Andra AP fonden Takes Position in EPAM Systems, Inc. $EPAM

Andra AP fonden acquired a new position in shares of EPAM Systems, Inc. (NYSE:EPAM) in the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 13,133 shares of the information technology services provider’s stock, valued at approximately $1,980,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in EPAM. Vanguard Group Inc. raised its stake in EPAM Systems by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 7,014,935 shares of the information technology services provider’s stock valued at $1,057,782,000 after acquiring an additional 29,763 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of EPAM Systems by 14.9% in the second quarter. Invesco Ltd. now owns 4,102,790 shares of the information technology services provider’s stock valued at $725,455,000 after purchasing an additional 533,292 shares in the last quarter. Geode Capital Management LLC grew its holdings in EPAM Systems by 1.1% during the 2nd quarter. Geode Capital Management LLC now owns 1,418,287 shares of the information technology services provider’s stock valued at $250,752,000 after buying an additional 15,936 shares during the last quarter. Baillie Gifford & Co. increased its position in EPAM Systems by 20.7% during the 3rd quarter. Baillie Gifford & Co. now owns 1,293,857 shares of the information technology services provider’s stock worth $195,101,000 after purchasing an additional 221,544 shares in the last quarter. Finally, Norges Bank purchased a new stake in shares of EPAM Systems during the second quarter worth about $137,671,000. 91.58% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at EPAM Systems

In other news, SVP Boris Shnayder sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $207.00, for a total transaction of $1,035,000.00. Following the completion of the sale, the senior vice president owned 15,645 shares of the company’s stock, valued at approximately $3,238,515. This trade represents a 24.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 4.30% of the stock is owned by corporate insiders.

EPAM Systems Trading Up 1.7%

NYSE:EPAM opened at $141.03 on Friday. The company has a market capitalization of $7.79 billion, a P/E ratio of 20.96, a P/E/G ratio of 1.44 and a beta of 1.72. The stock’s 50 day moving average price is $192.89 and its 200 day moving average price is $178.09. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.02 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 announced its earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.16 by $0.10. The firm had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.39 billion. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The company’s revenue was up 12.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $2.84 earnings per share. 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. On average, research analysts forecast that EPAM Systems, Inc. will post 8.9 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have commented on the company. Mizuho upped their price target on EPAM Systems from $225.00 to $228.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 11th. Wall Street Zen raised shares of EPAM Systems from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Truist Financial cut their price target on shares of EPAM Systems from $220.00 to $146.00 and set a “hold” rating on the stock in a report on Friday, February 20th. TD Cowen reaffirmed a “buy” rating on shares of EPAM Systems in a report on Monday, February 23rd. Finally, Needham & Company LLC reduced their price objective on EPAM Systems from $215.00 to $175.00 and set a “buy” rating for the company in a research report on Friday, February 20th. Eleven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, EPAM Systems currently has a consensus rating of “Moderate Buy” and a consensus price target 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.