Fifth Third Bancorp Reduces Position in SAP SE $SAP

Fifth Third Bancorp cut its stake in shares of SAP SE (NYSE:SAP - Free Report) by 74.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,044 shares of the software maker's stock after selling 11,690 shares during the quarter. Fifth Third Bancorp's holdings in SAP were worth $982,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in SAP. Windacre Partnership LLC grew its holdings in shares of 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 buying an additional 1,336,325 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of SAP by 58.1% during the second 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 last quarter. Sustainable Growth Advisers LP grew its holdings in shares of SAP by 1,126.3% during the third 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 during the last quarter. M&T Bank Corp grew its holdings 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 buying an additional 768,725 shares during the last quarter. Finally, Thrivent Financial for Lutherans grew its holdings 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 buying an additional 416,678 shares during the last quarter.

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

Analysts Set New Price Targets

A number of brokerages have recently weighed in on SAP. Deutsche Bank Aktiengesellschaft reissued a "buy" rating on shares of SAP in a report on Friday, January 30th. Citigroup downgraded shares of SAP from a "buy" rating to a "hold" rating in a report on Friday, January 30th. Citizens Jmp cut shares of SAP from an "outperform" rating to a "market perform" rating in a report on Friday, January 30th. Santander upgraded shares of SAP from a "neutral" rating to an "outperform" rating in a research report on Friday, April 24th. Finally, TD Cowen restated a "buy" rating on shares of SAP in a research report on Thursday, April 16th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $288.00.

SAP Trading Up 0.7%

NYSE SAP opened at $172.55 on Wednesday. The company has a market capitalization of $211.97 billion, a PE ratio of 23.32, a P/E/G ratio of 1.92 and a beta of 1.11. The company has a fifty day moving average of $180.39 and a 200 day moving average of $218.47. SAP SE has a 1 year low of $160.66 and a 1 year high of $313.28. 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 - Get Free Report) last posted its earnings results on Friday, February 27th. The software maker reported $1.99 earnings per share (EPS) for the quarter. The company had revenue of $11.06 billion during the quarter. SAP had a net margin of 20.08% and a return on equity of 17.31%. Research analysts forecast that SAP SE will post 8.35 earnings per share for the current year.

SAP Increases Dividend

The company also recently disclosed an annual dividend, which will be paid on Friday, May 15th. Shareholders of record on Tuesday, May 5th will be given a $2.9291 dividend. This represents a dividend yield of 170.0%. This is an increase from SAP's previous annual dividend of $2.54. The ex-dividend date is Tuesday, May 5th. SAP's payout ratio is currently 24.86%.

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.

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