Roth Capital Expects Increased Earnings for Electronic Arts

Key Points

• Roth Capital raised its Q3 2026 EPS estimate for Electronic Arts from $3.72 to $4.04, maintaining a "Buy" rating and a price target of $185.00.
• Electronic Arts has announced a quarterly dividend of $0.19, payable on September 17th, which reflects a yield of 0.5%.
• Insider trading activity saw Laura Miele sell 2,500 shares and Vijayanthimala Singh sell 1,000 shares, indicating a decrease in their holdings.

Electronic Arts Inc. (NASDAQ:EA - Free Report) - Stock analysts at Roth Capital raised their Q3 2026 EPS estimates for Electronic Arts in a research report issued on Wednesday, July 30th. Roth Capital analyst E. Handler now forecasts that the game software company will post earnings per share of $4.04 for the quarter, up from their previous estimate of $3.72. Roth Capital currently has a "Buy" rating and a $185.00 price target on the stock. The consensus estimate for Electronic Arts' current full-year earnings is $4.71 per share.

Several other research firms have also recently weighed in on EA. Benchmark raised their target price on shares of Electronic Arts from $160.00 to $180.00 and gave the company a "buy" rating in a research note on Wednesday, May 7th. Hsbc Global Res raised shares of Electronic Arts from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, May 7th. Wall Street Zen cut shares of Electronic Arts from a "buy" rating to a "hold" rating in a research note on Saturday. Moffett Nathanson reissued a "neutral" rating and issued a $163.00 target price on shares of Electronic Arts in a research note on Wednesday, May 7th. Finally, The Goldman Sachs Group lifted their price objective on shares of Electronic Arts from $135.00 to $155.00 and gave the stock a "neutral" rating in a research report on Thursday, May 8th. Sixteen 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's stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $164.21.

Electronic Arts Stock Up 3.0%

Shares of NASDAQ:EA traded up $4.59 during midday trading on Friday, hitting $157.08. The stock had a trading volume of 4,396,980 shares, compared to its average volume of 2,517,279. Electronic Arts has a 12 month low of $115.21 and a 12 month high of $168.50. The company has a quick ratio of 0.95, a current ratio of 0.84 and a debt-to-equity ratio of 0.24. The business's 50-day simple moving average is $151.42 and its 200-day simple moving average is $143.25. The company 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 Announces Dividend

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 paid a $0.19 dividend. This represents a $0.76 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend is Wednesday, August 27th. Electronic Arts's payout ratio is 19.05%.

Insider Buying and Selling

In related news, insider Vijayanthimala Singh sold 1,000 shares of the business's stock in a transaction dated Tuesday, July 1st. The stock was sold at an average price of $159.53, for a total value of $159,530.00. Following the completion of the transaction, the insider owned 37,131 shares of the company's stock, valued at $5,923,508.43. The trade was a 2.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Jacob J. Schatz sold 1,500 shares of the business's stock in a transaction dated Tuesday, July 15th. The shares were 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 directly owned 28,448 shares of the company's stock, valued at approximately $4,219,407.36. This trade represents a 5.01% decrease in their position. The disclosure for this sale can be found here. Insiders sold 30,729 shares of company stock worth $4,677,324 in the last ninety days. 0.24% of the stock is owned by company insiders.

Institutional Inflows and Outflows

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

About Electronic Arts

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.