DA Davidson Forecasts Electronic Arts Q2 Earnings

Key Points

• DA Davidson projects that Electronic Arts will earn $0.66 per share in Q2 2026, with an overall full-year estimate of $4.71 per share.
• Several analysts have increased their price targets for Electronic Arts, with the highest now at $185.00, indicating strong investor confidence.
• The company recently announced a quarterly dividend of $0.19 per share, reflecting a 0.5% dividend yield based on an annualized basis.

Electronic Arts Inc. (NASDAQ:EA - Free Report) - Investment analysts at DA Davidson issued their Q2 2026 earnings estimates for shares of Electronic Arts in a research report issued to clients and investors on Wednesday, July 30th. DA Davidson analyst W. Swanson expects that the game software company will post earnings of $0.66 per share for the quarter. The consensus estimate for Electronic Arts' current full-year earnings is $4.71 per share. DA Davidson also issued estimates for Electronic Arts' FY2026 earnings at $5.95 EPS.

A number of other brokerages have also issued reports on EA. Roth Capital upgraded shares of Electronic Arts from a "neutral" rating to a "buy" rating and boosted their price target for the stock from $175.00 to $185.00 in a research note on Tuesday, June 24th. Wall Street Zen lowered shares of Electronic Arts from a "buy" rating to a "hold" rating in a research note on Saturday. Citigroup reiterated a "neutral" rating and set a $153.00 price target (up from $139.00) on shares of Electronic Arts in a research note on Thursday, May 29th. Benchmark boosted their price target on shares of Electronic Arts from $160.00 to $180.00 and gave the stock a "buy" rating in a research note on Wednesday, May 7th. Finally, UBS Group set a $167.00 price target on shares of Electronic Arts and gave the stock a "neutral" rating in a research note on Friday. Sixteen equities research analysts have rated the stock with a hold rating, ten have issued a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and an average target price of $164.21.

Electronic Arts Trading Up 3.0%

EA traded up $4.59 on Friday, hitting $157.08. The company had a trading volume of 4,396,980 shares, compared to its average volume of 2,517,279. The firm has a market cap of $39.47 billion, a P/E ratio of 39.37, a PEG ratio of 2.04 and a beta of 0.72. Electronic Arts has a 1 year low of $115.21 and a 1 year high of $168.50. The company's fifty day moving average price is $151.42 and its 200 day moving average price is $143.25. The company has a current ratio of 0.84, a quick ratio of 0.95 and a debt-to-equity ratio of 0.24.

Electronic Arts Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 17th. Investors of record on Wednesday, August 27th will be issued a dividend of $0.19 per share. The ex-dividend date of this dividend is Wednesday, August 27th. This represents a $0.76 annualized dividend and a dividend yield of 0.5%. Electronic Arts's dividend payout ratio (DPR) is currently 19.05%.

Insider Activity

In other Electronic Arts news, EVP Jacob J. Schatz sold 1,500 shares of the stock in a transaction on Tuesday, July 15th. The stock was sold at an average price of $148.32, for a total value of $222,480.00. Following the completion of the transaction, the executive vice president owned 28,448 shares in the company, valued at approximately $4,219,407.36. This represents a 5.01% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Stuart Canfield sold 1,000 shares of the stock in a transaction on Tuesday, May 20th. The stock was sold at an average price of $151.32, for a total value of $151,320.00. Following the completion of the transaction, the chief financial officer owned 14,533 shares of the company's stock, valued at $2,199,133.56. The trade was a 6.44% decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders sold 30,729 shares of company stock valued at $4,677,324. 0.24% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. Brighton Jones LLC raised its stake in shares of Electronic Arts by 9.4% during the 4th quarter. Brighton Jones LLC now owns 3,420 shares of the game software company's stock worth $500,000 after buying an additional 294 shares during the last quarter. LPL Financial LLC raised its stake in Electronic Arts by 6.3% in the 4th quarter. LPL Financial LLC now owns 94,888 shares of the game software company's stock valued at $13,882,000 after purchasing an additional 5,652 shares during the last quarter. CIBC Private Wealth Group LLC raised its stake in Electronic Arts by 15.4% in the 4th quarter. CIBC Private Wealth Group LLC now owns 2,174 shares of the game software company's stock valued at $313,000 after purchasing an additional 290 shares during the last quarter. O Shaughnessy Asset Management LLC raised its stake in Electronic Arts by 14.1% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 17,856 shares of the game software company's stock valued at $2,612,000 after purchasing an additional 2,201 shares during the last quarter. Finally, Franklin Resources Inc. raised its stake in Electronic Arts by 4.5% in the 4th quarter. Franklin Resources Inc. now owns 902,555 shares of the game software company's stock valued at $132,044,000 after purchasing an additional 38,656 shares during the last quarter. Hedge funds and other institutional investors own 90.23% of the company's stock.

Electronic Arts Company Profile

Electronic Arts Inc develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands.