ServiceNow, Inc. $NOW Shares Purchased by Beaumont Asset Management L.L.C.

Beaumont Asset Management L.L.C. raised its stake in ServiceNow, Inc. (NYSE:NOW) by 398.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,381 shares of the information technology services provider’s stock after buying an additional 11,496 shares during the period. ServiceNow makes up about 1.1% of Beaumont Asset Management L.L.C.’s investment portfolio, making the stock its 21st largest holding. Beaumont Asset Management L.L.C.’s holdings in ServiceNow were worth $2,203,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. IAG Wealth Partners LLC raised its position in shares of ServiceNow by 200.0% during the third quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock worth $25,000 after purchasing an additional 18 shares during the period. Noble Wealth Management PBC boosted its position in shares of ServiceNow by 400.0% in the 4th quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider’s stock valued at $25,000 after purchasing an additional 128 shares during the period. Lodestone Wealth Management LLC acquired a new position in shares of ServiceNow in the 4th quarter valued at $26,000. Bogart Wealth LLC increased its stake in ServiceNow by 93.8% in the 3rd quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock worth $29,000 after purchasing an additional 15 shares in the last quarter. Finally, Wealth Watch Advisors INC acquired a new stake in ServiceNow during the 3rd quarter worth about $29,000. 87.18% of the stock is owned by institutional investors.

ServiceNow Trading Down 0.0%

NYSE:NOW opened at $101.98 on Monday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.00 and a quick ratio of 1.00. ServiceNow, Inc. has a fifty-two week low of $98.00 and a fifty-two week high of $211.48. The stock’s 50-day moving average is $110.44 and its two-hundred day moving average is $146.80. The stock has a market cap of $106.67 billion, a PE ratio of 61.14, a price-to-earnings-growth ratio of 1.71 and a beta of 1.01.

ServiceNow (NYSE:NOW) last posted its quarterly earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.89 by $0.03. The business had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.53 billion. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The firm’s revenue was up 20.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.73 earnings per share. As a group, equities research analysts forecast that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Insider Buying and Selling at ServiceNow

In other ServiceNow 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 value of $151,755.00. Following the completion of the sale, the director owned 46,430 shares in the company, valued at $4,697,323.10. This represents a 3.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Kevin Thomas Mcbride sold 1,400 shares of ServiceNow stock in a transaction on Friday, February 13th. The shares were sold at an average price of $105.71, for a total transaction of $147,994.00. Following the sale, the insider directly owned 26,314 shares of the company’s stock, valued at $2,781,652.94. This trade represents a 5.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 16,237 shares of company stock worth $1,697,162. 0.34% of the stock is currently owned by company insiders.

Key Headlines Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: CEO Bill McDermott personally invested roughly $3 million into NOW, signaling management confidence and providing a direct vote of conviction amid the pullback. ServiceNow (NOW) Stock: CEO Invests $3M Amid 32% Year-to-Date Decline
• Positive Sentiment: ServiceNow expanded its partnership with NVIDIA to operationalize the company’s AI “Control Tower,” which could accelerate product differentiation and enterprise AI adoption—a strategic positive for growth and gross-margin leverage. ServiceNow (NOW) Expands Partnership With NVIDIA
• Positive Sentiment: Following the sharp pullback, at least one outlet highlights a fresh buy call — fresh analyst interest could attract value-focused funds looking for rebound candidates after the sell-off. ServiceNow Gets Fresh Buy Call After Sharp Pullback
• Positive Sentiment: Analysis suggests the Armis acquisition strengthens ServiceNow’s core platform and could expand enterprise security/use-case cross-sell—supportive for longer-term revenue expansion. ServiceNow’s Deal May Be Bigger Than It Looks
• Neutral Sentiment: CEO McDermott is publicly re-shaping ServiceNow’s business model around AI execution (the “control tower” concept). This signals strategic direction but execution and monetization timelines remain the key uncertainties. ServiceNow CEO Builds New Business Model Around AI
• Neutral Sentiment: Coverage pieces note ServiceNow among AI/enterprise leaders that could outperform broader markets if AI tailwinds persist; these are thematic endorsements rather than near-term catalysts. Tech Sell-Off: Wall Street Sees 60% or More Upside for These S&P 500 Stocks
• Neutral Sentiment: Corporate hiring/leadership moves in India (new MD/GVP) are incremental operational items that support regional growth but are unlikely to move the stock by themselves. ServiceNow appoints Kulmeet Bawa as MD and group VP for the India, SAARC
• Negative Sentiment: Stifel cut its price target from $180 to $135, citing weaker U.S. federal spending and softer Q1 trends—this is the primary near-term negative driver because it directly lowers sell‑side expectations and frames public-sector demand risk. ServiceNow’s price target set lower by Stifel due to weaker federal spending
• Negative Sentiment: The stock has seen a substantial multi-month decline and recent daily drops, reinforcing momentum-driven selling and making it vulnerable to further cuts or rotation out of high-multiple software names. ServiceNow (NOW) Stock Declines While Market Improves: Some Information for Investors

Analyst Upgrades and Downgrades

A number of research firms have commented on NOW. Robert W. Baird set a $175.00 price objective on shares of ServiceNow in a research note on Thursday, January 29th. Argus raised shares of ServiceNow to a “strong-buy” rating in a research report on Wednesday, February 4th. Royal Bank Of Canada cut their price target on shares of ServiceNow from $185.00 to $150.00 and set an “outperform” rating on the stock in a report on Monday, February 9th. Deutsche Bank Aktiengesellschaft set a $180.00 price target on shares of ServiceNow in a research report on Thursday, January 29th. Finally, Jefferies Financial Group decreased their price objective on shares of ServiceNow from $230.00 to $175.00 and set a “buy” rating for the company in a research note on Friday, January 23rd. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $188.59.

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.