SAP SE $SAP Shares Acquired by Fort Washington Investment Advisors Inc. OH

by · The Markets Daily

Fort Washington Investment Advisors Inc. OH grew its holdings in SAP SE (NYSE:SAP – Free Report) by 28.8% in the third quarter, Holdings Channel.com reports. The institutional investor owned 221,642 shares of the software maker’s stock after buying an additional 49,502 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in SAP were worth $46,208,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of SAP. Bayban acquired a new position in SAP during the fourth quarter worth about $28,000. Continuum Advisory LLC purchased a new stake in SAP during the 2nd quarter valued at about $31,000. Front Row Advisors LLC raised its holdings in SAP by 362.5% in the 1st quarter. Front Row Advisors LLC now owns 185 shares of the software maker’s stock valued at $32,000 after acquiring an additional 145 shares during the last quarter. Markowski Investments acquired a new stake in SAP in the 2nd quarter valued at about $41,000. Finally, MidFirst Bank acquired a new stake in SAP in the 4th quarter valued at about $46,000.

Trending Headlines about SAP

Here are the key news stories impacting SAP this week:

  • Positive Sentiment: AI ecosystem momentum: Lemongrass says it accounts for nearly one in five partner AI agents published in SAP’s Discovery Center, suggesting early traction for SAP Business AI and potential support for future cloud demand. Lemongrass Accounts for Nearly 1 in 5 Partner AI Agents Published in SAP Discovery Center
  • Positive Sentiment: Expanded customer-engagement partnership: Sinch added RCS messaging to its native SAP Engagement Cloud integration, expanding SAP’s omnichannel capabilities and creating opportunities for AI-driven customer communications. Sinch expands SAP partnership with RCS integration for SAP Engagement Cloud
  • Positive Sentiment: Quarterly results could provide a catalyst: SAP is scheduled to report quarterly earnings, following a stronger-than-feared second quarter in which current cloud backlog rose 26% and cloud revenue increased 24%. SAP Set to Release Quarterly Earnings
  • Neutral Sentiment: Cybersecurity response: SAP patched a critical CVSS 10 vulnerability in its Cloud SDK for Python that could allow OAuth credential theft and, in some cases, system takeover. The patch limits immediate exposure, but the incident highlights security risks for SAP’s cloud ecosystem. SAP patches critical Python SDK flaw
  • Negative Sentiment: Competitive AI criticism: Workday CEO Aneel Bhusri reportedly labeled Oracle and SAP “AI dinosaurs,” reinforcing concerns that large enterprise-software providers may be slower than newer competitors to capture AI-driven growth. Workday CEO calls Oracle and SAP AI dinosaurs
  • Negative Sentiment: Earnings estimates were reduced: Erste Group lowered its FY2026 EPS forecast to $7.92 from $8.10 and FY2027 EPS to $9.32 from $9.66, signaling softer near-term expectations. SAP analyst estimates
  • Negative Sentiment: Execution and valuation remain risks: Analysts note SAP’s rebound still leaves the stock below its 2025 peak, while its AI strategy must overcome the scale of its workforce, slower cloud-backlog growth and macro/geopolitical uncertainty. SAP Q3 Preview

SAP Price Performance

NYSE:SAP opened at $220.32 on Thursday. The stock’s fifty day moving average is $212.22 and its two-hundred day moving average is $184.37. The company has a quick ratio of 1.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.19. The company has a market capitalization of $270.66 billion, a P/E ratio of 27.68, a P/E/G ratio of 2.63 and a beta of 1.13. SAP SE has a 52 week low of $144.97 and a 52 week high of $281.36.

SAP (NYSE:SAP – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The software maker reported $1.82 earnings per share for the quarter, missing analysts’ consensus estimates of $2.00 by ($0.18). SAP had a return on equity of 17.07% and a net margin of 20.88%. The company had revenue of $11.27 billion for the quarter, compared to analysts’ expectations of $11.30 billion. During the same period in the previous year, the business posted $1.50 EPS. The business’s revenue for the quarter was up 9.4% on a year-over-year basis. Equities analysts expect that SAP SE will post 8.00 EPS for the current year.

Analysts Set New Price Targets

A number of research analysts have weighed in on the stock. BMO Capital Markets raised their target price on shares of SAP from $177.00 to $235.00 and gave the stock an “outperform” rating in a research note on Thursday, October 8th. Argus set a $265.00 price target on SAP in a report on Thursday, September 10th. Morgan Stanley reaffirmed an “overweight” rating on shares of SAP in a report on Friday, August 21st. Citigroup reiterated a “buy” rating on shares of SAP in a research report on Tuesday, September 22nd. Finally, Weiss Ratings raised SAP from a “hold (c)” rating to a “hold (c+)” rating in a research note on Thursday, October 8th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $264.71.

View Our Latest Report on SAP

SAP Profile

(Free Report)

SAP SE is a German enterprise software company headquartered in Walldorf, Germany. Founded in 1972 by five former IBM employees, SAP develops technology that helps organizations manage finance, procurement, supply chains, human resources, customer relationships and other core business operations.

The company’s principal offerings include SAP S/4HANA Cloud enterprise resource planning software, the SAP Business Technology Platform, and cloud applications such as SAP SuccessFactors for human capital management, SAP Ariba for procurement, SAP Concur for travel and expense management, and SAP Customer Experience solutions.

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