EA

ELECTRONIC ARTS INC.

Nasdaq · Services-Prepackaged Software · Inc. DE · CIK 0000712515
$203.00 -0.20% $51.0B
Insider Selling Cluster (4 insiders)
Vol
Market Cap$51.0B
Cap SizeLarge Cap
Analyst ConsensusHold (31%)
Inst. Holders8 funds
Inst. Value$8.1B
Inst. Activity2 buys / 2 sells
Insider Activity0B / 5S
Insider Net $-$3.4M
Reddit Sentiment63° Warm
SEC Reports14
Exchange Nasdaq·Sector Services-Prepackaged Software·Inc. DE·CIK 0000712515·Prev Close $203.40

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 sold 30,414 shares
EVP & Chief Financial Officer @ $0.00 ($0.00)
Inst.
NORGES BANK — NEW
3,150,170 shares ($643.7M)

Price Targets

$202.80 -0.1% upside Hold
Current $203.00 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
VANGUARD GROUP INC$5.9B
MORGAN STANLEY$664.7M
NORGES BANK$643.7MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$296.0MNEW
BANK OF AMERICA CORP$279.2MTRIM

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
8 institutional holders with $8.1B total value (39,670,148 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC28,773,086$5.9B72.5%
2MORGAN STANLEY3,253,027$664.7M8.2%
3NORGES BANK3,150,170$643.7M7.9%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,448,489$296.0M3.7%NEW
5BANK OF AMERICA CORP /DE/1,366,500$279.2M3.4%TRIM -39.7%
6FMR LLC1,121,190$229.1M2.8%TRIM -32.0%
7WELLS FARGO & COMPANY/MN475,389$97.1M1.2%
8TWO SIGMA INVESTMENTS, LP82,297$16.8M0.2%DOUBLED +249.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW3,150,170$643.7M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,264,3701,366,500-39.7%$279.2M2025-Q4
FMR LLCTRIM1,649,0491,121,190-32.0%$229.1M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED23,54682,297+249.5%$16.8M2025-Q4
FMR LLCADD1,132,6251,649,049+45.6%$332.6M2025-Q3
NORGES BANKEXIT440,5040-100.0%$0.002025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT386,7640-100.0%$0.002025-Q3
FMR LLCDOUBLED490,8411,132,625+130.8%$180.9M2025-Q2
NORGES BANKNEW440,504$70.3M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW386,764$61.8M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED3,22421,624+570.7%$3.5M2025-Q2
UBS Group AGADD1,953,7622,624,837+34.3%$379.3M2025-Q1
CITADEL ADVISORS LLCDOUBLED825,1491,997,832+142.1%$288.7M2025-Q1
FMR LLCTRIM1,207,854490,841-59.4%$70.9M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW3,224$465.9K2025-Q1
NORGES BANKEXIT660,9550-100.0%$0.002025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,420,367$203.7M2024-Q3
6 unique insiders with 5 transactions. Net insider value: -$3.4M ($0.00 bought, $3.4M 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 OfficerM30,414$0.00$0.00
May 20, 2026Canfield StuartEVP & Chief Financial OfficerF15,081$201.70$3.0M
May 20, 2026Canfield StuartEVP & Chief Financial OfficerSELL1,500$201.36$302.0K
May 20, 2026Canfield StuartEVP & Chief Financial OfficerM30,414$0.00$0.00
May 20, 2026Kelly Eric CharlesChief Accounting OfficerM1,531$0.00$0.00
May 20, 2026Kelly Eric CharlesChief Accounting OfficerF760$201.70$153.3K
May 20, 2026Kelly Eric CharlesChief Accounting OfficerM1,531$0.00$0.00
May 20, 2026Miele LauraPresident of EA EntertainmentM49,427$0.00$0.00
May 20, 2026Miele LauraPresident of EA EntertainmentF24,508$201.70$4.9M
May 20, 2026Miele LauraPresident of EA EntertainmentM49,427$0.00$0.00
May 20, 2026Schatz Jacob J.EVP, Global Affairs and CLOM22,653$0.00$0.00
May 20, 2026Schatz Jacob J.EVP, Global Affairs and CLOF11,234$201.70$2.3M
May 20, 2026Schatz Jacob J.EVP, Global Affairs and CLOSELL5,000$201.19$1.0M
May 20, 2026Schatz Jacob J.EVP, Global Affairs and CLOM22,653$0.00$0.00
May 20, 2026Singh VijayanthimalaChief People OfficerM22,653$0.00$0.00
May 20, 2026Singh VijayanthimalaChief People OfficerF11,234$201.70$2.3M
May 20, 2026Singh VijayanthimalaChief People OfficerM22,653$0.00$0.00
May 20, 2026Wilson AndrewChairman & CEOM101,329$0.00$0.00
May 20, 2026Wilson AndrewChairman & CEOF50,240$201.70$10.1M
May 20, 2026Wilson AndrewChairman & CEOM101,329$0.00$0.00
May 18, 2026Wilson AndrewChairman & CEOSELL2,240$201.11$450.5K
May 17, 2026Canfield StuartEVP & Chief Financial OfficerM3,878$0.00$0.00
May 17, 2026Canfield StuartEVP & Chief Financial OfficerF1,923$200.64$385.8K
May 17, 2026Canfield StuartEVP & Chief Financial OfficerM3,878$0.00$0.00
May 17, 2026Kelly Eric CharlesChief Accounting OfficerM727$0.00$0.00
May 17, 2026Kelly Eric CharlesChief Accounting OfficerM727$0.00$0.00
May 17, 2026Kelly Eric CharlesChief Accounting OfficerF332$200.64$66.6K
May 17, 2026Miele LauraPresident of EA EntertainmentM4,847$0.00$0.00
May 17, 2026Miele LauraPresident of EA EntertainmentF2,404$200.64$482.3K
May 17, 2026Miele LauraPresident of EA EntertainmentM4,847$0.00$0.00
May 17, 2026Schatz Jacob J.EVP, Global Affairs and CLOM3,635$0.00$0.00
May 17, 2026Schatz Jacob J.EVP, Global Affairs and CLOF1,803$200.64$361.8K
May 17, 2026Schatz Jacob J.EVP, Global Affairs and CLOM3,635$0.00$0.00
May 17, 2026Singh VijayanthimalaChief People OfficerM3,635$0.00$0.00
May 17, 2026Singh VijayanthimalaChief People OfficerF1,803$200.64$361.8K
May 17, 2026Singh VijayanthimalaChief People OfficerM3,635$0.00$0.00
May 17, 2026Wilson AndrewChairman & CEOM12,118$0.00$0.00
May 17, 2026Wilson AndrewChairman & CEOF6,009$200.64$1.2M
May 17, 2026Wilson AndrewChairman & CEOM12,118$0.00$0.00
May 16, 2026Canfield StuartEVP & Chief Financial OfficerM7,059$0.00$0.00
May 16, 2026Canfield StuartEVP & Chief Financial OfficerF2,753$200.64$552.4K
May 16, 2026Canfield StuartEVP & Chief Financial OfficerM7,059$0.00$0.00
May 16, 2026Kelly Eric CharlesChief Accounting OfficerM712$0.00$0.00
May 16, 2026Kelly Eric CharlesChief Accounting OfficerF541$200.64$108.5K
May 16, 2026Kelly Eric CharlesChief Accounting OfficerM1,563$0.00$0.00
May 16, 2026Kelly Eric CharlesChief Accounting OfficerM1,303$0.00$0.00
May 16, 2026Kelly Eric CharlesChief Accounting OfficerM1,563$0.00$0.00
May 16, 2026Miele LauraPresident of EA EntertainmentM5,181$0.00$0.00
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 -0.1% upside Hold (2.89)
$160.00 Low $210.00 High
MetricValue
Current Price$203.00
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 Bullish 1mo ago
EA (Electronic Arts) stock, why everyone is not selling now?
▲ 1 💬 0 ⚡ 0.5
r/options Bearish 16d 5h ago
NVDA Earnings Trade - Gonna Play or Sit Out?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 26d 5h ago
EA Stock Forced Liquidation
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 1mo ago
Shorting $EA “Electronic Arts”
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 2mo ago
New Tomb Raider Game and Embracer Group
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 3mo ago
I love ffmgf
▲ 1 💬 1 ⚡ 0.5
r/options Neutral 1mo ago
Palantir ($PLTR) Earnings Vol Trade Post-mortem - Patience is the Key
▲ 1 💬 0 ⚡ 0.5
r/options Bullish 7d 6h ago
$DELL and $COST EA Trades - Post Mortem
▲ 1 💬 0 ⚡ 0.4
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 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
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 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 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
Apr 8, 2026
short_interest
FTD: EA — 5,858 shares ($1.2M) failed to deliver
Settlement: 20260408, Price: $203.95, FTD Value: $1,194,739.1, ELECTRONIC ARTS INC