Van Berkom & Associates Inc. Grows Stock Position in EPAM Systems, Inc. $EPAM

Key Points

• Van Berkom & Associates raised its stake in EPAM by 14.6% in Q4 to 423,510 shares (about $86.77M), representing 2.5% of its portfolio and 0.77% of EPAM.
• EPAM beat Q4 expectations with $3.26 EPS (vs. $3.16) and revenue up 12.8% year‑over‑year, and issued FY2026 guidance of EPS 12.600–12.900.
• Analysts show a consensus "Moderate Buy" with a $185.64 target while the stock trades near $110.68 (52‑week range $108.12–$222.53), with a market cap of ~$5.8B and a PE of 16.45.

Van Berkom & Associates Inc. raised its stake in shares of EPAM Systems, Inc. (NYSE:EPAM - Free Report) by 14.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 423,510 shares of the information technology services provider's stock after buying an additional 54,075 shares during the period. EPAM Systems comprises about 2.5% of Van Berkom & Associates Inc.'s portfolio, making the stock its 15th largest holding. Van Berkom & Associates Inc. owned 0.77% of EPAM Systems worth $86,769,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the stock. Asset Management One Co. Ltd. increased its stake in shares of EPAM Systems by 2.5% in the 4th quarter. Asset Management One Co. Ltd. now owns 2,074 shares of the information technology services provider's stock valued at $439,000 after purchasing an additional 51 shares in the last quarter. Horizon Investments LLC increased its stake 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 valued at $190,000 after purchasing an additional 56 shares in the last quarter. MassMutual Private Wealth & Trust FSB increased its stake in shares of EPAM Systems by 34.9% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 232 shares of the information technology services provider's stock valued at $48,000 after purchasing an additional 60 shares in the last quarter. CVA Family Office LLC increased its stake in shares of EPAM Systems by 25.1% in the 4th quarter. CVA Family Office LLC now owns 309 shares of the information technology services provider's stock valued at $63,000 after purchasing an additional 62 shares in the last quarter. Finally, CWM LLC increased its stake in shares of EPAM Systems by 1.1% in the 3rd quarter. CWM LLC now owns 6,546 shares of the information technology services provider's stock valued at $987,000 after purchasing an additional 71 shares in the last quarter. Hedge funds and other institutional investors own 91.58% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Mizuho lifted their price target on EPAM Systems from $199.00 to $200.00 and gave the company an "outperform" rating in a research note on Monday, March 16th. Zacks Research lowered EPAM Systems from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, January 28th. JPMorgan Chase & Co. cut their price objective on EPAM Systems from $215.00 to $183.00 and set an "overweight" rating for the company in a research note on Friday, February 20th. Guggenheim cut their price objective on EPAM Systems from $225.00 to $200.00 and set a "buy" rating for the company in a research note on Monday. Finally, Wall Street Zen lowered EPAM Systems from a "buy" rating to a "hold" rating in a research note on Saturday, March 14th. Nine research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, EPAM Systems presently has a consensus rating of "Moderate Buy" and a consensus target price of $185.64.

EPAM Systems Stock Down 1.5%

NYSE EPAM opened at $110.68 on Tuesday. EPAM Systems, Inc. has a 52 week low of $108.12 and a 52 week 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 fifty day simple moving average is $132.74 and its 200-day simple moving average is $169.75. The firm 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 quarterly earnings data on Thursday, February 19th. The information technology services provider reported $3.26 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 period in the prior year, the firm posted $2.84 earnings per share. The firm's quarterly revenue 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 analysts anticipate that EPAM Systems, Inc. will post 9.94 earnings per share for the current year.

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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