EPAM Systems (EPAM) reported second-quarter 2026 revenue of $1.415 billion, up 4.5% year over year, for the period ended June 30. GAAP income from operations rose to $152.2 million, or 10.8% of revenue, from 9.3% a year earlier.
GAAP diluted EPS was $1.97, up 26.3% from the year-earlier quarter. EPAM said it spent $85 million on share repurchases in the quarter and $409 million in the first half of 2026.
- Second-quarter net income was $103.0 million, compared with $88.0 million a year earlier.
- Revenue grew 3.4% on an organic constant currency basis compared with the second quarter of 2025.
- EPAM expects full-year 2026 revenue growth of 3.2% to 4.2% and GAAP diluted EPS of $8.22 to $8.38.
- For the third quarter, the company expects revenue of $1.410 billion to $1.425 billion and GAAP diluted EPS of $2.33 to $2.41.
- Total headcount was approximately 62,850 as of June 30, 2026.
$EPAM Insider Trading Activity
$EPAM insiders have traded $EPAM stock on the open market 6 times in the past 6 months. Of those trades, 6 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $EPAM stock by insiders over the last 6 months:
- BALAZS FEJES (CEO, President, Director) purchased 77 shares for an estimated $7,499
- LAWRENCE F SOLOMON (SVP/Chief People Officer) purchased 77 shares for an estimated $7,499
- JASON D. PETERSON (Chief Financial Officer) purchased 77 shares for an estimated $7,499
- GARY C ABRAHAMS (VP, Corporate Controller, PAO) purchased 77 shares for an estimated $7,499
- VIKTAR DVORKIN (Chief Deliv Off, EVP, Americas) purchased 77 shares for an estimated $7,499
- EDWARD ROCKWELL (SVP/Chief Legal Officer) purchased 77 shares for an estimated $7,499
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$EPAM Hedge Fund Activity
We have seen 225 institutional investors add shares of $EPAM stock to their portfolio, and 346 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 3,160,552 shares (+85.9%) to their portfolio in Q1 2026, for an estimated $427,938,740
- BOSTON PARTNERS removed 2,076,668 shares (-98.4%) from their portfolio in Q2 2026, for an estimated $164,783,605
- SENVEST MANAGEMENT, LLC removed 821,432 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $111,221,892
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 709,192 shares (-47.7%) from their portfolio in Q2 2026, for an estimated $56,274,385
- MORGAN STANLEY added 632,970 shares (+130.3%) to their portfolio in Q1 2026, for an estimated $85,704,138
- MILLENNIUM MANAGEMENT LLC removed 598,608 shares (-96.8%) from their portfolio in Q1 2026, for an estimated $81,051,523
- GREENHAVEN ASSOCIATES INC added 587,300 shares (+inf%) to their portfolio in Q2 2026, for an estimated $46,602,255
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$EPAM Congressional Stock Trading
Members of Congress have traded $EPAM stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $EPAM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 04/14.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
