Tredje AP fonden purchased a new position in Electronic Arts Inc. (NASDAQ:EA – Free Report) in the 3rd quarter, Holdings Channel.com reports. The firm purchased 100,193 shares of the game software company’s stock, valued at approximately $20,209,000.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MTM Investment Management LLC bought a new stake in shares of Electronic Arts in the 2nd quarter valued at approximately $30,000. Oakworth Capital Inc. acquired a new stake in Electronic Arts in the 3rd quarter valued at $30,000. NewSquare Capital LLC grew its position in Electronic Arts by 67.5% in the second quarter. NewSquare Capital LLC now owns 196 shares of the game software company’s stock valued at $31,000 after acquiring an additional 79 shares during the period. E Fund Management Hong Kong Co. Ltd. grew its position 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 acquiring an additional 95 shares during the period. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in Electronic Arts during the second quarter worth $37,000. Institutional investors own 90.23% of the company’s stock.
Insider Buying and Selling
In related news, insider Laura Miele sold 2,500 shares of the stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $204.11, for a total value of $510,275.00. Following the sale, the insider directly owned 53,148 shares in the company, valued at $10,848,038.28. This trade represents a 4.49% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Andrew Wilson sold 5,000 shares of Electronic Arts stock in a transaction on Monday, December 15th. The stock was sold at an average price of $204.11, for a total transaction of $1,020,550.00. Following the transaction, the chief executive officer directly owned 43,858 shares in the company, valued at approximately $8,951,856.38. This represents a 10.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 27,600 shares of company stock worth $5,589,823 in the last ninety days. 0.24% of the stock is currently owned by corporate insiders.
Electronic Arts Stock Up 0.3%
Electronic Arts Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Shareholders of record on Wednesday, February 25th will be issued a dividend of $0.19 per share. The ex-dividend date is Wednesday, February 25th. This represents a $0.76 dividend on an annualized basis and a yield of 0.4%. Electronic Arts’s dividend payout ratio (DPR) is 28.57%.
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)
Wall Street Analyst Weigh In
Several equities research analysts have recently commented on EA shares. UBS Group restated a “neutral” rating on shares of Electronic Arts in a research note 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. Benchmark reaffirmed a “buy” rating on shares of Electronic Arts in a report on Wednesday, October 29th. Citigroup decreased their price target on Electronic Arts from $207.00 to $202.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 4th. Finally, Argus set a $210.00 price objective on Electronic Arts in a research report on Thursday, October 30th. Four 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’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $186.95.
View Our Latest Research Report on EA
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.
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