Donoghue Forlines LLC Trims Position in Electronic Arts Inc. $EA

Donoghue Forlines LLC trimmed its position in shares of Electronic Arts Inc. (NASDAQ:EA) by 30.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,754 shares of the game software company’s stock after selling 5,546 shares during the period. Electronic Arts accounts for 0.8% of Donoghue Forlines LLC’s portfolio, making the stock its 17th largest holding. Donoghue Forlines LLC’s holdings in Electronic Arts were worth $2,572,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Salomon & Ludwin LLC lifted its position in shares of 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 in the last quarter. E Fund Management Hong Kong Co. Ltd. raised its stake in Electronic Arts by 131.9% during 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. MTM Investment Management LLC purchased a new position in Electronic Arts in the 2nd quarter worth approximately $30,000. Frazier Financial Advisors LLC lifted its holdings in Electronic Arts by 328.9% in the 2nd quarter. Frazier Financial Advisors LLC now owns 193 shares of the game software company’s stock worth $31,000 after purchasing an additional 148 shares in the last quarter. Finally, NewSquare Capital LLC boosted its stake in Electronic Arts by 67.5% in the 2nd quarter. NewSquare Capital LLC now owns 196 shares of the game software company’s stock worth $31,000 after purchasing an additional 79 shares during the period. Institutional investors own 90.23% of the company’s stock.

Electronic Arts News Summary

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 Trading Up 0.0%

EA opened at $204.25 on Friday. Electronic Arts Inc. has a 12 month low of $115.21 and a 12 month high of $204.88. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.25. The stock has a 50-day moving average of $203.28 and a 200 day moving average of $185.57. The firm has a market cap of $51.08 billion, a P/E ratio of 59.72, a P/E/G ratio of 2.41 and a beta of 0.73.

Electronic Arts (NASDAQ:EA) last posted its quarterly earnings data on Tuesday, October 28th. The game software company reported $0.65 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.72 by ($0.07). The company had revenue of $1.84 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period in the previous year, the business earned $1.11 earnings per share. As a group, research analysts forecast that Electronic Arts Inc. will post 4.71 EPS for the current year.

Electronic Arts Dividend Announcement

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

Insiders Place Their Bets

In related news, Director Jeff Huber sold 16,788 shares of Electronic Arts stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $200.72, for a total transaction 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. The trade was a 89.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Andrew Wilson sold 5,000 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $204.26, for a total transaction of $1,021,300.00. Following the transaction, the chief executive officer owned 38,858 shares in the company, valued at $7,937,135.08. The trade was a 11.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 128,769 shares of company stock valued at $25,946,484. 0.24% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on EA shares. Baird R W cut shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 29th. Benchmark reiterated a “buy” rating on shares of Electronic Arts in a research note on Wednesday, October 29th. Zacks Research downgraded shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. DZ Bank cut Electronic Arts from a “strong-buy” rating to a “strong sell” rating in a report on Monday, September 29th. Finally, Hsbc Global Res downgraded Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 29th. Four research analysts have rated the stock with a Buy rating, twenty-six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $181.21.

Electronic Arts 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.