Massachusetts Financial Services Co. MA Has $219.82 Million Stock Holdings in EPAM Systems, Inc. $EPAM

Massachusetts Financial Services Co. MA raised its stake in shares of EPAM Systems, Inc. (NYSE:EPAM) by 1.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,072,937 shares of the information technology services provider’s stock after purchasing an additional 13,768 shares during the period. Massachusetts Financial Services Co. MA’s holdings in EPAM Systems were worth $219,823,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Manning & Napier Advisors LLC acquired a new position in EPAM Systems during the third quarter valued at approximately $25,000. CYBER HORNET ETFs LLC acquired a new position in EPAM Systems during the second quarter valued at approximately $27,000. MUFG Securities EMEA plc acquired a new stake in shares of EPAM Systems in the second quarter worth $30,000. True Wealth Design LLC grew its stake in shares of EPAM Systems by 1,870.0% in the third quarter. True Wealth Design LLC now owns 197 shares of the information technology services provider’s stock worth $30,000 after acquiring an additional 187 shares during the last quarter. Finally, Sound Income Strategies LLC grew its stake 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 worth $31,000 after acquiring an additional 109 shares during the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

EPAM Systems Stock Down 0.0%

EPAM opened at $122.44 on Monday. EPAM Systems, Inc. has a fifty-two week low of $121.83 and a fifty-two week high of $222.53. The company has a debt-to-equity ratio of 0.01, a current ratio of 2.59 and a quick ratio of 2.59. The firm’s fifty day moving average price is $147.46 and its two-hundred day moving average price is $172.40. The company has a market capitalization of $6.42 billion, a P/E ratio of 18.19, a P/E/G ratio of 1.19 and a beta of 1.73.

EPAM Systems (NYSE:EPAM) last posted its quarterly earnings results on Thursday, February 19th. The information technology services provider reported $3.26 earnings per share for the quarter, topping analysts’ consensus estimates of $3.16 by $0.10. EPAM Systems had a net margin of 6.92% and a return on equity of 13.57%. The firm had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same quarter in the previous year, the company earned $2.84 earnings per share. The business’s 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. On average, analysts anticipate that EPAM Systems, Inc. will post 8.9 EPS for the current year.

EPAM Systems News Roundup

Here are the key news stories impacting EPAM Systems this week:

• Positive Sentiment: EPAM raised FY‑2026 EPS guidance to $12.600–$12.900 versus consensus $11.660 — a meaningful beat that implies stronger full‑year profitability than investors expected. This is a primary near‑term positive catalyst for the stock.
• Positive Sentiment: Q1‑2026 EPS guidance set at $2.700–$2.780 versus consensus $2.470, and revenue guided roughly to $1.4B — another quarter guidance beat that supports near‑term revenue/earnings momentum.
• Positive Sentiment: EPAM was ranked the top IT services provider in the Nordics in a recent study — a credibility/market‑share signal that can support longer‑term demand expectations. EPAM ranked top IT services provider in Nordics study
• Neutral Sentiment: Analyst and media coverage: Zacks highlights EPAM as a top‑ranked growth stock (coverage/interest may attract buyers but doesn’t change fundamentals). Epam (EPAM) is a Top-Ranked Growth Stock: Should You Buy?
• Neutral Sentiment: Third‑party comparative and sector analyses (e.g., EXLS vs EPAM, and pieces on shifting sector sentiment) keep EPAM in investor screens but are informational rather than immediate price drivers. EXLService and EPAM Financial Analysis EPAM Systems in focus amid shifting sector sentiment
• Negative Sentiment: Citigroup cut its price target from $155 to $145 and kept a “neutral” rating — a downgrade in target that can exert downward pressure on the stock despite the upside still implied vs current levels. Citigroup lowers EPAM price target

Wall Street Analyst Weigh In

EPAM has been the topic of several research analyst reports. Needham & Company LLC restated a “buy” rating and issued a $175.00 price objective on shares of EPAM Systems in a research note on Monday, March 16th. Morgan Stanley set a $160.00 price objective on shares of EPAM Systems in a research note on Friday, February 20th. Zacks Research downgraded shares of EPAM Systems from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, January 28th. The Goldman Sachs Group lowered their price objective on shares of EPAM Systems from $250.00 to $235.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Finally, Wells Fargo & Company lowered their price objective on shares of EPAM Systems from $247.00 to $195.00 and set an “overweight” rating on the stock in a research note on Friday, February 20th. Eleven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, EPAM Systems has an average rating of “Moderate Buy” and an average target price of $193.56.

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.