Benjamin Edwards Inc. Has $3.29 Million Stock Holdings in SAP SE $SAP

Benjamin Edwards Inc. boosted its position in shares of SAP SE (NYSE:SAP) by 56.3% in the fourth quarter, Holdings Channel reports. The firm owned 13,537 shares of the software maker’s stock after purchasing an additional 4,874 shares during the period. Benjamin Edwards Inc.’s holdings in SAP were worth $3,288,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Windacre Partnership LLC raised its holdings in SAP by 130.9% in the third 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 during the period. Bank of America Corp DE grew its holdings 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 valued at $805,992,000 after buying an additional 973,779 shares during the period. Sustainable Growth Advisers LP increased its position in shares of SAP by 1,126.3% in the 3rd quarter. Sustainable Growth Advisers LP now owns 842,416 shares of the software maker’s stock valued at $225,102,000 after buying an additional 773,720 shares in the last quarter. M&T Bank Corp increased its position in shares of SAP by 1,582.7% in the 4th quarter. M&T Bank Corp now owns 817,295 shares of the software maker’s stock valued at $198,529,000 after buying an additional 768,725 shares in the last quarter. Finally, Thrivent Financial for Lutherans raised its stake in SAP by 9,269.8% during the 3rd quarter. Thrivent Financial for Lutherans now owns 421,173 shares of the software maker’s stock worth $112,542,000 after buying an additional 416,678 shares during the period.

SAP Stock Performance

Shares of SAP stock opened at $172.55 on Wednesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.07 and a quick ratio of 1.07. The firm has a market cap of $211.97 billion, a price-to-earnings ratio of 23.32, a price-to-earnings-growth ratio of 1.92 and a beta of 1.11. The stock’s 50-day moving average is $180.39 and its 200-day moving average is $218.47. SAP SE has a one year low of $160.66 and a one year high of $313.28.

SAP (NYSE:SAP) last announced its 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%. Equities analysts predict that SAP SE will post 8.35 earnings per share for the current fiscal year.

SAP Increases Dividend

The firm also recently disclosed an annual dividend, which will be paid on Friday, May 15th. Stockholders of record on Tuesday, May 5th will be given a $2.9291 dividend. This is a boost from SAP’s previous annual dividend of $2.54. This represents a dividend yield of 170.0%. The ex-dividend date of this dividend is Tuesday, May 5th. SAP’s payout ratio is presently 24.86%.

Key Stories Impacting SAP

Here are the key news stories impacting SAP this week:

• Positive Sentiment: Announced acquisition of Prior Labs and a commitment to invest >€1 billion to build a European “frontier AI” lab focused on tabular foundation models — strengthens SAP’s edge in structured, enterprise data AI. SAP to Acquire Prior Labs to Establish a Globally Leading Frontier AI Lab in Europe
• Positive Sentiment: Agreed to acquire Dremio, a high‑performance data lakehouse platform to unify SAP and non‑SAP data for real‑time analytics and “agentic” AI — fills a key infrastructure gap for enterprise AI use cases. SAP to Acquire Dremio to Unify SAP and Non‑SAP Data to Power Agentic AI
• Positive Sentiment: Market commentary highlights these deals as a deliberate data‑moat strategy (tabular models + lakehouse) funded by solid Q1 cash flow and earnings — a risk‑weighted way to pursue AI leadership that may improve long‑term revenue mix. SAP bets $1.16B on 18-month-old German AI lab and says yes to NemoClaw
• Neutral Sentiment: SuccessFactors product update adds stricter ATS rules and new HR tools — incremental product enhancements that may aid customer retention but unlikely to move revenue materially on their own. SAP SuccessFactors update brings stricter ATS rules and new HR tools
• Neutral Sentiment: Partner ecosystem activity: UST acquired Taciti (an SAP Silver Partner), broadening transformation delivery capacity — supportive for deal execution but not a direct revenue catalyst. UST Increases SAP Transformation Portfolio with Acquisition of Taciti
• Neutral Sentiment: SAP executives are publicly emphasizing data integrity as central to AI success — useful messaging for enterprise customers wrestling with governance and compliance. SAP’s Tahera Zamanzada on data integrity for AI success
• Negative Sentiment: New API policy that restricts third‑party AI access has drawn criticism from user groups (DSAG) — potential customer friction and developer pushback could slow adoption of SAP’s new AI stack in the near term. SAP’s new API policy restricts AI access, draws customer criticism
• Negative Sentiment: Reports that SAP is moving to block unauthorized AI agents (e.g., “OpenClaw”) reflect a tighter, walled‑garden approach — this may placate regulators but risks alienating some customers and third‑party developers. SAP Moves to Block OpenClaw and Other Unauthorized AI Agents

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. Santander upgraded SAP from a “neutral” rating to an “outperform” rating in a report on Friday, April 24th. JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of SAP in a research report on Tuesday, March 24th. Zacks Research cut SAP from a “strong-buy” rating to a “hold” rating in a report on Thursday, March 5th. Citigroup lowered SAP from a “buy” rating to a “hold” rating in a research report on Friday, January 30th. Finally, Deutsche Bank Aktiengesellschaft restated a “buy” rating on shares of SAP in a report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, SAP has a consensus rating of “Moderate Buy” and an average price target of $288.00.

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.