Electronic Arts Inc. (NASDAQ:EA) Receives $181.21 Average PT from Brokerages

Shares of Electronic Arts Inc. (NASDAQ:EA) have received a consensus rating of “Hold” from the thirty-one ratings firms that are covering the firm, Marketbeat reports. One analyst has rated the stock with a sell recommendation, twenty-six have given a hold recommendation and four have assigned a buy recommendation to the company. The average 12-month price target among brokers that have issued a report on the stock in the last year is $181.2083.

Several research firms have recently commented on EA. UBS Group set a $210.00 price objective on Electronic Arts and gave the stock a “neutral” rating in a research note on Tuesday, September 30th. Robert W. Baird restated a “neutral” rating and issued a $210.00 price target (up previously from $170.00) on shares of Electronic Arts in a research report on Monday, September 29th. Citigroup lifted their price objective on Electronic Arts from $206.00 to $207.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. Baird R W lowered shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a report on Monday, September 29th. Finally, Roth Capital downgraded shares of Electronic Arts from a “buy” rating to a “neutral” rating and lifted their price target for the company from $185.00 to $210.00 in a report on Thursday, October 2nd.

Insiders Place Their Bets

In other Electronic Arts news, CEO Andrew Wilson sold 5,000 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $204.26, for a total transaction of $1,021,300.00. Following the sale, the chief executive officer directly owned 38,858 shares of the company’s stock, valued at $7,937,135.08. This trade represents a 11.40% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Jeff Huber sold 16,788 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was 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 directly owned 1,980 shares of the company’s stock, valued at approximately $397,425.60. This trade represents a 89.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 128,769 shares of company stock worth $25,946,484 in the last three months. 0.24% of the stock is owned by company insiders.

Hedge Funds Weigh In On Electronic Arts

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

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.

Electronic Arts Stock Up 0.0%

EA stock opened at $204.25 on Monday. The business’s 50-day moving average is $203.28 and its two-hundred day moving average is $185.39. The company has a market cap of $51.08 billion, a price-to-earnings ratio of 59.72, a P/E/G ratio of 2.41 and a beta of 0.73. Electronic Arts has a fifty-two week low of $115.21 and a fifty-two week high of $204.88. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.84 and a current ratio of 0.84.

Electronic Arts (NASDAQ:EA) last released 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). The business had revenue of $1.84 billion for the quarter, compared to analysts’ expectations of $1.88 billion. Electronic Arts had a net margin of 12.14% and a return on equity of 15.30%. Electronic Arts’s revenue for the quarter was down 12.6% compared to the same quarter last year. During the same period in the previous year, the company earned $1.11 EPS. As a group, analysts forecast that Electronic Arts will post 4.71 earnings per share for the current year.

Electronic Arts Announces Dividend

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