Diversified Trust Co. Purchases 37,099 Shares of ServiceNow, Inc. $NOW

Diversified Trust Co. lifted its position in ServiceNow, Inc. (NYSE:NOW) by 457.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 45,203 shares of the information technology services provider’s stock after acquiring an additional 37,099 shares during the period. Diversified Trust Co.’s holdings in ServiceNow were worth $6,925,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Brady Martz Wealth Solutions LLC raised its holdings in ServiceNow by 1.3% in the third quarter. Brady Martz Wealth Solutions LLC now owns 842 shares of the information technology services provider’s stock worth $775,000 after purchasing an additional 11 shares in the last quarter. Magnus Financial Group LLC grew its position in shares of ServiceNow by 1.9% in the 3rd quarter. Magnus Financial Group LLC now owns 589 shares of the information technology services provider’s stock worth $542,000 after buying an additional 11 shares during the period. Avidian Wealth Enterprises LLC increased its stake in shares of ServiceNow by 2.5% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider’s stock worth $417,000 after acquiring an additional 11 shares in the last quarter. Traveka Wealth LLC lifted its position in ServiceNow by 3.8% during the 3rd quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock valued at $304,000 after acquiring an additional 12 shares during the period. Finally, Regatta Capital Group LLC boosted its stake in ServiceNow by 1.9% during the third quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock worth $583,000 after acquiring an additional 12 shares in the last quarter. 87.18% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on NOW shares. Citigroup upped their price objective on shares of ServiceNow from $235.00 to $237.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Mizuho lowered their target price on shares of ServiceNow from $210.00 to $190.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. BTIG Research reissued a “buy” rating and issued a $200.00 price target on shares of ServiceNow in a research report on Thursday, January 29th. Canaccord Genuity Group set a $200.00 price target on ServiceNow in a research note on Thursday, January 29th. Finally, Royal Bank Of Canada reduced their price objective on ServiceNow from $185.00 to $150.00 and set an “outperform” rating for the company in a research report on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $192.61.

ServiceNow Price Performance

NYSE NOW opened at $110.86 on Tuesday. ServiceNow, Inc. has a one year low of $98.00 and a one year high of $211.48. The stock has a 50-day moving average of $115.29 and a 200 day moving average of $152.12. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.00 and a current ratio of 1.00. The company has a market capitalization of $115.96 billion, a price-to-earnings ratio of 66.46, a PEG ratio of 1.87 and a beta of 0.99.

ServiceNow (NYSE:NOW) last posted its earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.89 by $0.03. The business had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.53 billion. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The business’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.73 EPS. On average, sell-side analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current year.

Insider Activity

In related news, Director Paul Edward Chamberlain sold 1,500 shares of the stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $101.17, for a total transaction of $151,755.00. Following the transaction, the director owned 46,430 shares in the company, valued at $4,697,323.10. This represents a 3.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $105.71, for a total transaction of $147,994.00. Following the completion of the sale, the insider owned 26,314 shares in the company, valued at $2,781,652.94. This represents a 5.05% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 16,237 shares of company stock valued at $1,697,162 over the last three months. Insiders own 0.34% of the company’s stock.

More ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Analyst reaffirmation and bullish outlook — Citizens reiterated a Market Outperform rating and $260 price target, citing ServiceNow’s customer relationships, architecture and its “AI Control Tower” positioning for the agentic era. This endorsement supports longer-term upside expectations. Article Title
• Positive Sentiment: Platform ecosystem expansion — Novaworks launched an AI-native HCM operating system built on ServiceNow and raised an $8M seed round with participation from ServiceNow Ventures, extending ServiceNow’s Total Workforce Management narrative and increasing potential monetization paths for HR use-cases on the core platform. Article Title
• Positive Sentiment: Investor conviction pieces argue buy-the-dip — multiple retail-focused pieces make the case that ServiceNow’s workflow moat and proprietary data make it resilient versus AI disruption, helping attract buyers during the broader SaaS sell-off. Article Title
• Neutral Sentiment: Comparative analyst pieces highlight both opportunity and competition — coverage comparing MongoDB (MDB) and ServiceNow notes both ride enterprise AI demand but differ on growth visibility and monetization pace; the pieces underline upside potential but also competitive dynamics to monitor. Article Title
• Neutral Sentiment: Ticker/name noise from unrelated firms — a separate firm (NowVertical, TSXV: NOW) announced an engagement expansion; investors should note this is a different company but it can create occasional search/ticker noise. Article Title
• Negative Sentiment: Sectorwide AI/SaaS pressure remains a headwind — articles and market commentary note an ongoing SaaS sell-off driven by AI disruption fears; even high-quality names like ServiceNow can trade lower or underperform near-term while investors reassess multiples and adoption timing. Article Title

ServiceNow Profile

ServiceNow (NYSE: NOW) is a cloud computing company that builds enterprise software to manage digital workflows and automate business processes. Its offerings are designed to replace manual work and legacy systems with cloud-based, service-oriented applications that support IT operations, customer service, human resources, security response and other enterprise functions.

The company’s flagship product family is the Now Platform, a suite of subscription software and platform services that includes IT Service Management (ITSM), IT Operations Management (ITOM), IT Business Management (ITBM), Customer Service Management (CSM), HR Service Delivery, Security Operations and Asset Management.