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

Stephens Investment Management Group LLC raised its holdings in Electronic Arts Inc. (NASDAQ:EA) by 4.0% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 577,643 shares of the game software company’s stock after acquiring an additional 22,103 shares during the quarter. Electronic Arts makes up 1.5% of Stephens Investment Management Group LLC’s holdings, making the stock its 5th largest holding. Stephens Investment Management Group LLC’s holdings in Electronic Arts were worth $116,511,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. Salomon & Ludwin LLC boosted its stake in shares of Electronic Arts by 70.1% during the second quarter. Salomon & Ludwin LLC now owns 165 shares of the game software company’s stock valued at $26,000 after purchasing an additional 68 shares during the period. MTM Investment Management LLC purchased a new position in Electronic Arts in the 2nd quarter worth about $30,000. Frazier Financial Advisors LLC lifted its holdings in Electronic Arts by 328.9% during the 2nd quarter. Frazier Financial Advisors LLC now owns 193 shares of the game software company’s stock valued at $31,000 after buying an additional 148 shares in the last quarter. NewSquare Capital LLC boosted its position in 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 buying an additional 79 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. grew its stake in Electronic Arts by 131.9% in the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 167 shares of the game software company’s stock worth $34,000 after acquiring an additional 95 shares in the last quarter. 90.23% of the stock is currently owned by institutional investors.

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, insider Laura Miele sold 2,500 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $204.11, for a total transaction of $510,275.00. Following the completion of the transaction, the insider owned 53,148 shares in the company, valued at $10,848,038.28. The trade was a 4.49% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Andrew Wilson sold 5,000 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 transaction of $1,020,550.00. Following the sale, the chief executive officer directly owned 43,858 shares of the company’s stock, valued at $8,951,856.38. The trade was a 10.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 128,769 shares of company stock worth $25,946,484 in the last quarter. 0.24% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Morgan Stanley lifted their price target on shares of Electronic Arts from $148.00 to $210.00 and gave the company an “equal weight” rating in a research note on Monday, October 20th. Wedbush reaffirmed a “neutral” rating and set a $200.00 target price on shares of Electronic Arts in a research report on Monday, September 29th. Jefferies Financial Group downgraded Electronic Arts from a “buy” rating to a “hold” rating and increased their price target for the stock from $200.00 to $210.00 in a research report on Tuesday, September 30th. Hsbc Global Res lowered Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 29th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Electronic Arts in a research note on Wednesday, October 8th. Four equities research analysts have rated the stock with a Buy rating, twenty-six have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $181.21.

Electronic Arts Trading Up 0.0%

Shares of NASDAQ:EA opened at $204.25 on Friday. The company has a market capitalization of $51.08 billion, a PE ratio of 59.72, a P/E/G ratio of 2.41 and a beta of 0.73. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.25. Electronic Arts Inc. has a 12-month low of $115.21 and a 12-month high of $204.88. The business’s fifty day simple moving average is $203.28 and its 200-day simple moving average is $185.39.

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

Electronic Arts Dividend Announcement

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

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.