Y.D. More Investments Ltd purchased a new stake in shares of Electronic Arts Inc. (NASDAQ:EA – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm purchased 3,457 shares of the game software company’s stock, valued at approximately $697,000.
Several other institutional investors also recently modified their holdings of the stock. State Street Corp lifted its holdings in shares of Electronic Arts by 5.8% during the 2nd quarter. State Street Corp now owns 17,072,959 shares of the game software company’s stock worth $2,726,552,000 after acquiring an additional 932,024 shares during the last quarter. Ameriprise Financial Inc. raised its position in Electronic Arts by 44.6% during the second quarter. Ameriprise Financial Inc. now owns 4,217,029 shares of the game software company’s stock valued at $673,393,000 after purchasing an additional 1,300,336 shares in the last quarter. Invesco Ltd. lifted its stake in Electronic Arts by 10.1% during the second quarter. Invesco Ltd. now owns 4,112,305 shares of the game software company’s stock worth $656,735,000 after purchasing an additional 378,824 shares during the last quarter. First Trust Advisors LP boosted its holdings in shares of Electronic Arts by 17.0% in the 2nd quarter. First Trust Advisors LP now owns 2,430,876 shares of the game software company’s stock worth $388,211,000 after purchasing an additional 353,327 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings in shares of Electronic Arts by 50.3% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,365,221 shares of the game software company’s stock worth $377,726,000 after purchasing an additional 791,978 shares in the last quarter. 90.23% of the stock is currently owned by institutional investors.
Key Headlines 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 boost engagement and live-service monetization. Football commentator permits EA to use an AI version of his voice for EA Sports FC
- Positive Sentiment: EA recently announced a quarterly dividend (record/ex-dividend timing noted in filings), which supports income investors and can underpin valuation—a stabilizing factor for the stock. EA company page (dividend info)
- Neutral Sentiment: Coverage shows EA marketing debt — this could fund M&A or buyout financing but also increases leverage; impact depends on deal size and terms. Electronic Arts Debt Offers Signal Shifting Valuation And Acquisition Outlook
- Neutral Sentiment: Reports note private-equity interest and analysis of potential buyout cost-reduction strategies — keeps M&A speculation alive (can lift the stock on takeover premiums) but also introduces negotiation/valuation uncertainty. Private equity spies a way to cut the cost of Electronic Arts’ buyout
- Negative Sentiment: Thousands of users reported EA server outages affecting EA FC and Ultimate Team — persistent outages risk lost engagement and microtransaction revenue, which matters for EA’s live-service earnings. EA servers down: EA FC, Ultimate Team facing problems
- Negative Sentiment: Several senior insiders sold stock on Feb. 17 (including CEO Andrew Wilson) — notable, concentrated selling can add short-term supply pressure and raise questions about insider conviction even if sales are for diversification or tax planning. SEC Form 4 filing (Andrew Wilson)
Insider Activity
Electronic Arts Stock Up 0.3%
Shares of Electronic Arts stock opened at $200.40 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.93 and a debt-to-equity ratio of 0.24. The company’s fifty day simple moving average is $203.11 and its two-hundred day simple moving average is $193.88. The company has a market cap of $50.15 billion, a P/E ratio of 75.34, a PEG ratio of 2.41 and a beta of 0.74. Electronic Arts Inc. has a 12-month low of $128.02 and a 12-month high of $204.88.
Electronic Arts Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Investors of record on Wednesday, February 25th will be given a dividend of $0.19 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $0.76 annualized dividend and a dividend yield of 0.4%. Electronic Arts’s dividend payout ratio (DPR) is 28.57%.
Analyst Ratings Changes
A number of brokerages have recently weighed in on EA. Argus set a $210.00 price objective on shares of Electronic Arts in a report on Thursday, October 30th. UBS Group reiterated a “neutral” rating on shares of Electronic Arts in a research report on Wednesday, February 4th. Zacks Research lowered shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Citigroup reduced their price objective on 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, Benchmark reissued a “buy” rating on shares of Electronic Arts in a research note on Wednesday, October 29th. Four equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Electronic Arts presently has a consensus rating of “Hold” and an average target price of $186.95.
Get Our Latest Stock Analysis on Electronic Arts
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.
Featured Stories
- Five stocks we like better than Electronic Arts
- The gold chart Wall Street is terrified of…
- Buy this Gold Stock Before May 2026
- What a Former CIA Agent Knows About the Coming Collapse
- This $15 Stock Could Go Down as the #1 Stock of 2026
- New gold price target
Want to see what other hedge funds are holding EA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Electronic Arts Inc. (NASDAQ:EA – Free Report).
Receive News & Ratings for Electronic Arts Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Electronic Arts and related companies with MarketBeat.com's FREE daily email newsletter.
