BI Asset Management Fondsmaeglerselskab A S Increases Stake in Electronic Arts Inc. $EA

BI Asset Management Fondsmaeglerselskab A S boosted its stake in Electronic Arts Inc. (NASDAQ:EA) by 271.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 111,640 shares of the game software company’s stock after purchasing an additional 81,606 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Electronic Arts were worth $22,518,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Salomon & Ludwin LLC grew its stake in shares of Electronic Arts by 70.1% during the 2nd quarter. Salomon & Ludwin LLC now owns 165 shares of the game software company’s stock valued at $26,000 after buying an additional 68 shares during the period. MTM Investment Management LLC purchased a new stake in Electronic Arts during the second quarter valued at about $30,000. Oakworth Capital Inc. acquired a new stake in Electronic Arts during the third quarter worth about $30,000. Frazier Financial Advisors LLC raised its holdings in shares of Electronic Arts by 328.9% in the 2nd quarter. Frazier Financial Advisors LLC now owns 193 shares of the game software company’s stock worth $31,000 after purchasing an additional 148 shares during the period. Finally, NewSquare Capital LLC lifted its stake in shares of Electronic Arts by 67.5% in the 2nd quarter. NewSquare Capital LLC now owns 196 shares of the game software company’s stock valued at $31,000 after purchasing an additional 79 shares in the last quarter. Institutional investors and hedge funds own 90.23% of the company’s stock.

Key Headlines Impacting Electronic Arts

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

• Positive Sentiment: Record net bookings and blockbuster game launch — EA reported record net bookings of about $3.05B in Q3, led by strong sales and engagement for Battlefield 6, which is driving the company’s revenue recovery. Electronic Arts posts strong Q3 revenue as ‘Battlefield 6′ tops sales
• Positive Sentiment: Quarter beat revenue/bookings estimates — Revenue and bookings beat Street expectations (revenue ~ $3.05B, bookings +38% YoY), a key fundamental positive that supports longer-term monetization from big franchises. EA beats quarterly bookings estimates powered by new ‘Battlefield’ game
• Positive Sentiment: EPS and earnings metrics showed improvement year-over-year, with headlines noting an EPS beat vs. consensus — supportive for investor confidence in recurring revenue and live services. Electronic Arts (EA) Beats Q3 Earnings and Revenue Estimates
• Neutral Sentiment: Quarterly dividend declared (quarterly $0.19; ex-dividend Feb 25) — a small yield but signals capital-return discipline. EA Q3 press release / financials
• Neutral Sentiment: Analyst holds with varied targets — TD Cowen reiterated a Hold ($210 PT), reflecting cautious views on costs and visibility; these mixed analyst stances keep guidance uncertain. TD Cowen Hold rating commentary
• Negative Sentiment: Profit and margins under pressure — operating costs rose and quarterly operating profit fell despite higher revenue, which raises near-term margin concerns. WSJ: EA’s Third-Quarter Profit Falls, Despite Higher Revenue
• Negative Sentiment: Analyst price-target cut — Citi trimmed its PT from $207 to $202 and set a Neutral rating, trimming upside in some models and contributing to downside sentiment. Benzinga: Citi lowers price target
• Negative Sentiment: Takeover / visibility uncertainty and product retirements — Ongoing takeover talk and a changing release/shutdown schedule for some older EA titles add execution risk and make near-term visibility murky. Investing.com: Takeover reshapes outlook MSN: EA games shutting down

Electronic Arts Price Performance

Shares of NASDAQ EA opened at $196.84 on Thursday. The business has a 50 day moving average price of $203.77 and a two-hundred day moving average price of $190.26. Electronic Arts Inc. has a fifty-two week low of $125.95 and a fifty-two week high of $204.88. The firm has a market cap of $49.23 billion, a PE ratio of 74.00, a price-to-earnings-growth ratio of 2.43 and a beta of 0.74. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.25.

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 $0.19 dividend. 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 payout ratio is presently 22.22%.

Insiders Place Their Bets

In other Electronic Arts news, insider Laura Miele sold 2,500 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $204.27, for a total transaction of $510,675.00. Following the transaction, the insider owned 50,648 shares of the company’s stock, valued at $10,345,866.96. This trade represents a 4.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Stuart Canfield sold 1,500 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $201.65, for a total value of $302,475.00. Following the completion of the sale, the chief financial officer owned 5,595 shares of the company’s stock, valued at $1,128,231.75. This trade represents a 21.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 123,769 shares of company stock worth $24,943,734. Company insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on EA shares. Citigroup dropped their target price on shares of Electronic Arts from $207.00 to $202.00 and set a “neutral” rating for the company in a research report on Wednesday. Zacks Research lowered shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Weiss Ratings reissued a “hold (c)” rating on shares of Electronic Arts in a research note on Wednesday, October 8th. Morgan Stanley upped their price target on shares of Electronic Arts from $148.00 to $210.00 and gave the stock an “equal weight” rating in a research report on Monday, October 20th. Finally, UBS Group reiterated a “neutral” rating on shares of Electronic Arts in a report on Wednesday. Four investment analysts have rated the stock with a Buy rating, twenty have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average 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.