EPAM Systems, Inc. $EPAM Stock: Hosking Partners LLP Lowers Holdings

Hosking Partners LLP lowered its position in shares of EPAM Systems, Inc. (NYSE:EPAM) by 48.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 14,896 shares of the information technology services provider’s stock after selling 13,964 shares during the period. Hosking Partners LLP’s holdings in EPAM Systems were worth $1,614,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in EPAM. BlackRock Inc. bought a new position in EPAM Systems in the 2nd quarter valued at approximately $526,684,000. Dimensional Fund Advisors LP raised its position in EPAM Systems by 25.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,069,284 shares of the information technology services provider’s stock worth $144,789,000 after purchasing an additional 219,388 shares during the last quarter. Bank of America Corp DE acquired a new position in EPAM Systems during the 2nd quarter worth about $52,531,000. Arrowstreet Capital Limited Partnership increased its stake in shares of EPAM Systems by 7.8% in the first quarter. Arrowstreet Capital Limited Partnership now owns 348,586 shares of the information technology services provider’s stock valued at $47,199,000 after buying an additional 25,152 shares during the period. Finally, Bank of New York Mellon Corp bought a new position in shares of EPAM Systems during the second quarter worth about $24,729,000. 91.58% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

EPAM has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of EPAM Systems in a research note on Tuesday, August 4th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $85.00 price target on shares of EPAM Systems in a report on Friday, July 10th. William Blair downgraded shares of EPAM Systems from an “outperform” rating to a “market perform” rating in a research report on Thursday, August 6th. Guggenheim reduced their price target on shares of EPAM Systems from $165.00 to $140.00 and set a “buy” rating for the company in a report on Monday, August 10th. Finally, Morgan Stanley set a $97.00 price objective on shares of EPAM Systems in a report on Friday, August 7th. Six investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $116.47.

EPAM Systems Stock Performance

Shares of EPAM opened at $134.00 on Thursday. EPAM Systems, Inc. has a 52 week low of $73.06 and a 52 week high of $222.53. The company has a debt-to-equity ratio of 0.01, a quick ratio of 2.75 and a current ratio of 2.75. The stock has a 50 day moving average price of $113.61 and a two-hundred day moving average price of $105.31. The firm has a market capitalization of $6.91 billion, a P/E ratio of 18.16, a P/E/G ratio of 1.36 and a beta of 1.39.

EPAM Systems (NYSE:EPAM) last released its quarterly earnings results on Thursday, August 6th. The information technology services provider reported $3.38 EPS for the quarter, beating analysts’ consensus estimates of $3.16 by $0.22. The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.41 billion. EPAM Systems had a return on equity of 15.84% and a net margin of 7.15%. EPAM Systems’s quarterly revenue was up 4.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.77 EPS. 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 10.47 earnings per share for the current fiscal year.

EPAM Systems Profile

EPAM Systems, Inc is a global digital engineering and technology services company that helps organizations design, develop and modernize software and digital platforms. Its services support digital transformation initiatives across industries, including financial services, healthcare, life sciences, retail, travel and consumer products.

The company provides software engineering, product development, consulting, cloud services, data and analytics, artificial intelligence, cybersecurity, quality assurance and platform engineering.