Electronic Arts (EA)
Communication Services · Video Games / Interactive Entertainment · NASDAQ
Electronic Arts is a premier developer and publisher of blockbuster interactive entertainment franchises, driving long-term player engagement through sophisticated digital live services and global sports brands.
What Electronic Arts does
Electronic Arts is a global leader in digital interactive entertainment that develops, publishes, and distributes games, content, and services for game consoles, PCs, and mobile devices. The company generates revenue through traditional full-game sales, subscription services, and digital live services, including in-game content such as its Ultimate Team mode. Its portfolio features major franchises across sports, racing, first-person shooter, and simulation genres, including EA SPORTS FC, Madden NFL, The Sims, Apex Legends, and Battlefield.
Themes: digital interactive entertainment, live services / in-game monetization, gaming subscriptions, free-to-play gaming, sports simulation gaming, mobile gaming
Fundamentals
- Price$209.70 as of 2026-08-10 close
- Market cap$52.9B as of 2026-08-10
- 1-year return+25.1% 2025-08-08 close $167.64 → 2026-08-10 close $209.70
- P/E59.67 as of 2026-08-24
- Net margin+11.8% as of 2026-08-24
- Gross margin+79.0% as of 2026-08-24
- ROE+14.2% as of 2026-08-24
- Debt / equity0.22 as of 2026-08-24
- Revenue growth (YoY)+0.9% as of 2026-08-24
- Revenue CAGR (3y)+0.5% SEC XBRL
- Beta0.65 as of 2026-08-24
- Last reported earnings2026-05-05 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +0.4%; at least 5 years of non-decreasing per-share dividends (SEC XBRL) — we do not hold the year before it, so the real streak may be longer.
How EA compares in its sector
- price-to-earnings ratiotop 25% 79 covered Communication Services peers, as of 2026-08-24
- net profit margintop 25% 132 covered Communication Services peers, as of 2026-08-24
- operating margintop 25% 132 covered Communication Services peers, as of 2026-08-24
- gross margintop 25% 132 covered Communication Services peers, as of 2026-08-24
- return on equitytop 25% 132 covered Communication Services peers, as of 2026-08-24
- 3-year revenue CAGRbottom 25% 121 covered Communication Services peers
- indicated dividend yieldbottom 25% 48 covered Communication Services peers, as of 2026-08-24
Position among covered Communication Services companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Dividend coverage (FY2026)
Covered by reported results. In FY2026, EA's dividend was covered by reported results (earnings payout 22%, operating-cash-flow payout 7%). This describes past coverage, not a forecast.
- Earnings payout22% dividends / net income
- Operating-cash-flow payout7% dividends / operating cash flow — capital spending was not reported, so this does not subtract it
Coverage derived from reported SEC EDGAR XBRL figures for FY2026 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Electronic Arts looks technically
Trend
5
| Distance from the 200-day | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
|---|---|---|
| 50-day moving average | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $203.00 | $203.00 |
| Since the 50/200 cross | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| Trend strength (14-day ADX) | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
Range
12
| 52-week high | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
|---|---|---|
| From the 52-week high | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| Above the 52-week low | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| Below the 52-week high | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| Since a 20-day breakout | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| Since a 55-day breakout | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| All-time high | its highest closing price on record is $209.98 (set on 2026-08-04) | $209.98 |
| Given back of the 52-week move | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| From the all-time high | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| Nearest price level | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
| All-time low | its lowest closing price on record is $10.77 (set on 2012-07-31) | $10.77 |
| Above the all-time low | not current — this company's price series (ends 2026-08-10) is 9 trading sessions behind the rest of the catalog | n/a |
Based on daily closing prices as of 2026-08-10. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingHold (2.88 mean, 1=Strong Buy…5=Strong Sell) — 13 analysts
- Mean price target$205.46 range $168.00 – $210.00; median $210.00
Analyst estimates, as of 2026-08-19. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for EA
- Consensus EPS estimate$2.00 next reporting period, as of 2026-08-19
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Heavy reliance on a limited number of major franchises and specific live services (notably Ultimate Team) for a material portion of revenue.","Dependence on third-party platform providers (Sony, Microsoft) for the distribution of console products and services.","The highly competitive nature of the video game industry and the risk of failing to develop or sustain popular, high-engagement intellectual property."]
What changed in the latest 10-Q
AI-assisted comparison of EA's 10-Q filed 2026-02-03 against the prior one filed 2025-10-31.
Management's Discussion & Analysis (MD&A)
- Reworded:
- OVERVIEW section: 'three months ended December 31, 2025' in newer filing (2026-02-03) vs. 'three months ended September 30, 2025' in older filing (2025-10-31)
- Proposed Merger section: 'Note 1' in newer filing (2026-02-03) vs. 'Note 1 5' in older filing (2025-10-31)
- Notes:
- The second wording change (Note 1 vs. Note 1 5) appears to be a correction of a formatting/numbering error rather than substantive content change
- The first wording change reflects the expected difference between Q1 FY2026 (ended December 31, 2025) and Q1 FY2026 (ended September 30, 2025) period ends
Risk Factors
- Added:
- Newer filing adds fourth quarter and nine-month financial data for 2025 (filed 2026-02-03), compared to older filing showing only six-month data through September 30, 2025 (filed 2025-10-31)
- Newer balance sheet dated December 31, 2025 vs. older balance sheet dated September 30, 2025
- Newer statements of operations show nine months ended December 31 for 2025 and 2024, compared to older six months ended September 30
- Newer cash flow statement covers nine months ended December 31, 2025 vs. older six months ended September 30, 2025
- Risk Factors section page number increased from 47 to 48 in newer filing
- Reworded:
- Comparison periods shifted from 'Three Months Ended September 30' and 'Six Months Ended September 30' to 'Three Months Ended December 31' and 'Nine Months Ended December 31'
- Balance sheet comparison date changed from September 30, 2025 to December 31, 2025 as current period
- Item page number references increased by 1 page across Items 1A through 6 in newer filing (reflecting longer document)
- Notes:
- The comparison is between Q3 2025 filing (older, filed 2025-10-31) and Q4 2025/9-month filing (newer, filed 2026-02-03); the newer filing naturally includes additional quarterly and cumulative period data
- Financial statement metrics differ between filings due to different reporting periods (six vs. nine months, Q3 vs. Q4 year-to-date), not changes to accounting or presentation policy
- Text appears truncated at end of cash flow statement in both versions provided
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 10 open-market sales by insiders in the last 90 days.
- Last 90 days0 buys · 10 sells ($4M) — 4 selling insiders
- Last 180 days0 buys · 20 sells ($10M) — 6 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-07-15. As of 2026-08-24.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about EA's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 5 matched disclosures for EA from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding EA as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 43,673,619
- Reported value $8,903,740,874
reported quarterly holdings change (2025-12-31 → 2026-03-31): 0 new, 2 increased, 3 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
EA had 12,731,853 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
EA had 5.04% of its shares outstanding sold short as of the 2026-07-31 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.37 days to cover at the same settlement.
- Reported short interest (shares) 12,731,853
- Short interest (% of shares outstanding) 5.04%
- Prior settlement (shares) 8,723,759
- Reported change 45.94%
- Days to cover (reported) 4.37
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Activision Blizzard (Microsoft)
- Take-Two Interactive (TTWO)
- Ubisoft (UBSFY)
- Nintendo (NTDOY)
- Sony Interactive Entertainment
- Epic Games
- Tencent (TCEHY)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
Compare EA vs…
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Frequently asked questions
What does Electronic Arts (EA) do?
Electronic Arts is a global leader in digital interactive entertainment that develops, publishes, and distributes games, content, and services for game consoles, PCs, and mobile devices. The company generates revenue through traditional full-game sales, subscription services, and digital live services, including in-game content such as its Ultimate Team mode.
What sector is Electronic Arts (EA) in?
Electronic Arts (EA) is classified in the Communication Services sector. Its industry is Video Games / Interactive Entertainment. It trades on NASDAQ.
Does EA pay a dividend?
Yes — Electronic Arts (EA) pays a dividend, with an indicated yield of about 0.36% and at least 5 years of non-decreasing per-share dividends (SEC EDGAR XBRL) — we do not hold the year before it, so the real streak may be longer (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Electronic Arts's (EA) competitors?
Notable peers of Electronic Arts (EA) include Activision Blizzard (Microsoft), Take-Two Interactive, Ubisoft, Nintendo and Sony Interactive Entertainment. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in EA?
Yes — we hold 5 matched STOCK Act disclosures for EA from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Where does stocks-llm's data on EA come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.