FY2026 Earnings Forecast for SAP Issued By Erste Group Bank

SAP SE (NYSE:SAP) – Erste Group Bank lowered their FY2026 EPS estimates for SAP in a note issued to investors on Thursday, June 25th. Erste Group Bank analyst H. Engel now anticipates that the software maker will post earnings per share of $8.20 for the year, down from their prior forecast of $8.31. The consensus estimate for SAP’s current full-year earnings is $8.34 per share. Erste Group Bank also issued estimates for SAP’s FY2027 earnings at $9.55 EPS.

SAP (NYSE:SAP) last posted its earnings results on Friday, February 27th. The software maker reported $1.99 EPS for the quarter. The business had revenue of $11.06 billion for the quarter. SAP had a net margin of 20.08% and a return on equity of 17.31%.

Other equities analysts have also recently issued reports about the stock. Zacks Research cut shares of SAP from a “strong-buy” rating to a “hold” rating in a research report on Thursday, March 5th. Wall Street Zen cut SAP from a “buy” rating to a “hold” rating in a research note on Saturday, May 16th. HSBC raised SAP from a “hold” rating to a “buy” rating in a report on Wednesday, April 22nd. TD Cowen restated a “buy” rating on shares of SAP in a research note on Thursday, May 14th. Finally, Santander upgraded SAP from a “neutral” rating to an “outperform” rating in a report on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $283.40.

SAP Price Performance

SAP opened at $154.36 on Wednesday. SAP has a twelve month low of $148.06 and a twelve month high of $313.28. The firm has a market cap of $189.63 billion, a price-to-earnings ratio of 20.86, a PEG ratio of 1.77 and a beta of 1.12. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.11. The company has a fifty day simple moving average of $170.36 and a 200 day simple moving average of $194.95.

Institutional Investors Weigh In On SAP

A number of institutional investors have recently modified their holdings of SAP. Dara Capital US Inc. bought a new stake in SAP in the fourth quarter valued at about $3,342,000. CIBC Bancorp USA Inc. bought a new position in SAP during the 3rd quarter worth approximately $32,760,000. Dash Acquisitions Inc. lifted its holdings in SAP by 8.7% during the 4th quarter. Dash Acquisitions Inc. now owns 78,880 shares of the software maker’s stock worth $19,161,000 after buying an additional 6,315 shares during the last quarter. Natixis Advisors LLC increased its holdings in shares of SAP by 2.3% in the 3rd quarter. Natixis Advisors LLC now owns 415,087 shares of the software maker’s stock valued at $110,915,000 after acquiring an additional 9,195 shares during the last quarter. Finally, BNP Paribas Financial Markets increased its holdings in shares of SAP by 243.7% in the 3rd quarter. BNP Paribas Financial Markets now owns 435,253 shares of the software maker’s stock valued at $116,304,000 after acquiring an additional 308,629 shares during the last quarter.

SAP Increases Dividend

The business also recently announced an annual dividend, which was paid on Friday, May 15th. Stockholders of record on Tuesday, May 5th were given a $2.9291 dividend. This represents a dividend yield of 170.0%. The ex-dividend date of this dividend was Tuesday, May 5th. This is an increase from SAP’s previous annual dividend of $2.54. SAP’s payout ratio is presently 28.92%.

About SAP

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.