V Square Quantitative Management LLC Invests $3.33 Million in ServiceNow, Inc. $NOW

V Square Quantitative Management LLC purchased a new position in shares of ServiceNow, Inc. (NYSE:NOW) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 21,732 shares of the information technology services provider’s stock, valued at approximately $3,329,000.

Other institutional investors also recently added to or reduced their stakes in the company. Nordea Investment Management AB lifted its holdings in shares of ServiceNow by 388.7% in the 4th 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 during the period. WELLCOME TRUST LTD THE as trustee of the WELLCOME TRUST grew its holdings in ServiceNow by 400.0% during the fourth quarter. WELLCOME TRUST LTD THE as trustee of the WELLCOME TRUST now owns 2,250,000 shares of the information technology services provider’s stock worth $344,678,000 after acquiring an additional 1,800,000 shares during the period. SG Americas Securities LLC grew its holdings in ServiceNow by 11,128.7% during the fourth quarter. SG Americas Securities LLC now owns 1,805,467 shares of the information technology services provider’s stock worth $276,579,000 after acquiring an additional 1,789,388 shares during the period. Aberdeen Group plc raised its position in ServiceNow by 405.0% in the fourth quarter. Aberdeen Group plc now owns 1,448,931 shares of the information technology services provider’s stock worth $221,962,000 after acquiring an additional 1,162,005 shares in the last quarter. Finally, Sarasin & Partners LLP lifted its holdings in ServiceNow by 386.2% in the fourth quarter. Sarasin & Partners LLP now owns 1,233,408 shares of the information technology services provider’s stock valued at $188,946,000 after acquiring an additional 979,740 shares during the period. Hedge funds and other institutional investors own 87.18% of the company’s stock.

Key Stories Impacting ServiceNow

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: DXC Technology announced a new multi‑year agreement to deploy ServiceNow’s Core Business Suite and agentic AI tools across DXC’s operations and clients — a revenue and reference‑customer win that supports ServiceNow’s AI rollout momentum. DXC-ServiceNow agreement
• Positive Sentiment: Launch of Naitiv — an AI‑native consultancy built by former ServiceNow executives — highlights partner ecosystem expansion and practical, vertical AI use cases (Property & Casualty insurance), which could accelerate deployments. Naitiv launch
• Positive Sentiment: Industry voice Dan Ives argued the Microsoft/Salesforce/ServiceNow sell‑off is overdone, saying CIO checks show AI moving from experimentation to deployment — a bullish signal for demand. Dan Ives commentary
• Neutral Sentiment: Goldman Sachs maintained a Buy rating but trimmed its price target from $216 to $188, signaling confidence in fundamentals but acknowledging valuation/near‑term risk. Goldman Sachs note
• Neutral Sentiment: Some sell‑side modeling tweaks: Erste Group slightly cut FY2027 EPS forecasts (minor change), reflecting cautious near‑term estimates but not a major earnings revision. Erste Group estimate
• Negative Sentiment: BTIG cut its price target to $185 from $200 and published a cautious note scrutinizing ServiceNow’s FY26 revenue‑growth guidance — increased analyst skepticism pressured sentiment. BTIG price target cut
• Negative Sentiment: Coverage notes and downgrades in early trading triggered selling — a roundup piece reported the stock falling after an analyst downgrade, feeding momentum to the pullback. Analyst downgrade coverage
• Negative Sentiment: Technical/market factors: ServiceNow shares hit a 52‑week low amid a broader software correction and headline‑driven volatility, which can amplify downside as quant/ETF flows react. 52‑week low report

ServiceNow Price Performance

Shares of NYSE:NOW opened at $97.41 on Thursday. 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 fifty day moving average price is $108.49 and its two-hundred day moving average price is $145.21. The stock has a market cap of $101.89 billion, a PE ratio of 58.40, a price-to-earnings-growth ratio of 1.71 and a beta of 1.01. ServiceNow, Inc. has a one year low of $96.96 and a one year 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 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 analysts’ expectations of $3.53 billion. ServiceNow had a return on equity of 18.54% and a net margin of 13.16%.The business’s revenue for the quarter was up 20.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.73 earnings per share. On average, analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

Insider Buying and Selling at ServiceNow

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

Analyst Upgrades and Downgrades

NOW has been the topic of a number of recent analyst reports. BTIG Research lowered their price target on shares of ServiceNow from $200.00 to $185.00 and set a “buy” rating on the stock in a research note on Tuesday. Evercore reiterated an “outperform” rating and set a $175.00 price target (down from $225.00) on shares of ServiceNow in a research report on Thursday, January 29th. Oppenheimer reissued an “outperform” rating and set a $175.00 price target (down from $200.00) on shares of ServiceNow in a research note on Wednesday, January 21st. BMO Capital Markets lowered their price target on ServiceNow from $175.00 to $170.00 and set an “outperform” rating on the stock in a report on Thursday, January 29th. Finally, DA Davidson reaffirmed a “buy” rating and set a $220.00 price objective on shares of ServiceNow in a report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $187.46.

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.