Schroder Investment Management Group Decreases Stock Position in EPAM Systems, Inc. $EPAM

Schroder Investment Management Group trimmed its position in shares of EPAM Systems, Inc. (NYSE:EPAM) by 19.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 275,888 shares of the information technology services provider’s stock after selling 67,954 shares during the period. Schroder Investment Management Group owned approximately 0.50% of EPAM Systems worth $42,625,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. New York State Common Retirement Fund lifted its holdings in EPAM Systems by 61.0% in the second quarter. New York State Common Retirement Fund now owns 118,996 shares of the information technology services provider’s stock worth $21,041,000 after acquiring an additional 45,106 shares during the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of EPAM Systems during the third quarter valued at approximately $1,384,000. Van Berkom & Associates Inc. grew its holdings in shares of EPAM Systems by 4,413.0% during the third quarter. Van Berkom & Associates Inc. now owns 369,435 shares of the information technology services provider’s stock valued at $55,707,000 after purchasing an additional 361,249 shares during the last quarter. Allianz Asset Management GmbH raised its position in shares of EPAM Systems by 39.4% during the 3rd quarter. Allianz Asset Management GmbH now owns 43,851 shares of the information technology services provider’s stock worth $6,612,000 after purchasing an additional 12,396 shares during the period. Finally, Geode Capital Management LLC raised its position 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 purchasing an additional 15,936 shares during the period. Hedge funds and other institutional investors own 91.58% of the company’s stock.

EPAM Systems Price Performance

Shares of NYSE EPAM opened at $141.95 on Thursday. The stock has a market cap of $7.69 billion, a P/E ratio of 21.09, a P/E/G ratio of 1.45 and a beta of 1.77. The firm’s 50-day simple moving average is $182.29 and its 200 day simple moving average is $176.86. EPAM Systems, Inc. has a fifty-two week low of $125.57 and a fifty-two week high of $222.53. 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 (NYSE:EPAM) last announced its earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.16 by $0.10. The firm 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%. EPAM Systems’s revenue was up 12.8% compared to the same quarter last year. During the same quarter in the prior year, the firm 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. Equities analysts expect that EPAM Systems, Inc. will post 8.9 EPS for the current year.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on EPAM shares. Weiss Ratings restated a “hold (c-)” rating on shares of EPAM Systems in a research report on Monday, December 29th. Wall Street Zen upgraded EPAM Systems from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Citigroup lowered their price target 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, February 20th. TD Cowen reaffirmed a “buy” rating on shares of EPAM Systems in a report on Monday, February 23rd. Finally, Morgan Stanley set a $160.00 target price on shares of EPAM Systems in a research note on Friday, February 20th. Eleven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, EPAM Systems currently has an average 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.