WINTON GROUP Ltd Buys New Shares in ServiceTitan Inc. $TTAN

WINTON GROUP Ltd bought a new position in shares of ServiceTitan Inc. (NASDAQ:TTAN) during the third quarter, HoldingsChannel reports. The firm bought 9,600 shares of the company’s stock, valued at approximately $968,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Woodline Partners LP raised its holdings in ServiceTitan by 4.6% in the 1st quarter. Woodline Partners LP now owns 2,141 shares of the company’s stock valued at $204,000 after acquiring an additional 95 shares in the last quarter. PNC Financial Services Group Inc. grew its holdings in shares of ServiceTitan by 16.1% during the 3rd quarter. PNC Financial Services Group Inc. now owns 858 shares of the company’s stock worth $87,000 after purchasing an additional 119 shares in the last quarter. Cloud Capital Management LLC bought a new stake in shares of ServiceTitan during the third quarter valued at approximately $25,000. Parallel Advisors LLC increased its position in shares of ServiceTitan by 161.7% during the third quarter. Parallel Advisors LLC now owns 526 shares of the company’s stock valued at $53,000 after purchasing an additional 325 shares during the period. Finally, Northwestern Mutual Wealth Management Co. raised its stake in shares of ServiceTitan by 1,005.1% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 431 shares of the company’s stock valued at $46,000 after purchasing an additional 392 shares in the last quarter.

More ServiceTitan News

Here are the key news stories impacting ServiceTitan this week:

• Positive Sentiment: Q4 top-line and adjusted EPS beat — ServiceTitan reported revenue of roughly $254M (+21.4% YoY) and an adjusted EPS print that topped consensus, signalling continued demand and revenue growth. Zacks: Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Stronger cash generation and gross margin expansion — Operating cash flow improved materially year-over-year and gross profit grew, which supports runway and reinvestment despite GAAP losses. QuiverQuant: Stock Falls on Q4 Earnings
• Positive Sentiment: Revenue guidance roughly in line to slightly above Street — Management updated FY‑2027 and Q1‑2027 revenue guidance at about $1.1B (FY) and ~$255–257M (Q1), which is generally in line with consensus and signals stable near‑term revenue outlook. GlobeNewswire: Q4 & FY Results
• Positive Sentiment: Product/enterprise momentum and strategic hires — A customer case study (Vertex) highlights enterprise adoption, and ServiceTitan named Abhishek Mathur as Chief Technology & Product Officer to lead AI-first product strategy. Both support long-term TAM expansion. GlobeNewswire: CTO Appointment GlobeNewswire: Vertex Case Study
• Neutral Sentiment: Market interest — Large block call-option activity was reported ahead of/post earnings, indicating speculative/hedged bullish positioning by some traders but not necessarily long-term conviction. American Banking News: Call Options Activity
• Neutral Sentiment: Full earnings materials and transcript available — Investors can review the earnings slide deck and the full call transcript for management commentary on margins, AI initiatives, and capital allocation. Seeking Alpha: Q4 2026 Transcript
• Negative Sentiment: GAAP profitability and EPS confusion — While adjusted EPS beat, GAAP results showed continued net/operating losses (and a negative diluted EPS figure in some reports), creating uncertainty over the path to sustained profitability; that contributed to selling pressure. QuiverQuant: GAAP Losses Noted
• Negative Sentiment: Insider selling and positioning — Significant insider sales were reported (executives and early investors selling shares), which can pressure sentiment even if sales are for diversification/liquidity reasons. QuiverQuant: Insider Trading Activity
• Negative Sentiment: Price target cut by BTIG — BTIG lowered its target (from $130 to $105) while keeping a buy rating; a visible analyst cut can trigger near-term weakness despite other buy ratings and a $125 median target among analysts. Benzinga: BTIG Lowers Price Target

ServiceTitan Price Performance

Shares of NASDAQ:TTAN traded down $2.48 on Friday, hitting $73.18. The stock had a trading volume of 760,464 shares, compared to its average volume of 1,515,840. The firm’s 50 day moving average price is $80.03 and its 200-day moving average price is $93.80. The company has a debt-to-equity ratio of 0.07, a quick ratio of 4.14 and a current ratio of 4.14. ServiceTitan Inc. has a twelve month low of $58.01 and a twelve month high of $131.33. The company has a market capitalization of $6.85 billion, a price-to-earnings ratio of -17.80 and a beta of -0.72.

ServiceTitan (NASDAQ:TTAN) last announced its earnings results on Thursday, March 12th. The company reported $0.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.18 by $0.09. ServiceTitan had a negative net margin of 23.91% and a negative return on equity of 10.96%. The business had revenue of $253.99 million during the quarter, compared to analysts’ expectations of $245.47 million. During the same quarter last year, the company posted $0.12 EPS. The firm’s revenue for the quarter was up 21.4% on a year-over-year basis. On average, equities research analysts predict that ServiceTitan Inc. will post -1.98 earnings per share for the current year.

Insider Activity

In other news, CAO Michele O’connor sold 1,678 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $105.30, for a total value of $176,693.40. Following the transaction, the chief accounting officer directly owned 89,571 shares of the company’s stock, valued at $9,431,826.30. The trade was a 1.84% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Ara Mahdessian sold 32,000 shares of the stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $98.50, for a total value of $3,152,000.00. The SEC filing for this sale provides additional information. Insiders sold a total of 85,180 shares of company stock valued at $8,620,383 over the last three months. 51.72% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on TTAN. UBS Group reaffirmed a “buy” rating on shares of ServiceTitan in a research report on Monday, December 1st. Morgan Stanley boosted their price target on shares of ServiceTitan from $118.00 to $125.00 and gave the company an “equal weight” rating in a report on Friday, December 5th. Stifel Nicolaus reduced their price objective on shares of ServiceTitan from $145.00 to $125.00 and set a “buy” rating for the company in a report on Friday. BMO Capital Markets decreased their target price on shares of ServiceTitan from $108.00 to $92.00 and set an “outperform” rating on the stock in a research report on Friday. Finally, Wells Fargo & Company decreased their target price on shares of ServiceTitan from $140.00 to $125.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Fourteen research analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $122.94.

About ServiceTitan

ServiceTitan, Inc (NASDAQ: TTAN) is a cloud-based software provider specializing in end-to-end business management solutions for residential and commercial trade contractors. The company’s platform integrates customer relationship management, scheduling and dispatch, mobile workforce management, invoicing, payments and reporting tools into a single suite. By automating key back-office processes, ServiceTitan helps field service businesses improve operational efficiency, enhance customer experience and drive revenue growth.

At the core of ServiceTitan’s offering is a mobile application that allows technicians to access job details, update work orders, capture signatures and process payments from the field.