Alberta Investment Management Corp Has $12.10 Million Stock Holdings in Electronic Arts Inc. $EA

Alberta Investment Management Corp boosted its stake in Electronic Arts Inc. (NASDAQ:EA) by 2,184.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,000 shares of the game software company’s stock after purchasing an additional 57,374 shares during the period. Alberta Investment Management Corp’s holdings in Electronic Arts were worth $12,102,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the stock. Brighton Jones LLC boosted its holdings in shares of Electronic Arts by 9.4% during the 4th quarter. Brighton Jones LLC now owns 3,420 shares of the game software company’s stock valued at $500,000 after acquiring an additional 294 shares in the last quarter. Empowered Funds LLC increased its holdings in Electronic Arts by 167.0% in the 1st quarter. Empowered Funds LLC now owns 19,306 shares of the game software company’s stock worth $2,790,000 after purchasing an additional 12,076 shares in the last quarter. Geneos Wealth Management Inc. raised its position in Electronic Arts by 150.8% in the first quarter. Geneos Wealth Management Inc. now owns 316 shares of the game software company’s stock valued at $46,000 after purchasing an additional 190 shares during the last quarter. Stratos Wealth Partners LTD. acquired a new stake in shares of Electronic Arts during the second quarter valued at about $626,000. Finally, Signature Estate & Investment Advisors LLC acquired a new stake in shares of Electronic Arts during the second quarter valued at about $208,000. Institutional investors own 90.23% of the company’s stock.

Insiders Place Their Bets

In other Electronic Arts news, insider Laura Miele sold 2,500 shares of Electronic Arts stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $199.53, for a total value of $498,825.00. Following the completion of the sale, the insider directly owned 48,343 shares in the company, valued at approximately $9,645,878.79. The trade was a 4.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Vijayanthimala Singh sold 1,200 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $200.63, for a total value of $240,756.00. Following the completion of the transaction, the insider directly owned 31,160 shares in the company, valued at approximately $6,251,630.80. This trade represents a 3.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 123,769 shares of company stock worth $24,928,586 in the last quarter. 0.24% of the stock is currently owned by company insiders.

Key Stories Impacting Electronic Arts

Here are the key news stories impacting Electronic Arts this week:

• Positive Sentiment: EA secured permission to use an AI-generated version of a well-known football commentator’s voice for EA Sports FC — a sign EA is expanding AI-driven in-game realism and licensed content that could lift engagement and in-game monetization. Football commentator permits EA to use an AI version of his voice for EA Sports FC
• Neutral Sentiment: Coverage reports EA is marketing debt—this can provide cash for M&A, buybacks or general corporate use (positive for optionality) but changes capital structure and signals management thinks opportunities exist; impact depends on size/terms. Electronic Arts Debt Offers Signal Shifting Valuation And Acquisition Outlook
• Neutral Sentiment: Financial Times reports private-equity interest in reducing costs on a potential EA buyout — highlights M&A attention but also potential negotiation/valuation pressure; monitor for formal bids or strategic commentary. Private equity spies a way to cut the cost of Electronic Arts’ buyout
• Negative Sentiment: Thousands of users reported EA server outages impacting EA FC and Ultimate Team — outages can depress short-term engagement, frustrate high-value live-service players and risk lost microtransaction revenue if problems persist. EA servers down: EA FC, Ultimate Team facing problems
• Negative Sentiment: Multiple senior insiders sold shares on Feb 17 (CEO Andrew Wilson, CFO Stuart Canfield and other executives) — concentrated insider selling can create short-term supply pressure and raise questions about insider sentiment, though sales may be routine (diversification/tax planning). Watch for 10b5‑1 plan disclosures or commentary. SEC Form 4 filing (Andrew Wilson)

Electronic Arts Trading Up 0.4%

EA opened at $200.23 on Thursday. Electronic Arts Inc. has a twelve month low of $128.02 and a twelve month high of $204.88. The company has a fifty day moving average of $203.25 and a 200-day moving average of $193.55. The stock has a market cap of $50.11 billion, a PE ratio of 75.27, a price-to-earnings-growth ratio of 2.40 and a beta of 0.74. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 0.24.

Electronic Arts Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be paid a $0.19 dividend. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Electronic Arts’s payout ratio is currently 28.57%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on EA shares. Benchmark reiterated a “buy” rating on shares of Electronic Arts in a report on Wednesday, October 29th. Zacks Research downgraded shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Argus set a $210.00 price target on shares of Electronic Arts in a report on Thursday, October 30th. Citigroup reduced their price objective on shares of Electronic Arts from $207.00 to $202.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 4th. Finally, UBS Group reaffirmed a “neutral” rating on shares of Electronic Arts in a research report on Wednesday, February 4th. Four analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Electronic Arts presently has a consensus rating of “Hold” and a consensus target price of $186.95.

About Electronic Arts

Electronic Arts Inc (NASDAQ: EA) is a global interactive entertainment company headquartered in Redwood City, California. Founded in 1982 by Trip Hawkins, EA develops, publishes and distributes video games and related content for a variety of platforms, including consoles, personal computers and mobile devices. The company combines in-house development, partnerships and studio acquisitions to create and maintain a portfolio of entertainment properties and live-service experiences for players worldwide.

EA’s product lineup spans several well-known franchises and genres.