Romano Brothers AND Company Purchases 9,984 Shares of ServiceNow, Inc. $NOW

Romano Brothers AND Company raised its position in shares of ServiceNow, Inc. (NYSE:NOW) by 415.8% in the fourth quarter, Holdings Channel reports. The firm owned 12,385 shares of the information technology services provider’s stock after acquiring an additional 9,984 shares during the quarter. Romano Brothers AND Company’s holdings in ServiceNow were worth $1,897,000 as of its most recent SEC filing.

Several other large investors have also bought and sold shares of NOW. Brady Martz Wealth Solutions LLC grew its holdings in shares of ServiceNow by 1.3% during the third quarter. Brady Martz Wealth Solutions LLC now owns 842 shares of the information technology services provider’s stock valued at $775,000 after buying an additional 11 shares during the last quarter. Magnus Financial Group LLC raised its holdings in ServiceNow by 1.9% in the 3rd quarter. Magnus Financial Group LLC now owns 589 shares of the information technology services provider’s stock worth $542,000 after acquiring an additional 11 shares during the last quarter. Avidian Wealth Enterprises LLC lifted its position in ServiceNow by 2.5% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 453 shares of the information technology services provider’s stock valued at $417,000 after acquiring an additional 11 shares in the last quarter. Traveka Wealth LLC lifted its position in ServiceNow by 3.8% in the 3rd quarter. Traveka Wealth LLC now owns 330 shares of the information technology services provider’s stock valued at $304,000 after acquiring an additional 12 shares in the last quarter. Finally, Regatta Capital Group LLC boosted its stake in ServiceNow by 1.9% during the 3rd quarter. Regatta Capital Group LLC now owns 633 shares of the information technology services provider’s stock valued at $583,000 after purchasing an additional 12 shares during the last quarter. 87.18% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: ServiceNow expanded security and distribution partnerships to make AI agents safer for enterprise workloads — deals with Zenity (agent security/posture/vulnerability), deeper ties with Cohesity (data resilience) and Carahsoft (public-sector distribution) should reduce adoption risk and accelerate enterprise deployments. ServiceNow Partnerships Aim To Make AI Agents Safer For Enterprise Workloads
• Positive Sentiment: An institutional investor note highlights product growth as ServiceNow transforms into an AI‑powered enterprise platform — an endorsement from a large fund supports the narrative of durable revenue expansion. ServiceNow (NOW) Products See Growth Amid Transformation into AI-Powered Enterprise Platform
• Positive Sentiment: inMorphis was named ServiceNow Partner of the Year 2026 for Risk & Security in APAC — signals stronger regional go‑to‑market traction that can drive adoption and services revenue in growth markets. inMorphis Named as ServiceNow Partner of the Year 2026 – Risk & Security – Asia Pacific
• Positive Sentiment: Analyst coverage remains constructive — a Zacks piece reiterates ServiceNow’s profile as a strong growth stock based on style/growth metrics, which can underpin investor interest when sentiment stabilizes. Here’s Why ServiceNow (NOW) is a Strong Growth Stock
• Neutral Sentiment: Earnings season is the immediate catalyst — previews expect double‑digit earnings expansion for the upcoming quarter, so results and guidance will likely drive near‑term volatility. ServiceNow Earnings Preview: What to Expect
• Neutral Sentiment: Company messaging on “people‑first” AI enablement (HR and middle‑manager focus) shows ServiceNow pushing adoption via change management rather than purely technical sells — strategically important but not an immediate revenue swing. The Role of “AI Enablement” in HR
• Negative Sentiment: Broader market weakness and valuation worries are pressuring the stock — recent commentary questions whether current prices properly reflect growth vs. risk after a steep multi‑quarter decline from prior highs, increasing downside sensitivity into earnings. Has Market Weakness Created A Fresh Opening In ServiceNow (NOW) Stock?

Insider Activity at ServiceNow

In other ServiceNow news, Director Paul Edward Chamberlain sold 1,500 shares of the company’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $101.17, for a total transaction of $151,755.00. Following the completion of the sale, the director directly owned 46,430 shares of the company’s stock, valued at approximately $4,697,323.10. This represents a 3.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Kevin Thomas Mcbride sold 1,400 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $105.71, for a total transaction of $147,994.00. Following the completion of the transaction, the insider owned 26,314 shares in the company, valued at $2,781,652.94. The trade was a 5.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 16,237 shares of company stock worth $1,697,162. 0.34% of the stock is owned by company insiders.

ServiceNow Stock Down 3.9%

NOW stock opened at $99.58 on Friday. The company has a market cap of $104.16 billion, a price-to-earnings ratio of 59.70, a P/E/G ratio of 1.75 and a beta of 0.99. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.00 and a current ratio of 1.00. The business’s 50-day moving average is $112.88 and its two-hundred day moving average is $150.29. 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 results on Wednesday, January 28th. The information technology services provider reported $0.92 earnings per share (EPS) for the quarter, beating 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 business had revenue of $3.57 billion during the quarter, compared to the consensus estimate of $3.53 billion. During the same period in the previous year, the company posted $0.73 EPS. The business’s quarterly revenue was up 20.7% compared to the same quarter last year. As a group, analysts forecast that ServiceNow, Inc. will post 8.93 earnings per share for the current year.

Analysts Set New Price Targets

A number of research firms have commented on NOW. Truist Financial set a $175.00 target price on ServiceNow in a report on Thursday, February 5th. Canaccord Genuity Group set a $200.00 target price on ServiceNow in a research report on Thursday, January 29th. UBS Group set a $115.00 price target on shares of ServiceNow in a report on Thursday, January 29th. Royal Bank Of Canada reduced their price target on shares of ServiceNow from $185.00 to $150.00 and set an “outperform” rating for the company in a research note on Monday, February 9th. Finally, HSBC decreased 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. Three research analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $192.61.

ServiceNow 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.