Capitolis Liquid Global Markets LLC Takes $51.54 Million Position in ServiceNow, Inc. $NOW

Capitolis Liquid Global Markets LLC bought a new stake in shares of ServiceNow, Inc. (NYSE:NOW) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 56,000 shares of the information technology services provider’s stock, valued at approximately $51,536,000.

Several other large investors also recently made changes to their positions in the stock. Kilter Group LLC bought a new position in shares of ServiceNow in the 2nd quarter valued at approximately $25,000. IAG Wealth Partners LLC lifted its holdings in ServiceNow by 200.0% in the 3rd quarter. IAG Wealth Partners LLC now owns 27 shares of the information technology services provider’s stock worth $25,000 after purchasing an additional 18 shares during the last quarter. Total Investment Management Inc. bought a new stake in ServiceNow during the second quarter worth approximately $31,000. Bogart Wealth LLC boosted its position in ServiceNow by 93.8% during the third quarter. Bogart Wealth LLC now owns 31 shares of the information technology services provider’s stock worth $29,000 after purchasing an additional 15 shares during the period. Finally, Wealth Watch Advisors INC acquired a new position in ServiceNow during the third quarter valued at approximately $29,000. Institutional investors own 87.18% of the company’s stock.

Insider Transactions at ServiceNow

In related news, insider Kevin Thomas Mcbride sold 1,400 shares of ServiceNow stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $105.71, for a total transaction of $147,994.00. Following the completion of the transaction, the insider directly owned 26,314 shares of the company’s stock, valued at $2,781,652.94. This trade represents a 5.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Paul Edward Chamberlain sold 1,500 shares of the business’s stock in a transaction dated 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 transaction, the director owned 46,430 shares in the company, valued at approximately $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 quarter, insiders have sold 16,237 shares of company stock valued at $1,697,162. 0.34% of the stock is owned by insiders.

ServiceNow News Roundup

Here are the key news stories impacting ServiceNow this week:

• Positive Sentiment: ServiceNow announced new AI partnerships (Aiva Health, Cohesity, Prismforce) aimed at regulated, mission‑critical workflows (healthcare bedside voice AI, resilient data agents, workforce intelligence). These deals support revenue diversification into regulated verticals and bolster ServiceNow’s enterprise AI positioning. ServiceNow AI Partnerships Test Mission Critical Role In Regulated Workflows
• Positive Sentiment: A Seeking Alpha piece argues ServiceNow’s enterprise “stickiness” and embedded workflows should protect recurring revenue after AI integration, supporting a longer‑term view on retention and upsell potential. ServiceNow: Enterprise Stickiness Will Not Be Threatened After AI Integration
• Neutral Sentiment: Vendors across identity verification are moving into high‑assurance solutions—an adjacent trend that could increase demand for secure, regulated workflow platforms but also brings new competitors and standards to navigate. Vendors push deeper into high assurance identity verification
• Neutral Sentiment: Analysis highlighting Salesforce’s data moat underscores competitive pressures in enterprise workflow software—an industry context investors watch when sizing ServiceNow’s defensibility versus larger incumbents. Biel: Salesforce’s transaction data gives it real competitive protection
• Negative Sentiment: An investor letter from Emerald Wealth Partners flagged AI disruption concerns specifically hurting ServiceNow, signaling that some institutional investors are trimming exposure amid uncertainty over how AI will alter demand and margins. AI Disruption Concerns Hurt ServiceNow (NOW)
• Negative Sentiment: ServiceNow CEO Bill McDermott warned that AI agents could materially change labor markets and corporate hiring/cost dynamics—comments that reinforce investor worries about demand volatility and cost‑cutting cycles across customers. AI agents could easily send college grad unemployment over 30%, ServiceNow CEO says
• Negative Sentiment: Sector weakness showed in UiPath’s post‑earnings drop, illustrating how AI fears and execution misses can depress multiples across automation and workflow software — a headwind for ServiceNow’s valuation in the near term. UiPath Stock Drops After Earnings. Why the Software Play Can’t Outrun AI Fears.

ServiceNow Price Performance

ServiceNow stock opened at $113.51 on Friday. The business has a 50 day simple moving average of $119.25 and a 200 day simple moving average of $155.23. 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 company has a market capitalization of $118.73 billion, a PE ratio of 68.05, a price-to-earnings-growth ratio of 1.92 and a beta of 0.99. ServiceNow, Inc. has a one year low of $98.00 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 earnings per share 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 firm had revenue of $3.57 billion for the quarter, compared to analysts’ expectations of $3.53 billion. During the same period in the prior year, the business posted $0.73 earnings per share. The business’s revenue was up 20.7% compared to the same quarter last year. On average, sell-side analysts forecast that ServiceNow, Inc. will post 8.93 EPS for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. UBS Group set a $115.00 price target on shares of ServiceNow in a research report on Thursday, January 29th. Cantor Fitzgerald reaffirmed an “overweight” rating and set a $200.00 price objective on shares of ServiceNow in a report on Thursday, January 29th. Stifel Nicolaus set a $180.00 target price on shares of ServiceNow and gave the company a “buy” rating in a research note on Thursday, January 29th. Canaccord Genuity Group set a $200.00 target price on shares of ServiceNow in a report on Thursday, January 29th. Finally, KeyCorp cut their target price on shares of ServiceNow from $155.00 to $115.00 and set an “underweight” rating for the company in a research report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, ServiceNow has a consensus rating of “Moderate Buy” and an average price target of $192.06.

ServiceNow Company 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.