NOW ($DNOW) posted quarterly earnings results for Q4 2025 on Friday, February 20th. The company reported earnings of $0.15 per share, missing estimates of $0.15 by $0.00. The company also reported revenue of $959,000,000, missing estimates of $981,495,000 by $-22,495,000.
You can see Quiver Quantitative's $DNOW stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
NOW Hedge Fund Activity
We have seen 224 institutional investors add shares of NOW stock to their portfolio, and 134 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 12,046,273 shares (+68.2%) to their portfolio in Q4 2025, for an estimated $159,613,117
- VANGUARD GROUP INC added 7,762,071 shares (+66.1%) to their portfolio in Q4 2025, for an estimated $102,847,440
- WELLINGTON MANAGEMENT GROUP LLP added 7,048,382 shares (+187.2%) to their portfolio in Q4 2025, for an estimated $93,391,061
- PZENA INVESTMENT MANAGEMENT LLC added 4,161,129 shares (+inf%) to their portfolio in Q4 2025, for an estimated $55,134,959
- DIMENSIONAL FUND ADVISORS LP added 3,920,731 shares (+60.8%) to their portfolio in Q4 2025, for an estimated $51,949,685
- FULLER & THALER ASSET MANAGEMENT, INC. added 3,447,059 shares (+inf%) to their portfolio in Q4 2025, for an estimated $45,673,531
- STATE STREET CORP added 3,347,335 shares (+81.8%) to their portfolio in Q4 2025, for an estimated $44,352,188
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
NOW Analyst Ratings
Wall Street analysts have issued reports on $DNOW in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 11/24/2025
- Susquehanna issued a "Positive" rating on 11/21/2025
To track analyst ratings and price targets for NOW, check out Quiver Quantitative's $DNOW forecast page.
NOW Price Targets
Multiple analysts have issued price targets for $DNOW recently. We have seen 2 analysts offer price targets for $DNOW in the last 6 months, with a median target of $17.0.
Here are some recent targets:
- Adam Farley from Stifel set a target price of $18.0 on 11/24/2025
- Charles Minervino from Susquehanna set a target price of $16.0 on 11/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
