Moran Wealth Management LLC Raises Stock Holdings in SAP SE $SAP

Posted by George Bondi on Jul 5th, 2026

Moran Wealth Management LLC increased its holdings in shares of SAP SE (NYSE:SAP – Free Report) by 30.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 27,971 shares of the software maker’s stock after acquiring an additional 6,498 shares during the quarter. Moran Wealth Management LLC’s holdings in SAP were worth $4,789,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Sound Income Strategies LLC grew its stake in SAP by 109.4% in the 4th quarter. Sound Income Strategies LLC now owns 111 shares of the software maker’s stock valued at $26,000 after purchasing an additional 58 shares during the period. Bayban bought a new stake in shares of SAP during the 4th quarter worth $28,000. Community Bank N.A. purchased a new position in shares of SAP in the 3rd quarter worth about $32,000. GoalVest Advisory LLC bought a new position in SAP during the fourth quarter valued at about $35,000. Finally, Annis Gardner Whiting Capital Advisors LLC grew its position in SAP by 758.8% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 146 shares of the software maker’s stock valued at $35,000 after buying an additional 129 shares during the period.

Wall Street Analysts Forecast Growth

Several analysts have commented on the stock. Wall Street Zen lowered shares of SAP from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. JPMorgan Chase & Co. reissued a “neutral” rating on shares of SAP in a research report on Tuesday, March 24th. Santander upgraded shares of SAP from a “neutral” rating to an “outperform” rating in a research note on Friday, April 24th. BMO Capital Markets dropped their price objective on SAP from $210.00 to $200.00 and set an “outperform” rating on the stock in a research note on Friday, April 24th. Finally, Piper Sandler lowered SAP from an “overweight” rating to a “neutral” rating in a report on Tuesday, April 14th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $283.40.

View Our Latest Research Report on SAP

Key Headlines Impacting SAP

Here are the key news stories impacting SAP this week:

Positive Sentiment: SAP is emphasizing AI-driven growth, saying it wants employees to create new AI-powered roles and redeploy workers into higher-value work rather than relying on large layoffs. That could support longer-term productivity and revenue opportunities. SAP Seeks to Rein In Costs to Focus on AI Investments
Positive Sentiment: The company also announced a one-time $1,000 contribution for eligible U.S.-based employees’ children as part of a broader family-support initiative, which is positive for employee morale and corporate reputation, though it is not a major direct financial driver. SAP Celebrates America’s 250th with Investment in the Next Generation
Neutral Sentiment: Multiple outlets reported that SAP is cutting or freezing non-core hiring and reducing travel and expense budgets to fund a bigger AI push. Investors may see this as disciplined spending, but it also signals near-term restraint on operating expenses and headcount growth. SAP cuts hiring and travel to fund AI
Negative Sentiment: The repeated focus on budget tightening, non-core hiring freezes, and expense controls may raise concerns that SAP is slowing spending to preserve margins, which can weigh on sentiment if investors worry about reduced growth in the near term. SAP wants workers to create new AI-powered jobs, slashes travel and expenses budgets to up AI spend

SAP Price Performance

NYSE SAP opened at $162.54 on Friday. The company has a market cap of $199.68 billion, a PE ratio of 21.96, a price-to-earnings-growth ratio of 1.86 and a beta of 1.14. SAP SE has a 52 week low of $148.06 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’s 50-day simple moving average is $169.45 and its two-hundred day simple moving average is $193.54.

SAP (NYSE:SAP – Get Free Report) last issued its earnings results on Friday, February 27th. The software maker reported $1.99 earnings per share for the quarter. SAP had a net margin of 20.08% and a return on equity of 17.31%. The firm had revenue of $11.06 billion during the quarter. Research analysts predict that SAP SE will post 8.33 earnings per share for the current year.

SAP Increases Dividend

The firm also recently disclosed an annual dividend, which was paid on Friday, May 15th. Investors of record on Tuesday, May 5th were issued a $2.9291 dividend. This is a boost from SAP’s previous annual dividend of $2.54. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a yield of 170.0%. SAP’s payout ratio is 28.92%.

About SAP

(Free Report)

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.