Sumitomo Mitsui Trust Group Inc. Sells 34,835 Shares of Electronic Arts Inc. $EA

Sumitomo Mitsui Trust Group Inc. decreased its position in Electronic Arts Inc. (NASDAQ:EA) by 5.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 617,216 shares of the game software company’s stock after selling 34,835 shares during the period. Sumitomo Mitsui Trust Group Inc. owned approximately 0.25% of Electronic Arts worth $124,492,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the business. Salomon & Ludwin LLC grew its stake in Electronic Arts by 70.1% in the second quarter. Salomon & Ludwin LLC now owns 165 shares of the game software company’s stock valued at $26,000 after acquiring an additional 68 shares during the period. MTM Investment Management LLC acquired a new stake in shares of Electronic Arts during the second quarter worth about $30,000. Frazier Financial Advisors LLC lifted its holdings in shares of 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 purchasing an additional 148 shares in the last quarter. NewSquare Capital LLC grew its position in shares of 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 purchasing an additional 79 shares during the period. Finally, E Fund Management Hong Kong Co. Ltd. grew its position in shares of 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 valued at $34,000 after purchasing an additional 95 shares during the period. Institutional investors and hedge funds own 90.23% of the company’s stock.

Electronic Arts Stock Performance

Shares of EA stock opened at $204.33 on Wednesday. Electronic Arts Inc. has a 12 month low of $115.21 and a 12 month high of $204.88. The company’s fifty day simple moving average is $203.06 and its 200-day simple moving average is $184.81. The firm has a market cap of $51.10 billion, a PE ratio of 59.75, a P/E/G ratio of 2.41 and a beta of 0.73. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.25.

Electronic Arts (NASDAQ:EA) last released its earnings results 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 net margin of 12.14% and a return on equity of 15.30%. The business had revenue of $1.84 billion during the quarter, compared to the consensus estimate of $1.88 billion. During the same period last year, the business posted $1.11 EPS. The firm’s revenue for the quarter was down 12.6% on a year-over-year basis. Equities research analysts expect that Electronic Arts Inc. will post 4.71 EPS for the current fiscal year.

Electronic Arts Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Wednesday, December 3rd were given a $0.19 dividend. The ex-dividend date of this dividend was Wednesday, December 3rd. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.4%. Electronic Arts’s payout ratio is currently 22.22%.

More Electronic Arts News

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”

Insider Buying and Selling at Electronic Arts

In related news, insider Laura Miele sold 2,500 shares of the stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $204.11, for a total transaction of $510,275.00. Following the completion of the transaction, the insider directly owned 53,148 shares of the company’s stock, valued at approximately $10,848,038.28. This represents a 4.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Jeff Huber sold 16,788 shares of the firm’s stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $200.72, for a total value of $3,369,687.36. Following the completion of the transaction, the director owned 1,980 shares of the company’s stock, valued at approximately $397,425.60. This represents a 89.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 120,069 shares of company stock valued at $24,169,349 in the last ninety days. Insiders own 0.24% of the company’s stock.

Analysts Set New Price Targets

EA has been the topic of several research analyst reports. BMO Capital Markets raised their target price on shares of Electronic Arts from $166.00 to $210.00 and gave the stock a “market perform” rating in a report on Tuesday, September 30th. Robert W. Baird reissued a “neutral” rating and set a $210.00 price objective (up previously from $170.00) on shares of Electronic Arts in a research report on Monday, September 29th. Cowen lowered shares of Electronic Arts from a “buy” rating to a “hold” rating in a report on Wednesday, October 1st. UBS Group set a $210.00 price objective on shares of Electronic Arts and gave the company a “neutral” rating in a research report on Tuesday, September 30th. Finally, Argus set a $210.00 target price on Electronic Arts in a report on Thursday, October 30th. Four research analysts have rated the stock with a Buy rating, twenty-six have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $181.21.

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.