Sterling Investment Management LLC Purchases Shares of 6,224 SAP SE $SAP

Sterling Investment Management LLC purchased a new stake in SAP SE (NYSE:SAP) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 6,224 shares of the software maker’s stock, valued at approximately $1,512,000. SAP makes up 0.9% of Sterling Investment Management LLC’s portfolio, making the stock its 29th biggest holding.

Several other institutional investors have also recently added to or reduced their stakes in SAP. Brighton Jones LLC lifted its stake in SAP by 91.1% in the fourth quarter. Brighton Jones LLC now owns 2,633 shares of the software maker’s stock valued at $648,000 after buying an additional 1,255 shares during the period. Baird Financial Group Inc. acquired a new position in SAP in the first quarter valued at approximately $242,000. AQR Capital Management LLC lifted its stake in SAP by 49.0% in the first quarter. AQR Capital Management LLC now owns 16,309 shares of the software maker’s stock valued at $4,378,000 after buying an additional 5,363 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC acquired a new position in shares of SAP during the first quarter worth approximately $2,681,000. Finally, Sivia Capital Partners LLC raised its position in shares of SAP by 2.3% during the second quarter. Sivia Capital Partners LLC now owns 3,050 shares of the software maker’s stock worth $928,000 after purchasing an additional 69 shares during the period.

Analyst Upgrades and Downgrades

SAP has been the topic of a number of research reports. Zacks Research lowered SAP from a “strong-buy” rating to a “hold” rating in a research report on Thursday, March 5th. Wall Street Zen raised SAP from a “hold” rating to a “buy” rating in a research report on Saturday. Piper Sandler lowered SAP from an “overweight” rating to a “neutral” rating in a research report on Tuesday, April 14th. BMO Capital Markets lowered their target price on SAP from $210.00 to $200.00 and set an “outperform” rating on the stock in a research report on Friday, April 24th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of SAP in a research report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $288.00.

SAP Trading Up 0.4%

NYSE SAP opened at $171.41 on Tuesday. The firm has a market capitalization of $210.58 billion, a P/E ratio of 23.16, a PEG ratio of 1.92 and a beta of 1.11. The business has a fifty day simple moving average of $180.99 and a 200 day simple moving average of $219.17. SAP SE has a 12 month low of $160.66 and a 12 month high of $313.28. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.11.

SAP (NYSE:SAP) last released its quarterly earnings results on Friday, February 27th. The software maker reported $1.99 EPS for the quarter. The business had revenue of $11.06 billion during the quarter. SAP had a return on equity of 17.31% and a net margin of 20.08%. On average, analysts predict that SAP SE will post 8.35 EPS for the current fiscal year.

SAP Increases Dividend

The business also recently declared an annual dividend, which will be paid on Friday, May 15th. Investors of record on Tuesday, May 5th will be given a $2.9291 dividend. This represents a yield of 171.0%. The ex-dividend date of this dividend is Tuesday, May 5th. This is an increase from SAP’s previous annual dividend of $2.54. SAP’s payout ratio is currently 24.86%.

Trending Headlines about SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP agreed to buy Dremio to unify SAP and non?SAP data into a high?performance lakehouse aimed at accelerating agentic AI and real?time analytics — this strengthens SAP’s Business Data Cloud and should improve its ability to sell premium AI services to existing customers. PR Newswire: SAP to Acquire Dremio
• Positive Sentiment: SAP announced it will acquire Prior Labs and commit more than €1 billion over four years to build a European frontier AI lab focused on tabular foundation models — this reinforces SAP’s early lead in TFM research and could drive long?term high?margin software revenue. PR Newswire: SAP to Acquire Prior Labs
• Positive Sentiment: Market and press coverage frames the two acquisitions plus the €1B+ investment as a coherent AI strategy (tabular models + data platform + agentic AI), which supports upside expectations for SAP’s cloud subscription and services growth. SiliconANGLE: SAP acquires Dremio, Prior Labs
• Neutral Sentiment: SAP executives are emphasizing data integrity as central to AI success — this is a strategic messaging point that supports adoption but won’t itself move near?term financials. FedScoop: SAP’s Tahera Zamanzada on data integrity
• Neutral Sentiment: Coverage noting SAP’s intent to block unauthorized AI agents (e.g., OpenClaw) signals tighter controls over how external AI tools access SAP systems; this is governance?oriented and may be positive for security but is implementation?dependent. The Information: SAP moves to block OpenClaw
• Negative Sentiment: SAP’s new API policy that restricts AI access has drawn criticism from customer groups (DSAG) and some partners — this raises execution and customer?satisfaction risk that could slow enterprise adoption or create churn if not resolved. CIO: DSAG criticizes SAP’s new API policy
• Positive Sentiment: Separately, coverage highlighted an upcoming €2.50 dividend — a visible shareholder return that can reassure income?oriented investors while SAP pursues AI investments. Yahoo Finance: SAP to pay €2.50 dividend

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.