Electronic Arts Inc. $EA Shares Purchased by Principal Financial Group Inc.

Principal Financial Group Inc. boosted its position in shares of Electronic Arts Inc. (NASDAQ:EA) by 35.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 390,971 shares of the game software company’s stock after purchasing an additional 102,248 shares during the period. Principal Financial Group Inc.’s holdings in Electronic Arts were worth $78,859,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in EA. Vanguard Personalized Indexing Management LLC lifted its stake in shares of Electronic Arts by 34.8% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 40,483 shares of the game software company’s stock valued at $6,467,000 after purchasing an additional 10,453 shares during the last quarter. Vest Financial LLC increased its position in shares of Electronic Arts by 5.7% during the 2nd quarter. Vest Financial LLC now owns 278,069 shares of the game software company’s stock worth $44,408,000 after purchasing an additional 15,032 shares during the last quarter. Alta Advisers Ltd purchased a new stake in Electronic Arts in the 2nd quarter valued at about $205,000. NatWest Group plc acquired a new position in Electronic Arts in the third quarter valued at about $10,414,000. Finally, Walter Public Investments Inc. lifted its position in Electronic Arts by 41.7% in the third quarter. Walter Public Investments Inc. now owns 48,017 shares of the game software company’s stock valued at $9,685,000 after buying an additional 14,134 shares during the last quarter. Hedge funds and other institutional investors own 90.23% of the company’s stock.

Insider Activity

In other Electronic Arts news, Director Jeff Huber sold 79,381 shares of the company’s stock in a transaction dated Friday, November 21st. The stock was sold at an average price of $201.17, for a total transaction of $15,969,075.77. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Vijayanthimala Singh sold 1,200 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $204.30, for a total value of $245,160.00. Following the completion of the sale, the insider directly owned 32,360 shares in the company, valued at $6,611,148. This represents a 3.58% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 123,769 shares of company stock worth $24,943,734 over the last three months. Company insiders own 0.24% of the company’s stock.

Trending Headlines about Electronic Arts

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

• Positive Sentiment: Net bookings and revenue beat expectations — EA reported net bookings ~ $3.046B (up ~38% YoY) and revenue above consensus, reflecting strong demand for Battlefield 6 and solid EA SPORTS FC trends. This is the main constructive takeaway for growth and franchise execution. Article Title
• Positive Sentiment: Battlefield franchise performing—company said Battlefield 6 was the best-selling shooter of 2025 and set engagement records, supporting recurring monetization potential and future live-service revenue. Article Title
• Neutral Sentiment: Earnings-per-share context — some outlets (Zacks) reported EA beat EPS estimates ($4.82 vs. $4.77 consensus), while other releases highlight different EPS metrics (see press release/GAAP vs. non‑GAAP distinctions). Investors are parsing which EPS measure best reflects underlying earnings power. Article Title
• Neutral Sentiment: Strategic/hiring signals — EA is expanding EA SPORTS hiring and continues investments in sports and live services; this supports long-term growth but also implies near-term expense and execution risk. Article Title
• Negative Sentiment: Profitability/earnings wrinkle — The WSJ highlights that GAAP profit fell (reported $88M), despite higher revenue and record bookings, raising questions about margins, one‑time items or accounting differences that confused the market. Article Title
• Negative Sentiment: Mixed/conflicting headlines and operational noise — some summaries and the press release contain differing EPS presentations (GAAP vs. non‑GAAP) and secondary stories (game shutdown notices) that increase short-term uncertainty and selling pressure. Article Title

Analysts Set New Price Targets

A number of equities research analysts have weighed in on EA shares. Argus set a $210.00 price target on shares of Electronic Arts in a research report on Thursday, October 30th. Weiss Ratings reiterated a “hold (c)” rating on shares of Electronic Arts in a report on Wednesday, October 8th. Morgan Stanley boosted their target price on Electronic Arts from $148.00 to $210.00 and gave the company an “equal weight” rating in a research report on Monday, October 20th. Zacks Research lowered Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Citigroup boosted their price objective on Electronic Arts from $206.00 to $207.00 and gave the company a “neutral” rating in a report on Thursday, October 30th. Four analysts have rated the stock with a Buy rating, twenty have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Electronic Arts currently has a consensus rating of “Hold” and a consensus target price of $187.19.

Electronic Arts Stock Performance

NASDAQ:EA opened at $201.39 on Wednesday. Electronic Arts Inc. has a 52 week low of $120.22 and a 52 week high of $204.88. The company has a fifty day simple moving average of $203.87 and a two-hundred day simple moving average of $190.21. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.25. The company has a market cap of $50.37 billion, a price-to-earnings ratio of 58.89, a price-to-earnings-growth ratio of 2.45 and a beta of 0.74.

Electronic Arts Company 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.