Capital Investment Advisors LLC Boosts Holdings in ServiceNow, Inc. $NOW

Capital Investment Advisors LLC grew its stake in shares of ServiceNow, Inc. (NYSE:NOW) by 378.6% in the fourth quarter, HoldingsChannel reports. The fund owned 24,819 shares of the information technology services provider’s stock after buying an additional 19,633 shares during the quarter. Capital Investment Advisors LLC’s holdings in ServiceNow were worth $3,802,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Kilter Group LLC acquired a new position in ServiceNow during the second quarter worth approximately $25,000. IAG Wealth Partners LLC boosted its holdings in shares of ServiceNow by 200.0% in the 3rd quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock valued at $25,000 after purchasing an additional 18 shares during the last quarter. Noble Wealth Management PBC boosted its holdings in shares of ServiceNow by 400.0% in the 4th quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider’s stock valued at $25,000 after purchasing an additional 128 shares during the last quarter. Bogart Wealth LLC grew its stake in shares of ServiceNow by 93.8% during the 3rd quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock valued at $29,000 after buying an additional 15 shares during the period. Finally, Wealth Watch Advisors INC purchased a new stake in shares of ServiceNow during the 3rd quarter valued at $29,000. 87.18% of the stock is currently owned by hedge funds and other institutional investors.

More ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: ServiceNow expanded security and distribution partnerships to make AI agents safer for enterprise workloads — deals with Zenity (agent security/posture/vulnerability), deeper ties with Cohesity (data resilience) and Carahsoft (public-sector distribution) should reduce adoption risk and accelerate enterprise deployments. ServiceNow Partnerships Aim To Make AI Agents Safer For Enterprise Workloads
• Positive Sentiment: An institutional investor note highlights product growth as ServiceNow transforms into an AI‑powered enterprise platform — an endorsement from a large fund supports the narrative of durable revenue expansion. ServiceNow (NOW) Products See Growth Amid Transformation into AI-Powered Enterprise Platform
• Positive Sentiment: inMorphis was named ServiceNow Partner of the Year 2026 for Risk & Security in APAC — signals stronger regional go‑to‑market traction that can drive adoption and services revenue in growth markets. inMorphis Named as ServiceNow Partner of the Year 2026 – Risk & Security – Asia Pacific
• Positive Sentiment: Analyst coverage remains constructive — a Zacks piece reiterates ServiceNow’s profile as a strong growth stock based on style/growth metrics, which can underpin investor interest when sentiment stabilizes. Here’s Why ServiceNow (NOW) is a Strong Growth Stock
• Neutral Sentiment: Earnings season is the immediate catalyst — previews expect double‑digit earnings expansion for the upcoming quarter, so results and guidance will likely drive near‑term volatility. ServiceNow Earnings Preview: What to Expect
• Neutral Sentiment: Company messaging on “people‑first” AI enablement (HR and middle‑manager focus) shows ServiceNow pushing adoption via change management rather than purely technical sells — strategically important but not an immediate revenue swing. The Role of “AI Enablement” in HR
• Negative Sentiment: Broader market weakness and valuation worries are pressuring the stock — recent commentary questions whether current prices properly reflect growth vs. risk after a steep multi‑quarter decline from prior highs, increasing downside sensitivity into earnings. Has Market Weakness Created A Fresh Opening In ServiceNow (NOW) Stock?

ServiceNow Trading Down 3.9%

NYSE:NOW opened at $99.58 on Friday. The business’s 50-day moving average is $112.88 and its two-hundred day moving average is $150.03. The firm has a market capitalization of $104.16 billion, a PE ratio of 59.70, a price-to-earnings-growth ratio of 1.68 and a beta of 0.99. ServiceNow, Inc. has a 12 month low of $98.00 and a 12 month high of $211.48. 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) last posted its 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. The business had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.53 billion. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The company’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.73 earnings per share. Research analysts predict that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

NOW has been the topic of several research reports. Oppenheimer reaffirmed an “outperform” rating and issued a $175.00 target price (down from $200.00) on shares of ServiceNow in a research report on Wednesday, January 21st. Needham & Company LLC reissued a “buy” rating and set a $155.00 price target on shares of ServiceNow in a research report on Thursday, February 5th. Capital One Financial dropped their price target on ServiceNow from $188.00 to $161.00 and set an “overweight” rating for the company in a research note on Friday, January 16th. BMO Capital Markets reduced their price objective on ServiceNow from $175.00 to $170.00 and set an “outperform” rating on the stock in a research note on Thursday, January 29th. Finally, Evercore reiterated an “outperform” rating and set a $175.00 target price (down from $225.00) on shares of ServiceNow in a report on Thursday, January 29th. Three investment analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $192.61.

Insiders Place Their Bets

In other ServiceNow news, insider Paul Fipps sold 9,641 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $105.93, for a total value of $1,021,271.13. Following the completion of the sale, the insider owned 11,757 shares of the company’s stock, valued at $1,245,419.01. This trade represents a 45.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Kevin Thomas Mcbride sold 1,400 shares of ServiceNow 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 sale, the insider owned 26,314 shares in the company, valued at $2,781,652.94. This represents a 5.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 16,237 shares of company stock worth $1,697,162 in the last 90 days. 0.34% of the stock is owned by company insiders.

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.