Wedbush Estimates Electronic Arts' Q1 Earnings (NASDAQ:EA)

Electronic Arts Inc. (NASDAQ:EA - Free Report) - Wedbush reduced their Q1 2026 EPS estimates for Electronic Arts in a note issued to investors on Wednesday, May 7th. Wedbush analyst M. Pachter now anticipates that the game software company will post earnings of ($0.36) per share for the quarter, down from their previous estimate of ($0.02). Wedbush has a "Outperform" rating and a $210.00 price objective on the stock. The consensus estimate for Electronic Arts' current full-year earnings is $4.71 per share. Wedbush also issued estimates for Electronic Arts' Q2 2026 earnings at $1.67 EPS, Q3 2026 earnings at $3.62 EPS, Q4 2026 earnings at $1.27 EPS, FY2026 earnings at $6.16 EPS, Q1 2027 earnings at ($0.06) EPS, Q2 2027 earnings at $1.69 EPS, Q3 2027 earnings at $3.74 EPS, Q4 2027 earnings at $1.44 EPS and FY2027 earnings at $6.78 EPS.

A number of other brokerages have also issued reports on EA. TD Cowen upped their price target on shares of Electronic Arts from $160.00 to $172.00 and gave the company a "buy" rating in a research note on Wednesday, May 7th. Oppenheimer lifted their price target on Electronic Arts from $170.00 to $185.00 and gave the stock an "outperform" rating in a research report on Wednesday, May 7th. StockNews.com lowered Electronic Arts from a "strong-buy" rating to a "buy" rating in a report on Wednesday, February 5th. Ascendiant Capital Markets upped their target price on Electronic Arts from $157.00 to $160.00 and gave the company a "buy" rating in a research report on Monday, March 3rd. Finally, BNP Paribas lowered shares of Electronic Arts from an "outperform" rating to a "neutral" rating and set a $125.00 price target on the stock. in a report on Monday, January 27th. Fifteen research analysts have rated the stock with a hold rating, eleven have assigned a buy rating and one has given a strong buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and a consensus target price of $161.83.

Electronic Arts Stock Down 0.1%

Shares of EA traded down $0.21 during mid-day trading on Monday, hitting $149.06. 3,300,674 shares of the company traded hands, compared to its average volume of 2,712,456. The company has a market capitalization of $38.85 billion, a PE ratio of 37.93, a price-to-earnings-growth ratio of 3.58 and a beta of 0.74. The company has a quick ratio of 1.38, a current ratio of 1.38 and a debt-to-equity ratio of 0.25. The business has a 50 day moving average of $143.91 and a 200 day moving average of $144.95. Electronic Arts has a 1-year low of $115.21 and a 1-year high of $168.50.

Institutional Investors Weigh In On Electronic Arts

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. First Hawaiian Bank purchased a new stake in shares of Electronic Arts in the 4th quarter valued at approximately $494,000. Czech National Bank raised its holdings in shares of Electronic Arts by 5.7% in the 4th quarter. Czech National Bank now owns 51,749 shares of the game software company's stock valued at $7,571,000 after purchasing an additional 2,773 shares in the last quarter. Aprio Wealth Management LLC purchased a new stake in Electronic Arts during the 4th quarter worth about $216,000. Wedmont Private Capital lifted its stake in Electronic Arts by 6.3% during the fourth quarter. Wedmont Private Capital now owns 2,464 shares of the game software company's stock worth $347,000 after purchasing an additional 146 shares during the last quarter. Finally, Fulcrum Capital LLC boosted its holdings in shares of Electronic Arts by 1.1% in the 4th quarter. Fulcrum Capital LLC now owns 44,404 shares of the game software company's stock valued at $6,496,000 after buying an additional 498 shares in the last quarter. Institutional investors and hedge funds own 90.23% of the company's stock.

Insider Activity at Electronic Arts

In other news, CEO Andrew Wilson sold 5,000 shares of the firm's stock in a transaction that occurred on Thursday, February 20th. The shares were sold at an average price of $130.14, for a total transaction of $650,700.00. Following the completion of the sale, the chief executive officer now owns 37,615 shares in the company, valued at $4,895,216.10. This trade represents a 11.73% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Stuart Canfield sold 1,000 shares of Electronic Arts stock in a transaction that occurred on Thursday, February 20th. The shares were sold at an average price of $130.11, for a total transaction of $130,110.00. Following the sale, the chief financial officer now directly owns 9,516 shares in the company, valued at approximately $1,238,126.76. The trade was a 9.51% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 22,000 shares of company stock valued at $3,118,120. Corporate insiders own 0.22% of the company's stock.

Electronic Arts Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 18th. Investors of record on Wednesday, May 28th will be given a dividend of $0.19 per share. The ex-dividend date of this dividend is Wednesday, May 28th. This represents a $0.76 dividend on an annualized basis and a yield of 0.51%. Electronic Arts's payout ratio is presently 17.92%.

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.