Bank of Montreal Can Has $97.73 Million Position in Electronic Arts Inc. $EA

Bank of Montreal Can boosted its holdings in shares of Electronic Arts Inc. (NASDAQ:EA) by 48.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 484,525 shares of the game software company’s stock after buying an additional 157,843 shares during the period. Bank of Montreal Can owned approximately 0.19% of Electronic Arts worth $97,729,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Walter Public Investments Inc. boosted its position in shares of Electronic Arts by 41.7% during 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 during the last quarter. NatWest Group plc bought a new stake in Electronic Arts during the third quarter worth $10,414,000. Great Lakes Advisors LLC purchased a new stake in Electronic Arts in the 3rd quarter valued at $1,025,000. Principal Financial Group Inc. raised its position 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 valued at $78,859,000 after buying an additional 102,248 shares during the last quarter. Finally, OPTIMAS CAPITAL Ltd bought a new position in Electronic Arts during the 3rd quarter valued at $1,815,000. 90.23% of the stock is owned by institutional investors.

Insider Activity at Electronic Arts

In related news, insider Vijayanthimala Singh sold 1,200 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $200.63, for a total transaction of $240,756.00. Following the completion of the transaction, the insider owned 31,160 shares in the company, valued at approximately $6,251,630.80. This represents a 3.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Stuart Canfield sold 1,500 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $199.90, for a total transaction of $299,850.00. Following the sale, the chief financial officer owned 5,897 shares of the company’s stock, valued at $1,178,810.30. This trade represents a 20.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 27,600 shares of company stock valued at $5,589,823 over the last quarter. Corporate insiders own 0.24% of the company’s stock.

Electronic Arts Stock Down 0.1%

EA stock opened at $199.92 on Thursday. The stock has a market cap of $50.03 billion, a P/E ratio of 75.16, a P/E/G ratio of 2.38 and a beta of 0.75. The company has a current ratio of 0.93, a quick ratio of 0.93 and a debt-to-equity ratio of 0.24. The stock’s fifty day simple moving average is $202.14 and its two-hundred day simple moving average is $196.72. Electronic Arts Inc. has a 1-year low of $131.15 and a 1-year high of $204.88.

Electronic Arts Dividend Announcement

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

Trending Headlines about Electronic Arts

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

• Positive Sentiment: Oak‑Eagle AcquireCo extended the expiration and settlement dates for tender offers and consent solicitations for EA’s 1.850% 2031 and 2.950% 2051 senior notes — an active tender/consent process signals that a potential buyer or financing plan is still moving forward, which can support takeover-premium speculation. Oak-Eagle AcquireCo, Inc. Announces Extension…
• Neutral Sentiment: Analysts note EA has outperformed the Nasdaq over the past year, but commentary remains cautious — high valuation metrics (e.g., elevated P/E) and execution risks may limit further upside absent clearer fundamentals or deal confirmation. Is Electronic Arts Stock Outperforming the Nasdaq?
• Negative Sentiment: Multiple outlets report EA has cut staff across Battlefield 6 development studios despite a record launch — layoffs can raise concerns about execution, morale and future content cadence; investors often view such cuts as short‑term cost savings that may mask longer‑term product risk, and they can dent sentiment ahead of any M&A announcement. EA Slashes Battlefield Headcount In a Pivot to AI

Analyst Ratings Changes

EA has been the subject of several recent analyst reports. Zacks Research lowered shares of Electronic Arts from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 19th. Citigroup dropped their price target on shares of Electronic Arts from $207.00 to $202.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 4th. Finally, UBS Group restated a “neutral” rating on shares of Electronic Arts in a report on Wednesday, February 4th. Three equities research analysts have rated the stock with a Buy rating, nineteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $188.30.

About Electronic Arts

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.