Allianz Asset Management GmbH Has $66.72 Million Holdings in Electronic Arts Inc. $EA

Allianz Asset Management GmbH raised its position in Electronic Arts Inc. (NASDAQ:EA) by 2.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 330,810 shares of the game software company’s stock after purchasing an additional 9,249 shares during the quarter. Allianz Asset Management GmbH’s holdings in Electronic Arts were worth $66,724,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of EA. Oakworth Capital Inc. acquired a new stake in Electronic Arts in the 3rd quarter valued at approximately $30,000. Salomon & Ludwin LLC grew its stake in shares of Electronic Arts by 70.1% during the 2nd quarter. Salomon & Ludwin LLC now owns 165 shares of the game software company’s stock worth $26,000 after acquiring an additional 68 shares in the last quarter. E Fund Management Hong Kong Co. Ltd. raised its holdings in shares of Electronic Arts by 131.9% in the third quarter. E Fund Management Hong Kong Co. Ltd. now owns 167 shares of the game software company’s stock valued at $34,000 after purchasing an additional 95 shares during the last quarter. MTM Investment Management LLC bought a new stake in shares of Electronic Arts in the second quarter worth $30,000. Finally, Frazier Financial Advisors LLC lifted its position in shares of Electronic Arts by 328.9% in the second quarter. Frazier Financial Advisors LLC now owns 193 shares of the game software company’s stock worth $31,000 after purchasing an additional 148 shares in the last quarter. 90.23% of the stock is owned by institutional investors and hedge funds.

Electronic Arts News Roundup

Here are the key news stories impacting Electronic Arts this week:

• Positive Sentiment: Record net bookings and blockbuster game launch — EA reported record net bookings of about $3.05B in Q3, led by strong sales and engagement for Battlefield 6, which is driving the company’s revenue recovery. Electronic Arts posts strong Q3 revenue as ‘Battlefield 6′ tops sales
• Positive Sentiment: Quarter beat revenue/bookings estimates — Revenue and bookings beat Street expectations (revenue ~ $3.05B, bookings +38% YoY), a key fundamental positive that supports longer-term monetization from big franchises. EA beats quarterly bookings estimates powered by new ‘Battlefield’ game
• Positive Sentiment: EPS and earnings metrics showed improvement year-over-year, with headlines noting an EPS beat vs. consensus — supportive for investor confidence in recurring revenue and live services. Electronic Arts (EA) Beats Q3 Earnings and Revenue Estimates
• Neutral Sentiment: Quarterly dividend declared (quarterly $0.19; ex-dividend Feb 25) — a small yield but signals capital-return discipline. EA Q3 press release / financials
• Neutral Sentiment: Analyst holds with varied targets — TD Cowen reiterated a Hold ($210 PT), reflecting cautious views on costs and visibility; these mixed analyst stances keep guidance uncertain. TD Cowen Hold rating commentary
• Negative Sentiment: Profit and margins under pressure — operating costs rose and quarterly operating profit fell despite higher revenue, which raises near-term margin concerns. WSJ: EA’s Third-Quarter Profit Falls, Despite Higher Revenue
• Negative Sentiment: Analyst price-target cut — Citi trimmed its PT from $207 to $202 and set a Neutral rating, trimming upside in some models and contributing to downside sentiment. Benzinga: Citi lowers price target
• Negative Sentiment: Takeover / visibility uncertainty and product retirements — Ongoing takeover talk and a changing release/shutdown schedule for some older EA titles add execution risk and make near-term visibility murky. Investing.com: Takeover reshapes outlook MSN: EA games shutting down

Electronic Arts Trading Down 2.3%

Electronic Arts stock opened at $196.84 on Thursday. The stock has a 50-day simple moving average of $203.77 and a 200 day simple moving average of $190.26. The stock has a market capitalization of $49.23 billion, a P/E ratio of 74.00, a PEG ratio of 2.43 and a beta of 0.74. The company has a debt-to-equity ratio of 0.25, a quick ratio of 0.84 and a current ratio of 0.84. Electronic Arts Inc. has a 52 week low of $125.95 and a 52 week high of $204.88.

Electronic Arts Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 18th. Investors of record on Wednesday, February 25th will be issued a dividend of $0.19 per share. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.4%. Electronic Arts’s payout ratio is presently 22.22%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on EA. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Electronic Arts in a research report on Wednesday, October 8th. Zacks Research downgraded Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Morgan Stanley upped their target price on Electronic Arts from $148.00 to $210.00 and gave the stock an “equal weight” rating in a report on Monday, October 20th. Argus set a $210.00 price target on Electronic Arts in a research report on Thursday, October 30th. Finally, UBS Group reaffirmed a “neutral” rating on shares of Electronic Arts in a research report on Wednesday. Four investment analysts have rated the stock with a Buy rating, twenty have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $186.95.

Insiders Place Their Bets

In other Electronic Arts news, insider Laura Miele sold 2,500 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $204.27, for a total value of $510,675.00. Following the transaction, the insider directly owned 50,648 shares in the company, valued at $10,345,866.96. The trade was a 4.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Vijayanthimala Singh sold 1,200 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $204.30, for a total transaction of $245,160.00. Following the sale, the insider owned 32,360 shares of the company’s stock, valued at approximately $6,611,148. This represents a 3.58% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 123,769 shares of company stock worth $24,943,734 in the last quarter. Company insiders own 0.24% of the company’s stock.

Electronic Arts Profile

Electronic Arts Inc (NASDAQ: EA) is a global interactive entertainment company headquartered in Redwood City, California. Founded in 1982 by Trip Hawkins, EA develops, publishes and distributes video games and related content for a variety of platforms, including consoles, personal computers and mobile devices. The company combines in-house development, partnerships and studio acquisitions to create and maintain a portfolio of entertainment properties and live-service experiences for players worldwide.

EA’s product lineup spans several well-known franchises and genres.