ServiceNow, Inc. $NOW Shares Bought by Capital Investment Advisors LLC

Capital Investment Advisors LLC lifted its stake in shares of ServiceNow, Inc. (NYSE:NOW) by 378.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 24,819 shares of the information technology services provider’s stock after purchasing an additional 19,633 shares during the quarter. Capital Investment Advisors LLC’s holdings in ServiceNow were worth $3,802,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. Avity Investment Management Inc. increased its holdings in ServiceNow by 400.5% in the fourth quarter. Avity Investment Management Inc. now owns 239,631 shares of the information technology services provider’s stock valued at $36,709,000 after buying an additional 191,750 shares in the last quarter. Dakota Wealth Management boosted its stake in shares of ServiceNow by 431.5% during the 4th quarter. Dakota Wealth Management now owns 51,025 shares of the information technology services provider’s stock worth $7,817,000 after acquiring an additional 41,424 shares in the last quarter. Trust Point Inc. grew its holdings in shares of ServiceNow by 356.9% in the 4th quarter. Trust Point Inc. now owns 8,357 shares of the information technology services provider’s stock worth $1,280,000 after acquiring an additional 6,528 shares during the period. Global X Japan Co. Ltd. grew its holdings in shares of ServiceNow by 2,433.5% in the 4th quarter. Global X Japan Co. Ltd. now owns 41,980 shares of the information technology services provider’s stock worth $6,431,000 after acquiring an additional 40,323 shares during the period. Finally, CoreCap Advisors LLC increased its stake in ServiceNow by 308.9% in the 4th quarter. CoreCap Advisors LLC now owns 830 shares of the information technology services provider’s stock valued at $127,000 after purchasing an additional 627 shares in the last quarter. Hedge funds and other institutional investors own 87.18% of the company’s stock.

Analysts Set New Price Targets

NOW has been the subject of several research reports. Needham & Company LLC reaffirmed a “buy” rating and set a $155.00 price objective on shares of ServiceNow in a report on Thursday, February 5th. Wall Street Zen cut ServiceNow from a “buy” rating to a “hold” rating in a research report on Saturday, February 28th. Macquarie Infrastructure cut their price target on ServiceNow from $172.00 to $140.00 and set a “neutral” rating for the company in a research note on Thursday, January 29th. Mizuho decreased their price objective on shares of ServiceNow from $210.00 to $190.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Finally, The Goldman Sachs Group set a $216.00 price objective on shares of ServiceNow in a research note on Monday, February 2nd. Three 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 given a Sell rating to the company. Based on data from MarketBeat.com, ServiceNow has an average rating of “Moderate Buy” and a consensus price target of $192.61.

ServiceNow News Roundup

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: ServiceNow expanded security and distribution partnerships to make AI agents safer for enterprise workloads — deals with Zenity (agent security/posture/vulnerability), deeper ties with Cohesity (data resilience) and Carahsoft (public-sector distribution) should reduce adoption risk and accelerate enterprise deployments. ServiceNow Partnerships Aim To Make AI Agents Safer For Enterprise Workloads
• Positive Sentiment: An institutional investor note highlights product growth as ServiceNow transforms into an AI‑powered enterprise platform — an endorsement from a large fund supports the narrative of durable revenue expansion. ServiceNow (NOW) Products See Growth Amid Transformation into AI-Powered Enterprise Platform
• Positive Sentiment: inMorphis was named ServiceNow Partner of the Year 2026 for Risk & Security in APAC — signals stronger regional go‑to‑market traction that can drive adoption and services revenue in growth markets. inMorphis Named as ServiceNow Partner of the Year 2026 – Risk & Security – Asia Pacific
• Positive Sentiment: Analyst coverage remains constructive — a Zacks piece reiterates ServiceNow’s profile as a strong growth stock based on style/growth metrics, which can underpin investor interest when sentiment stabilizes. Here’s Why ServiceNow (NOW) is a Strong Growth Stock
• Neutral Sentiment: Earnings season is the immediate catalyst — previews expect double‑digit earnings expansion for the upcoming quarter, so results and guidance will likely drive near‑term volatility. ServiceNow Earnings Preview: What to Expect
• Neutral Sentiment: Company messaging on “people‑first” AI enablement (HR and middle‑manager focus) shows ServiceNow pushing adoption via change management rather than purely technical sells — strategically important but not an immediate revenue swing. The Role of “AI Enablement” in HR
• Negative Sentiment: Broader market weakness and valuation worries are pressuring the stock — recent commentary questions whether current prices properly reflect growth vs. risk after a steep multi‑quarter decline from prior highs, increasing downside sensitivity into earnings. Has Market Weakness Created A Fresh Opening In ServiceNow (NOW) Stock?

Insider Activity

In related news, insider Kevin Thomas Mcbride sold 1,400 shares of the company’s stock in a transaction that occurred 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 transaction, the insider owned 26,314 shares of the company’s stock, valued at approximately $2,781,652.94. This represents a 5.05% decrease in their ownership of the stock. The sale 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 that occurred on Thursday, February 12th. The stock was sold at an average price of $101.17, for a total transaction of $151,755.00. Following the sale, the director owned 46,430 shares in the company, valued at approximately $4,697,323.10. This trade represents a 3.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 16,237 shares of company stock valued at $1,697,162 over the last 90 days. Insiders own 0.34% of the company’s stock.

ServiceNow Stock Performance

NYSE NOW opened at $99.58 on Friday. The company has a quick ratio of 1.00, a current ratio of 1.00 and a debt-to-equity ratio of 0.12. The stock has a market cap of $104.16 billion, a price-to-earnings ratio of 59.70, a price-to-earnings-growth ratio of 1.68 and a beta of 0.99. ServiceNow, Inc. has a fifty-two week low of $98.00 and a fifty-two week high of $211.48. The business has a fifty day moving average of $112.88 and a 200-day moving average of $150.03.

ServiceNow (NYSE:NOW) last announced its earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.03. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The firm had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.53 billion. During the same quarter in the previous year, the company posted $0.73 EPS. The firm’s revenue for the quarter was up 20.7% on a year-over-year basis. As a group, 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.