Argentarii LLC Has $1.70 Million Stock Holdings in ServiceNow, Inc. $NOW

Argentarii LLC increased its position in ServiceNow, Inc. (NYSE:NOW) by 436.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,075 shares of the information technology services provider’s stock after purchasing an additional 9,009 shares during the quarter. Argentarii LLC’s holdings in ServiceNow were worth $1,697,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Trust Asset Management LLC raised its position in shares of ServiceNow by 382.1% during the 4th quarter. Trust Asset Management LLC now owns 11,435 shares of the information technology services provider’s stock valued at $1,752,000 after acquiring an additional 9,063 shares during the last quarter. Signal Advisors Wealth LLC lifted its stake in ServiceNow by 443.5% in the fourth quarter. Signal Advisors Wealth LLC now owns 56,586 shares of the information technology services provider’s stock valued at $8,668,000 after buying an additional 46,175 shares during the period. Ferguson Wellman Capital Management Inc. boosted its holdings in ServiceNow by 362.1% during the fourth quarter. Ferguson Wellman Capital Management Inc. now owns 5,175 shares of the information technology services provider’s stock worth $793,000 after buying an additional 4,055 shares during the last quarter. Exchange Bank boosted its holdings in ServiceNow by 377.3% during the fourth quarter. Exchange Bank now owns 1,346 shares of the information technology services provider’s stock worth $206,000 after buying an additional 1,064 shares during the last quarter. Finally, Perkins Coie Trust Co grew its position in shares of ServiceNow by 400.0% during the 4th quarter. Perkins Coie Trust Co now owns 300 shares of the information technology services provider’s stock worth $46,000 after buying an additional 240 shares during the period. 87.18% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently commented on NOW shares. Argus raised ServiceNow to a “strong-buy” rating in a research note on Wednesday, February 4th. HSBC cut their target price on shares of ServiceNow from $266.40 to $226.00 and set a “buy” rating on the stock in a report on Friday, January 30th. Deutsche Bank Aktiengesellschaft set a $180.00 price target on shares of ServiceNow in a research report on Thursday, January 29th. Guggenheim upgraded shares of ServiceNow from a “sell” rating to a “neutral” rating in a research report on Tuesday, December 16th. Finally, Wells Fargo & Company set a $225.00 target price on ServiceNow and gave the stock an “overweight” rating in a report on Thursday, January 8th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $192.61.

Insider Transactions at ServiceNow

In other news, insider Kevin Thomas Mcbride sold 1,400 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $105.71, for a total transaction of $147,994.00. Following the completion of the transaction, the insider directly owned 26,314 shares in the company, valued at $2,781,652.94. This represents a 5.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 46,430 shares of the company’s stock, valued at $4,697,323.10. The trade was a 3.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 16,237 shares of company stock valued at $1,697,162 over the last 90 days. 0.34% of the stock is owned by corporate insiders.

Key ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: inMorphis was named ServiceNow Partner of the Year 2026, highlighting continued partner-led adoption in Asia‑Pacific and broader channel momentum for ServiceNow’s platform. inMorphis Named as ServiceNow Partner of the Year 2026 – Risk & Security – Asia Pacific
• Positive Sentiment: Vonage launched a native integration with ServiceNow Voice to embed voice + real‑time AI into CSM and ITSM workflows — a tangible ecosystem expansion that can increase usage of ServiceNow’s AI capabilities and stickiness with large customers. Vonage Voice AI Tie Up Puts ServiceNow Platform And Valuation In Focus
• Positive Sentiment: Analyst coverage remains supportive: Zacks highlights ServiceNow as a strong growth/momentum stock based on subscription growth, retention and backlog — reinforcing the bull case for long‑term recurring revenue. Here’s Why ServiceNow (NOW) is a Strong Growth Stock
• Neutral Sentiment: ServiceNow’s Chief People & AI Enablement Officer emphasizes a “people‑first” AI adoption strategy for HR — messaging that supports enterprise adoption but is more strategic than immediately revenue‑driving. The Role of “AI Enablement” in HR
• Neutral Sentiment: Coverage noting ServiceNow’s exposure to cloud demand in indexes frames the company as a play on enterprise cloud & AI workflows — useful context for investors but not an immediate catalyst. ServiceNow (NYSE:NOW) Tracks Cloud Demand In Nyse composite Index
• Negative Sentiment: Jim Cramer cautioned that the stock may face “a little bit more turbulence,” adding to near‑term sentiment risk despite valuation arguments. Jim Cramer on ServiceNow: “I Think the Stock’s Going to Be in for a Little Bit More Turbulence Than It Already Has Been”
• Negative Sentiment: Recent selloffs tied to AI fears and broader market weakness have pushed NOW well below its 12‑month high, creating headline volatility that continues to pressure sentiment. Here’s Why ServiceNow (NOW) Fell More Than Broader Market

ServiceNow Stock Performance

Shares of ServiceNow stock opened at $103.69 on Friday. The firm has a market cap of $108.46 billion, a price-to-earnings ratio of 62.16, a price-to-earnings-growth ratio of 1.74 and a beta of 0.99. The stock’s 50-day moving average is $113.44 and its 200-day moving average is $150.90. ServiceNow, Inc. has a one year low of $98.00 and a one year high of $211.48. 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 (NYSE:NOW) last announced its earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.89 by $0.03. The business had revenue of $3.57 billion for the quarter, compared to analyst estimates of $3.53 billion. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.ServiceNow’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.73 EPS. Equities analysts predict that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

ServiceNow Company 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.