Cambiar Investors LLC Acquires 10,063 Shares of EPAM Systems, Inc. $EPAM

Cambiar Investors LLC increased its stake in shares of EPAM Systems, Inc. (NYSE:EPAM) by 26.7% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,787 shares of the information technology services provider’s stock after buying an additional 10,063 shares during the quarter. Cambiar Investors LLC owned about 0.08% of EPAM Systems worth $8,450,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. increased its position in shares of EPAM Systems by 18.1% in the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 7,248 shares of the information technology services provider’s stock worth $1,224,000 after purchasing an additional 1,112 shares during the period. Wealth Enhancement Advisory Services LLC increased its position in shares of EPAM Systems by 85.5% in the second quarter. Wealth Enhancement Advisory Services LLC now owns 7,107 shares of the information technology services provider’s stock worth $1,299,000 after purchasing an additional 3,275 shares during the period. Pacific Capital Partners Ltd grew its stake in EPAM Systems by 12.5% during the second quarter. Pacific Capital Partners Ltd now owns 22,500 shares of the information technology services provider’s stock worth $3,978,000 after buying an additional 2,500 shares in the last quarter. Liontrust Investment Partners LLP acquired a new stake in EPAM Systems during the first quarter worth about $6,486,000. Finally, Leeward Investments LLC MA grew its stake in EPAM Systems by 16.9% during the second quarter. Leeward Investments LLC MA now owns 53,725 shares of the information technology services provider’s stock worth $9,500,000 after buying an additional 7,757 shares in the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

Insider Buying and Selling

In other EPAM Systems news, SVP Sergey Yezhkov sold 1,511 shares of the stock in a transaction dated Tuesday, October 21st. The stock was sold at an average price of $150.27, for a total value of $227,057.97. Following the completion of the transaction, the senior vice president directly owned 146 shares in the company, valued at approximately $21,939.42. This trade represents a 91.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 4.30% of the company’s stock.

EPAM Systems Price Performance

EPAM stock opened at $163.44 on Friday. The company has a 50 day simple moving average of $157.72 and a 200 day simple moving average of $164.68. The stock has a market cap of $9.10 billion, a price-to-earnings ratio of 23.31, a P/E/G ratio of 2.36 and a beta of 1.65. EPAM Systems, Inc. has a 1 year low of $138.15 and a 1 year high of $269.00. The company has a debt-to-equity ratio of 0.01, a current ratio of 3.17 and a quick ratio of 3.17.

EPAM Systems (NYSE:EPAM) last posted its earnings results on Thursday, August 7th. The information technology services provider reported $2.77 earnings per share for the quarter, topping analysts’ consensus estimates of $2.61 by $0.16. EPAM Systems had a net margin of 7.91% and a return on equity of 14.00%. The firm had revenue of $1.35 billion for the quarter, compared to analysts’ expectations of $1.33 billion. During the same quarter in the previous year, the firm posted $2.45 earnings per share. The company’s revenue was up 18.0% on a year-over-year basis. EPAM Systems has set its FY 2025 guidance at 10.960-11.120 EPS. Q3 2025 guidance at 2.980-3.060 EPS. Research analysts anticipate that EPAM Systems, Inc. will post 8.9 EPS for the current fiscal year.

EPAM Systems declared that its board has initiated a stock buyback plan on Tuesday, October 21st that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the information technology services provider to buy up to 12.4% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board of directors believes its stock is undervalued.

Analyst Ratings Changes

A number of analysts have recently weighed in on EPAM shares. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of EPAM Systems in a report on Wednesday, October 8th. Citigroup upgraded shares of EPAM Systems to a “hold” rating in a research report on Thursday, October 23rd. JPMorgan Chase & Co. lowered their price objective on shares of EPAM Systems from $205.00 to $201.00 and set an “overweight” rating for the company in a research report on Wednesday, August 20th. Deutsche Bank Aktiengesellschaft began coverage on EPAM Systems in a research note on Thursday, July 17th. They issued a “hold” rating and a $171.00 price target on the stock. Finally, Cowen upgraded EPAM Systems from a “hold” rating to a “buy” rating in a research note on Monday, August 18th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $219.41.

EPAM Systems Company Profile

EPAM Systems, Inc provides digital platform engineering and software development services worldwide. The company offers engineering services, including requirements analysis and platform selection, customization, cross-platform migration, implementation, and integration; infrastructure management services, such as software development, testing, performance tuning, deployment, maintenance, and support services.