Crossmark Global Holdings Inc. Has $20.59 Million Position in SAP SE $SAP

Crossmark Global Holdings Inc. lessened its stake in SAP SE (NYSE:SAP) by 9.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 84,769 shares of the software maker’s stock after selling 9,352 shares during the period. Crossmark Global Holdings Inc.’s holdings in SAP were worth $20,591,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Windacre Partnership LLC increased its stake in SAP by 130.9% during the third quarter. Windacre Partnership LLC now owns 2,357,225 shares of the software maker’s stock valued at $629,874,000 after acquiring an additional 1,336,325 shares during the period. Bank of America Corp DE lifted its position in shares of 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 acquiring an additional 973,779 shares during the period. Sustainable Growth Advisers LP grew its holdings in shares of SAP by 1,126.3% during 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. M&T Bank Corp increased its position in shares of SAP by 1,582.7% during the fourth quarter. M&T Bank Corp now owns 817,295 shares of the software maker’s stock valued at $198,529,000 after purchasing an additional 768,725 shares during the period. Finally, Thrivent Financial for Lutherans increased its position in shares of SAP by 9,269.8% during the third quarter. Thrivent Financial for Lutherans now owns 421,173 shares of the software maker’s stock valued at $112,542,000 after purchasing an additional 416,678 shares during the period.

Wall Street Analysts Forecast Growth

SAP has been the subject of several research reports. Barclays raised their target price on SAP from $256.00 to $257.00 and gave the stock an “overweight” rating in a research report on Monday, April 27th. Piper Sandler cut shares of SAP from an “overweight” rating to a “neutral” rating in a research note on Tuesday, April 14th. TD Cowen reaffirmed a “buy” rating on shares of SAP in a report on Thursday, April 16th. Zacks Research lowered shares of SAP from a “strong-buy” rating to a “hold” rating in a research report on Thursday, March 5th. Finally, Citigroup cut shares of SAP from a “buy” rating to a “hold” rating in a research note on Friday, January 30th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, SAP currently has an average rating of “Moderate Buy” and an average price target of $288.00.

Key Headlines Impacting SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP is moving deeper into enterprise AI and data infrastructure through acquisitions of Dremio and Prior Labs, which could strengthen its Business Data Cloud and make SAP’s platform more central to customer AI workflows. SAP AI Push Weighs On Valuation As Dremio And Prior Labs Deals Land
• Positive Sentiment: Third-party product launches and certifications, including SAP-certified AI integration tools and AIOps solutions, reinforce that SAP’s ecosystem is expanding around AI-powered operations and connectivity. Governance, not gatekeeping: How SAP brings enterprise-grade safety to AI connectivity
• Positive Sentiment: Management announced upcoming investor events and a financial analyst conference at Sapphire, which could give SAP a venue to explain its AI strategy and reassure investors about execution. SAP Executives to Participate in Upcoming Investor Events
• Neutral Sentiment: Media coverage highlighted SAP’s broader push to build a single, open enterprise data platform, but this is mostly a strategic narrative unless it leads to measurable customer wins or financial guidance.
• Neutral Sentiment: Analyst commentary suggested SAP may be trading at a discount as its cloud transition progresses, which supports the investment case but does not by itself change near-term fundamentals. A Look At SAP (XTRA:SAP) Valuation As Cloud Transition Creates A Potential Discount
• Negative Sentiment: Some investors are focusing on the fact that SAP’s AI spending and acquisitions could weigh on valuation in the near term, especially if the new assets take time to contribute meaningfully to growth and margins. SAP AI Push Weighs On Valuation As Dremio And Prior Labs Deals Land

SAP Price Performance

Shares of SAP stock opened at $173.63 on Friday. The stock’s fifty day simple moving average is $179.49 and its 200 day simple moving average is $217.10. SAP SE has a one year low of $160.66 and a one year high of $313.28. The firm has a market cap of $213.31 billion, a price-to-earnings ratio of 23.46, a P/E/G ratio of 1.96 and a beta of 1.11. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.07 and a quick ratio of 1.07.

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

SAP Increases Dividend

The company also recently declared an annual dividend, which will be paid on Friday, May 15th. Investors of record on Tuesday, May 5th will be issued a dividend of $2.9291 per share. The ex-dividend date of this dividend is Tuesday, May 5th. This represents a yield of 170.0%. This is an increase from SAP’s previous annual dividend of $2.54. SAP’s payout ratio is 28.78%.

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.