ServiceNow, Inc. $NOW Stock Holdings Increased by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated raised its holdings in shares of ServiceNow, Inc. (NYSE:NOW) by 632.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,146 shares of the information technology services provider’s stock after buying an additional 6,171 shares during the period. Silver Oak Securities Incorporated’s holdings in ServiceNow were worth $1,102,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Signature Wealth Management Group increased its holdings in shares of ServiceNow by 418.4% in the fourth quarter. Signature Wealth Management Group now owns 10,326 shares of the information technology services provider’s stock valued at $1,582,000 after buying an additional 8,334 shares in the last quarter. Jaffetilchin Investment Partners LLC lifted its position in shares of ServiceNow by 444.2% during the 4th quarter. Jaffetilchin Investment Partners LLC now owns 5,349 shares of the information technology services provider’s stock valued at $819,000 after acquiring an additional 4,366 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its stake in shares of ServiceNow by 123.7% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 590,683 shares of the information technology services provider’s stock worth $87,096,000 after acquiring an additional 326,577 shares in the last quarter. Zevenbergen Capital Investments LLC grew its holdings in shares of ServiceNow by 341.8% in the 4th quarter. Zevenbergen Capital Investments LLC now owns 610,885 shares of the information technology services provider’s stock worth $93,581,000 after acquiring an additional 472,619 shares during the last quarter. Finally, Brookstone Capital Management grew its holdings in shares of ServiceNow by 428.0% in the 4th quarter. Brookstone Capital Management now owns 91,158 shares of the information technology services provider’s stock worth $13,964,000 after acquiring an additional 73,894 shares during the last quarter. Institutional investors and hedge funds own 87.18% of the company’s stock.

Insider Transactions at ServiceNow

In related news, Director Paul Edward Chamberlain sold 1,500 shares of the firm’s 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 approximately $4,697,323.10. This trade represents a 3.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the business’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 directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders 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.

ServiceNow Stock Performance

Shares of NOW stock opened at $104.02 on Thursday. The company has a market capitalization of $108.80 billion, a price-to-earnings ratio of 62.36, a P/E/G ratio of 1.75 and a beta of 1.00. ServiceNow, Inc. has a 1-year low of $98.00 and a 1-year high of $211.48. The company has a current ratio of 1.00, a quick ratio of 1.00 and a debt-to-equity ratio of 0.12. The stock’s fifty day simple moving average is $111.59 and its 200-day simple moving average is $148.31.

ServiceNow (NYSE:NOW) 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 during the quarter, compared to the consensus estimate of $3.53 billion. During the same period in the prior year, the business earned $0.73 EPS. The business’s revenue for the quarter was up 20.7% on a year-over-year basis. On average, sell-side analysts predict that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have recently commented on NOW shares. Truist Financial set a $175.00 target price on ServiceNow in a report on Thursday, February 5th. Macquarie Infrastructure dropped their price target on ServiceNow from $172.00 to $140.00 and set a “neutral” rating on the stock in a research note on Thursday, January 29th. Mizuho cut their price objective on ServiceNow from $210.00 to $190.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Robert W. Baird set a $175.00 price objective on shares of ServiceNow in a research note on Thursday, January 29th. Finally, Canaccord Genuity Group set a $200.00 target price 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 given a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $189.77.

More ServiceNow News

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?

About ServiceNow

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.