Mitsubishi UFJ Trust & Banking Corp Cuts Stock Position in EPAM Systems, Inc. $EPAM

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its stake in EPAM by 92.6% in Q4, selling 333,627 shares and retaining 26,810 shares worth about $5.49 million.
• EPAM beat Q4 estimates with $3.26 EPS and $1.41B revenue (revenue +12.8% y/y) and issued FY 2026 guidance of 12.600–12.900 EPS and Q1 2026 guidance of 2.700–2.780 EPS.
• Institutional ownership stands at about 91.6%; several funds adjusted positions (AEGON added a ~ $13.7M stake) and analysts hold a "Moderate Buy" consensus with an average price target of $188.23.

Mitsubishi UFJ Trust & Banking Corp lessened its position in EPAM Systems, Inc. (NYSE:EPAM - Free Report) by 92.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 26,810 shares of the information technology services provider's stock after selling 333,627 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in EPAM Systems were worth $5,493,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. M&T Bank Corp grew its stake in EPAM Systems by 69.0% during the 4th quarter. M&T Bank Corp now owns 2,383 shares of the information technology services provider's stock worth $488,000 after purchasing an additional 973 shares in the last quarter. Pictet Asset Management Holding SA grew its stake in EPAM Systems by 5.1% during the 4th quarter. Pictet Asset Management Holding SA now owns 11,484 shares of the information technology services provider's stock worth $2,353,000 after purchasing an additional 554 shares in the last quarter. Inscription Capital LLC acquired a new position in EPAM Systems during the 4th quarter worth $493,000. AEGON ASSET MANAGEMENT UK Plc acquired a new position in EPAM Systems during the 4th quarter worth $13,690,000. Finally, Chicago Partners Investment Group LLC grew its stake in EPAM Systems by 49.7% during the 4th quarter. Chicago Partners Investment Group LLC now owns 3,093 shares of the information technology services provider's stock worth $675,000 after purchasing an additional 1,027 shares in the last quarter. 91.58% of the stock is owned by institutional investors and hedge funds.

EPAM Systems Stock Down 0.1%

EPAM opened at $112.22 on Monday. The business has a 50 day moving average price of $132.74 and a two-hundred day moving average price of $169.75. 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 company has a market cap of $5.89 billion, a PE ratio of 16.68, a P/E/G ratio of 1.09 and a beta of 1.45. EPAM Systems, Inc. has a 52 week low of $109.70 and a 52 week high of $222.53.

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 EPS for the quarter, beating the consensus estimate of $3.16 by $0.10. The firm had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.39 billion. EPAM Systems had a return on equity of 13.57% and a net margin of 6.92%.The firm's revenue was up 12.8% compared to the same quarter last year. During the same period in the prior year, the business earned $2.84 EPS. 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, research analysts anticipate that EPAM Systems, Inc. will post 9.94 EPS for the current year.

Analysts Set New Price Targets

Several research firms have commented on EPAM. Needham & Company LLC reiterated a "buy" rating and set a $175.00 price target on shares of EPAM Systems in a report on Monday, March 16th. Morgan Stanley set a $160.00 price objective on shares of EPAM Systems in a research 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. Wells Fargo & Company decreased their price objective on shares of EPAM Systems from $247.00 to $195.00 and set an "overweight" rating for the company in a research report on Friday, February 20th. Finally, The Goldman Sachs Group decreased their price objective on shares of EPAM Systems from $250.00 to $235.00 and set a "buy" rating for the company in a research report on Thursday, February 19th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $188.23.

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.

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