Clean Yield Group Has $3.91 Million Holdings in ServiceNow, Inc. $NOW

Clean Yield Group boosted its holdings in ServiceNow, Inc. (NYSE:NOW) by 412.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 25,513 shares of the information technology services provider’s stock after acquiring an additional 20,537 shares during the quarter. Clean Yield Group’s holdings in ServiceNow were worth $3,908,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Vanguard Group Inc. boosted its stake in ServiceNow by 1.6% in the third quarter. Vanguard Group Inc. now owns 20,210,924 shares of the information technology services provider’s stock valued at $18,599,709,000 after buying an additional 315,861 shares in the last quarter. State Street Corp boosted its stake in ServiceNow by 1.4% in the third quarter. State Street Corp now owns 9,454,699 shares of the information technology services provider’s stock valued at $8,700,970,000 after buying an additional 131,080 shares in the last quarter. Nordea Investment Management AB boosted its stake in ServiceNow by 388.7% in the fourth quarter. Nordea Investment Management AB now owns 4,706,164 shares of the information technology services provider’s stock valued at $720,325,000 after buying an additional 3,743,087 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its stake in ServiceNow by 385.9% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,599,397 shares of the information technology services provider’s stock valued at $398,202,000 after buying an additional 2,064,440 shares in the last quarter. Finally, Wellington Management Group LLP boosted its stake in ServiceNow by 5.4% in the third quarter. Wellington Management Group LLP now owns 2,287,300 shares of the information technology services provider’s stock valued at $2,104,956,000 after buying an additional 118,060 shares in the last quarter. 87.18% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at ServiceNow

In other news, Director Paul Edward Chamberlain sold 1,500 shares of the firm’s stock in a transaction dated Thursday, February 12th. The stock was sold at an average price of $101.17, for a total transaction of $151,755.00. Following the completion of the transaction, the director directly owned 46,430 shares in the company, valued at $4,697,323.10. This trade represents a 3.13% 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 Paul Fipps sold 9,641 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $105.93, for a total value of $1,021,271.13. Following the transaction, 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 SEC filing for this sale provides additional information. Insiders sold 16,237 shares of company stock worth $1,697,162 over the last ninety days. 0.34% of the stock is owned by insiders.

ServiceNow Price Performance

Shares of NOW opened at $94.11 on Thursday. ServiceNow, Inc. has a 1 year low of $81.24 and a 1 year 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. The company has a market capitalization of $97.51 billion, a price-to-earnings ratio of 56.42, a price-to-earnings-growth ratio of 1.47 and a beta of 1.01. The business has a 50-day moving average of $105.93 and a 200-day moving average of $141.78.

ServiceNow (NYSE:NOW) last issued its quarterly earnings data on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.89 by $0.03. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The company had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.53 billion. During the same period last year, the company earned $0.73 earnings per share. The firm’s revenue was up 20.7% compared to the same quarter last year. As a group, equities research analysts anticipate that ServiceNow, Inc. will post 8.93 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. TD Cowen reduced their price objective on ServiceNow from $200.00 to $185.00 and set a “buy” rating on the stock in a research note on Thursday, January 29th. Argus upgraded ServiceNow to a “strong-buy” rating in a research report on Wednesday, February 4th. Oppenheimer set a $130.00 target price on ServiceNow and gave the company an “outperform” rating in a research report on Wednesday. Deutsche Bank Aktiengesellschaft set a $180.00 target price on ServiceNow in a research report on Thursday, January 29th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $200.00 target price on shares of ServiceNow in a research report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $179.85.

Key ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Expanded Latin America footprint — ServiceNow announced new data centers in Rio de Janeiro and Brasilia and reports record enterprise adoption in Brazil, positioning the platform as an AI-powered workflow hub for large regional customers; this supports revenue growth and local compliance demand. ServiceNow Expands AI Workflow Hub In Brazil As Regional Role Grows
• Positive Sentiment: Modest Q1 beat expected — previews point to a modest quarter beat driven by early AI-driven demand, which reduces near-term earnings risk and is a catalyst ahead of the April 22 earnings report. ServiceNow Seen Delivering Modest Q1 Beat
• Positive Sentiment: Risk‑on market flows into quality SaaS — broader risk‑on buying (partly driven by easing geopolitical tensions) has pushed investors back into high‑margin subscription names like ServiceNow that have clear AI monetization paths. Atlassian and Shopify Shares Are Soaring, What You Need To Know
• Positive Sentiment: Product partnerships add enterprise AI value — a new alliance with Qlik to surface governed analytics inside ServiceNow workflows strengthens the company’s position as an “enterprise AI nerve center,” which can expand wallet share. ServiceNow Qlik Alliance Aims To Make NOW The Enterprise AI Nerve Center
• Neutral Sentiment: Partner ecosystem updates and integrations (e.g., TrustCloud, top partner recognitions) boost go‑to‑market execution but are incremental near-term revenue drivers. TrustCloud Brings AI-Driven Cyber Risk Automation Directly Into ServiceNow
• Neutral Sentiment: Execution gap highlighted in CX research — ServiceNow’s India CX report shows leaders investing in AI but customers not yet feeling the impact, which signals both opportunity and execution risk. 48% of Indian Customers Cite Lack of Empathy in CX, But Only 19% of Leaders Address It with AI – Reports ServiceNow
• Negative Sentiment: Analyst target cuts and cautious notes — multiple firms trimmed price targets (Citi cut to $177; BMO to $120; Oppenheimer lowered its target), keeping ratings but signaling valuation and near‑term growth concern. Citi Slashes ServiceNow’s Target to $177: Is the AI Workflow Giant Losing Its Edge?
• Negative Sentiment: Large YTD drawdown and bearish headlines — coverage noting a roughly 43% YTD decline and skeptical writeups amplify downside sentiment and valuation questions ahead of earnings. ServiceNow (NOW) Stock Plunges 43% in 2026 — Time to Buy the Selloff?

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.