buying an additional 43 shares during the period. Euro Pacific Asset Management LLC increased its stake in shares of SAP by 5.7% during the fourth quarter. Euro Pacific Asset Management LLC now owns 870 shares of the software maker’s stock valued at $213,000 after buying an additional 47 shares during the period. Finally, Modera Wealth Management LLC raised its holdings in shares of SAP by 1.2% during the fourth quarter. Modera Wealth Management LLC now owns 3,912 shares of the software maker’s stock valued at $950,000 after acquiring an additional 48 shares in the last quarter.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on SAP. BMO Capital Markets raised their price target on SAP from $175.00 to $177.00 and gave the stock an “outperform” rating in a research note on Friday. The Goldman Sachs Group reissued a “buy” rating and set a $265.00 price objective on shares of SAP in a research report on Wednesday, June 10th. Barclays dropped their target price on shares of SAP from $257.00 to $255.00 and set an “overweight” rating for the company in a research report on Tuesday, July 21st. Oppenheimer reiterated a “market perform” rating on shares of SAP in a research report on Friday. Finally, TD Cowen reissued a “buy” rating on shares of SAP in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, SAP currently has an average rating of “Moderate Buy” and an average price target of $267.00.

SAP News Roundup

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP delivered solid Q2 results, with total revenue up about 9% year over year, cloud revenue up more than 20%, and current cloud backlog rising sharply, reinforcing confidence in the company’s long-term growth engine. SAP Quarterly Statement Q2 2026
• Positive Sentiment: Management said SAP’s AI strategy and cloud momentum are supporting demand, with analysts and media reports noting that strong backlog growth helped offset concerns that AI could disrupt enterprise software. SAP Q2 Earnings Up Y/Y on Cloud Demand, Buyouts Impact Profit Outlook
• Positive Sentiment: BMO Capital Markets raised its price target on SAP and kept an outperform rating, suggesting Wall Street still sees upside after the earnings release. Benzinga / The Fly report
• Neutral Sentiment: Several reports highlighted SAP’s message that AI must move beyond basic chatbots and into more complex enterprise workflows before it creates meaningful returns, underscoring both opportunity and execution risk. Reuters SAP CFO AI comments
• Negative Sentiment: SAP lowered its 2026 operating profit outlook because AI acquisitions and related spending are weighing on earnings, which may cap near-term margin expansion even as revenue trends improve. SAP Cuts 2026 Operating Profit Outlook
• Negative Sentiment: Investors are also weighing the earnings miss versus expectations, as SAP’s quarterly EPS came in below consensus despite the strong cloud performance. SAP quarterly earnings report

SAP Price Performance

Shares of SAP stock opened at $159.97 on Monday. The stock has a market cap of $196.52 billion, a price-to-earnings ratio of 20.10, a PEG ratio of 1.84 and a beta of 1.14. The business’s fifty day moving average is $165.59 and its 200 day moving average is $184.04. SAP SE has a twelve month low of $144.97 and a twelve month high of $299.48. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.11.

SAP (NYSE:SAP) last posted its quarterly earnings data on Friday, February 27th. The software maker reported $1.99 earnings per share (EPS) for the quarter. The business had revenue of $11.06 billion during the quarter. SAP had a return on equity of 17.16% and a net margin of 20.88%. Research analysts expect that SAP SE will post 8.26 EPS for the current fiscal year.

SAP 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.