Highbridge Capital Management LLC Invests $1.01 Million in Electronic Arts Inc. $EA

Highbridge Capital Management LLC purchased a new stake in shares of Electronic Arts Inc. (NASDAQ:EA) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 5,000 shares of the game software company’s stock, valued at approximately $1,008,000.

Other hedge funds have also recently made changes to their positions in the company. MTM Investment Management LLC acquired a new position in Electronic Arts in the second quarter valued at approximately $30,000. Oakworth Capital Inc. bought a new position in Electronic Arts during the third quarter worth $30,000. NewSquare Capital LLC grew its holdings in Electronic Arts by 67.5% in the second quarter. NewSquare Capital LLC now owns 196 shares of the game software company’s stock worth $31,000 after purchasing an additional 79 shares during the period. E Fund Management Hong Kong Co. Ltd. increased its stake in Electronic Arts by 131.9% in the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 167 shares of the game software company’s stock valued at $34,000 after purchasing an additional 95 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of Electronic Arts during the second quarter valued at about $37,000. 90.23% of the stock is owned by institutional investors.

More Electronic Arts News

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 at Electronic Arts

In other Electronic Arts news, CEO Andrew Wilson sold 5,000 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $199.50, for a total transaction of $997,500.00. Following the completion of the transaction, the chief executive officer directly owned 33,858 shares of the company’s stock, valued at approximately $6,754,671. This represents a 12.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Laura Miele sold 2,500 shares of the firm’s stock in a transaction 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 of the company’s stock, valued at $9,645,878.79. This represents a 4.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 27,600 shares of company stock worth $5,589,823. Company insiders own 0.24% of the company’s stock.

Electronic Arts Trading Up 0.3%

NASDAQ:EA opened at $200.40 on Friday. Electronic Arts Inc. has a 52 week low of $128.02 and a 52 week high of $204.88. The firm has a 50-day moving average price of $203.11 and a two-hundred day moving average price of $194.11. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.93 and a current ratio of 0.93. The firm has a market cap of $50.15 billion, a price-to-earnings ratio of 75.34, a price-to-earnings-growth ratio of 2.41 and a beta of 0.74.

Electronic Arts Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.19 per share. 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 dividend payout ratio is currently 28.57%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Benchmark reaffirmed a “buy” rating on shares of Electronic Arts in a research note on Wednesday, October 29th. Citigroup decreased their price objective on Electronic Arts from $207.00 to $202.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. Argus set a $210.00 target price on Electronic Arts in a report on Thursday, October 30th. UBS Group restated a “neutral” rating on shares of Electronic Arts in a research note on Wednesday, February 4th. Finally, Zacks Research lowered shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Four research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $186.95.

Electronic Arts Profile

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.