FY2026 Earnings Estimate for SAP Issued By Erste Group Bank

SAP SE (NYSE:SAP) – Stock analysts at Erste Group Bank upped their FY2026 EPS estimates for shares of SAP in a report issued on Tuesday, May 12th. Erste Group Bank analyst H. Engel now forecasts that the software maker will post earnings per share of $8.42 for the year, up from their prior estimate of $8.41. The consensus estimate for SAP’s current full-year earnings is $8.35 per share.

A number of other analysts have also recently issued reports on the stock. Zacks Research cut shares of SAP from a “strong-buy” rating to a “hold” rating in a research note on Thursday, March 5th. TD Cowen restated a “buy” rating on shares of SAP in a research note on Thursday. Piper Sandler cut shares of SAP from an “overweight” rating to a “neutral” rating in a research note on Tuesday, April 14th. JPMorgan Chase & Co. restated a “neutral” rating on shares of SAP in a research note on Tuesday, March 24th. Finally, Barclays raised their target price on shares of SAP from $256.00 to $257.00 and gave the stock an “overweight” rating in a research note on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, SAP presently has a consensus rating of “Moderate Buy” and an average target price of $288.00.

SAP Stock Performance

NYSE SAP opened at $174.75 on Tuesday. The firm has a 50-day moving average of $175.25 and a 200-day moving average of $211.86. The company has a debt-to-equity ratio of 0.11, a quick ratio of 1.07 and a current ratio of 1.07. The stock has a market cap of $214.68 billion, a PE ratio of 23.61, a P/E/G ratio of 1.90 and a beta of 1.11. SAP has a 52-week low of $158.58 and a 52-week high of $313.28.

SAP (NYSE:SAP) last posted its earnings results on Friday, February 27th. The software maker reported $1.99 earnings per share (EPS) for the quarter. The company had revenue of $11.06 billion during the quarter. SAP had a net margin of 20.08% and a return on equity of 17.31%.

SAP Increases Dividend

The firm also recently disclosed an annual dividend, which was paid on Friday, May 15th. Shareholders of record on Tuesday, May 5th were paid a $2.9291 dividend. This is a positive change from SAP’s previous annual dividend of $2.54. The ex-dividend date was Tuesday, May 5th. This represents a yield of 170.0%. SAP’s dividend payout ratio is presently 28.92%.

Institutional Trading of SAP

Several hedge funds and other institutional investors have recently bought and sold shares of SAP. Windacre Partnership LLC raised its stake in SAP by 130.9% in the 3rd quarter. Windacre Partnership LLC now owns 2,357,225 shares of the software maker’s stock worth $629,874,000 after purchasing an additional 1,336,325 shares in the last quarter. Bank of America Corp DE raised its stake in SAP by 58.1% in 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 purchasing an additional 973,779 shares in the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in SAP in the 1st quarter worth about $150,701,000. Sustainable Growth Advisers LP raised its stake in SAP by 1,126.3% in the 3rd quarter. Sustainable Growth Advisers LP now owns 842,416 shares of the software maker’s stock worth $225,102,000 after purchasing an additional 773,720 shares in the last quarter. Finally, M&T Bank Corp raised its stake in SAP by 1,582.7% in the 4th quarter. M&T Bank Corp now owns 817,295 shares of the software maker’s stock worth $198,529,000 after purchasing an additional 768,725 shares in the last quarter.

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.