Westpac Banking Corp Increases Stock Holdings in ServiceNow, Inc. $NOW

Westpac Banking Corp lifted its position in ServiceNow, Inc. (NYSE:NOWFree Report) by 242.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,050 shares of the information technology services provider’s stock after buying an additional 4,989 shares during the quarter. Westpac Banking Corp’s holdings in ServiceNow were worth $1,080,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. IAG Wealth Partners LLC lifted its holdings in shares of ServiceNow by 200.0% in the third quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock worth $25,000 after buying an additional 18 shares in the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of ServiceNow in the third quarter worth about $29,000. Texas Capital Bancshares Inc TX purchased a new stake in shares of ServiceNow in the third quarter worth about $37,000. Ameriflex Group Inc. lifted its holdings in shares of ServiceNow by 187.5% in the third quarter. Ameriflex Group Inc. now owns 46 shares of the information technology services provider’s stock worth $42,000 after buying an additional 30 shares in the last quarter. Finally, Kelleher Financial Advisors purchased a new stake in shares of ServiceNow in the third quarter worth about $50,000. 87.18% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

  • Positive Sentiment: William Blair reiterated a Buy rating on ServiceNow, citing accelerating AI adoption, a model-agnostic architecture, and a potential path to $30 billion in revenue by 2030. Article Title
  • Positive Sentiment: Several conference appearances this week suggest management is actively reinforcing the company’s AI and enterprise workflow growth narrative to investors. Article Title
  • Positive Sentiment: ServiceNow expanded its partnership with Everbridge’s xMatters, deepening AI-powered incident response and workflow orchestration capabilities for critical operations customers. Article Title
  • Positive Sentiment: ServiceNow announced a $2.5 million grant to City Year, highlighting continued investment in workforce development and AI-enabled operational innovation, which supports its brand and enterprise relationships. Article Title
  • Neutral Sentiment: Commentary around ServiceNow as an “AI control tower” and comparisons with other enterprise AI names reflect growing investor interest, but these pieces are opinion-based and don’t add fresh financial data. Article Title
  • Neutral Sentiment: Recent conference transcripts and AI-sector articles likely helped keep ServiceNow in focus, but they appear more reflective of sentiment than of a new business catalyst. Article Title
  • Negative Sentiment: ServiceNow was recently hit by a broader software-sector selloff and a Zacks note pointed to a sharp one-day decline, showing that AI enthusiasm has not eliminated valuation and sentiment pressure. Article Title

Analyst Ratings Changes

A number of brokerages recently weighed in on NOW. BMO Capital Markets lowered their target price on shares of ServiceNow from $120.00 to $115.00 and set an “outperform” rating on the stock in a research note on Thursday, April 23rd. Needham & Company LLC reiterated a “buy” rating and issued a $115.00 price target on shares of ServiceNow in a report on Tuesday, May 5th. FBN Securities dropped their target price on shares of ServiceNow from $160.00 to $120.00 in a report on Thursday, April 23rd. Piper Sandler lowered their price target on ServiceNow from $200.00 to $140.00 and set an “overweight” rating for the company in a research report on Thursday, April 23rd. Finally, Barclays reaffirmed an “overweight” rating and issued a $134.00 price target (up from $132.00) on shares of ServiceNow in a research report on Tuesday, May 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $141.85.

View Our Latest Research Report on NOW

ServiceNow Price Performance

NYSE NOW opened at $117.86 on Thursday. ServiceNow, Inc. has a 52 week low of $81.24 and a 52 week high of $211.48. The firm has a market capitalization of $121.51 billion, a P/E ratio of 70.24, a PEG ratio of 2.11 and a beta of 0.94. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.13. The company has a 50-day moving average price of $98.99 and a 200-day moving average price of $122.45.

ServiceNow (NYSE:NOWGet Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The information technology services provider reported $0.97 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.97. The company had revenue of $3.77 billion during the quarter, compared to the consensus estimate of $3.75 billion. ServiceNow had a return on equity of 18.16% and a net margin of 12.59%.The firm’s revenue was up 22.1% on a year-over-year basis. During the same period in the previous year, the company posted $0.81 EPS. Equities research analysts anticipate that ServiceNow, Inc. will post 2.35 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Jacqueline P. Canney sold 8,927 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $89.60, for a total transaction of $799,859.20. Following the completion of the transaction, the insider directly owned 29,531 shares in the company, valued at approximately $2,645,977.60. The trade was a 23.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Paul Edward Chamberlain sold 1,500 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $87.23, for a total value of $130,845.00. Following the transaction, the director owned 44,930 shares of the company’s stock, valued at approximately $3,919,243.90. This trade represents a 3.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 28,071 shares of company stock valued at $2,529,956. Insiders own 0.34% of the company’s stock.

ServiceNow Profile

(Free Report)

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.

Featured Stories

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Institutional Ownership by Quarter for ServiceNow (NYSE:NOW)

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