ServiceNow, Inc. $NOW Stock Position Boosted by Generali Investments Towarzystwo Funduszy Inwestycyjnych

Posted by Brian Himes on Jun 26th, 2026

Generali Investments Towarzystwo Funduszy Inwestycyjnych boosted its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 22.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 44,000 shares of the information technology services provider’s stock after buying an additional 8,000 shares during the period. ServiceNow accounts for approximately 2.4% of Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings, making the stock its 7th largest holding. Generali Investments Towarzystwo Funduszy Inwestycyjnych’s holdings in ServiceNow were worth $4,600,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its position in ServiceNow by 1.1% during the fourth quarter. Brighton Jones LLC now owns 2,753 shares of the information technology services provider’s stock worth $2,919,000 after purchasing an additional 30 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of ServiceNow by 4.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 837 shares of the information technology services provider’s stock valued at $861,000 after buying an additional 34 shares during the period. United Bank increased its holdings in shares of ServiceNow by 15.5% during the 2nd quarter. United Bank now owns 1,519 shares of the information technology services provider’s stock worth $1,562,000 after buying an additional 204 shares during the last quarter. Riggs Asset Managment Co. Inc. increased its holdings in shares of ServiceNow by 2.2% during the 2nd quarter. Riggs Asset Managment Co. Inc. now owns 1,922 shares of the information technology services provider’s stock worth $1,976,000 after buying an additional 42 shares during the last quarter. Finally, Nebula Research & Development LLC raised its position in shares of ServiceNow by 205.1% in the 2nd quarter. Nebula Research & Development LLC now owns 906 shares of the information technology services provider’s stock worth $931,000 after buying an additional 609 shares during the period. Hedge funds and other institutional investors own 87.18% of the company’s stock.

Insider Buying and Selling at ServiceNow

In other ServiceNow news, insider Paul Fipps sold 1,048 shares of ServiceNow stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $98.51, for a total value of $103,238.48. Following the completion of the transaction, the insider directly owned 12,072 shares in the company, valued at $1,189,212.72. The trade was a 7.99% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Jacqueline P. Canney sold 8,927 shares of ServiceNow stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $89.60, for a total value of $799,859.20. Following the completion of the transaction, the insider owned 29,531 shares of the company’s stock, valued at approximately $2,645,977.60. The trade was a 23.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 28,071 shares of company stock worth $2,529,956. Insiders own 0.34% of the company’s stock.

ServiceNow Stock Down 4.5%

Shares of NYSE:NOW opened at $89.59 on Friday. The stock has a market capitalization of $92.37 billion, a price-to-earnings ratio of 53.39, a price-to-earnings-growth ratio of 1.56 and a beta of 0.94. ServiceNow, Inc. has a 1-year low of $81.24 and a 1-year high of $211.48. The company’s fifty day moving average is $100.01 and its two-hundred day moving average is $115.39. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.84 and a current ratio of 0.84.

ServiceNow (NYSE:NOW – Get Free Report) last posted its quarterly earnings results on Wednesday, April 22nd. The information technology services provider reported $0.97 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.97. ServiceNow had a net margin of 12.59% and a return on equity of 18.16%. The company had revenue of $3.77 billion for the quarter, compared to the consensus estimate of $3.75 billion. During the same period last year, the firm posted $0.81 EPS. The company’s revenue for the quarter was up 22.1% on a year-over-year basis. Equities analysts anticipate that ServiceNow, Inc. will post 2.34 EPS for the current year.

Key Headlines Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

Positive Sentiment: ServiceNow was highlighted in a bullish article arguing that the company is executing well operationally and that its stock may be trading at a discount, which could support a re-rating if investors regain confidence. ServiceNow: An Excellent Business Trading at a Discount
Positive Sentiment: Several articles pointed to expanding AI-related partnerships and governance use cases, including integrations with HCLTech, Google Cloud, and Microsoft-adjacent enterprise workflows, reinforcing ServiceNow’s position in enterprise AI automation. HCLTech Deepens Google Cloud–ServiceNow Alliance to Scale Enterprise AI Agents
Positive Sentiment: New partnerships around AI governance and public sector modernization suggest ServiceNow is still broadening its addressable market and deepening product relevance in regulated enterprise environments. ServiceNow (NOW) Expands AI Governance And Public Sector Reach With New Partnerships
Neutral Sentiment: A comparison piece on Salesforce and ServiceNow noted that ServiceNow continues to post steadier revenue gains, but the article was more informational than a direct catalyst for the stock. Salesforce vs. ServiceNow: What Do Their Revenue Trends Tell Investors?
Negative Sentiment: Recent market coverage noted that ServiceNow has been slipping alongside a broader tech pullback, and some commentary specifically linked the weakness to investor concerns about AI-related expectations and valuation. ServiceNow (NOW) Dips More Than Broader Market: What You Should Know
Negative Sentiment: The stock has also been described as falling despite strong earnings, indicating that investors may be focusing more on macro pressure and sentiment than on the company’s fundamentals. AI Concerns Hurt ServiceNow (NOW) Despite Strong Earnings

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on NOW shares. Cantor Fitzgerald set a $130.00 target price on ServiceNow in a report on Monday, June 15th. Evercore lifted their price target on shares of ServiceNow from $140.00 to $150.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 5th. UBS Group reaffirmed an “outperform” rating on shares of ServiceNow in a report on Tuesday, May 26th. Robert W. Baird decreased their price objective on shares of ServiceNow from $125.00 to $118.00 and set an “outperform” rating for the company in a report on Thursday, April 23rd. Finally, The Goldman Sachs Group dropped their target price on shares of ServiceNow from $188.00 to $163.00 and set a “buy” rating for the company in a research report on Thursday, April 23rd. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $142.17.

Read Our Latest Report on NOW

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.