EPAM Systems, Inc. $EPAM Shares Sold by Blair William & Co. IL

Blair William & Co. IL cut its holdings in shares of EPAM Systems, Inc. (NYSE:EPAM) by 47.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,014 shares of the information technology services provider’s stock after selling 10,785 shares during the period. Blair William & Co. IL’s holdings in EPAM Systems were worth $1,812,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. New York State Common Retirement Fund grew its position in EPAM Systems by 61.0% during the 2nd quarter. New York State Common Retirement Fund now owns 118,996 shares of the information technology services provider’s stock worth $21,041,000 after purchasing an additional 45,106 shares during the last quarter. Atlantic Union Bankshares Corp purchased a new stake in shares of EPAM Systems in the third quarter valued at about $1,384,000. Van Berkom & Associates Inc. raised its holdings in shares of EPAM Systems by 4,413.0% in the third quarter. Van Berkom & Associates Inc. now owns 369,435 shares of the information technology services provider’s stock valued at $55,707,000 after buying an additional 361,249 shares during the last quarter. Allianz Asset Management GmbH boosted its stake in shares of EPAM Systems by 39.4% during the third quarter. Allianz Asset Management GmbH now owns 43,851 shares of the information technology services provider’s stock worth $6,612,000 after buying an additional 12,396 shares during the period. Finally, Geode Capital Management LLC boosted its stake in shares of EPAM Systems by 1.1% during the second quarter. Geode Capital Management LLC now owns 1,418,287 shares of the information technology services provider’s stock worth $250,752,000 after buying an additional 15,936 shares during the period. 91.58% of the stock is owned by institutional investors and hedge funds.

EPAM Systems Trading Down 4.4%

NYSE EPAM opened at $135.70 on Friday. The stock has a market capitalization of $7.35 billion, a P/E ratio of 20.16, a P/E/G ratio of 1.45 and a beta of 1.77. EPAM Systems, Inc. has a 52-week low of $125.57 and a 52-week high of $222.53. The firm has a 50-day moving average price of $180.90 and a 200 day moving average price of $176.58. The company has a quick ratio of 2.59, a current ratio of 2.59 and a debt-to-equity ratio of 0.01.

EPAM Systems (NYSE:EPAM) last announced its quarterly earnings data on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share for the quarter, beating analysts’ consensus estimates of $3.16 by $0.10. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter in the previous year, the company earned $2.84 EPS. The firm’s revenue for the quarter was up 12.8% compared to the same quarter last year. 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. Equities research analysts expect that EPAM Systems, Inc. will post 8.9 EPS for the current year.

Analyst Ratings Changes

A number of research firms recently issued reports on EPAM. JPMorgan Chase & Co. lowered their price target on EPAM Systems from $215.00 to $183.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Citigroup decreased their price objective on EPAM Systems from $225.00 to $155.00 and set a “neutral” rating for the company in a research report on Friday, February 20th. TD Cowen reiterated a “buy” rating on shares of EPAM Systems in a research note on Monday, February 23rd. Needham & Company LLC dropped their target price on EPAM Systems from $215.00 to $175.00 and set a “buy” rating on the stock in a report on Friday, February 20th. Finally, Morgan Stanley set a $160.00 target price on EPAM Systems in a report on Friday, February 20th. Eleven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, EPAM Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $197.81.

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.