Vanguard Group Inc. Acquires 29,763 Shares of EPAM Systems, Inc. $EPAM

Vanguard Group Inc. raised its stake in EPAM Systems, Inc. (NYSE:EPAM) by 0.4% in the third quarter, Holdings Channel reports. The fund owned 7,014,935 shares of the information technology services provider’s stock after purchasing an additional 29,763 shares during the quarter. Vanguard Group Inc. owned 0.13% of EPAM Systems worth $1,057,782,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. CWM LLC increased its position in EPAM Systems by 1.1% during the 3rd quarter. CWM LLC now owns 6,546 shares of the information technology services provider’s stock worth $987,000 after purchasing an additional 71 shares in the last quarter. Main Management ETF Advisors LLC boosted its position in EPAM Systems by 1.7% in the second quarter. Main Management ETF Advisors LLC now owns 4,398 shares of the information technology services provider’s stock valued at $778,000 after buying an additional 72 shares in the last quarter. DekaBank Deutsche Girozentrale grew its stake in shares of EPAM Systems by 0.7% during the second quarter. DekaBank Deutsche Girozentrale now owns 10,549 shares of the information technology services provider’s stock worth $1,866,000 after buying an additional 76 shares during the last quarter. Bank Hapoalim BM increased its holdings in shares of EPAM Systems by 0.6% during the third quarter. Bank Hapoalim BM now owns 14,371 shares of the information technology services provider’s stock worth $2,167,000 after buying an additional 81 shares in the last quarter. Finally, Motley Fool Asset Management LLC lifted its stake in shares of EPAM Systems by 6.1% in the 2nd quarter. Motley Fool Asset Management LLC now owns 1,443 shares of the information technology services provider’s stock valued at $255,000 after acquiring an additional 83 shares during the last quarter. 91.58% of the stock is owned by institutional investors.

Key Stories Impacting EPAM Systems

Here are the key news stories impacting EPAM Systems this week:

• Positive Sentiment: EPAM beat Q4 estimates: revenue $1.408B (+12.8% YoY) and adjusted EPS $3.26, and issued FY2026 EPS guidance (12.60–12.90) and Q1 guidance (2.70–2.78) above consensus — a fundamental positive signal for growth and profitability. EPAM Q4 press release
• Positive Sentiment: Major brokers largely retained constructive ratings (Overweight/Buy) even while trimming targets, signaling continued analyst confidence in medium‑term upside. Analyst coverage summary TickerReport on Wells Fargo
• Neutral Sentiment: Some market commentators argue the post‑earnings sell‑off is overdone given the beat and raised full‑year EPS guide — suggesting this pullback could represent a buying opportunity for value‑oriented investors. Seeking Alpha analysis
• Neutral Sentiment: Zacks highlights EPAM as a top‑ranked value stock and reviews Q4 metrics vs. estimates — useful for investors focused on quantitative screens rather than headline reaction. Zacks value ranking
• Negative Sentiment: Market reaction has been negative: shares plunged after management commentary and guidance nuance raised investor concerns about margin pressure from AI‑related investments and higher variable compensation; headlines point to weakness in near‑term sentiment. Yahoo Finance deep dive Barron’s coverage
• Negative Sentiment: Several firms trimmed price targets (JPMorgan, Wells Fargo, Needham, Truist), with some downgrades in upside — these reductions amplify short‑term selling pressure despite many shops keeping buy/overweight stances. Benzinga PT updates The Fly on Truist PT cut

Insider Buying and Selling at EPAM Systems

In related news, SVP Boris Shnayder sold 5,000 shares of EPAM Systems stock in a transaction 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 transaction, the senior vice president owned 15,645 shares of the company’s stock, valued at $3,238,515. This trade represents a 24.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 4.30% of the stock is currently owned by company insiders.

EPAM Systems Price Performance

Shares of EPAM opened at $138.83 on Friday. The business has a 50-day moving average of $200.27 and a 200-day moving average of $178.80. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.59 and a quick ratio of 3.02. The company has a market capitalization of $7.67 billion, a price-to-earnings ratio of 20.63, a price-to-earnings-growth ratio of 1.67 and a beta of 1.72. EPAM Systems, Inc. has a 1 year low of $128.78 and a 1 year high of $223.45.

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 analysts’ consensus estimates 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 the consensus estimate of $1.39 billion. During the same quarter in the prior year, the firm posted $2.84 EPS. The company’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. As a group, equities research analysts anticipate that EPAM Systems, Inc. will post 8.9 earnings per share for the current year.

Wall Street Analysts Forecast Growth

EPAM has been the subject of a number of recent research reports. Morgan Stanley set a $160.00 target price on EPAM Systems in a report on Friday. Zacks Research cut EPAM Systems from a “strong-buy” rating to a “hold” rating in a report on Wednesday, January 28th. Mizuho upped their price objective on EPAM Systems from $225.00 to $228.00 and gave the company an “outperform” rating in a research note on Tuesday, November 11th. Needham & Company LLC cut their target price on shares of EPAM Systems from $215.00 to $175.00 and set a “buy” rating on the stock in a research report on Friday. Finally, TD Cowen restated a “buy” rating on shares of EPAM Systems in a research report on Friday, January 9th. Eleven research analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, EPAM Systems presently has an average rating of “Moderate Buy” and a consensus target price of $197.81.

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.