SWS Partners Boosts Stock Holdings in ServiceNow, Inc. $NOW

Key Points

• SWS Partners boosted its stake in ServiceNow by 399.1% in Q4, acquiring an additional 12,798 shares to hold 16,005 shares worth about $2.45 million at quarter-end.
• ServiceNow beat Q4 estimates (EPS $0.92 vs. $0.89; revenue $3.57B, up 20.7% YoY) and raised liquidity with a $3 billion unsecured revolving credit facility.
• Analyst coverage is mixed but averages a Moderate Buy with a $189.77 price target, even as the stock has plunged roughly 30% YTD and trades near $104.

SWS Partners grew its holdings in ServiceNow, Inc. (NYSE:NOW - Free Report) by 399.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,005 shares of the information technology services provider's stock after purchasing an additional 12,798 shares during the period. SWS Partners' holdings in ServiceNow were worth $2,452,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Kilter Group LLC purchased a new position in ServiceNow in the 2nd quarter valued at approximately $25,000. IAG Wealth Partners LLC lifted 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 acquiring an additional 18 shares in the last quarter. Noble Wealth Management PBC boosted its holdings in shares of ServiceNow by 400.0% in the fourth quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider's stock worth $25,000 after acquiring an additional 128 shares during the period. Lodestone Wealth Management LLC bought a new position in shares of ServiceNow in the fourth quarter worth $26,000. Finally, Bogart Wealth LLC grew its position in shares of ServiceNow by 93.8% in the third quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider's stock valued at $29,000 after purchasing an additional 15 shares in the last quarter. 87.18% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on NOW shares. Stifel Nicolaus set a $180.00 price objective on ServiceNow and gave the company a "buy" rating in a research note on Thursday, January 29th. Oppenheimer reaffirmed an "outperform" rating and set a $175.00 target price (down from $200.00) on shares of ServiceNow in a report on Wednesday, January 21st. The Goldman Sachs Group set a $216.00 price target on ServiceNow in a research report on Monday, February 2nd. HSBC lowered their price target 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. Finally, Macquarie Infrastructure reduced their price objective on shares of ServiceNow from $172.00 to $140.00 and set a "neutral" rating for the company in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $189.77.

ServiceNow Price Performance

Shares of NYSE NOW opened at $104.02 on Thursday. The firm has a market capitalization of $108.80 billion, a P/E ratio of 62.36, a P/E/G ratio of 1.75 and a beta of 1.00. 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's 50-day simple moving average is $111.59 and its two-hundred day simple moving average is $148.31. ServiceNow, Inc. has a twelve month low of $98.00 and a twelve month high of $211.48.

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 analysts' consensus estimates 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 during the quarter, compared to the consensus estimate of $3.53 billion. During the same quarter last year, the company posted $0.73 EPS. The company's revenue for the quarter was up 20.7% on a year-over-year basis. As a group, equities analysts anticipate that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

Insider Activity at ServiceNow

In other ServiceNow news, Director Paul Edward Chamberlain sold 1,500 shares of ServiceNow stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $101.17, for a total transaction of $151,755.00. Following the completion of the sale, the director directly owned 46,430 shares in the company, valued at $4,697,323.10. The trade was a 3.13% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the business's stock in a transaction that occurred on Friday, February 13th. The stock was 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 of the company's stock, valued at approximately $2,781,652.94. This represents a 5.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 16,237 shares of company stock valued at $1,697,162 over the last three months. 0.34% of the stock is owned by corporate insiders.

Key Stories Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: ServiceNow announced a $3 billion unsecured revolving credit facility and money-market/CP programs to boost liquidity and lower refinancing risk, giving management more flexibility to fund operations, M&A or AI investments. ServiceNow Boosts Liquidity With New Credit and CP Programs
• Positive Sentiment: Benchmark initiated coverage with a Buy and $125 price target, calling the recent sell-off a buying opportunity — this can attract value-oriented flows. Benchmark Initiates ServiceNow at Buy with $125 Price Target
• Positive Sentiment: Morgan Stanley reiterated a Buy with a $210 target, highlighting resilient growth and AI monetization potential — a large, bullish institutional voice that may support longer-term confidence. ServiceNow: Resilient Growth, AI Monetization, and Accretive Acquisitions Create Attractive Risk/Reward
• Positive Sentiment: BigPanda became an elite Build Partner and launched a certified app to convert alert streams into context-rich incidents inside ServiceNow — a product tie-up that strengthens Now Platform’s operational AI credentials. BigPanda Partners with ServiceNow to Extend ServiceNow with Advanced Event Intelligence and Incident Automation
• Neutral Sentiment: ServiceNow set its Q1 2026 earnings release for April 22 — a near-term catalyst that will refocus investors on growth, margins, subscription trends and AI monetization. ServiceNow to Announce First Quarter 2026 Financial Results on April 22
• Neutral Sentiment: Shares have seen occasional bargain-hunting bounces near the 52-week low, indicating some short-term buying interest even amid the drawdown. ServiceNow (NOW) Climbs 5.6% on Bargain-Hunting After Near Low
• Neutral Sentiment: Consensus analyst coverage remains generally constructive (average rating around "moderate buy"), suggesting mixed but not uniformly negative institutional views. ServiceNow, Inc. NYSE: NOW Receives Average Rating of "Moderate Buy" from Analysts
• Negative Sentiment: Multiple outlets highlight a ~30%+ YTD decline and the stock’s worst quarter on record, driven by investor worries over slower growth and increased competition from AI-native players — a key pressure point for sentiment. ServiceNow Drops 32% Year to Date: Should You Still Buy the Stock?
• Negative Sentiment: Wells Fargo trimmed its price target to $185 (still Overweight) — the cut signals some near-term caution from sell-side desks even if they remain constructive on the long run. Wall Street Price Prediction: ServiceNow Price Target Set at $185
• Negative Sentiment: Coverage pieces raising questions about AI competition and execution have amplified selling pressure; until Q1 results and guidance clarity, sentiment may remain fragile. ServiceNow’s stock is having its worst quarter on record. What comes next?

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.

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