ServiceNow, Inc.

New York Stock Exchange
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Bullish +65

6,398 Shares in ServiceNow, Inc. $NOW Acquired by Carmel Capital ...

📈 Carmel Capital Partners acquired a new stake of 6,398 shares valued at approximately $669,000 in the first quarter.

📊 Vanguard Group increased its holdings by 404.5% in Q4, now owning over 101 million shares worth roughly $15.6 billion.

📈 State Street Corp raised its position by 406.6% in the fourth quarter, holding approximately 47.9 million shares.

📈 Price T Rowe Associates boosted its stake by 371.0%, acquiring an additional 25.5 million shares.

📈 Geode Capital Management increased its holdings by 404.8% to own roughly 23.5 million shares.

📈 Morgan Stanley raised its stake by 335.6%, purchasing an additional 17.5 million shares in Q4.

💰 Institutional investors collectively own 87.18% of ServiceNow's outstanding stock.

📉 Director Anita M. Sands sold 16,445 shares for $1.48 million, reducing her direct ownership by 35.34%.

📉 Insider Jacqueline P. Canney sold 8,927 shares for $799,859, decreasing her position by 23.21%.

💼 Total insider sales reached 28,071 shares valued at over $2.5 million during the last quarter.

📈 Q4 revenue hit $3.77 billion, up 22.1% year-over-year against analyst expectations of $3.75 billion.

💹 Earnings per share of $0.97 matched the consensus estimate for the most recent quarter.

📉 Stock price opened at $107.81 with a market capitalization of $111.16 billion.

📊 The company trades at a price-to-earnings ratio of 64.25 and a PEG ratio of 1.81.

📉 Current stock price is trading below its two-hundred day simple moving average of $111.27.

Bullish Signals
  • Major institutional investors including Vanguard, State Street, T Rowe, Geode Capital, and Morgan Stanley significantly increased their stakes in Q4, signaling strong confidence in the company's long-term prospects.
  • ServiceNow reported revenue of $3.77 billion for the quarter, exceeding analyst expectations of $3.75 billion and growing 22.1% year-over-year.
  • The company met earnings consensus with $0.97 per share while maintaining a healthy net margin of 12.59% and a return on equity of 18.16%.
  • Institutional ownership remains high at 87.18%, indicating broad-based support from large asset managers.
Risk Factors
  • Corporate insiders sold a total of 28,071 shares worth over $2.5 million in the last quarter, representing a net reduction in insider holdings.
  • Director Anita M. Sands reduced her direct ownership by 35.34% through a sale of 16,445 shares, while another insider sold 23.21% of their position.
Full Analysis
ServiceNow, Inc. (NYSE: NOW) saw significant institutional activity in the first quarter of 2026, highlighted by Carmel Capital Partners acquiring a new stake of 6,398 shares valued at approximately $669,000. Major institutional investors including Vanguard Group, State Street Corp, Price T Rowe Associates, Geode Capital Management, and Morgan Stanley all substantially increased their holdings during the fourth quarter, with Vanguard alone adding over 81 million shares to its position. The company recently reported quarterly earnings on April 22nd that met analyst consensus estimates of $0.97 per share. Revenue for the quarter reached $3.77 billion, representing a 22.1% year-over-year increase compared to the previous year's period. The firm achieved a net margin of 12.59% and a return on equity of 18.16%, demonstrating solid financial performance in its cloud computing and enterprise software sector. Despite strong institutional accumulation, insider selling activity was noted during the quarter. Director Anita M. Sands sold 16,445 shares for approximately $1.48 million, while insider Jacqueline P. Canney sold 8,927 shares for roughly $800,000. Collectively, insiders sold over 28,000 shares worth more than $2.5 million in the last quarter, though corporate insiders still own 0.34% of the total stock.