Hudson Value Partners LLC Buys 5,420 Shares of ServiceNow, Inc. $NOW

Hudson Value Partners LLC boosted its stake in ServiceNow, Inc. (NYSE:NOW) by 400.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,775 shares of the information technology services provider’s stock after purchasing an additional 5,420 shares during the quarter. Hudson Value Partners LLC’s holdings in ServiceNow were worth $1,045,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently modified their holdings of the company. Cohen Klingenstein LLC boosted its position in shares of ServiceNow by 400.0% during the 4th quarter. Cohen Klingenstein LLC now owns 10,000 shares of the information technology services provider’s stock valued at $1,532,000 after acquiring an additional 8,000 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of ServiceNow by 385.9% during the 4th 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 acquiring an additional 2,064,440 shares during the last quarter. Focus Financial Network Inc. boosted its position in shares of ServiceNow by 286.1% during the 4th quarter. Focus Financial Network Inc. now owns 53,650 shares of the information technology services provider’s stock valued at $8,219,000 after acquiring an additional 39,756 shares during the last quarter. Natural Investments LLC boosted its position in shares of ServiceNow by 332.0% during the 4th quarter. Natural Investments LLC now owns 16,453 shares of the information technology services provider’s stock valued at $2,520,000 after acquiring an additional 12,644 shares during the last quarter. Finally, Telos Capital Management Inc. boosted its position in shares of ServiceNow by 706.0% during the 4th quarter. Telos Capital Management Inc. now owns 50,940 shares of the information technology services provider’s stock valued at $7,803,000 after acquiring an additional 44,620 shares during the last quarter. Institutional investors own 87.18% of the company’s stock.

ServiceNow Price Performance

Shares of ServiceNow stock opened at $100.15 on Wednesday. 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 business’s 50 day simple moving average is $105.50 and its two-hundred day simple moving average is $139.08. The stock has a market capitalization of $103.78 billion, a P/E ratio of 60.04, a price-to-earnings-growth ratio of 1.67 and a beta of 1.01. ServiceNow, Inc. has a one year low of $81.24 and a one year high of $211.48.

ServiceNow (NYSE:NOW) last announced its quarterly earnings results on Wednesday, January 28th. The information technology services provider reported $0.92 EPS for the quarter, topping analysts’ consensus estimates of $0.89 by $0.03. The business had revenue of $3.57 billion for 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 quarterly revenue was up 20.7% on a year-over-year basis. During the same period in the previous year, the firm earned $0.73 EPS. Analysts forecast that ServiceNow, Inc. will post 2.49 EPS for the current year.

Insiders Place Their Bets

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 stock was sold at an average price of $105.71, for a total value of $147,994.00. Following the transaction, the insider directly owned 26,314 shares of the company’s stock, valued at $2,781,652.94. The trade was a 5.05% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of ServiceNow stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $101.17, for a total value 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 disclosure for this sale is available in the SEC filing. Insiders have sold 16,237 shares of company stock valued at $1,697,162 in the last ninety days. Company insiders own 0.34% of the company’s stock.

Wall Street Analyst Weigh In

NOW has been the topic of a number of research reports. Canaccord Genuity Group set a $200.00 price objective on ServiceNow in a report on Thursday, January 29th. BNP Paribas Exane raised ServiceNow from a “neutral” rating to an “outperform” rating and set a $140.00 price objective on the stock in a report on Monday, March 16th. Macquarie Infrastructure decreased their price objective on ServiceNow from $172.00 to $140.00 and set a “neutral” rating on the stock in a report on Thursday, January 29th. BTIG Research reissued a “buy” rating and set a $185.00 price objective on shares of ServiceNow in a report on Monday. Finally, Robert W. Baird decreased their price objective on ServiceNow from $175.00 to $125.00 and set an “outperform” rating on the stock in a report on Thursday, April 16th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, ServiceNow presently has a consensus rating of “Moderate Buy” and a consensus target price of $173.46.

More ServiceNow News

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: Closed $7.75B Armis acquisition — expands ServiceNow’s cyber asset intelligence into OT/IoT and connected medical/industrial devices, adding agentless asset discovery, continuous device monitoring and AI-driven security capabilities that broaden addressable market and cross-sell opportunities. ServiceNow Expands Into OT And IoT With Armis And AI Manufacturing
• Positive Sentiment: Launched AI-native manufacturing solutions — announced new offerings to unify quality, warranty and shop-floor workflows, which aim to drive deployment in industrial customers and deepen vertical SaaS footprint. ServiceNow puts AI to work across the manufacturing value chain
• Positive Sentiment: Partner/product integration wins — Xactly announced an agent-to-agent AI integration with ServiceNow Now Assist for revenue operations automation, which demonstrates ecosystem traction for Now Assist and cross-platform enterprise use cases. Xactly and ServiceNow Launch Agent-to-Agent AI Integration for Revenue Operations
• Positive Sentiment: Analyst support — BTIG reaffirmed a buy rating with a $185 price target, signaling some street conviction that NOW can re-accelerate growth and justify a premium multiple if execution on AI and security plays succeeds. Benzinga
• Neutral Sentiment: Partner recognition — Technogen earned ServiceNow Premier Consulting & Implementation Partner status, reflecting growing partner ecosystem support but with limited immediate revenue impact. Technogen, Inc. Achieves ServiceNow Premier Consulting & Implementation Partner Status
• Neutral Sentiment: Earnings cadence and previews — multiple outlets preview Q1 results due this week; revenue growth expectations remain solid but investors will watch AI-related guidance and margin/integration commentary. ServiceNow (NOW) Reports Q1: Everything You Need To Know Ahead Of Earnings
• Negative Sentiment: Valuation and competitive headwinds — analysts and blogs note a stretched valuation (P/E ~60) and intensifying competition/AI headwinds; integration risk from large acquisitions like Armis and pressure to convert product momentum into consistent margin expansion are key downside catalysts. The Zacks Analyst Blog ServiceNow, Microsoft, Oracle and Salesforce

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.