Jacobs & Co. CA Cuts Holdings in Electronic Arts Inc. $EA

Jacobs & Co. CA lowered its stake in Electronic Arts Inc. (NASDAQ:EA) by 84.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 8,225 shares of the game software company’s stock after selling 46,042 shares during the quarter. Jacobs & Co. CA’s holdings in Electronic Arts were worth $1,680,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in EA. Walter Public Investments Inc. increased its position in shares of Electronic Arts by 41.7% in the 3rd quarter. Walter Public Investments Inc. now owns 48,017 shares of the game software company’s stock valued at $9,685,000 after purchasing an additional 14,134 shares during the last quarter. NatWest Group plc purchased a new stake in shares of Electronic Arts during the 3rd quarter worth $10,414,000. Great Lakes Advisors LLC acquired a new position in shares of Electronic Arts during the third quarter worth $1,025,000. Principal Financial Group Inc. grew its stake in shares of Electronic Arts by 35.4% during the third quarter. Principal Financial Group Inc. now owns 390,971 shares of the game software company’s stock worth $78,859,000 after purchasing an additional 102,248 shares in the last quarter. Finally, OPTIMAS CAPITAL Ltd purchased a new position in Electronic Arts in the third quarter valued at $1,815,000. Hedge funds and other institutional investors own 90.23% of the company’s stock.

Electronic Arts Trading Up 0.2%

Shares of Electronic Arts stock opened at $200.61 on Thursday. 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 has a fifty day simple moving average of $201.69 and a 200-day simple moving average of $197.69. The stock has a market cap of $50.20 billion, a price-to-earnings ratio of 75.42, a PEG ratio of 2.38 and a beta of 0.75. Electronic Arts Inc. has a 12-month low of $131.15 and a 12-month high of $204.88.

Electronic Arts Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 25th were paid a $0.19 dividend. This represents a $0.76 annualized dividend and a yield of 0.4%. The ex-dividend date was Wednesday, February 25th. Electronic Arts’s dividend payout ratio is currently 28.57%.

Insider Activity at Electronic Arts

In other news, CEO Andrew Wilson sold 5,000 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $204.26, for a total value of $1,021,300.00. Following the completion of the sale, the chief executive officer directly owned 38,858 shares of the company’s stock, valued at approximately $7,937,135.08. The trade was a 11.40% decrease in their position. The transaction 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 company’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $199.95, for a total value of $499,875.00. Following the completion of the sale, the insider directly owned 45,843 shares of the company’s stock, valued at approximately $9,166,307.85. This trade represents a 5.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 27,600 shares of company stock worth $5,553,319. Insiders own 0.24% of the company’s stock.

Electronic Arts News Summary

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

• Positive Sentiment: Take‑private financing advancing — A JPMorgan‑led syndicate has begun marketing a ~$5.75B term‑loan B (part of a larger financing package) tied to the $55B buyout, signaling momentum behind the deal and supporting the takeover premium for public EA shareholders. Back-to-back Qualtrics, EA debt sales to test bond investors’ appetites
• Neutral Sentiment: Market test for the debt package — Banks have started preparing to offload roughly $18B of debt tied to the take‑private; successful placement would clear a major execution hurdle, while weak demand could force terms changes or slow the timeline. Banks prepare to offload $18bn in debt tied to EA take-private deal
• Neutral Sentiment: Potential product/strategy changes under new ownership — Coverage about buyer plans and possible changes to EA titles is circulating; these items shape long‑term fundamentals but don’t alter the near‑term financing story. $55 billion EA takeover: Changes coming to your favourite games
• Negative Sentiment: Insider selling — Multiple insiders, including CEO Andrew Wilson (5,000 shares), EVP Laura Miele (2,500 shares) and other executives sold shares on March 16; contemporaneous sales by senior executives can raise governance/questions about timing or diversification, and may weigh on sentiment absent explanation. Andrew Wilson Form 4 Laura Miele Form 4 Vijayanthimala Singh Form 4

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. UBS Group restated a “neutral” rating on shares of Electronic Arts in a research note on Wednesday, February 4th. Zacks Research cut Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Citigroup dropped their price objective on Electronic Arts from $207.00 to $202.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. Three equities research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $188.30.

Electronic Arts Company 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.