ServiceNow, Inc. $NOW Shares Bought by Natural Investments LLC

Key Points

• Natural Investments LLC boosted its ServiceNow stake by 332% in Q4, adding 12,644 shares to hold 16,453 shares worth about $2.52 million.
• ServiceNow beat Q4 estimates (EPS $0.92 vs. $0.89; revenue $3.57B, up 20.7% year-over-year), yet analyst views are mixed—average target $186.30 but several firms have cut targets and ratings.
• Insiders have been selling recently (16,237 shares worth ~$1.7M in the past 90 days, including Paul Fipps' 9,641-share sale), while institutional ownership remains high at 87.18%.

Natural Investments LLC raised its position in ServiceNow, Inc. (NYSE:NOW - Free Report) by 332.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,453 shares of the information technology services provider's stock after acquiring an additional 12,644 shares during the quarter. Natural Investments LLC's holdings in ServiceNow were worth $2,520,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. Brady Martz Wealth Solutions LLC boosted its stake in shares of ServiceNow by 1.3% during the 3rd quarter. Brady Martz Wealth Solutions LLC now owns 842 shares of the information technology services provider's stock valued at $775,000 after buying an additional 11 shares during the last quarter. Magnus Financial Group LLC boosted its stake in shares of ServiceNow by 1.9% during the 3rd quarter. Magnus Financial Group LLC now owns 589 shares of the information technology services provider's stock valued at $542,000 after buying an additional 11 shares during the last quarter. Avidian Wealth Enterprises LLC boosted its stake in shares of ServiceNow by 2.5% during the 3rd quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider's stock valued at $417,000 after buying an additional 11 shares during the last quarter. Traveka Wealth LLC boosted its stake in shares of 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 buying an additional 12 shares during the last quarter. Finally, Regatta Capital Group LLC boosted its stake in shares of ServiceNow by 1.9% during the 3rd quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider's stock valued at $583,000 after buying an additional 12 shares during the last quarter. 87.18% of the stock is currently owned by hedge funds and other institutional investors.

ServiceNow Stock Performance

Shares of NOW opened at $89.13 on Tuesday. The business's fifty day moving average price is $106.70 and its 200 day moving average price is $142.82. ServiceNow, Inc. has a 12-month low of $81.24 and a 12-month high of $211.48. The stock has a market capitalization of $92.36 billion, a PE ratio of 53.44, a price-to-earnings-growth ratio of 1.39 and a beta of 1.01. 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 - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.03. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The firm had revenue of $3.57 billion for the quarter, compared to analysts' expectations of $3.53 billion. During the same period last year, the business posted $0.73 earnings per share. The firm's revenue for the quarter was up 20.7% on a year-over-year basis. Equities research analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently commented on NOW shares. Robert W. Baird set a $175.00 target price on ServiceNow in a research note on Thursday, January 29th. Piper Sandler reiterated an "overweight" rating on shares of ServiceNow in a research note on Thursday, January 29th. Guggenheim upgraded ServiceNow from a "sell" rating to a "neutral" rating in a research note on Tuesday, December 16th. Royal Bank Of Canada reduced their target price on ServiceNow from $150.00 to $121.00 and set an "outperform" rating for the company in a research note on Monday. Finally, Evercore reiterated an "outperform" rating and set a $175.00 target price (down from $225.00) on shares of ServiceNow in a research note on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $186.30.

Insider Buying and Selling

In other ServiceNow news, insider Paul Fipps sold 9,641 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $105.93, for a total value of $1,021,271.13. Following the sale, the insider directly owned 11,757 shares in the company, valued at approximately $1,245,419.01. This trade represents a 45.06% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the firm's stock in a transaction on Friday, February 13th. The shares were sold at an average price of $105.71, for a total value 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. The trade was a 5.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 16,237 shares of company stock worth $1,697,162 over the last ninety days. 0.34% of the stock is owned by insiders.

ServiceNow News Summary

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Qlik partnership: ServiceNow announced a strategic tie-up with Qlik to surface governed enterprise data and analytics directly inside ServiceNow workflows and AI-driven processes — a concrete product-level move that strengthens NOW’s positioning as an “enterprise AI” operations hub and could boost long-term revenue/ACV expansion. ServiceNow Qlik Alliance Aims To Make NOW The Enterprise AI Nerve Center
• Positive Sentiment: Sector dip-buying: Broader market flows show investors buying oversold, high-quality SaaS names during a fragile market rebound, which can provide short-term support to NOW despite company-specific headwinds. Cloudflare (NET) Stock Trades Up, Here Is Why
• Neutral Sentiment: Institutional views mixed: Some institutional commentary frames ServiceNow as an attractive long-term bet despite AI concerns, but these views are varied and not uniformly supportive of higher near-term multiples. ServiceNow's $100 Price Target: Institutional Bet Defies AI Disruption Fears
• Negative Sentiment: Analyst price-target cuts and downgrades: Royal Bank of Canada trimmed its price target to $121 (from $150) while keeping an outperform rating; UBS cut NOW to Neutral. These moves reduce institutional support and can amplify selling pressure. RBC Adjusts Price Target on ServiceNow to $121
• Negative Sentiment: Wall Street skepticism on AI pivot and valuation: Multiple recent analyst and opinion pieces argue NOW still trades richly vs. peers and question whether its AI strategy will meaningfully widen margins, keeping downside risk for a correction. ServiceNow: Still Trading Richly Above Peers, Correction Is Far From Over
• Negative Sentiment: Negative media coverage & weekly losses: Commentary highlighting NOW among large-cap software losers (driven by macro concerns, AI competition and downgrades) reinforces short-term selling pressure. Cloudflare, ServiceNow, And Guardant Health Are Among Top 10 Large-Cap Losers Last Week

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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