EPAM Systems, Inc. $EPAM Position Lowered by New York State Teachers Retirement System

New York State Teachers Retirement System trimmed its position in EPAM Systems, Inc. (NYSE:EPAM) by 10.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 45,297 shares of the information technology services provider’s stock after selling 5,524 shares during the period. New York State Teachers Retirement System’s holdings in EPAM Systems were worth $9,280,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Asset Management One Co. Ltd. lifted its position in shares of EPAM Systems by 2.5% in the 4th quarter. Asset Management One Co. Ltd. now owns 2,074 shares of the information technology services provider’s stock worth $439,000 after buying an additional 51 shares during the last quarter. MassMutual Private Wealth & Trust FSB grew its position in shares of EPAM Systems by 34.9% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 232 shares of the information technology services provider’s stock valued at $48,000 after buying an additional 60 shares during the last quarter. CVA Family Office LLC grew its position in shares of EPAM Systems by 25.1% during the 4th quarter. CVA Family Office LLC now owns 309 shares of the information technology services provider’s stock valued at $63,000 after buying an additional 62 shares during the last quarter. CWM LLC raised its stake in EPAM Systems by 1.1% during the third quarter. CWM LLC now owns 6,546 shares of the information technology services provider’s stock worth $987,000 after acquiring an additional 71 shares during the period. Finally, Perpetual Ltd raised its stake in EPAM Systems by 2.5% during the fourth quarter. Perpetual Ltd now owns 2,897 shares of the information technology services provider’s stock worth $594,000 after acquiring an additional 72 shares during the period. Institutional investors and hedge funds own 91.58% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Mizuho lifted their target price on EPAM Systems from $199.00 to $200.00 and gave the company an “outperform” rating in a research note on Monday, March 16th. Citigroup dropped their price target on EPAM Systems from $155.00 to $145.00 and set a “neutral” rating on the stock in a research report on Thursday, April 9th. Wall Street Zen lowered EPAM Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Needham & Company LLC restated a “buy” rating and set a $175.00 price objective on shares of EPAM Systems in a research note on Monday, March 16th. Finally, Morgan Stanley set a $160.00 price target on shares of EPAM Systems in a report on Friday, February 20th. Nine investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $185.64.

EPAM Systems Stock Performance

EPAM opened at $110.68 on Tuesday. The company has a current ratio of 2.59, a quick ratio of 2.59 and a debt-to-equity ratio of 0.01. The business’s 50 day moving average is $132.74 and its 200-day moving average is $169.75. The stock has a market cap of $5.80 billion, a PE ratio of 16.45, a price-to-earnings-growth ratio of 1.09 and a beta of 1.46. EPAM Systems, Inc. has a twelve month low of $108.12 and a twelve month high of $222.53.

EPAM Systems (NYSE:EPAM) last issued its quarterly earnings data on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.16 by $0.10. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The business had revenue of $1.41 billion during the quarter, compared to analyst estimates of $1.39 billion. During the same period in the prior year, the company posted $2.84 EPS. The business’s revenue for the quarter was up 12.8% compared to the same quarter last year. 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, analysts predict that EPAM Systems, Inc. will post 9.94 earnings per share for the current year.

EPAM Systems Company 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.