Electronic Arts Inc. $EA Stake Lifted by Empowered Funds LLC

Posted by Brian Himes on Aug 1st, 2026

Empowered Funds LLC lifted its stake in shares of Electronic Arts Inc. (NASDAQ:EA – Free Report) by 150.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 39,060 shares of the game software company’s stock after acquiring an additional 23,495 shares during the quarter. Empowered Funds LLC’s holdings in Electronic Arts were worth $7,963,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Empyrean Capital Partners LP bought a new position in Electronic Arts during the 1st quarter valued at $46,278,000. Quantinno Capital Management LP increased its position in shares of Electronic Arts by 97.1% during the 1st quarter. Quantinno Capital Management LP now owns 289,147 shares of the game software company’s stock valued at $58,948,000 after purchasing an additional 142,479 shares during the period. Polar Asset Management Partners Inc. raised its stake in shares of Electronic Arts by 13.4% in the 1st quarter. Polar Asset Management Partners Inc. now owns 323,078 shares of the game software company’s stock worth $65,866,000 after buying an additional 38,258 shares in the last quarter. Rangeley Capital LLC bought a new stake in shares of Electronic Arts in the 1st quarter worth $204,000. Finally, OMERS ADMINISTRATION Corp lifted its holdings in shares of Electronic Arts by 26.1% in the first quarter. OMERS ADMINISTRATION Corp now owns 11,561 shares of the game software company’s stock valued at $2,357,000 after buying an additional 2,396 shares during the period. Institutional investors own 90.23% of the company’s stock.

Electronic Arts Price Performance

Shares of NASDAQ:EA opened at $209.88 on Friday. Electronic Arts Inc. has a one year low of $151.50 and a one year high of $209.93. The stock has a fifty day moving average of $205.03 and a 200-day moving average of $202.98. The company has a market capitalization of $52.97 billion, a PE ratio of 60.14, a price-to-earnings-growth ratio of 2.35 and a beta of 0.64. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.05 and a current ratio of 1.05.

Insiders Place Their Bets

In related news, CFO Stuart Canfield sold 1,500 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $201.36, for a total value of $302,040.00. Following the completion of the transaction, the chief financial officer owned 25,991 shares in the company, valued at $5,233,547.76. This trade represents a 5.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Jacob J. Schatz sold 5,000 shares of the stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $201.19, for a total value of $1,005,950.00. Following the completion of the transaction, the executive vice president owned 42,287 shares of the company’s stock, valued at $8,507,721.53. This trade represents a 10.57% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders sold 31,206 shares of company stock worth $6,292,058. Corporate insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Wall Street Zen raised Electronic Arts to a “hold” rating in a research note on Saturday, June 6th. Zacks Research cut shares of Electronic Arts from a “hold” rating to a “strong sell” rating in a research report on Monday, July 13th. Weiss Ratings raised shares of Electronic Arts from a “hold (c)” rating to a “hold (c+)” rating in a report on Monday, May 18th. Argus lowered shares of Electronic Arts from a “buy” rating to a “hold” rating in a research report on Thursday, May 28th. Finally, Citigroup lifted their price objective on shares of Electronic Arts from $202.00 to $204.00 and gave the stock a “neutral” rating in a research note on Thursday, May 7th. Two investment analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $201.42.

View Our Latest Report on EA

Key Electronic Arts News

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

Positive Sentiment: Takeover has cleared its final regulatory hurdle: The European Union approved the transaction under its foreign-subsidy rules, and EA said all required regulatory approvals have been obtained. The deal is expected to close on August 4, reducing execution risk and providing a clear near-term catalyst. Reuters article
Positive Sentiment: Unusually heavy call-option activity signals bullish positioning: Investors bought 6,913 EA call options, approximately 120% above the average daily volume of 3,137 contracts. This may reflect expectations that the acquisition will close as planned, although options activity is not a guarantee of future performance.
Neutral Sentiment: Shares are increasingly being valued on deal completion rather than operating results: With EA expected to go private next week, the stock’s remaining upside is likely tied primarily to the transaction terms and closing certainty. Once completed, EA shares would no longer trade publicly. GamesIndustry.biz article
Neutral Sentiment: Broker sentiment remains mixed: Analysts tracked in a recent report assign Electronic Arts an average “Hold” recommendation, suggesting limited conviction in the stock beyond the pending merger. Broker recommendation article
Negative Sentiment: Executive compensation and insider selling may weigh on sentiment: Reports that EA’s CEO received approximately $38.7 million in compensation amid layoffs, alongside a chief people officer’s sale of 1,200 shares, could generate governance concerns. These issues are secondary to the acquisition catalyst but may attract investor criticism. Yahoo Finance article

Electronic Arts Company Profile

(Free Report)

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.