Electronic Arts Inc. $EA is Stephens Investment Management Group LLC’s 5th Largest Position

Stephens Investment Management Group LLC increased its holdings in Electronic Arts Inc. (NASDAQ:EA) by 4.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 577,643 shares of the game software company’s stock after purchasing an additional 22,103 shares during the period. Electronic Arts accounts for 1.5% of Stephens Investment Management Group LLC’s holdings, making the stock its 5th biggest holding. Stephens Investment Management Group LLC owned 0.23% of Electronic Arts worth $116,511,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Ameriprise Financial Inc. raised its position in shares of Electronic Arts by 44.6% during the second quarter. Ameriprise Financial Inc. now owns 4,217,029 shares of the game software company’s stock valued at $673,393,000 after buying an additional 1,300,336 shares during the last quarter. Acadian Asset Management LLC grew its stake in Electronic Arts by 176.6% during the second quarter. Acadian Asset Management LLC now owns 1,862,898 shares of the game software company’s stock valued at $297,465,000 after acquiring an additional 1,189,455 shares in the last quarter. State Street Corp increased its holdings in Electronic Arts by 5.8% in the 2nd quarter. State Street Corp now owns 17,072,959 shares of the game software company’s stock valued at $2,726,552,000 after acquiring an additional 932,024 shares during the last quarter. Man Group plc increased its holdings in Electronic Arts by 165.5% in the 2nd quarter. Man Group plc now owns 1,279,249 shares of the game software company’s stock valued at $204,296,000 after acquiring an additional 797,461 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its stake in Electronic Arts by 50.3% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,365,221 shares of the game software company’s stock worth $377,726,000 after purchasing an additional 791,978 shares in the last quarter. 90.23% of the stock is currently owned by institutional investors.

Electronic Arts Trading Up 0.0%

Shares of NASDAQ EA opened at $204.25 on Friday. Electronic Arts Inc. has a 1-year low of $115.21 and a 1-year high of $204.88. The company has a debt-to-equity ratio of 0.25, a current ratio of 0.84 and a quick ratio of 0.84. The business’s 50 day moving average is $203.28 and its two-hundred day moving average is $185.39. The stock has a market capitalization of $51.08 billion, a P/E ratio of 59.72, a PEG ratio of 2.41 and a beta of 0.73.

Electronic Arts (NASDAQ:EA) last announced its earnings results on Tuesday, October 28th. The game software company reported $0.65 EPS for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.07). The company had revenue of $1.84 billion during the quarter, compared to analysts’ expectations of $1.88 billion. Electronic Arts had a return on equity of 15.30% and a net margin of 12.14%.Electronic Arts’s revenue for the quarter was down 12.6% compared to the same quarter last year. During the same quarter last year, the firm posted $1.11 EPS. As a group, research analysts expect that Electronic Arts Inc. will post 4.71 EPS for the current year.

Electronic Arts Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Wednesday, December 3rd were paid a dividend of $0.19 per share. This represents a $0.76 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Wednesday, December 3rd. Electronic Arts’s payout ratio is presently 22.22%.

Key Electronic Arts News

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

• Positive Sentiment: EA landed five titles on PlayStation’s top downloads list, highlighting strong consumer demand and momentum at a key partner just as reports swirl about a potential ~$55 billion privatization — positive for valuation and negotiators. Read More.
• Positive Sentiment: An executive producer from Ubisoft’s The Division has joined the Battlefield 6 development team at EA — a talent gain that could strengthen Battlefield’s roadmap and future updates. Read More.
• Positive Sentiment: A 2025 EA title is now free to download with Nintendo Switch Online, a low-cost user-acquisition move that can expand the player base and monetization funnel. Read More.
• Positive Sentiment: EA SPORTS FC revealed its Team of the Year (TOTY) event, a recurring engagement/microtransaction driver that typically boosts short-term revenue and player activity. Read More.
• Negative Sentiment: EA delayed Battlefield 6 Season 2 to February; the pushback could compress near-term live-service revenue and risk player churn if content cadence slips. Read More.
• Negative Sentiment: Insider selling: CEO Andrew Wilson sold 5,000 shares (~$1.02M), Laura Miele sold 2,500 shares (~$510.7K), and Vijayanthimala Singh sold 1,200 shares (~$245.2K) on Jan 15 — sizeable disposals that can weigh on investor sentiment even if for routine reasons. SEC filing for the CEO sale: Read More.

Insider Activity

In related news, Director Jeff Huber sold 79,381 shares of Electronic Arts stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $201.17, for a total transaction of $15,969,075.77. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Andrew Wilson sold 5,000 shares of the stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 43,858 shares in the company, valued at $8,951,856.38. This trade represents a 10.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 128,769 shares of company stock worth $25,946,484. 0.24% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

EA has been the subject of a number of research analyst reports. Wedbush restated a “neutral” rating and set a $200.00 price objective on shares of Electronic Arts in a research report on Monday, September 29th. TD Cowen lowered Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, October 1st. UBS Group set a $210.00 price target on Electronic Arts and gave the company a “neutral” rating in a report on Tuesday, September 30th. DZ Bank downgraded Electronic Arts from a “strong-buy” rating to a “strong sell” rating in a research note on Monday, September 29th. Finally, Robert W. Baird reiterated a “neutral” rating and set a $210.00 target price (up from $170.00) on shares of Electronic Arts in a research report on Monday, September 29th. Four investment analysts have rated the stock with a Buy rating, twenty-six have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $181.21.

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.