Moody National Bank Trust Division Grows Stock Holdings in ServiceNow, Inc. $NOW

Moody National Bank Trust Division increased its holdings in shares of ServiceNow, Inc. (NYSE:NOW) by 255.1% in the fourth quarter, Holdings Channel reports. The firm owned 10,897 shares of the information technology services provider’s stock after acquiring an additional 7,828 shares during the period. Moody National Bank Trust Division’s holdings in ServiceNow were worth $1,669,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of NOW. Sei Investments Co. raised its stake in ServiceNow by 7.1% during the third quarter. Sei Investments Co. now owns 396,517 shares of the information technology services provider’s stock worth $364,903,000 after acquiring an additional 26,241 shares during the period. Jacobs & Co. CA boosted its stake in shares of ServiceNow by 477.3% during the 4th quarter. Jacobs & Co. CA now owns 60,245 shares of the information technology services provider’s stock worth $9,228,000 after acquiring an additional 49,809 shares in the last quarter. Temasek Holdings Private Ltd grew its holdings in shares of ServiceNow by 29.8% in the 3rd quarter. Temasek Holdings Private Ltd now owns 117,005 shares of the information technology services provider’s stock worth $107,677,000 after acquiring an additional 26,850 shares during the last quarter. Legacy Wealth Asset Management LLC raised its position in shares of ServiceNow by 428.0% during the fourth quarter. Legacy Wealth Asset Management LLC now owns 11,610 shares of the information technology services provider’s stock worth $1,779,000 after purchasing an additional 9,411 shares during the period. Finally, Union Bancaire Privee UBP SA lifted its holdings in shares of ServiceNow by 444.9% during the fourth quarter. Union Bancaire Privee UBP SA now owns 321,331 shares of the information technology services provider’s stock valued at $46,834,000 after purchasing an additional 262,362 shares during the last quarter. Institutional investors and hedge funds own 87.18% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on NOW shares. BTIG Research reissued a “buy” rating and issued a $200.00 price target on shares of ServiceNow in a research note on Thursday, January 29th. Wall Street Zen lowered shares of ServiceNow from a “buy” rating to a “hold” rating in a research note on Saturday, February 28th. Jefferies Financial Group decreased their target price on shares of ServiceNow from $230.00 to $175.00 and set a “buy” rating for the company in a report on Friday, January 23rd. Canaccord Genuity Group set a $200.00 price target on shares of ServiceNow in a report on Thursday, January 29th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of ServiceNow in a report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $192.61.

ServiceNow Stock Down 5.9%

NOW opened at $104.40 on Wednesday. The company has a market capitalization of $109.20 billion, a P/E ratio of 62.59, a P/E/G ratio of 1.88 and a beta of 0.99. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.00 and a quick ratio of 1.00. The firm’s fifty day moving average price is $114.62 and its two-hundred day moving average price is $151.57. 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, topping analysts’ consensus estimates of $0.89 by $0.03. The company had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.53 billion. ServiceNow had a net margin of 13.16% and a return on equity of 18.54%. The firm’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same period last year, the firm earned $0.73 EPS. On average, analysts anticipate that ServiceNow, Inc. will post 8.93 EPS for the current year.

Insider Buying and Selling at ServiceNow

In other news, insider Kevin Thomas Mcbride sold 1,400 shares of the company’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 value of $147,994.00. Following the sale, the insider directly owned 26,314 shares in the company, valued at approximately $2,781,652.94. This represents a 5.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, Director Paul Edward Chamberlain sold 1,500 shares of the business’s stock in a transaction on 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 sale, the director directly owned 46,430 shares in the company, valued at approximately $4,697,323.10. This represents a 3.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 16,237 shares of company stock valued at $1,697,162. 0.34% of the stock is currently owned by corporate insiders.

ServiceNow News Summary

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: New integrations and partnerships expand ServiceNow’s AI and voice capabilities, strengthening the platform’s enterprise reach — Vonage launched a native integration with ServiceNow Voice to embed high-quality voice and real‑time AI into CSM and ITSM workflows. Vonage Voice AI Tie Up Puts ServiceNow Platform And Valuation In Focus
• Positive Sentiment: Security-focused AI partner to help customers adopt agentic AI safely in SecOps, reducing adoption friction and risk — Zenity announced a partnership to operationalize AI-agent risk reduction on ServiceNow. Zenity Announces Partnership With ServiceNow
• Positive Sentiment: Ecosystem innovation and platform monetization signs — startups (Novaworks) and ISVs are launching agentic HR/HCM solutions on the ServiceNow platform and ServiceNow Ventures is participating, which could broaden TAM and drive new subscription use cases. Novaworks.ai Launches Agentic Operating System
• Neutral Sentiment: Institutional activity and analyst coverage remain active — some large reallocations reported in Q4 and a mix of buy/hold ratings with a median analyst target well above current levels, creating both upside scenarios and volatility. Institutional Activity Rises
• Negative Sentiment: Sector and sentiment-driven selling pressured the stock as investors repriced SaaS multiples on fears agentic AI could reduce defensibility/monetization of workflow software; Anthropic’s new agent capabilities were cited as a catalyst for the sell-off. Here’s Why ServiceNow Fell
• Negative Sentiment: Post-earnings scrutiny and short-term repricing: analysts and quant pieces flagged valuation and “guidance quality” debate after recent results, contributing to intraday weakness despite solid revenue and EPS beats. Quiver Quant Analysis

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.