SAP SE $SAP is Dash Acquisitions Inc.’s 9th Largest Position

Dash Acquisitions Inc. increased its stake in SAP SE (NYSE:SAP) by 8.7% in the 4th quarter, HoldingsChannel reports. The fund owned 78,880 shares of the software maker’s stock after acquiring an additional 6,315 shares during the period. SAP accounts for approximately 3.8% of Dash Acquisitions Inc.’s holdings, making the stock its 9th largest holding. Dash Acquisitions Inc.’s holdings in SAP were worth $19,161,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Dara Capital US Inc. purchased a new position in shares of SAP during the fourth quarter valued at approximately $3,342,000. Oppenheimer Asset Management Inc. boosted its position in shares of SAP by 15.2% during the third quarter. Oppenheimer Asset Management Inc. now owns 53,410 shares of the software maker’s stock valued at $14,272,000 after buying an additional 7,066 shares during the period. Seaview Investment Managers LLC boosted its position in shares of SAP by 191.4% during the third quarter. Seaview Investment Managers LLC now owns 11,744 shares of the software maker’s stock valued at $3,138,000 after buying an additional 7,714 shares during the period. CIBC Bancorp USA Inc. purchased a new position in shares of SAP during the third quarter valued at approximately $32,760,000. Finally, Cidel Asset Management Inc. boosted its position in shares of SAP by 9.7% during the third quarter. Cidel Asset Management Inc. now owns 139,273 shares of the software maker’s stock valued at $37,215,000 after buying an additional 12,268 shares during the period.

Key SAP News

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP is expanding its AI strategy with a new platform for building and deploying enterprise AI, which could deepen customer adoption and strengthen its competitive position. SAP creates single platform for building, deploying enterprise AI
• Positive Sentiment: SAP deepened ties with Anthropic and unveiled an AI product bundle, reinforcing investor interest in its monetization of AI tools and enterprise automation. SAP Deepens Ties With Anthropic, Unveils AI Product Bundle
• Positive Sentiment: Coverage from Sapphire 2026 highlights SAP’s “autonomous enterprise” vision, which may be interpreted as a long-term catalyst if customers embrace AI agents that execute tasks rather than just assist users. Sapphire 2026: SAP heralds dawn of ‘autonomous enterprise’
• Positive Sentiment: SAP was named a leader in IDC’s carbon accounting and management applications assessment, adding another validation point for its enterprise software portfolio. SAP Named a Leader in the IDC MarketScape
• Neutral Sentiment: Levi Strauss is modernizing its technology infrastructure with SAP, a modest customer win that supports SAP’s enterprise relevance but is unlikely to move the stock on its own. Levi Strauss Modernizes Its Tech Infrastructure with SAP
• Neutral Sentiment: SAP’s fiscal 2026 fourth-quarter and full-year results are scheduled for June 4, keeping attention on whether the company can convert its AI push into stronger financial performance. Saputo Inc. Fiscal 2026 Fourth Quarter and Year-End Results
• Negative Sentiment: Several articles suggest SAP’s AI rollout may take time to translate into revenue, with some reporting that last year’s AI promises are still rolling out and legacy customer offers come with caveats. SAP’s AI promises last year? Most are still rolling out

Analysts Set New Price Targets

Several research analysts have issued reports on the company. TD Cowen restated a “buy” rating on shares of SAP in a research report on Thursday. Zacks Research lowered SAP from a “strong-buy” rating to a “hold” rating in a research report on Thursday, March 5th. HSBC upgraded SAP from a “hold” rating to a “buy” rating in a research report on Wednesday, April 22nd. Piper Sandler lowered SAP from an “overweight” rating to a “neutral” rating in a research report on Tuesday, April 14th. Finally, Citizens Jmp lowered SAP from an “outperform” rating to a “market perform” rating 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’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $288.00.

SAP Stock Performance

Shares of NYSE:SAP opened at $164.14 on Friday. The company has a market capitalization of $201.65 billion, a price-to-earnings ratio of 22.18, a price-to-earnings-growth ratio of 1.80 and a beta of 1.11. SAP SE has a 52 week low of $158.58 and a 52 week high of $313.28. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.11. The firm has a 50 day moving average of $176.26 and a 200 day moving average of $213.25.

SAP (NYSE:SAP) last issued its quarterly earnings results 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 for the quarter. SAP had a return on equity of 17.31% and a net margin of 20.08%. On average, sell-side analysts predict that SAP SE will post 8.35 earnings per share for the current fiscal year.

SAP Increases Dividend

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