EPAM Systems, Inc. $EPAM Position Reduced by Schroder Investment Management Group

Schroder Investment Management Group trimmed its position in EPAM Systems, Inc. (NYSE:EPAM) by 19.8% in the third quarter, HoldingsChannel.com reports. The firm owned 275,888 shares of the information technology services provider’s stock after selling 67,954 shares during the quarter. Schroder Investment Management Group’s holdings in EPAM Systems were worth $42,625,000 at the end of the most recent reporting period.

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 shares of EPAM Systems by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 7,014,935 shares of the information technology services provider’s stock worth $1,057,782,000 after buying an additional 29,763 shares in the last quarter. Invesco Ltd. boosted its stake in EPAM Systems by 14.9% during 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 buying an additional 533,292 shares in the last quarter. Geode Capital Management LLC boosted its stake in 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 valued at $250,752,000 after buying an additional 15,936 shares in the last quarter. Baillie Gifford & Co. grew its holdings in EPAM Systems by 20.7% during the third quarter. Baillie Gifford & Co. now owns 1,293,857 shares of the information technology services provider’s stock worth $195,101,000 after acquiring an additional 221,544 shares during the period. Finally, Norges Bank acquired a new position in EPAM Systems during the second quarter worth about $137,671,000. 91.58% of the stock is owned by institutional investors.

EPAM Systems Trading Down 0.2%

Shares of NYSE EPAM opened at $141.95 on Thursday. 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, Inc. has a 12 month low of $125.57 and a 12 month high of $222.53. The company has a market cap of $7.69 billion, a price-to-earnings ratio of 21.09, a P/E/G ratio of 1.45 and a beta of 1.77. The business has a fifty day simple moving average of $182.29 and a 200-day simple moving average of $176.86.

EPAM Systems (NYSE:EPAM) last issued its quarterly earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share for the quarter, topping analysts’ consensus estimates of $3.16 by $0.10. The firm had revenue of $1.41 billion for 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%.EPAM Systems’s revenue was up 12.8% on a year-over-year basis. During the same quarter last year, the business posted $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. Sell-side analysts predict that EPAM Systems, Inc. will post 8.9 EPS for the current year.

Wall Street Analyst Weigh In

EPAM has been the subject of a number of research analyst reports. Citigroup cut their price target on shares of EPAM Systems from $225.00 to $155.00 and set a “neutral” rating for the company in a report on Friday, February 20th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of EPAM Systems in a research note on Monday, December 29th. Truist Financial cut their target price on shares of EPAM Systems from $220.00 to $146.00 and set a “hold” rating for the company in a research note on Friday, February 20th. Wells Fargo & Company reduced their target price on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating for the company in a report on Friday, February 20th. Finally, Morgan Stanley set a $160.00 price target on shares of EPAM Systems in a research report on Friday, February 20th. Eleven equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company 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.