Danske Bank A S Sells 9,397 Shares of EPAM Systems, Inc. $EPAM

Key Points

• Danske Bank reduced its stake in EPAM by 19.6% in Q4, selling 9,397 shares and now holds 38,652 shares (about 0.07% of the company) worth $7.92 million.
• Several large investors — including Ameriprise, Barclays, Van Berkom, Aikya and Alyeska — materially increased their EPAM positions, and institutional investors now own 91.58% of the stock.
• Analysts are mixed but the consensus is a Moderate Buy with a $185.64 target; EPAM recently beat EPS estimates, issued FY2026 guidance of 12.60–12.90 EPS, and trades near $110 with a $5.8 billion market cap.

Danske Bank A S lessened its holdings in EPAM Systems, Inc. (NYSE:EPAM - Free Report) by 19.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 38,652 shares of the information technology services provider's stock after selling 9,397 shares during the period. Danske Bank A S owned 0.07% of EPAM Systems worth $7,919,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in EPAM. Ameriprise Financial Inc. raised its stake in EPAM Systems by 28.9% in the 3rd quarter. Ameriprise Financial Inc. now owns 2,662,843 shares of the information technology services provider's stock valued at $401,532,000 after acquiring an additional 596,760 shares during the period. Barclays PLC raised its holdings in EPAM Systems by 504.1% in the 3rd quarter. Barclays PLC now owns 698,613 shares of the information technology services provider's stock valued at $105,344,000 after acquiring an additional 582,966 shares during the period. Van Berkom & Associates Inc. raised 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 acquiring an additional 361,249 shares during the period. Aikya Investment Management Ltd raised its holdings in EPAM Systems by 97.0% in the 3rd quarter. Aikya Investment Management Ltd now owns 704,821 shares of the information technology services provider's stock valued at $106,280,000 after acquiring an additional 347,091 shares during the period. Finally, Alyeska Investment Group L.P. raised its holdings in EPAM Systems by 79.1% in the 3rd quarter. Alyeska Investment Group L.P. now owns 644,988 shares of the information technology services provider's stock valued at $97,258,000 after acquiring an additional 284,840 shares during the period. Institutional investors own 91.58% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on EPAM. Citigroup lowered their price target on shares of EPAM Systems from $155.00 to $145.00 and set a "neutral" rating on the stock in a report on Thursday, April 9th. The Goldman Sachs Group lowered their price target on shares of EPAM Systems from $250.00 to $235.00 and set a "buy" rating on the stock in a report on Thursday, February 19th. Zacks Research cut EPAM Systems from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, January 28th. Guggenheim lowered their target price on shares of EPAM Systems from $225.00 to $200.00 and set a "buy" rating on the stock in a report on Monday. Finally, Mizuho raised their price target on EPAM Systems from $199.00 to $200.00 and gave the stock an "outperform" rating in a research report on Monday, March 16th. Nine equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $185.64.

EPAM Systems Stock Performance

EPAM Systems stock opened at $110.68 on Tuesday. EPAM Systems, Inc. has a 12-month low of $108.12 and a 12-month high of $222.53. The company has a quick ratio of 2.59, a current ratio of 2.59 and a debt-to-equity ratio of 0.01. The business's 50-day moving average price is $132.74 and its two-hundred day moving average price is $169.75. The stock has a market cap of $5.80 billion, a PE ratio of 16.45, a P/E/G ratio of 1.09 and a beta of 1.46.

EPAM Systems (NYSE:EPAM - Get Free Report) last released 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 firm had revenue of $1.41 billion for the quarter, compared to analysts' expectations of $1.39 billion. During the same quarter in the previous year, the business posted $2.84 earnings per share. The business'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, analysts expect that EPAM Systems, Inc. will post 9.94 earnings per share for the current fiscal 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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