What is Erste Group Bank’s Estimate for SAP FY2026 Earnings?

SAP SE (NYSE:SAP) – Analysts at Erste Group Bank dropped their FY2026 earnings per share estimates for SAP in a report issued on Thursday, June 25th. Erste Group Bank analyst H. Engel now forecasts that the software maker will post earnings of $8.20 per share for the year, down from their previous estimate 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 earnings per share for the quarter. SAP had a return on equity of 17.31% and a net margin of 20.08%.The company had revenue of $11.06 billion for the quarter.

Other equities analysts also recently issued reports about the stock. Santander upgraded shares of SAP from a “neutral” rating to an “outperform” rating in a report on Friday, April 24th. Zacks Research downgraded shares of SAP from a “strong-buy” rating to a “hold” rating in a report on Thursday, March 5th. Piper Sandler lowered shares of SAP from an “overweight” rating to a “neutral” rating in a research report on Tuesday, April 14th. BMO Capital Markets dropped their price objective on shares of SAP from $210.00 to $200.00 and set an “outperform” rating for the company in a research note on Friday, April 24th. Finally, Weiss Ratings downgraded SAP from a “hold (c)” rating to a “hold (c-)” rating in a research report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $283.40.

SAP Price Performance

SAP stock opened at $154.36 on Wednesday. The firm has a market capitalization of $189.63 billion, a PE ratio of 20.86, a P/E/G ratio of 1.77 and a beta of 1.12. SAP has a 52 week low of $148.06 and a 52 week high of $313.28. The firm’s 50-day simple moving average is $170.36 and its 200 day simple moving average is $194.95. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.11.

Hedge Funds Weigh In On SAP

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

SAP Increases Dividend

The company also recently declared an annual dividend, which was paid on Friday, May 15th. Shareholders of record on Tuesday, May 5th were paid a dividend of $2.9291 per share. The ex-dividend date of this dividend was Tuesday, May 5th. This represents a dividend yield of 170.0%. This is an increase from SAP’s previous annual dividend of $2.54. SAP’s dividend payout ratio is 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.