Wedbush Has Strong Forecast for Electronic Arts Q2 Earnings

Electronic Arts Inc. (NASDAQ:EA) – Analysts at Wedbush raised their Q2 2026 earnings per share estimates for Electronic Arts in a research report issued on Wednesday, February 5th. Wedbush analyst M. Pachter now expects that the game software company will earn $1.68 per share for the quarter, up from their prior forecast of $1.62. Wedbush has a “Outperform” rating and a $173.00 price objective on the stock. The consensus estimate for Electronic Arts’ current full-year earnings is $5.02 per share. Wedbush also issued estimates for Electronic Arts’ Q4 2026 earnings at $1.53 EPS.

Several other research analysts have also recently commented on the stock. StockNews.com cut shares of Electronic Arts from a “strong-buy” rating to a “buy” rating in a report on Wednesday. Argus boosted their target price on shares of Electronic Arts from $161.00 to $183.00 and gave the stock a “buy” rating in a research note on Thursday, November 7th. Benchmark cut their price target on Electronic Arts from $163.00 to $140.00 and set a “buy” rating on the stock in a research note on Wednesday. Bank of America upped their price objective on Electronic Arts from $130.00 to $132.00 and gave the stock a “neutral” rating in a research report on Wednesday. Finally, BMO Capital Markets cut their target price on Electronic Arts from $145.00 to $142.00 and set a “market perform” rating on the stock in a research report on Wednesday. Twelve investment analysts have rated the stock with a hold rating and ten have given a buy rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $155.24.

Electronic Arts Price Performance

EA stock opened at $132.00 on Friday. Electronic Arts has a 1 year low of $115.21 and a 1 year high of $168.50. The firm has a market capitalization of $34.62 billion, a P/E ratio of 33.93, a P/E/G ratio of 2.50 and a beta of 0.79. The company has a debt-to-equity ratio of 0.25, a current ratio of 1.43 and a quick ratio of 1.43. The business’s 50-day moving average is $144.69 and its two-hundred day moving average is $147.43.

Electronic Arts (NASDAQ:EA) last posted its quarterly earnings data on Tuesday, February 4th. The game software company reported $2.34 earnings per share for the quarter, missing analysts’ consensus estimates of $3.41 by ($1.07). Electronic Arts had a return on equity of 18.56% and a net margin of 14.12%.

Institutional Investors Weigh In On Electronic Arts

A number of institutional investors and hedge funds have recently bought and sold shares of EA. Machina Capital S.A.S. raised its position in shares of Electronic Arts by 109.0% in the fourth quarter. Machina Capital S.A.S. now owns 5,876 shares of the game software company’s stock valued at $860,000 after buying an additional 3,064 shares during the last quarter. Edgestream Partners L.P. acquired a new stake in Electronic Arts in the 4th quarter worth about $1,275,000. West Family Investments Inc. grew its holdings in Electronic Arts by 13.9% in the 4th quarter. West Family Investments Inc. now owns 3,002 shares of the game software company’s stock valued at $439,000 after buying an additional 367 shares during the period. Ashton Thomas Private Wealth LLC grew its holdings in Electronic Arts by 5.2% in the 4th quarter. Ashton Thomas Private Wealth LLC now owns 3,489 shares of the game software company’s stock valued at $510,000 after buying an additional 171 shares during the period. Finally, Callan Family Office LLC acquired a new position in shares of Electronic Arts during the 4th quarter valued at about $468,000. Hedge funds and other institutional investors own 90.23% of the company’s stock.

Insider Transactions at Electronic Arts

In other Electronic Arts news, insider Vijayanthimala Singh sold 1,000 shares of the business’s stock in a transaction on Monday, February 3rd. The stock was sold at an average price of $122.03, for a total transaction of $122,030.00. Following the sale, the insider now directly owns 28,216 shares in the company, valued at approximately $3,443,198.48. The trade was a 3.42 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Jacob J. Schatz sold 1,500 shares of the firm’s stock in a transaction on Friday, November 15th. The shares were sold at an average price of $163.30, for a total value of $244,950.00. Following the completion of the transaction, the executive vice president now owns 23,360 shares of the company’s stock, valued at approximately $3,814,688. This represents a 6.03 % decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders sold 23,500 shares of company stock valued at $3,562,510. Corporate insiders own 0.22% of the company’s stock.

Electronic Arts Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 19th. Stockholders of record on Wednesday, February 26th will be paid a dividend of $0.19 per share. The ex-dividend date of this dividend is Wednesday, February 26th. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.58%. Electronic Arts’s dividend payout ratio (DPR) is 19.54%.

Electronic Arts Company Profile

Electronic Arts Inc develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands.