GC Wealth Management RIA LLC Has $1.71 Million Stock Position in SAP SE $SAP

GC Wealth Management RIA LLC boosted its holdings in shares of SAP SE (NYSE:SAP) by 63.1% in the 1st quarter, Holdings Channel reports. The firm owned 9,970 shares of the software maker’s stock after buying an additional 3,859 shares during the period. GC Wealth Management RIA LLC’s holdings in SAP were worth $1,707,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Fisher Asset Management LLC increased its stake in shares of SAP by 1.2% in the 4th quarter. Fisher Asset Management LLC now owns 14,728,881 shares of the software maker’s stock valued at $3,577,793,000 after purchasing an additional 179,550 shares during the last quarter. Bank of America Corp DE lifted its position in shares of SAP by 58.1% during 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 buying an additional 973,779 shares during the last quarter. Windacre Partnership LLC lifted its position in shares of SAP by 130.9% during the 3rd quarter. Windacre Partnership LLC now owns 2,357,225 shares of the software maker’s stock worth $629,874,000 after buying an additional 1,336,325 shares during the last quarter. Northern Trust Corp boosted its stake in SAP by 3.2% in the third quarter. Northern Trust Corp now owns 1,560,994 shares of the software maker’s stock valued at $417,113,000 after buying an additional 49,111 shares in the last quarter. Finally, JPMorgan Chase & Co. boosted its stake in SAP by 7.5% in the fourth quarter. JPMorgan Chase & Co. now owns 1,200,024 shares of the software maker’s stock valued at $291,498,000 after buying an additional 83,349 shares in the last quarter.

More SAP News

Here are the key news stories impacting SAP this week:

• Positive Sentiment: SAP delivered solid Q2 results, with total revenue up about 9% year over year, cloud revenue up more than 20%, and current cloud backlog rising sharply, reinforcing confidence in the company’s long-term growth engine. SAP Quarterly Statement Q2 2026
• Positive Sentiment: Management said SAP’s AI strategy and cloud momentum are supporting demand, with analysts and media reports noting that strong backlog growth helped offset concerns that AI could disrupt enterprise software. SAP Q2 Earnings Up Y/Y on Cloud Demand, Buyouts Impact Profit Outlook
• Positive Sentiment: BMO Capital Markets raised its price target on SAP and kept an outperform rating, suggesting Wall Street still sees upside after the earnings release. Benzinga / The Fly report
• Neutral Sentiment: Several reports highlighted SAP’s message that AI must move beyond basic chatbots and into more complex enterprise workflows before it creates meaningful returns, underscoring both opportunity and execution risk. Reuters SAP CFO AI comments
• Negative Sentiment: SAP lowered its 2026 operating profit outlook because AI acquisitions and related spending are weighing on earnings, which may cap near-term margin expansion even as revenue trends improve. SAP Cuts 2026 Operating Profit Outlook
• Negative Sentiment: Investors are also weighing the earnings miss versus expectations, as SAP’s quarterly EPS came in below consensus despite the strong cloud performance. SAP quarterly earnings report

Analyst Upgrades and Downgrades

SAP has been the topic of a number of recent analyst reports. Barclays decreased their target price on SAP from $257.00 to $255.00 and set an “overweight” rating on the stock in a research report on Tuesday. Piper Sandler downgraded shares of SAP from an “overweight” rating to a “neutral” rating in a research note on Tuesday, April 14th. Santander upgraded shares of SAP from a “neutral” rating to an “outperform” rating in a research note on Friday, April 24th. Wall Street Zen lowered shares of SAP from a “buy” rating to a “hold” rating in a report on Saturday, May 16th. Finally, Weiss Ratings cut shares of SAP from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $267.00.

SAP Trading Up 9.3%

Shares of SAP stock opened at $159.97 on Friday. The firm has a market capitalization of $196.52 billion, a P/E ratio of 20.10, a P/E/G ratio of 1.68 and a beta of 1.14. SAP SE has a twelve month low of $144.97 and a twelve month high of $299.48. 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 stock’s fifty day simple moving average is $165.59 and its 200 day simple moving average is $184.44.

SAP (NYSE:SAP) last issued 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 during the quarter. SAP had a return on equity of 17.16% and a net margin of 20.88%. As a group, sell-side analysts predict that SAP SE will post 8.28 EPS for the current fiscal year.

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.