Fifth Third Wealth Advisors LLC Acquires 11,386 Shares of ServiceNow, Inc. $NOW

Fifth Third Wealth Advisors LLC lifted its holdings in ServiceNow, Inc. (NYSE:NOW) by 366.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,495 shares of the information technology services provider’s stock after acquiring an additional 11,386 shares during the period. Fifth Third Wealth Advisors LLC’s holdings in ServiceNow were worth $2,220,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Kilter Group LLC bought a new stake in ServiceNow during the 2nd quarter valued at approximately $25,000. IAG Wealth Partners LLC boosted its stake in ServiceNow by 200.0% in the 3rd quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock worth $25,000 after purchasing an additional 18 shares during the period. Noble Wealth Management PBC grew its holdings in ServiceNow by 400.0% during the 4th quarter. Noble Wealth Management PBC now owns 160 shares of the information technology services provider’s stock valued at $25,000 after buying an additional 128 shares in the last quarter. Bogart Wealth LLC grew its holdings in 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 in the last quarter. Finally, Wealth Watch Advisors INC bought a new stake in shares of ServiceNow during the third quarter valued at approximately $29,000. Hedge funds and other institutional investors own 87.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on NOW shares. Royal Bank Of Canada lowered their target price on shares of ServiceNow from $185.00 to $150.00 and set an “outperform” rating on the stock in a report on Monday, February 9th. UBS Group set a $115.00 target price on shares of ServiceNow in a research note on Thursday, January 29th. Arete Research set a $200.00 price target on shares of ServiceNow in a research note on Tuesday, January 6th. HSBC dropped their price objective on shares of ServiceNow from $266.40 to $226.00 and set a “buy” rating for the company in a report on Friday, January 30th. Finally, TD Cowen cut their price objective on ServiceNow from $200.00 to $185.00 and set a “buy” rating for the company in a research report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $189.77.

ServiceNow Trading Down 0.5%

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

ServiceNow (NYSE:NOW) last released its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 EPS for the quarter, beating the consensus estimate of $0.89 by $0.03. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The business had revenue of $3.57 billion during the quarter, compared to analyst estimates of $3.53 billion. During the same quarter last year, the business earned $0.73 earnings per share. ServiceNow’s quarterly revenue was up 20.7% compared to the same quarter last year. Sell-side analysts expect that ServiceNow, Inc. will post 8.93 earnings per share for the current fiscal year.

Key Headlines 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?

Insider Activity

In related news, Director Paul Edward Chamberlain sold 1,500 shares of the stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $101.17, for a total value of $151,755.00. Following the completion of the transaction, the director owned 46,430 shares of the company’s stock, valued at approximately $4,697,323.10. This trade represents a 3.13% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Kevin Thomas Mcbride sold 1,400 shares of ServiceNow stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $105.71, for a total value of $147,994.00. Following the completion of the transaction, the insider 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. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 16,237 shares of company stock worth $1,697,162. 0.34% of the stock is currently owned by corporate 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.