EA

ELECTRONIC ARTS INC.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0000712515
$203.27 +0.11% $51.0B
Insider Selling Cluster (4 insiders)28 New Institutional Positions22 Institutional Exits
Vol
Market Cap$51.0B
Cap SizeLarge Cap
Analyst ConsensusHold (31%)
Inst. Holders50 funds
Inst. Value$31.7B
Inst. Activity28 buys / 22 sells
Insider Activity0B / 8S
Insider Net $-$5.1M
Reddit Sentiment63° Warm
SEC Reports14
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0000712515·Prev Close $203.05

Recent Activity

Jun 2, 2026 short_volume
Short Volume: EA — 61.4% short (0.4M / 0.6M)
Short: 380,016 | Exempt: 600 | TRF Vol: 619,257 | Short Ratio: 61.4% | Off-exchange volume (dark poo
May 29, 2026 SEC
Two EA insiders — CEO Andrew Wilson and CAO Eric Kelly — sold a combined $1.62M in open-market sales over a week. CEO Wi
CLUSTER — Impact 2/10
May 28, 2026 Insider
Kelly Eric Charles sold 3,000 shares
Chief Accounting Officer @ $200.83 ($602.5K)
May 22, 2026 SEC
Five EA insiders, including the CEO and CFO, sold a total of $2.50M in open-market shares over a 7-day window. The sales
CLUSTER — Impact 3/10
May 22, 2026 SEC
Four EA insiders, including the CEO and CFO, sold a total of $2.50M in open-market shares over a one-week window. These
CLUSTER — Impact 2/10
May 21, 2026 Insider
Wilson Andrew sold 5,066 shares
Chairman & CEO @ $201.66 ($1.0M)
May 20, 2026 Insider
Canfield Stuart acquired via exercise 30,414 shares
EVP & Chief Financial Officer
Inst.
FIL Ltd — TRIM
2,173,211 shares ($443.1M)

Price Targets

$202.80 -0.2% upside Hold
Current $203.27 Low $160.00 Median $210.00 High $210.00 15 analysts
$160.00 $210.00

Analyst Ratings

Sell31% buy · 29 analysts
3Strong Buy
6Buy
20Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 28, 2026 Argus Research DOWNGRADE Buy → Hold
May 7, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 4, 2026 Citigroup MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.93 ▼ -37.8% $0.56 — $1.23 17% YoY 4
Next Q $1.11 ▼ -20.8% $0.71 — $1.38 106% YoY 4
Current FY $5.59 ▼ -2.8% $4.53 — $7.59 59% YoY 12
Next FY $6.01 ▲ +1.7% $4.91 — $6.92 7% YoY 9

Top Institutional Holders

FundValueMove
BlackRock, Inc.$5.1B
PUBLIC INVESTMENT FUND$5.1B
VANGUARD CAPITAL MANAGEMENT LLC$3.2B
STATE STREET CORP$2.9B
Pentwater Capital Management LP$2.6B

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026Kelly EricSELL$602.5K
May 21, 2026Wilson AndrewSELL$1.0M
May 20, 2026Canfield StuartM$0.00
May 20, 2026Canfield StuartF$3.0M
May 20, 2026Canfield StuartSELL$302.0K

Reddit Sentiment

63°
Warm
Bearish Neutral Bullish
23 mentions 12 bullish 5 bearish
50 institutional holders with $31.7B total value (155,369,078 shares) as of 2026-Q1. Top holders: BlackRock,, PUBLIC, VANGUARD. Net buying activity: 28 institutions added/increased vs 22 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.25,102,510$5.1B16.2%
2PUBLIC INVESTMENT FUND24,807,932$5.1B16.0%
3VANGUARD CAPITAL MANAGEMENT LLC15,478,804$3.2B10.0%
4STATE STREET CORP14,143,686$2.9B9.1%
5Pentwater Capital Management LP12,807,500$2.6B8.2%
6VANGUARD PORTFOLIO MANAGEMENT LLC11,107,312$2.3B7.1%
7Ninety One UK Ltd4,175,633$851.3M2.7%
8Invesco Ltd.3,315,592$675.9M2.1%
9MORGAN STANLEY3,244,371$661.4M2.1%
10CITADEL ADVISORS LLC2,910,304$593.3M1.9%
11GOLDMAN SACHS GROUP INC2,201,614$448.8M1.4%
12FIL Ltd2,173,211$443.1M1.4%TRIM -30.3%
13DIMENSIONAL FUND ADVISORS LP2,089,584$426.0M1.3%
14Legal & General Group Plc1,869,438$381.1M1.2%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,479,410$301.6M1.0%
16Amundi1,391,151$283.6M0.9%TRIM -25.9%
17FMR LLC1,376,961$280.7M0.9%
18TUDOR INVESTMENT CORP ET AL1,352,130$275.7M0.9%ADD +52.3%
19VANGUARD FIDUCIARY TRUST CO1,290,911$263.2M0.8%
20Nuveen, LLC1,194,962$243.6M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIL LtdTRIM3,120,0862,173,211-30.3%$443.1M2026-Q1
AmundiTRIM1,878,4911,391,151-25.9%$283.6M2026-Q1
TUDOR INVESTMENT CORP ET ALADD887,8331,352,130+52.3%$275.7M2026-Q1
DEUTSCHE BANK AG\ADD864,7001,170,601+35.4%$238.7M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD808,2681,041,427+28.8%$212.3M2026-Q1
SOROS FUND MANAGEMENT LLCDOUBLED428,402965,793+125.4%$196.9M2026-Q1
FIRST TRUST ADVISORS LPTRIM1,513,301853,542-43.6%$174.0M2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.ADD526,018845,408+60.7%$172.4M2026-Q1
Verition Fund Management LLCADD516,974821,970+59.0%$167.6M2026-Q1
Hudson Bay Capital Management LPADD397,500728,687+83.3%$148.6M2026-Q1
HSBC HOLDINGS PLCADD487,943659,936+35.2%$134.3M2026-Q1
NOMURA HOLDINGS INCDOUBLED28,670531,643+1754.4%$108.4M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM658,298477,649-27.4%$97.4M2026-Q1
Swedbank ABTRIM1,223,447418,701-65.8%$85.4M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED167,966372,273+121.6%$75.9M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD270,405369,935+36.8%$75.4M2026-Q1
LMR Partners LLPDOUBLED5,470278,334+4988.4%$56.7M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.NEAR_EXIT2,179,784256,787-88.2%$52.4M2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCNEW235,000$47.9M2026-Q1
PICTON MAHONEY ASSET MANAGEMENTTRIM282,500204,600-27.6%$41.7M2026-Q1
ExodusPoint Capital Management, LPADD96,156176,395+83.4%$36.0M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD113,239169,989+50.1%$34.7M2026-Q1
Alberta Investment Management CorpADD120,000160,000+33.3%$32.6M2026-Q1
AMERIPRISE FINANCIAL INCNEAR_EXIT802,400140,245-82.5%$28.6M2026-Q1
Brevan Howard Capital Management LPADD102,000128,540+26.0%$26.2M2026-Q1
6 unique insiders with 50 transactions. Net insider value: -$5.1M ($0.00 bought, $5.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026Kelly Eric CharlesChief Accounting OfficerSELL3,000$200.83$602.5K
May 21, 2026Wilson AndrewChairman & CEOSELL5,066$201.66$1.0M
May 20, 2026Canfield StuartEVP & Chief Financial OfficerEXERCISE30,414
May 20, 2026Canfield StuartEVP & Chief Financial OfficerTAX W/H15,081$201.70$3.0M
May 20, 2026Canfield StuartEVP & Chief Financial OfficerSELL1,500$201.36$302.0K
May 20, 2026Kelly Eric CharlesChief Accounting OfficerEXERCISE1,531
May 20, 2026Kelly Eric CharlesChief Accounting OfficerTAX W/H760$201.70$153.3K
May 20, 2026Miele LauraPresident of EA EntertainmentEXERCISE49,427
May 20, 2026Miele LauraPresident of EA EntertainmentTAX W/H24,508$201.70$4.9M
May 20, 2026Schatz Jacob J.EVP, Global Affairs and CLOEXERCISE22,653
May 20, 2026Schatz Jacob J.EVP, Global Affairs and CLOTAX W/H11,234$201.70$2.3M
May 20, 2026Schatz Jacob J.EVP, Global Affairs and CLOSELL5,000$201.19$1.0M
May 20, 2026Singh VijayanthimalaChief People OfficerEXERCISE22,653
May 20, 2026Singh VijayanthimalaChief People OfficerTAX W/H11,234$201.70$2.3M
May 20, 2026Wilson AndrewChairman & CEOEXERCISE101,329
May 20, 2026Wilson AndrewChairman & CEOTAX W/H50,240$201.70$10.1M
May 18, 2026Wilson AndrewChairman & CEOSELL2,240$201.11$450.5K
May 17, 2026Canfield StuartEVP & Chief Financial OfficerEXERCISE3,878
May 17, 2026Canfield StuartEVP & Chief Financial OfficerTAX W/H1,923$200.64$385.8K
May 17, 2026Kelly Eric CharlesChief Accounting OfficerEXERCISE727
May 17, 2026Kelly Eric CharlesChief Accounting OfficerTAX W/H332$200.64$66.6K
May 17, 2026Miele LauraPresident of EA EntertainmentEXERCISE4,847
May 17, 2026Miele LauraPresident of EA EntertainmentTAX W/H2,404$200.64$482.3K
May 17, 2026Schatz Jacob J.EVP, Global Affairs and CLOEXERCISE3,635
May 17, 2026Schatz Jacob J.EVP, Global Affairs and CLOTAX W/H1,803$200.64$361.8K
May 17, 2026Singh VijayanthimalaChief People OfficerEXERCISE3,635
May 17, 2026Singh VijayanthimalaChief People OfficerTAX W/H1,803$200.64$361.8K
May 17, 2026Wilson AndrewChairman & CEOEXERCISE12,118
May 17, 2026Wilson AndrewChairman & CEOTAX W/H6,009$200.64$1.2M
May 16, 2026Canfield StuartEVP & Chief Financial OfficerEXERCISE7,059
May 16, 2026Canfield StuartEVP & Chief Financial OfficerTAX W/H2,753$200.64$552.4K
May 16, 2026Kelly Eric CharlesChief Accounting OfficerEXERCISE712
May 16, 2026Kelly Eric CharlesChief Accounting OfficerTAX W/H541$200.64$108.5K
May 16, 2026Kelly Eric CharlesChief Accounting OfficerEXERCISE1,563
May 16, 2026Kelly Eric CharlesChief Accounting OfficerEXERCISE1,303
May 16, 2026Miele LauraPresident of EA EntertainmentEXERCISE5,181
May 16, 2026Miele LauraPresident of EA EntertainmentTAX W/H1,822$200.64$365.6K
May 16, 2026Schatz Jacob J.EVP, Global Affairs and CLOEXERCISE3,562
May 16, 2026Schatz Jacob J.EVP, Global Affairs and CLOTAX W/H1,232$200.64$247.2K
May 16, 2026Singh VijayanthimalaChief People OfficerEXERCISE3,562
May 16, 2026Singh VijayanthimalaChief People OfficerTAX W/H1,232$200.64$247.2K
May 16, 2026Wilson AndrewChairman & CEOEXERCISE10,622
May 16, 2026Wilson AndrewChairman & CEOTAX W/H4,520$200.64$906.9K
May 15, 2026Miele LauraPresident of EA EntertainmentSELL2,500$200.54$501.3K
May 15, 2026Singh VijayanthimalaChief People OfficerSELL1,200$200.81$241.0K
May 15, 2026Wilson AndrewChairman & CEOSELL5,000$200.54$1.0M
May 11, 2026Canfield StuartEVP & Chief Financial OfficerAWARD19,668
May 11, 2026Kelly Eric CharlesChief Accounting OfficerAWARD1,531
May 11, 2026Miele LauraPresident of EA EntertainmentAWARD31,964
May 11, 2026Schatz Jacob J.EVP, Global Affairs and CLOAWARD14,649
14 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 13 neutral. Avg impact: 2.7/10.
NEUTRAL CLUSTER 2/10
Two EA insiders — CEO Andrew Wilson and CAO Eric Kelly — sold a combined $1.62M in open-market sales
May 29, 2026
NEUTRAL CLUSTER 3/10
Five EA insiders, including the CEO and CFO, sold a total of $2.50M in open-market shares over a 7-d
May 22, 2026
NEUTRAL CLUSTER 2/10
Four EA insiders, including the CEO and CFO, sold a total of $2.50M in open-market shares over a one
May 22, 2026
NEUTRAL CLUSTER 2/10
Four EA insiders (CEO, CFO, CPO, President of EA Entertainment) sold a total of ~$1.49M in open-mark
May 22, 2026
NEUTRAL CLUSTER 2/10
Four EA insiders (including CEO, CFO, President, CPO) sold a total of $1.49M in open-market sales ov
May 22, 2026
NEUTRAL CLUSTER 3/10
EA insiders sold $1.49M in open-market sales over a 7-day window, including the CEO and CFO. The sal
May 22, 2026
NEUTRAL CLUSTER 2/10
EA insiders executed a cluster of transactions over the past week, dominated by non-cash derivative
May 21, 2026
NEUTRAL CLUSTER 3/10
EA CEO Andrew Wilson and two other senior executives executed open-market sales totaling $1.75M on M
May 19, 2026
NEUTRAL CLUSTER 3/10
Three EA executives, including CEO Andrew Wilson, sold shares totaling $1.75M on May 15–16, 2026, at
May 19, 2026
NEUTRAL CLUSTER 2/10
Three senior EA executives (CEO Wilson, President Miele, Chief People Officer Singh) made open-marke
May 19, 2026
NEUTRAL CLUSTER 3/10
CEO Andrew Wilson, the President of EA Entertainment, and the Chief People Officer collectively sold
May 19, 2026
NEUTRAL CLUSTER 4/10
EA's CEO, President of EA Entertainment, and Chief People Officer collectively sold $1.75M of stock
May 18, 2026
NEUTRAL CLUSTER 2/10
Two EA senior executives sold a combined $742K in stock on May 15, 2026, representing a negligible 0
May 18, 2026
BEARISH CLUSTER 5/10
Two senior executives at Electronic Arts — the President of EA Entertainment and the Chief People Of
Apr 16, 2026

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (31% buy). Based on 29 analysts: 3 strong buy, 6 buy, 20 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$202.80 mean target -0.2% upside Hold (2.89)
$160.00 Low $210.00 High
MetricValue
Current Price$203.27
Target Low$160.00
Target Mean$202.80
Target Median$210.00
Target High$210.00
# Analysts15
RecommendationHold (2.89)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.93 $0.56 $1.23 17.5% -37.8% 0↑ 1↓ $1.5B 11.9% 4
Next Q
2026-09-30
$1.11 $0.71 $1.38 105.8% -20.8% 0↑ 1↓ $2.0B 12.2% 4
Current FY
2027-03-31
$5.59 $4.53 $7.59 59.4% -2.8% 2↑ 7↓ $8.2B 2.7% 12
Next FY
2028-03-31
$6.01 $4.91 $6.92 7.5% +1.7% 1↑ 6↓ $8.7B 5.6% 9

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.928
7d ago$1.279-0.351
30d ago$1.493-0.565
60d ago$1.493-0.565
90d ago$1.493-0.565
2 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 28, 2026 Argus Research DOWNGRADE Buy Hold
May 7, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 4, 2026 Citigroup MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202636200031%
May 1, 202656210034%
Apr 1, 202656210034%
Mar 1, 202656211033%
Feb 1, 202656211132%
Jan 1, 202656211132%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

63°
Warm
Bearish Neutral Bullish
23 mentions 12 bullish 5 bearish 23 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 29, 2026160° Warm101
May 29, 2026160° Warm101
May 20, 2026140° Cool011
May 10, 2026144° Neutral001
May 10, 2026144° Neutral001
May 5, 2026156° Neutral001
May 5, 2026156° Neutral001
May 1, 2026140° Cool011
May 1, 2026140° Cool011
May 1, 2026160° Warm101
May 1, 2026160° Warm101
Apr 28, 2026140° Cool011
Apr 28, 2026140° Cool011
Apr 23, 2026160° Warm101
Apr 23, 2026160° Warm101
Apr 4, 2026150° Neutral001
Apr 3, 2026150° Neutral001
Mar 18, 2026160° Warm101
Mar 18, 2026160° Warm101
Mar 6, 2026160° Warm101
Mar 6, 2026160° Warm101
Mar 2, 2026160° Warm101
Mar 2, 2026160° Warm101

Recent Reddit Threads

r/stocks Bearish 1mo ago
Shorting $EA “Electronic Arts”
▲ 1 💬 0 ⚡ 0.5
Jun 2, 2026
short_volume
Short Volume: EA — 61.4% short (0.4M / 0.6M)
Short: 380,016 | Exempt: 600 | TRF Vol: 619,257 | Short Ratio: 61.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: EA — 2.0M shares, 43,337 trades
Week starting 2026-05-18. Total ATS volume: 1,955,593 shares across 43,337 trades.
May 13, 2026
short_volume
Short Volume: EA — 56.1% short (0.4M / 0.7M)
Short: 415,544 | Exempt: 100 | TRF Vol: 740,834 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: EA — 55.2% short (0.4M / 0.7M)
Short: 361,146 | Exempt: 209 | TRF Vol: 653,968 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: EA — 66.8% short (0.3M / 0.5M)
Short: 341,888 | Exempt: 242 | TRF Vol: 511,537 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: EA — 2.1M shares, 49,562 trades
Week starting 2026-05-11. Total ATS volume: 2,136,975 shares across 49,562 trades.
May 7, 2026
short_volume
Short Volume: EA — 63.5% short (0.4M / 0.7M)
Short: 421,051 | Exempt: 269 | TRF Vol: 663,330 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: EA — 67.2% short (0.6M / 0.8M)
Short: 553,397 | Exempt: 2,454 | TRF Vol: 824,116 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
EA Q4 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: EA — 2.3M shares, 45,554 trades
Week starting 2026-05-04. Total ATS volume: 2,257,832 shares across 45,554 trades.
Apr 27, 2026
dark_pool
Dark Pool: EA — 2.1M shares, 42,710 trades
Week starting 2026-04-27. Total ATS volume: 2,148,581 shares across 42,710 trades.
Apr 27, 2026
short_volume
Short Volume: EA — 59.0% short (0.4M / 0.7M)
Short: 391,358 | Exempt: 354 | TRF Vol: 663,750 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: EA — 1.2M shares, 31,192 trades
Week starting 2026-04-20. Total ATS volume: 1,231,654 shares across 31,192 trades.
Apr 13, 2026
dark_pool
Dark Pool: EA — 1.4M shares, 38,019 trades
Week starting 2026-04-13. Total ATS volume: 1,424,906 shares across 38,019 trades.
Apr 9, 2026
short_interest
FTD: EA — 95,718 shares ($19.5M) failed to deliver
Settlement: 20260409, Price: $203.99, FTD Value: $19,525,514.82, ELECTRONIC ARTS INC