Schroder Investment Management Group Sells 317,335 Shares of Electronic Arts Inc. $EA

Schroder Investment Management Group trimmed its position in Electronic Arts Inc. (NASDAQ:EA) by 60.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 209,630 shares of the game software company’s stock after selling 317,335 shares during the quarter. Schroder Investment Management Group owned 0.08% of Electronic Arts worth $42,282,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. State Street Corp grew its stake in shares of Electronic Arts by 5.8% in the second 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 in the last quarter. Ameriprise Financial Inc. increased its position in 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 worth $673,393,000 after acquiring an additional 1,300,336 shares during the period. Invesco Ltd. raised its stake in Electronic Arts by 10.1% in the 2nd quarter. Invesco Ltd. now owns 4,112,305 shares of the game software company’s stock worth $656,735,000 after purchasing an additional 378,824 shares in the last quarter. First Trust Advisors LP raised its stake in Electronic Arts by 26.3% in the 3rd quarter. First Trust Advisors LP now owns 3,069,543 shares of the game software company’s stock worth $619,127,000 after purchasing an additional 638,667 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its holdings 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 valued at $377,726,000 after purchasing an additional 791,978 shares during the period. Institutional investors own 90.23% of the company’s stock.

Electronic Arts Trading Down 0.1%

Shares of Electronic Arts stock opened at $199.92 on Thursday. The company has a market capitalization of $50.03 billion, a price-to-earnings ratio of 75.16, a PEG ratio of 2.38 and a beta of 0.75. The company has a quick ratio of 0.93, a current ratio of 0.93 and a debt-to-equity ratio of 0.24. Electronic Arts Inc. has a 12-month low of $131.15 and a 12-month high of $204.88. The firm’s 50-day moving average price is $202.14 and its two-hundred day moving average price is $196.72.

Electronic Arts Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be issued a dividend of $0.19 per share. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Wednesday, February 25th. Electronic Arts’s dividend payout ratio is 28.57%.

Insider Activity

In other Electronic Arts news, insider Laura Miele sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $199.53, for a total transaction of $498,825.00. Following the completion of the transaction, the insider directly owned 48,343 shares in the company, valued at $9,645,878.79. The trade was a 4.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Andrew Wilson sold 5,000 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $199.50, for a total value of $997,500.00. Following the sale, the chief executive officer owned 33,858 shares of the company’s stock, valued at $6,754,671. The trade was a 12.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 27,600 shares of company stock worth $5,589,823. Insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on EA shares. Citigroup lowered their target price on shares of Electronic Arts from $207.00 to $202.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. Zacks Research cut Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Finally, UBS Group reissued a “neutral” rating on shares of Electronic Arts in a research report on Wednesday, February 4th. Three equities research analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Electronic Arts currently has a consensus rating of “Hold” and an average price target of $188.30.

Trending Headlines about Electronic Arts

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

• Positive Sentiment: Oak‑Eagle AcquireCo extended the expiration and settlement dates for tender offers and consent solicitations for EA’s 1.850% 2031 and 2.950% 2051 senior notes — an active tender/consent process signals that a potential buyer or financing plan is still moving forward, which can support takeover-premium speculation. Oak-Eagle AcquireCo, Inc. Announces Extension…
• Neutral Sentiment: Analysts note EA has outperformed the Nasdaq over the past year, but commentary remains cautious — high valuation metrics (e.g., elevated P/E) and execution risks may limit further upside absent clearer fundamentals or deal confirmation. Is Electronic Arts Stock Outperforming the Nasdaq?
• Negative Sentiment: Multiple outlets report EA has cut staff across Battlefield 6 development studios despite a record launch — layoffs can raise concerns about execution, morale and future content cadence; investors often view such cuts as short‑term cost savings that may mask longer‑term product risk, and they can dent sentiment ahead of any M&A announcement. EA Slashes Battlefield Headcount In a Pivot to AI

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.