BCK Capital Management LP Takes Position in Electronic Arts Inc. $EA

BCK Capital Management LP purchased a new position in shares of Electronic Arts Inc. (NASDAQ:EA) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 3,503 shares of the game software company’s stock, valued at approximately $707,000.

A number of other institutional investors and hedge funds have also modified their holdings of EA. Walter Public Investments Inc. lifted its stake in Electronic Arts by 41.7% in the third quarter. Walter Public Investments Inc. now owns 48,017 shares of the game software company’s stock valued at $9,685,000 after buying an additional 14,134 shares in the last quarter. NatWest Group plc acquired a new stake in shares of Electronic Arts during the third quarter worth $10,414,000. OVERSEA CHINESE BANKING Corp Ltd bought a new stake in Electronic Arts in the 2nd quarter valued at $287,000. Bank of Montreal Can lifted its position in Electronic Arts by 14.3% in the 2nd quarter. Bank of Montreal Can now owns 326,682 shares of the game software company’s stock valued at $52,171,000 after acquiring an additional 40,848 shares in the last quarter. Finally, Principal Financial Group Inc. boosted its stake in Electronic Arts by 35.4% in the 3rd quarter. Principal Financial Group Inc. now owns 390,971 shares of the game software company’s stock worth $78,859,000 after purchasing an additional 102,248 shares during the period. 90.23% of the stock is owned by institutional investors.

Electronic Arts Stock Performance

Shares of NASDAQ EA opened at $200.40 on Friday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.93 and a current ratio of 0.93. The stock has a 50 day moving average price of $203.11 and a 200 day moving average price of $193.88. The stock has a market capitalization of $50.15 billion, a PE ratio of 75.34, a price-to-earnings-growth ratio of 2.41 and a beta of 0.74. Electronic Arts Inc. has a 52 week low of $128.02 and a 52 week high of $204.88.

Electronic Arts Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Investors 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 yield of 0.4%. The ex-dividend date is Wednesday, February 25th. Electronic Arts’s payout ratio is presently 28.57%.

Insider Activity

In other news, CEO Andrew Wilson sold 5,000 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $199.50, for a total value of $997,500.00. Following the sale, the chief executive officer directly owned 33,858 shares of the company’s stock, valued at approximately $6,754,671. This represents a 12.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Laura Miele sold 2,500 shares of Electronic Arts stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $199.53, for a total value of $498,825.00. Following the transaction, the insider owned 48,343 shares of the company’s stock, valued at $9,645,878.79. The trade was a 4.92% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 27,600 shares of company stock valued at $5,589,823. 0.24% of the stock is owned by insiders.

Electronic Arts News Roundup

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

• Positive Sentiment: EA secured permission to use an AI-generated version of a well-known football commentator’s voice for EA Sports FC — a sign EA is expanding AI-driven in-game realism and licensed content that could boost engagement and live-service monetization. Football commentator permits EA to use an AI version of his voice for EA Sports FC
• Positive Sentiment: EA recently announced a quarterly dividend (record/ex-dividend timing noted in filings), which supports income investors and can underpin valuation—a stabilizing factor for the stock. EA company page (dividend info)
• Neutral Sentiment: Coverage shows EA marketing debt — this could fund M&A or buyout financing but also increases leverage; impact depends on deal size and terms. Electronic Arts Debt Offers Signal Shifting Valuation And Acquisition Outlook
• Neutral Sentiment: Reports note private-equity interest and analysis of potential buyout cost-reduction strategies — keeps M&A speculation alive (can lift the stock on takeover premiums) but also introduces negotiation/valuation uncertainty. Private equity spies a way to cut the cost of Electronic Arts’ buyout
• Negative Sentiment: Thousands of users reported EA server outages affecting EA FC and Ultimate Team — persistent outages risk lost engagement and microtransaction revenue, which matters for EA’s live-service earnings. EA servers down: EA FC, Ultimate Team facing problems
• Negative Sentiment: Several senior insiders sold stock on Feb. 17 (including CEO Andrew Wilson) — notable, concentrated selling can add short-term supply pressure and raise questions about insider conviction even if sales are for diversification or tax planning. SEC Form 4 filing (Andrew Wilson)

Analyst Ratings Changes

Several research firms have issued reports on EA. Argus set a $210.00 price target on Electronic Arts in a research note on Thursday, October 30th. Citigroup decreased their price objective on Electronic Arts from $207.00 to $202.00 and set a “neutral” rating for the company in a report on Wednesday, February 4th. UBS Group reissued a “neutral” rating on shares of Electronic Arts in a research report on Wednesday, February 4th. Zacks Research downgraded Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Benchmark reaffirmed a “buy” rating on shares of Electronic Arts in a research note on Wednesday, October 29th. Four analysts have rated the stock with a Buy rating, nineteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Electronic Arts has an average rating of “Hold” and a consensus target price of $186.95.

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.