Brevan Howard Capital Management LP Purchases 10,208 Shares of EPAM Systems, Inc. $EPAM

Brevan Howard Capital Management LP lifted its position in EPAM Systems, Inc. (NYSE:EPAM) by 77.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,457 shares of the information technology services provider’s stock after buying an additional 10,208 shares during the quarter. Brevan Howard Capital Management LP’s holdings in EPAM Systems were worth $3,537,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Manning & Napier Advisors LLC acquired a new position in EPAM Systems in the 3rd quarter valued at $25,000. CYBER HORNET ETFs LLC acquired a new position in EPAM Systems during the 2nd quarter worth $27,000. True Wealth Design LLC lifted its position in EPAM Systems by 1,870.0% during the 3rd quarter. True Wealth Design LLC now owns 197 shares of the information technology services provider’s stock worth $30,000 after acquiring an additional 187 shares during the last quarter. MUFG Securities EMEA plc bought a new stake in EPAM Systems during the second quarter valued at about $30,000. Finally, CVA Family Office LLC boosted its holdings in EPAM Systems by 4,840.0% during the third quarter. CVA Family Office LLC now owns 247 shares of the information technology services provider’s stock valued at $37,000 after acquiring an additional 242 shares during the period. 91.58% of the stock is owned by institutional investors.

EPAM Systems Stock Performance

NYSE:EPAM opened at $137.19 on Tuesday. The firm’s 50-day moving average is $178.24 and its 200-day moving average is $176.13. The company has a market cap of $7.43 billion, a price-to-earnings ratio of 20.38, a PEG ratio of 1.41 and a beta of 1.77. The company has a debt-to-equity ratio of 0.01, a quick ratio of 2.59 and a current ratio of 2.59. EPAM Systems, Inc. has a 52-week low of $125.57 and a 52-week high of $222.53.

EPAM Systems (NYSE:EPAM) last released its earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share for the quarter, beating the consensus estimate of $3.16 by $0.10. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter last year, the company earned $2.84 earnings per share. The firm’s revenue was up 12.8% on a year-over-year basis. 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 anticipate that EPAM Systems, Inc. will post 8.9 earnings per share for the current year.

Analysts Set New Price Targets

EPAM has been the topic of a number of recent analyst reports. TD Cowen reiterated a “buy” rating on shares of EPAM Systems in a research note on Monday, February 23rd. The Goldman Sachs Group decreased their target price on EPAM Systems from $250.00 to $235.00 and set a “buy” rating for the company in a research note on Thursday, February 19th. JPMorgan Chase & Co. lowered their target price on EPAM Systems from $215.00 to $183.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Mizuho lifted their price target on EPAM Systems from $199.00 to $200.00 and gave the stock an “outperform” rating in a research report on Monday. Finally, Needham & Company LLC reiterated a “buy” rating and set a $175.00 price target on shares of EPAM Systems in a report on Monday. Eleven analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $196.06.

About EPAM Systems

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.