EPAM Systems, Inc. $EPAM Shares Sold by Fiera Capital Corp

Fiera Capital Corp lessened its stake in EPAM Systems, Inc. (NYSE:EPAM) by 2.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 184,182 shares of the information technology services provider’s stock after selling 4,434 shares during the period. Fiera Capital Corp owned about 0.33% of EPAM Systems worth $27,773,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC purchased a new position in EPAM Systems in the fourth quarter valued at $218,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of EPAM Systems by 68.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,539 shares of the information technology services provider’s stock valued at $1,611,000 after acquiring an additional 3,880 shares during the period. Goldman Sachs Group Inc. grew its position in shares of EPAM Systems by 53.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 335,150 shares of the information technology services provider’s stock valued at $56,587,000 after acquiring an additional 117,170 shares during the period. United Services Automobile Association purchased a new position in shares of EPAM Systems in the 1st quarter valued at about $229,000. Finally, Empowered Funds LLC raised its holdings in EPAM Systems by 134.1% in the 1st quarter. Empowered Funds LLC now owns 2,254 shares of the information technology services provider’s stock worth $381,000 after purchasing an additional 1,291 shares during the period. 91.58% of the stock is owned by hedge funds and other institutional investors.

EPAM Systems News Roundup

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

Analyst Upgrades and Downgrades

Several analysts have commented on the company. TD Cowen reissued a “buy” rating on shares of EPAM Systems in a report on Friday, January 9th. JPMorgan Chase & Co. decreased their target price on EPAM Systems from $215.00 to $183.00 and set an “overweight” rating on the stock in a research report on Friday. Mizuho boosted their price target on shares of EPAM Systems from $225.00 to $228.00 and gave the stock an “outperform” rating in a report on Tuesday, November 11th. Citigroup reduced their price objective on shares of EPAM Systems from $225.00 to $155.00 and set a “neutral” rating for the company in a research report on Friday. Finally, Wells Fargo & Company dropped their target price on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating on the stock in a research report on Friday. Eleven analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, EPAM Systems has a consensus rating of “Moderate Buy” and a consensus target price of $197.81.

EPAM Systems Trading Down 0.2%

Shares of EPAM stock opened at $138.83 on Friday. EPAM Systems, Inc. has a fifty-two week low of $128.78 and a fifty-two week high of $223.45. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.02 and a current ratio of 2.59. The stock’s fifty day moving average is $200.27 and its two-hundred day moving average is $178.60. The firm has a market capitalization of $7.67 billion, a P/E ratio of 20.63, a PEG ratio of 1.67 and a beta of 1.72.

EPAM Systems (NYSE:EPAM) last released 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 business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.39 billion. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The company’s revenue for the quarter was up 12.8% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Research analysts expect that EPAM Systems, Inc. will post 8.9 earnings per share for the current fiscal year.

Insider Buying and Selling

In other EPAM Systems news, SVP Boris Shnayder sold 5,000 shares of the stock in a transaction dated Wednesday, December 10th. The shares were sold at an average price of $207.00, for a total value of $1,035,000.00. Following the completion of the sale, the senior vice president owned 15,645 shares in the company, valued at approximately $3,238,515. This represents a 24.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 4.30% of the company’s stock.

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.