122,600 Shares in SAP SE $SAP Purchased by CIBC Bancorp USA Inc.

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

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. First Affirmative Financial Network lifted its position in shares of SAP by 6.4% during the 3rd quarter. First Affirmative Financial Network now owns 7,291 shares of the software maker’s stock valued at $1,948,000 after acquiring an additional 439 shares during the period. Captrust Financial Advisors grew its holdings in shares of SAP by 136.2% in the 3rd quarter. Captrust Financial Advisors now owns 117,545 shares of the software maker’s stock worth $31,409,000 after acquiring an additional 67,783 shares during the period. Coldstream Capital Management Inc. increased its stake in SAP by 34.8% in the 3rd quarter. Coldstream Capital Management Inc. now owns 12,717 shares of the software maker’s stock valued at $3,398,000 after purchasing an additional 3,280 shares in the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in SAP during the third quarter worth $147,000. Finally, Kozak & Associates Inc. acquired a new position in SAP during the third quarter worth $37,000.

Wall Street Analyst Weigh In

SAP has been the topic of several research reports. HSBC raised SAP to a “hold” rating in a report on Tuesday, January 20th. Citizens Jmp lowered shares of SAP from an “outperform” rating to a “market perform” rating in a research report on Friday, January 30th. Santander raised shares of SAP to a “neutral” rating in a research note on Tuesday, February 3rd. Arete Research upgraded shares of SAP to a “strong-buy” rating in a report on Thursday, December 11th. Finally, Piper Sandler initiated coverage on shares of SAP in a research report on Tuesday, February 3rd. They set an “overweight” rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $305.75.

SAP Stock Performance

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

SAP (NYSE:SAP) last issued its quarterly earnings data on Thursday, January 29th. The software maker reported $1.90 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.77 by $0.13. The business 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 business’s revenue was up 3.3% on a year-over-year basis. During the same period in the prior year, the business earned $1.40 earnings per share. On average, analysts anticipate that SAP SE will post 6.55 EPS for the current fiscal year.

Key Stories Impacting 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

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.