Q3 EPS Estimates for Electronic Arts Increased by Analyst

Electronic Arts Inc. (NASDAQ:EA - Free Report) - Equities researchers at Roth Capital increased their Q3 2026 EPS estimates for Electronic Arts in a report issued on Tuesday, June 24th. Roth Capital analyst E. Handler now forecasts that the game software company will earn $3.72 per share for the quarter, up from their prior estimate of $3.67. Roth Capital has a "Buy" rating and a $185.00 price objective on the stock. The consensus estimate for Electronic Arts' current full-year earnings is $4.71 per share. Roth Capital also issued estimates for Electronic Arts' Q4 2026 earnings at $1.32 EPS and FY2026 earnings at $6.32 EPS.

Several other equities research analysts have also issued reports on EA. Robert W. Baird set a $168.00 price target on Electronic Arts in a report on Wednesday, May 7th. Citigroup reiterated a "neutral" rating and issued a $153.00 price objective (up from $139.00) on shares of Electronic Arts in a report on Thursday, May 29th. Oppenheimer upped their price target on Electronic Arts from $170.00 to $185.00 and gave the stock an "outperform" rating in a research note on Wednesday, May 7th. Moffett Nathanson reaffirmed a "neutral" rating and set a $163.00 target price on shares of Electronic Arts in a research report on Wednesday, May 7th. Finally, Benchmark boosted their price objective 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. Fourteen analysts have rated the stock with a hold rating, twelve have issued a buy rating and one has given a strong buy rating to the stock. Based on data from MarketBeat.com, Electronic Arts presently has an average rating of "Moderate Buy" and a consensus target price of $162.80.

Electronic Arts Stock Down 0.1%

Shares of Electronic Arts stock traded down $0.09 on Wednesday, hitting $157.73. 1,455,420 shares of the company traded hands, compared to its average volume of 2,793,394. The company has a market cap of $39.55 billion, a PE ratio of 37.20, a PEG ratio of 2.17 and a beta of 0.71. 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 0.95 and a debt-to-equity ratio of 0.23. The company has a 50-day moving average price of $148.92 and a 200 day moving average price of $142.60.

Electronic Arts Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, June 18th. Investors of record on Wednesday, May 28th were given a dividend of $0.19 per share. The ex-dividend date of this dividend was Wednesday, May 28th. This represents a $0.76 dividend on an annualized basis and a yield of 0.48%. Electronic Arts's dividend payout ratio (DPR) is presently 17.92%.

Insider Activity at Electronic Arts

In related news, insider Vijayanthimala Singh sold 1,000 shares of the firm's stock in a transaction dated Tuesday, April 1st. The stock was sold at an average price of $145.00, for a total value of $145,000.00. Following the transaction, the insider now owns 26,216 shares in the company, valued at $3,801,320. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Laura Miele sold 2,500 shares of Electronic Arts stock in a transaction that occurred on Thursday, May 8th. The stock was sold at an average price of $155.57, for a total transaction of $388,925.00. Following the sale, the insider now owns 40,189 shares of the company's stock, valued at approximately $6,252,202.73. This represents a 5.86% decrease in their position. The disclosure for this sale can be found here. Insiders sold 29,229 shares of company stock valued at $4,371,399 in the last three months. Corporate insiders own 0.22% of the company's stock.

Hedge Funds Weigh In On Electronic Arts

Several institutional investors have recently modified their holdings of EA. Vanguard Group Inc. increased its stake in Electronic Arts by 0.5% in the first quarter. Vanguard Group Inc. now owns 29,052,085 shares of the game software company's stock valued at $4,198,607,000 after purchasing an additional 150,438 shares in the last quarter. Capital International Investors increased its holdings in shares of Electronic Arts by 5.2% in the fourth quarter. Capital International Investors now owns 12,156,791 shares of the game software company's stock worth $1,778,553,000 after acquiring an additional 605,796 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Electronic Arts by 0.5% during the 4th quarter. Geode Capital Management LLC now owns 6,702,586 shares of the game software company's stock valued at $978,650,000 after purchasing an additional 30,929 shares in the last quarter. Massachusetts Financial Services Co. MA increased its stake in Electronic Arts by 6.5% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,430,409 shares of the game software company's stock worth $648,169,000 after purchasing an additional 270,991 shares in the last quarter. Finally, Independent Franchise Partners LLP raised its holdings in Electronic Arts by 2.3% during the 1st quarter. Independent Franchise Partners LLP now owns 3,945,702 shares of the game software company's stock worth $570,233,000 after buying an additional 88,767 shares during the period. 90.23% of the stock is currently owned by institutional investors and hedge funds.

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.