Tejara Capital Ltd Takes Position in EPAM Systems, Inc. $EPAM

Tejara Capital Ltd purchased a new position in EPAM Systems, Inc. (NYSE:EPAM) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 80,480 shares of the information technology services provider’s stock, valued at approximately $6,386,000. EPAM Systems makes up 2.6% of Tejara Capital Ltd’s portfolio, making the stock its 14th largest position.

Several other large investors also recently added to or reduced their stakes in EPAM. B. Metzler seel. Sohn & Co. AG raised its stake in shares of EPAM Systems by 289.9% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 17,297 shares of the information technology services provider’s stock valued at $3,544,000 after acquiring an additional 12,861 shares during the period. Aikya Investment Management Ltd grew its holdings in EPAM Systems by 8.4% during the 4th quarter. Aikya Investment Management Ltd now owns 763,798 shares of the information technology services provider’s stock valued at $156,487,000 after purchasing an additional 58,977 shares during the last quarter. Van Berkom & Associates Inc. grew its holdings in EPAM Systems by 14.6% during the 4th quarter. Van Berkom & Associates Inc. now owns 423,510 shares of the information technology services provider’s stock valued at $86,769,000 after purchasing an additional 54,075 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its position in EPAM Systems by 7.8% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 348,586 shares of the information technology services provider’s stock worth $47,199,000 after purchasing an additional 25,152 shares during the period. Finally, Bank of America Corp DE boosted its position in shares of EPAM Systems by 15.9% during the first quarter. Bank of America Corp DE now owns 624,699 shares of the information technology services provider’s stock valued at $84,584,000 after buying an additional 85,480 shares during the period. 91.58% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

EPAM has been the subject of a number of research analyst reports. Susquehanna decreased their price target on EPAM Systems from $167.00 to $146.00 and set a “positive” rating for the company in a research note on Friday, August 7th. Mizuho set a $130.00 price objective on EPAM Systems in a report on Monday, August 10th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of EPAM Systems in a research note on Tuesday, August 4th. Wedbush started coverage on shares of EPAM Systems in a research report on Monday, June 15th. They set a “neutral” rating and a $99.00 target price on the stock. Finally, The Goldman Sachs Group cut shares of EPAM Systems from a “buy” rating to a “neutral” rating and lowered their price target for the stock from $215.00 to $110.00 in a research report on Friday, May 8th. Seven research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, EPAM Systems presently has a consensus rating of “Hold” and a consensus target price of $116.47.

EPAM Systems Price Performance

Shares of EPAM stock opened at $106.46 on Friday. The stock’s 50-day moving average is $91.70 and its 200 day moving average is $116.03. EPAM Systems, Inc. has a 1-year low of $73.06 and a 1-year high of $222.53. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.75 and a quick ratio of 2.75. The company has a market cap of $5.49 billion, a P/E ratio of 14.43, a PEG ratio of 1.10 and a beta of 1.39.

EPAM Systems (NYSE:EPAM) last announced its earnings results on Thursday, August 6th. The information technology services provider reported $3.38 EPS for the quarter, topping analysts’ consensus estimates of $3.16 by $0.22. EPAM Systems had a net margin of 7.15% and a return on equity of 15.84%. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.41 billion. During the same period in the previous year, the company posted $2.77 earnings per share. The firm’s revenue was up 4.6% on a year-over-year basis. 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. Research analysts predict that EPAM Systems, Inc. will post 10.48 earnings per share for the current fiscal year.

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.