Barrow Hanley Mewhinney & Strauss LLC Has $267.20 Million Holdings in Electronic Arts Inc. $EA

Barrow Hanley Mewhinney & Strauss LLC lowered its stake in shares of Electronic Arts Inc. (NASDAQ:EA) by 25.9% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 1,324,748 shares of the game software company’s stock after selling 462,212 shares during the period. Barrow Hanley Mewhinney & Strauss LLC owned approximately 0.53% of Electronic Arts worth $267,202,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of EA. Ameriflex Group Inc. boosted its position in shares of Electronic Arts by 100.0% during the third quarter. Ameriflex Group Inc. now owns 138 shares of the game software company’s stock valued at $28,000 after buying an additional 69 shares during the last quarter. Oakworth Capital Inc. purchased a new stake in Electronic Arts in the 3rd quarter valued at $30,000. E Fund Management Hong Kong Co. Ltd. lifted 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 acquiring an additional 95 shares in the last quarter. MTM Investment Management LLC purchased a new position in Electronic Arts during the 2nd quarter worth $30,000. Finally, Twin Peaks Wealth Advisors LLC bought a new stake in shares of Electronic Arts in the 2nd quarter worth $37,000. 90.23% of the stock is owned by hedge funds and other institutional investors.

Electronic Arts Stock Up 0.4%

EA stock opened at $200.07 on Wednesday. The stock has a fifty day moving average of $202.23 and a 200-day moving average of $196.70. Electronic Arts Inc. has a fifty-two week low of $131.15 and a fifty-two week high of $204.88. The company has a market capitalization of $50.07 billion, a price-to-earnings ratio of 75.21, a PEG ratio of 2.37 and a beta of 0.75. The company has a debt-to-equity ratio of 0.24, a quick ratio of 0.93 and a current ratio of 0.93.

Electronic Arts Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Stockholders of record on Wednesday, February 25th will be paid a $0.19 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $0.76 annualized dividend and a dividend yield of 0.4%. Electronic Arts’s dividend payout ratio (DPR) is presently 28.57%.

Insider Buying and Selling at Electronic Arts

In related news, insider Vijayanthimala Singh sold 1,200 shares of Electronic Arts stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $200.63, for a total value of $240,756.00. Following the completion of the transaction, the insider directly owned 31,160 shares in the company, valued at approximately $6,251,630.80. The trade was a 3.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Stuart Canfield sold 1,500 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $199.90, for a total transaction of $299,850.00. Following the sale, the chief financial officer directly owned 5,897 shares in the company, valued at $1,178,810.30. The trade was a 20.28% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 27,600 shares of company stock worth $5,589,823. 0.24% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research firms recently weighed in on EA. Zacks Research cut shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a report on Wednesday, November 19th. UBS Group reissued a “neutral” rating on shares of Electronic Arts in a research report on Wednesday, February 4th. Finally, Citigroup cut their target price on Electronic Arts from $207.00 to $202.00 and set a “neutral” rating on the stock in a research note on Wednesday, February 4th. Three research analysts have rated the stock with a Buy rating, nineteen have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Electronic Arts presently has a consensus rating of “Hold” and a consensus target price of $188.30.

Electronic Arts News Summary

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

• Positive Sentiment: EA says it’s cutting Battlefield headcount to redeploy resources toward AI initiatives — a move investors may view as margin-improving and strategically forward-looking if execution succeeds. EA Slashes Battlefield Headcount In a Pivot to AI
• Positive Sentiment: Battlefield 6 delivered a record-breaking launch for EA, proving strong top-line demand for the franchise even as the company trims staff — evidence that revenue drivers remain intact. EA Cuts Battlefield Studios Jobs After Record-Breaking Launch
• Neutral Sentiment: Public short-interest data in the feeds is effectively meaningless (reporting shows 0 shares / NaN changes), so short-position activity is not currently a clear market driver from these reports.
• Negative Sentiment: Multiple reports indicate layoffs across Battlefield development studios and staff posting for new jobs, which raises execution and morale risks for ongoing development and live-service support. Electronic Arts is laying off workers at the Battlefield 6 studios
• Negative Sentiment: Media coverage frames cuts as occurring amid takeover chatter (a reported ~$55B buyout figure in some outlets), which could amplify investor concern about strategic clarity or integration risk ahead of any deal. EA lays off Battlefield staff ahead of $55 billion buyout deal

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.