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

Fiera Capital Corp lessened its stake in shares of EPAM Systems, Inc. (NYSE:EPAM) by 2.4% during the 3rd quarter, Holdings Channel reports. The fund owned 184,182 shares of the information technology services provider’s stock after selling 4,434 shares during the quarter. Fiera Capital Corp’s holdings in EPAM Systems were worth $27,773,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in EPAM Systems by 0.4% during the third quarter. Vanguard Group Inc. now owns 7,014,935 shares of the information technology services provider’s stock worth $1,057,782,000 after purchasing an additional 29,763 shares during the period. Invesco Ltd. grew its stake in shares of EPAM Systems by 14.9% in the 2nd 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 during the period. Geode Capital Management LLC increased its holdings in shares of 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 worth $250,752,000 after buying an additional 15,936 shares during the last quarter. Baillie Gifford & Co. raised its position in shares of 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 valued at $195,101,000 after buying an additional 221,544 shares during the period. Finally, Norges Bank purchased a new stake in shares of EPAM Systems during the 2nd quarter valued at approximately $137,671,000. Hedge funds and other institutional investors own 91.58% of the company’s stock.

Insider Buying and Selling at EPAM Systems

In related news, SVP Boris Shnayder sold 5,000 shares of the company’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 sale, the senior vice president directly owned 15,645 shares of the company’s stock, valued at $3,238,515. This represents a 24.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 4.30% of the company’s stock.

Key Headlines 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

EPAM Systems Price Performance

EPAM stock opened at $138.83 on Friday. The business’s fifty day moving average price is $200.27 and its 200 day moving average price is $178.60. EPAM Systems, Inc. has a 12-month low of $128.78 and a 12-month high of $223.45. The company has a current ratio of 2.59, a quick ratio of 3.02 and a debt-to-equity ratio of 0.01. The company has a market capitalization of $7.67 billion, a PE ratio of 20.63, a P/E/G 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 for the quarter, beating the consensus estimate of $3.16 by $0.10. The company had revenue of $1.41 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same period in the previous year, the company 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. On average, sell-side analysts anticipate that EPAM Systems, Inc. will post 8.9 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on EPAM shares. Needham & Company LLC lowered 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. JPMorgan Chase & Co. decreased their price target on EPAM Systems from $215.00 to $183.00 and set an “overweight” rating on the stock in a research note on Friday. Mizuho raised their price objective on EPAM Systems from $225.00 to $228.00 and gave the stock an “outperform” rating in a research report on Tuesday, November 11th. The Goldman Sachs Group reduced their price objective on shares of EPAM Systems from $250.00 to $235.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Morgan Stanley set a $160.00 target price on shares of EPAM Systems in a research note on Friday. Eleven investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target 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.