Aikya Investment Management Ltd Boosts Stock Position in EPAM Systems, Inc. $EPAM

Key Points

• Aikya Investment Management raised its EPAM stake 8.4% in Q4 to 763,798 shares (1.38% of EPAM), making the stock its 2nd-largest holding at roughly 35.5% of Aikya's portfolio and valued at about $156.5 million.
• Analysts have recently cut price targets (e.g., Truist to $146, Citi to $145), yet the consensus remains a Moderate Buy with a $188.23 target and an even split of ratings (8 Buy, 7 Hold).
• EPAM beat Q4 expectations with $3.26 EPS and $1.41B revenue (up 12.8% YoY), provided FY2026 EPS guidance of 12.60–12.90, and trades with a market cap near $5.89B and a 12‑month range of $109.70–$222.53.

Aikya Investment Management Ltd raised its position in shares of EPAM Systems, Inc. (NYSE:EPAM - Free Report) by 8.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 763,798 shares of the information technology services provider's stock after acquiring an additional 58,977 shares during the quarter. EPAM Systems makes up approximately 35.5% of Aikya Investment Management Ltd's holdings, making the stock its 2nd largest position. Aikya Investment Management Ltd owned 1.38% of EPAM Systems worth $156,487,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Horizon Investments LLC boosted its position in shares of EPAM Systems by 6.4% in the 4th quarter. Horizon Investments LLC now owns 928 shares of the information technology services provider's stock worth $190,000 after purchasing an additional 56 shares in the last quarter. Fifth Third Bancorp boosted its position in shares of EPAM Systems by 15.3% in the 4th quarter. Fifth Third Bancorp now owns 3,038 shares of the information technology services provider's stock worth $622,000 after purchasing an additional 403 shares in the last quarter. Interchange Capital Partners LLC bought a new stake in shares of EPAM Systems in the 4th quarter worth approximately $834,000. Keybank National Association OH boosted its position in shares of EPAM Systems by 5.4% in the 4th quarter. Keybank National Association OH now owns 1,657 shares of the information technology services provider's stock worth $339,000 after purchasing an additional 85 shares in the last quarter. Finally, Wealthfront Advisers LLC bought a new stake in shares of EPAM Systems in the 4th quarter worth approximately $276,000. 91.58% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on EPAM shares. Truist Financial decreased their target price on shares of EPAM Systems from $220.00 to $146.00 and set a "hold" rating for the company in a research note on Friday, February 20th. Citigroup dropped their price objective on shares of EPAM Systems from $155.00 to $145.00 and set a "neutral" rating for the company in a report on Thursday, April 9th. Morgan Stanley set a $160.00 price objective on shares of EPAM Systems in a report on Friday, February 20th. Wells Fargo & Company dropped their price objective on shares of EPAM Systems from $247.00 to $195.00 and set an "overweight" rating for the company in a report on Friday, February 20th. Finally, Zacks Research downgraded shares of EPAM Systems from a "strong-buy" rating to a "hold" rating in a report on Wednesday, January 28th. Eight equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $188.23.

EPAM Systems Stock Down 1.4%

Shares of NYSE:EPAM opened at $112.22 on Friday. The company has a current ratio of 2.59, a quick ratio of 2.59 and a debt-to-equity ratio of 0.01. EPAM Systems, Inc. has a 12 month low of $109.70 and a 12 month high of $222.53. The company has a 50-day moving average price of $132.74 and a 200 day moving average price of $169.59. The company has a market cap of $5.89 billion, a price-to-earnings ratio of 16.68, a PEG ratio of 1.09 and a beta of 1.46.

EPAM Systems (NYSE:EPAM - Get Free Report) last posted its quarterly earnings data 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 company had revenue of $1.41 billion for 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 firm's revenue for the quarter was up 12.8% on a year-over-year basis. 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. As a group, equities research analysts predict that EPAM Systems, Inc. will post 9.94 earnings per share for the current year.

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.

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