Barclays PLC Increases Stake in EPAM Systems, Inc. $EPAM

Barclays PLC increased its holdings in EPAM Systems, Inc. (NYSE:EPAM) by 504.1% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 698,613 shares of the information technology services provider’s stock after purchasing an additional 582,966 shares during the quarter. Barclays PLC owned 1.25% of EPAM Systems worth $105,344,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new position in shares of EPAM Systems during the second quarter valued at about $137,671,000. Invesco Ltd. lifted its stake in shares of EPAM Systems by 14.9% in the 2nd quarter. Invesco Ltd. now owns 4,102,790 shares of the information technology services provider’s stock valued at $725,455,000 after acquiring an additional 533,292 shares during the last quarter. Van Berkom & Associates Inc. boosted its holdings in EPAM Systems by 4,413.0% during the 3rd quarter. Van Berkom & Associates Inc. now owns 369,435 shares of the information technology services provider’s stock valued at $55,707,000 after acquiring an additional 361,249 shares during the period. Aikya Investment Management Ltd boosted its holdings in EPAM Systems by 97.0% during the 3rd quarter. Aikya Investment Management Ltd now owns 704,821 shares of the information technology services provider’s stock valued at $106,280,000 after acquiring an additional 347,091 shares during the period. Finally, Federated Hermes Inc. grew its position in EPAM Systems by 293.9% during the 2nd quarter. Federated Hermes Inc. now owns 332,381 shares of the information technology services provider’s stock worth $58,772,000 after acquiring an additional 248,006 shares during the last quarter. 91.58% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research firms have recently weighed in on EPAM. Zacks Research lowered EPAM Systems from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, January 28th. Morgan Stanley set a $160.00 price target on shares of EPAM Systems in a report on Friday, February 20th. Needham & Company LLC dropped their price target on shares of EPAM Systems from $215.00 to $175.00 and set a “buy” rating for the company in a research report on Friday, February 20th. JPMorgan Chase & Co. cut their price target on shares of EPAM Systems from $215.00 to $183.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Finally, Wells Fargo & Company decreased their price objective on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating on the stock in a research report on Friday, February 20th. Eleven research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $197.81.

EPAM Systems Stock Performance

EPAM Systems stock opened at $146.13 on Friday. EPAM Systems, Inc. has a fifty-two week low of $125.57 and a fifty-two week high of $222.53. The stock’s 50 day simple moving average is $186.14 and its two-hundred day simple moving average is $177.40. The company has a debt-to-equity ratio of 0.01, a quick ratio of 2.59 and a current ratio of 2.59. The stock has a market cap of $7.91 billion, a price-to-earnings ratio of 21.71, a PEG ratio of 1.49 and a beta of 1.77.

EPAM Systems (NYSE:EPAM) last announced its earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.16 by $0.10. The firm had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.39 billion. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The business’s revenue was up 12.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.84 EPS. EPAM Systems has set its FY 2026 guidance at 12.600-12.900 EPS and its Q1 2026 guidance at 2.700-2.780 EPS. As a group, analysts expect that EPAM Systems, Inc. will post 8.9 earnings per share for the current fiscal year.

Insider Transactions at EPAM Systems

In other EPAM Systems news, SVP Boris Shnayder sold 5,000 shares of the stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $207.00, for a total value of $1,035,000.00. Following the completion of the transaction, the senior vice president owned 15,645 shares in the company, valued at approximately $3,238,515. This represents a 24.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 4.30% of the company’s stock.

EPAM Systems Profile

EPAM Systems, Inc is a global provider of digital platform engineering and software development services. The company partners with clients across industries—such as financial services, healthcare, retail, and technology—to design, develop, and maintain complex software applications and digital experiences. EPAM’s offerings include custom software development, application management, infrastructure management, quality assurance, and testing services, enabling organizations to accelerate digital transformation and enhance operational efficiency.

In addition to its core engineering capabilities, EPAM delivers a range of specialized services, including product design and consulting, data and analytics, cloud computing, DevOps, and cybersecurity.