ServiceNow, Inc. $NOW Shares Acquired by Braun Stacey Associates Inc.

Key Points

• Braun Stacey Associates increased its stake in ServiceNow by 373.5% in Q4, owning 147,225 shares after adding 116,133 shares, valued at about $22.55 million.
• Company insiders sold 16,237 shares in the last quarter (≈$1.70 million) and now own just 0.34% of the stock, signaling notable insider selling activity.
• Analysts hold a consensus rating of Moderate Buy with a $188.59 consensus price target while ServiceNow recently beat quarterly EPS/revenue and is trading near ~$102 (12‑month low $98), though sell‑side targets vary widely (Stifel $135, Goldman $216).

Braun Stacey Associates Inc. grew its stake in shares of ServiceNow, Inc. (NYSE:NOW - Free Report) by 373.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 147,225 shares of the information technology services provider's stock after purchasing an additional 116,133 shares during the period. Braun Stacey Associates Inc.'s holdings in ServiceNow were worth $22,553,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in shares of ServiceNow by 1.6% in the third quarter. Vanguard Group Inc. now owns 20,210,924 shares of the information technology services provider's stock worth $18,599,709,000 after buying an additional 315,861 shares during the period. State Street Corp raised its holdings in shares of ServiceNow by 1.4% during the third quarter. State Street Corp now owns 9,454,699 shares of the information technology services provider's stock valued at $8,700,970,000 after acquiring an additional 131,080 shares during the period. Nordea Investment Management AB raised its holdings in shares of ServiceNow by 388.7% during the fourth quarter. Nordea Investment Management AB now owns 4,706,164 shares of the information technology services provider's stock valued at $720,325,000 after acquiring an additional 3,743,087 shares during the period. Wellington Management Group LLP lifted its position in shares of ServiceNow by 5.4% in the 3rd quarter. Wellington Management Group LLP now owns 2,287,300 shares of the information technology services provider's stock valued at $2,104,956,000 after acquiring an additional 118,060 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its stake in ServiceNow by 10.2% in the 2nd quarter. Alliancebernstein L.P. now owns 1,910,078 shares of the information technology services provider's stock worth $1,963,713,000 after purchasing an additional 177,392 shares during the period. Institutional investors and hedge funds own 87.18% of the company's stock.

Insiders Place Their Bets

In other news, Director Paul Edward Chamberlain sold 1,500 shares of the business'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 directly owned 46,430 shares in the company, valued at approximately $4,697,323.10. The trade was a 3.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the business's 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 completion of the sale, the insider directly owned 26,314 shares in the company, valued at $2,781,652.94. This trade represents a 5.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 16,237 shares of company stock worth $1,697,162. 0.34% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have recently commented on NOW. Stifel Nicolaus decreased their target price on ServiceNow from $180.00 to $135.00 and set a "buy" rating for the company in a research report on Thursday. Arete Research set a $200.00 price objective on ServiceNow in a research note on Tuesday, January 6th. Deutsche Bank Aktiengesellschaft set a $180.00 price objective on ServiceNow in a research report on Thursday, January 29th. The Goldman Sachs Group set a $216.00 target price on ServiceNow in a research note on Monday, February 2nd. Finally, Evercore reiterated an "outperform" rating and issued a $175.00 target price (down from $225.00) on shares of ServiceNow in a report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $188.59.

ServiceNow Stock Down 0.0%

NOW opened at $101.98 on Friday. ServiceNow, Inc. has a twelve month low of $98.00 and a twelve month high of $211.48. 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 business has a 50 day moving average price of $110.44 and a 200 day moving average price of $147.11. The firm has a market cap of $106.67 billion, a P/E ratio of 61.14, a price-to-earnings-growth ratio of 1.71 and a beta of 1.01.

ServiceNow (NYSE:NOW - Get Free Report) last issued its quarterly 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 company had revenue of $3.57 billion for the quarter, compared to the consensus estimate of $3.53 billion. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The firm's revenue was up 20.7% compared to the same quarter last year. During the same period last year, the business posted $0.73 earnings per share. Research analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current year.

ServiceNow News Roundup

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

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.

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