Electronic Arts Inc. (NASDAQ:EA) Given Average Rating of “Hold” by Brokerages

Shares of Electronic Arts Inc. (NASDAQ:EA) have received an average recommendation of “Hold” from the twenty-five analysts that are currently covering the firm, MarketBeat reports. One research analyst has rated the stock with a sell rating, twenty have issued a hold rating and four have assigned a buy rating to the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $186.9524.

A number of equities analysts recently issued reports on EA shares. UBS Group reissued a “neutral” rating on shares of Electronic Arts in a report on Wednesday. Benchmark reissued a “buy” rating on shares of Electronic Arts in a report on Wednesday, October 29th. Morgan Stanley increased their price target on Electronic Arts from $148.00 to $210.00 and gave the stock an “equal weight” rating in a report on Monday, October 20th. Zacks Research cut shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Finally, Argus set a $210.00 price objective on shares of Electronic Arts in a research report on Thursday, October 30th.

Insider Buying and Selling at Electronic Arts

In other news, CFO Stuart Canfield sold 1,500 shares of the firm’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $201.65, for a total value of $302,475.00. Following the completion of the sale, the chief financial officer directly owned 5,595 shares of the company’s stock, valued at $1,128,231.75. This trade represents a 21.14% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Laura Miele sold 2,500 shares of the company’s stock in a transaction on Monday, December 15th. The stock was sold at an average price of $204.11, for a total value of $510,275.00. Following the transaction, the insider directly owned 53,148 shares in the company, valued at $10,848,038.28. This represents a 4.49% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 123,769 shares of company stock worth $24,943,734. 0.24% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in EA. Salomon & Ludwin LLC lifted its stake in shares of Electronic Arts by 70.1% during the second quarter. Salomon & Ludwin LLC now owns 165 shares of the game software company’s stock valued at $26,000 after buying an additional 68 shares during the period. Ameriflex Group Inc. lifted its stake in shares of Electronic Arts by 100.0% during the 3rd quarter. Ameriflex Group Inc. now owns 138 shares of the game software company’s stock worth $28,000 after purchasing an additional 69 shares during the period. MTM Investment Management LLC acquired a new stake in shares of Electronic Arts during the second quarter worth $30,000. Oakworth Capital Inc. purchased a new stake in shares of Electronic Arts in the third quarter valued at $30,000. Finally, Frazier Financial Advisors LLC increased its stake in Electronic Arts by 328.9% in the second 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 during the last quarter. Hedge funds and other institutional investors own 90.23% of the company’s stock.

More Electronic Arts News

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

• Positive Sentiment: Battlefield 6 drove record bookings and topped sales, lifting Q3 net bookings to roughly $3.05B (up ~38% YoY), supporting revenue beats and signaling strong live-service momentum. Electronic Arts beats revenue estimates as Battlefield 6 drives record bookings
• Positive Sentiment: Company reported year-over-year revenue and bookings growth tied to the Battlefield 6 launch, which set new franchise engagement records — a clear near-term revenue driver. Electronic Arts posts strong Q3 revenue as ‘Battlefield 6′ tops sales Battlefield 6 sets ‘new franchise engagement records’ for EA
• Positive Sentiment: Some arbitrage analysts see ~5% upside from the proposed go‑private/merger pathway, which could compress downside risk if a deal completes. Electronic Arts: 5% Upside From Merger Arbitrage
• Neutral Sentiment: EA declared a quarterly cash dividend of $0.19/share (ex-div Feb 25), a modest yield that provides some shareholder return but is not transformative.
• Neutral Sentiment: EA announced a multi‑year partnership with Stability AI to explore generative‑AI tools — potentially strategic long term but with unclear near‑term monetization. Electronic Arts partners with Stability AI to explore generative AI tools
• Neutral Sentiment: Insider option exercises by executives (small dollar amounts reported) were disclosed; these are routine and not a major signal of insider selling pressure. Notable Insider Move: Talbott Roche Hoskins Takes Part In Options Exercise At Electronic Arts, Resulting In $-651 Options Exercise Update At Electronic Arts: Jeff Huber Engages, Resulting In $-582
• Negative Sentiment: GAAP profit declined despite higher revenue — operating costs and margin pressure weighed on the quarter, which could limit upside in near‑term earnings multiple. EA’s Third-Quarter Profit Falls, Despite Higher Revenue Electronic Arts misses top- and bottom-line but sees double-digit booking growth on Battlefield 6
• Negative Sentiment: Regulatory/transaction risk: analysts flag elevated risk and a higher cost of capital tied to uncertainty around the PIF‑led go‑private transaction, which could create deal execution risk or valuation pressure. Electronic Arts Faces Elevated Risk and Cost of Capital Amid Uncertain 2025 PIF-Led Merger
• Negative Sentiment: Citi trimmed its price target slightly and assigned a neutral rating, reflecting cautious near‑term expectations despite recent top‑line strength. EA price target lowered by Citi

Electronic Arts Stock Up 0.6%

Shares of NASDAQ:EA opened at $197.93 on Friday. Electronic Arts has a 1-year low of $127.24 and a 1-year high of $204.88. The company has a debt-to-equity ratio of 0.24, a current ratio of 0.93 and a quick ratio of 0.84. The stock has a market cap of $49.53 billion, a P/E ratio of 74.41, a P/E/G ratio of 2.37 and a beta of 0.74. The firm has a fifty day moving average price of $203.69 and a 200 day moving average price of $190.31.

Electronic Arts Announces Dividend

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

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.