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

Sei Investments Co. lessened its holdings in shares of EPAM Systems, Inc. (NYSE:EPAM) by 70.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 26,210 shares of the information technology services provider’s stock after selling 63,052 shares during the period. Sei Investments Co. owned 0.05% of EPAM Systems worth $3,552,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Sunbelt Securities Inc. boosted its holdings in shares of EPAM Systems by 4,233.3% during the 4th quarter. Sunbelt Securities Inc. now owns 130 shares of the information technology services provider’s stock worth $27,000 after purchasing an additional 127 shares during the last quarter. Sound Income Strategies LLC grew its position in shares of EPAM Systems by 279.5% in the fourth quarter. Sound Income Strategies LLC now owns 148 shares of the information technology services provider’s stock valued at $31,000 after purchasing an additional 109 shares in the last quarter. CYBER HORNET ETFs LLC acquired a new stake in shares of EPAM Systems in the second quarter valued at approximately $27,000. 1248 Management LLC acquired a new stake in shares of EPAM Systems in the fourth quarter valued at approximately $32,000. Finally, Rothschild Investment LLC lifted its position in EPAM Systems by 51.4% during the fourth quarter. Rothschild Investment LLC now owns 159 shares of the information technology services provider’s stock worth $33,000 after buying an additional 54 shares in the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

EPAM Systems Price Performance

NYSE:EPAM opened at $93.02 on Friday. EPAM Systems, Inc. has a 52 week low of $73.06 and a 52 week high of $222.53. The company has a quick ratio of 2.67, a current ratio of 2.67 and a debt-to-equity ratio of 0.05. The company has a market capitalization of $4.86 billion, a P/E ratio of 13.35, a P/E/G ratio of 1.04 and a beta of 1.39. The stock’s fifty day moving average is $91.22 and its two-hundred day moving average is $124.01.

EPAM Systems (NYSE:EPAM) last released its quarterly earnings results on Thursday, August 6th. The information technology services provider reported $3.38 earnings per share for the quarter, topping analysts’ consensus estimates of $3.16 by $0.22. The business had revenue of $1.41 billion during the quarter, compared to analysts’ expectations of $1.41 billion. EPAM Systems had a return on equity of 14.71% and a net margin of 6.96%.The company’s revenue was up 4.6% compared to the same quarter last year. During the same period in the prior year, the business 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 expect that EPAM Systems, Inc. will post 10.4 EPS for the current year.

Key Stories Impacting EPAM Systems

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

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. The Goldman Sachs Group lowered 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 note on Friday, May 8th. Morgan Stanley reduced their price target on EPAM Systems from $112.00 to $100.00 and set an “equal weight” rating on the stock in a report on Tuesday. Guggenheim lowered their price target on shares of EPAM Systems from $225.00 to $200.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. Weiss Ratings reissued a “sell (d+)” rating on shares of EPAM Systems in a report on Tuesday. Finally, Truist Financial cut their price objective on shares of EPAM Systems from $146.00 to $112.00 and set a “hold” rating for the company in a research report on Friday, May 8th. Seven research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $131.80.

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.