EPAM Systems, Inc. $EPAM Shares Sold by Sei Investments Co.

Sei Investments Co. lessened its position in EPAM Systems, Inc. (NYSE:EPAM) by 70.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,210 shares of the information technology services provider’s stock after selling 63,052 shares during the quarter. Sei Investments Co.’s holdings in EPAM Systems were worth $3,552,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Massachusetts Financial Services Co. MA grew its holdings in shares of EPAM Systems by 1.3% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 1,072,937 shares of the information technology services provider’s stock valued at $219,823,000 after purchasing an additional 13,768 shares in the last quarter. B. Metzler seel. Sohn & Co. AG grew its stake in shares of EPAM Systems by 289.9% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 17,297 shares of the information technology services provider’s stock worth $3,544,000 after acquiring an additional 12,861 shares in the last quarter. Aikya Investment Management Ltd grew its stake in shares of EPAM Systems by 8.4% in the fourth quarter. Aikya Investment Management Ltd now owns 763,798 shares of the information technology services provider’s stock worth $156,487,000 after acquiring an additional 58,977 shares in the last quarter. Van Berkom & Associates Inc. increased its position in shares of EPAM Systems by 14.6% during the fourth quarter. Van Berkom & Associates Inc. now owns 423,510 shares of the information technology services provider’s stock worth $86,769,000 after acquiring an additional 54,075 shares during the period. Finally, Merit Financial Group LLC increased its position in shares of EPAM Systems by 429.1% during the fourth quarter. Merit Financial Group LLC now owns 11,196 shares of the information technology services provider’s stock worth $2,294,000 after acquiring an additional 9,080 shares during the period. Institutional investors and hedge funds own 91.58% of the company’s stock.

EPAM Systems Price Performance

Shares of EPAM opened at $93.02 on Friday. The firm has a market capitalization of $4.86 billion, a price-to-earnings ratio of 13.35, a PEG ratio of 1.04 and a beta of 1.39. The firm’s fifty day simple moving average is $91.22 and its 200-day simple moving average is $124.01. EPAM Systems, Inc. has a twelve month low of $73.06 and a twelve month high of $222.53. The company has a current ratio of 2.67, a quick ratio of 2.67 and a debt-to-equity ratio of 0.05.

EPAM Systems (NYSE:EPAM) last issued its earnings results on Thursday, August 6th. The information technology services provider reported $3.38 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.22. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.41 billion. EPAM Systems had a net margin of 6.96% and a return on equity of 14.71%. The company’s revenue was up 4.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.77 earnings per share. EPAM Systems has set its FY 2026 guidance at 13.080-13.240 EPS and its Q3 2026 guidance at 3.380-3.460 EPS. Equities analysts forecast that EPAM Systems, Inc. will post 10.4 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently issued reports on EPAM shares. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $85.00 target price on shares of EPAM Systems in a report on Friday, July 10th. Wells Fargo & Company reduced their price target on EPAM Systems from $151.00 to $125.00 and set an “overweight” rating on the stock in a research report on Friday, July 10th. Needham & Company LLC reduced their price target on EPAM Systems from $135.00 to $120.00 and set a “buy” rating on the stock in a research report on Thursday. Weiss Ratings reiterated a “sell (d+)” rating on shares of EPAM Systems in a research note on Tuesday. Finally, The Goldman Sachs Group downgraded EPAM Systems from a “buy” rating to a “neutral” rating and lowered their price objective for the stock from $215.00 to $110.00 in a research report on Friday, May 8th. Seven research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $131.80.

Key EPAM Systems News

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

• Positive Sentiment: Second-quarter results beat earnings expectations: EPAM reported non-GAAP EPS of $3.38, above the $3.14 consensus estimate, while revenue of $1.415 billion increased 4.5% year over year and was in line with forecasts. Non-GAAP operating margin improved to 16.4% from 15.0%, and non-GAAP EPS rose 22%. EPAM Reports Results for Second Quarter 2026
• Positive Sentiment: Profit guidance was raised relative to expectations: EPAM’s full-year 2026 non-GAAP EPS guidance of $13.08-$13.24 is above the $12.53 analyst consensus, while third-quarter EPS guidance of $3.38-$3.46 also exceeds estimates. The company repurchased $85 million of stock during the quarter and $409 million year to date. EPAM Q2 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Needham remains constructive but lowered its price target: Needham reduced its target from $135 to $120 while maintaining a “buy” rating, indicating continued long-term confidence but less near-term valuation upside. Needham Lowers EPAM Price Target
• Negative Sentiment: Revenue outlook was cut: EPAM now expects full-year revenue growth of 3.2%-4.2%, including organic constant-currency growth of 2.0%-3.0%. The reduction signals weaker demand for software services and was the primary reason for the market’s negative reaction. EPAM Cuts Annual Revenue Forecast on Weak Software Services Demand
• Negative Sentiment: Analyst sentiment weakened: William Blair downgraded EPAM from “outperform” to “market perform,” while Morgan Stanley lowered its price target to $100, adding pressure after the guidance reduction. William Blair Downgrade

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.