Electronic Arts Inc. $EA Shares Sold by Cullinan Associates Inc.

Cullinan Associates Inc. cut its stake in Electronic Arts Inc. (NASDAQ:EA) by 22.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 82,045 shares of the game software company’s stock after selling 24,347 shares during the quarter. Electronic Arts makes up approximately 1.1% of Cullinan Associates Inc.’s investment portfolio, making the stock its 23rd largest position. Cullinan Associates Inc.’s holdings in Electronic Arts were worth $16,548,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of EA. Brighton Jones LLC lifted its stake in shares of Electronic Arts by 9.4% in the 4th quarter. Brighton Jones LLC now owns 3,420 shares of the game software company’s stock valued at $500,000 after purchasing an additional 294 shares during the period. Empowered Funds LLC increased its holdings in Electronic Arts by 167.0% in the first quarter. Empowered Funds LLC now owns 19,306 shares of the game software company’s stock valued at $2,790,000 after buying an additional 12,076 shares in the last quarter. Focus Partners Wealth raised its position in shares of Electronic Arts by 12.1% in the first quarter. Focus Partners Wealth now owns 11,685 shares of the game software company’s stock worth $1,689,000 after acquiring an additional 1,263 shares during the period. Geneos Wealth Management Inc. boosted its stake in shares of Electronic Arts by 150.8% during the 1st quarter. Geneos Wealth Management Inc. now owns 316 shares of the game software company’s stock worth $46,000 after acquiring an additional 190 shares in the last quarter. Finally, Voya Investment Management LLC boosted its stake in shares of Electronic Arts by 0.3% during the 1st quarter. Voya Investment Management LLC now owns 74,291 shares of the game software company’s stock worth $10,737,000 after acquiring an additional 234 shares in the last quarter. Hedge funds and other institutional investors own 90.23% of the company’s stock.

Insider Activity

In related news, Director Jeff Huber sold 79,381 shares of the company’s 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, insider Vijayanthimala Singh sold 1,200 shares of the stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $204.11, for a total transaction of $244,932.00. Following the completion of the sale, the insider owned 33,560 shares of the company’s stock, valued at approximately $6,849,931.60. The trade was a 3.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 120,069 shares of company stock valued at $24,169,349 in the last ninety days. 0.24% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. Baird R W lowered Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 29th. Oppenheimer lowered Electronic Arts from an “outperform” rating to a “market perform” rating in a report on Tuesday, September 30th. Jefferies Financial Group downgraded Electronic Arts from a “buy” rating to a “hold” rating and upped their target price for the stock from $200.00 to $210.00 in a research note on Tuesday, September 30th. Cowen lowered Electronic Arts from a “buy” rating to a “hold” rating in a research report on Wednesday, October 1st. Finally, Hsbc Global Res lowered shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a report on Monday, September 29th. Four research analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $181.21.

Electronic Arts News Roundup

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

• Positive Sentiment: Acquisition context could support share price — EA confirmed it will release Q3 FY2026 results after market close on Feb. 3 and noted a recent definitive agreement to be acquired, which typically creates takeover-related upside or a floor under the stock while the deal progresses. EA to Release Third-Quarter Fiscal Year 2026 Results on February 3, 2026
• Neutral Sentiment: Company will not host an earnings call following the results (management cited the acquisition), reducing live access to management commentary and potentially increasing volatility when the print is released. EA to Release Third-Quarter Fiscal Year 2026 Results on February 3, 2026
• Neutral Sentiment: Analyst consensus remains tepid — the street average rating is “Hold” from ~31 firms (few buys, many holds), implying limited near‑term upward analyst pressure absent stronger fundamentals or deal clarity. Electronic Arts Inc. (NASDAQ:EA) Receives Average Recommendation of “Hold” from Analysts
• Negative Sentiment: Short interest rose markedly in December — ~8.18M shares shorted (≈3.3% of float) with a ~5.1 days‑to‑cover, signaling growing bearish bets that could amplify downside pressure or fuel volatility if sentiment shifts. (Data snapshot reported Jan.12.)
• Negative Sentiment: Negative consumer/PR stories circulating — an MSN feature/video titled “EA, we have a problem” highlights community criticism and reputational risk that can hurt sentiment for live‑service revenue and future releases. EA, we have a problem
• Negative Sentiment: Live‑service/content risk: a popular 2022 EA PS5/PS4 title is shutting down servers, which may signal recurring revenue pressures from older live titles and could concern investors reliant on back‑catalog monetization. Popular 2022 PS5, PS4 Game by EA Shutting Down
• Negative Sentiment: Developer/industry optics remain sensitive — a Gamespot piece covering defense of EA leadership comments highlights ongoing reputational friction that can affect consumer sentiment and PR risk around releases. Split Fiction Director Defends EA, Saying “Everybody’s Done Something That’s Not Good”

Electronic Arts Stock Performance

NASDAQ EA opened at $204.33 on Wednesday. The company has a market cap of $51.10 billion, a PE ratio of 59.75, a price-to-earnings-growth ratio of 2.41 and a beta of 0.73. The stock’s 50 day simple moving average is $203.06 and its 200-day simple moving average is $184.81. 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.

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

Electronic Arts Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Wednesday, December 3rd were paid a $0.19 dividend. This represents a $0.76 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend was Wednesday, December 3rd. Electronic Arts’s dividend payout ratio (DPR) is currently 22.22%.

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.