EPAM Systems, Inc. $EPAM Shares Purchased by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. boosted its holdings in shares of EPAM Systems, Inc. (NYSE:EPAM) by 51.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 89,350 shares of the information technology services provider’s stock after acquiring an additional 30,263 shares during the period. Assenagon Asset Management S.A.’s holdings in EPAM Systems were worth $18,306,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of EPAM. Norges Bank purchased a new stake in shares of EPAM Systems in the second quarter valued at approximately $137,671,000. Ameriprise Financial Inc. lifted its position in EPAM Systems by 28.9% during the third quarter. Ameriprise Financial Inc. now owns 2,662,843 shares of the information technology services provider’s stock worth $401,532,000 after buying an additional 596,760 shares in the last quarter. Barclays PLC boosted its stake in EPAM Systems by 504.1% during the third quarter. Barclays PLC now owns 698,613 shares of the information technology services provider’s stock worth $105,344,000 after buying an additional 582,966 shares during the last quarter. Invesco Ltd. boosted its stake in EPAM Systems by 14.9% during the second quarter. Invesco Ltd. now owns 4,102,790 shares of the information technology services provider’s stock worth $725,455,000 after buying an additional 533,292 shares during the last quarter. Finally, Van Berkom & Associates Inc. grew its holdings in EPAM Systems by 4,413.0% in the 3rd quarter. Van Berkom & Associates Inc. now owns 369,435 shares of the information technology services provider’s stock valued at $55,707,000 after buying an additional 361,249 shares in the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

EPAM Systems Stock Performance

NYSE:EPAM opened at $135.79 on Friday. The company has a debt-to-equity ratio of 0.01, a quick ratio of 2.59 and a current ratio of 2.59. The stock has a market capitalization of $7.35 billion, a P/E ratio of 20.18, a PEG ratio of 1.29 and a beta of 1.77. The company has a 50 day moving average price of $165.29 and a 200 day moving average price of $173.97. EPAM Systems, Inc. has a fifty-two week low of $125.57 and a fifty-two week high of $222.53.

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. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The company had revenue of $1.41 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter in the previous year, the company earned $2.84 earnings per share. The firm’s quarterly revenue 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. Equities research analysts forecast that EPAM Systems, Inc. will post 8.9 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on EPAM. Morgan Stanley set a $160.00 target price on EPAM Systems in a research note on Friday, February 20th. Citigroup dropped their price objective on shares of EPAM Systems from $225.00 to $155.00 and set a “neutral” rating for the company in a report on Friday, February 20th. Zacks Research cut shares of EPAM Systems from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, January 28th. TD Cowen reaffirmed a “buy” rating on shares of EPAM Systems in a research note on Monday, February 23rd. Finally, JPMorgan Chase & Co. decreased their target price on shares of EPAM Systems from $215.00 to $183.00 and set an “overweight” rating on the stock in a report on Friday, February 20th. Eleven research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $196.06.

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.