Roth Capital Research Analysts Boost Earnings Estimates for Electronic Arts Inc. (NASDAQ:EA)

Electronic Arts Inc. (NASDAQ:EA) – Research analysts at Roth Capital raised their Q2 2025 earnings estimates for Electronic Arts in a report released on Monday, July 29th. Roth Capital analyst E. Handler now anticipates that the game software company will post earnings of $1.56 per share for the quarter, up from their previous forecast of $1.46. The consensus estimate for Electronic Arts’ current full-year earnings is $5.75 per share. Roth Capital also issued estimates for Electronic Arts’ FY2026 earnings at $6.59 EPS.

Other research analysts have also recently issued reports about the stock. JPMorgan Chase & Co. lifted their target price on shares of Electronic Arts from $148.00 to $155.00 and gave the stock a “neutral” rating in a report on Monday, July 15th. UBS Group lifted their target price on shares of Electronic Arts from $143.00 to $155.00 and gave the stock a “neutral” rating in a report on Wednesday. Wedbush lifted their target price on shares of Electronic Arts from $162.00 to $170.00 and gave the stock an “outperform” rating in a report on Wednesday. The Goldman Sachs Group boosted their price objective on shares of Electronic Arts from $139.00 to $150.00 and gave the company a “neutral” rating in a report on Wednesday. Finally, Raymond James boosted their price objective on shares of Electronic Arts from $155.00 to $170.00 and gave the company an “outperform” rating in a report on Wednesday. Ten analysts have rated the stock with a hold rating and thirteen have issued a buy rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $158.95.

Electronic Arts Stock Up 1.2 %

Shares of Electronic Arts stock opened at $150.94 on Tuesday. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.37 and a current ratio of 1.37. The stock has a market capitalization of $40.11 billion, a PE ratio of 32.25, a price-to-earnings-growth ratio of 2.32 and a beta of 0.79. Electronic Arts has a 52-week low of $117.47 and a 52-week high of $153.51. The company has a 50-day simple moving average of $139.61 and a two-hundred day simple moving average of $135.82.

Electronic Arts (NASDAQ:EA) last posted its quarterly earnings data on Tuesday, May 7th. The game software company reported $0.92 EPS for the quarter, missing the consensus estimate of $1.09 by ($0.17). Electronic Arts had a return on equity of 18.81% and a net margin of 16.83%. The business had revenue of $1.67 billion for the quarter, compared to the consensus estimate of $1.78 billion.

Institutional Trading of Electronic Arts

A number of institutional investors have recently modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of Electronic Arts by 14.7% in the 1st quarter. Vanguard Group Inc. now owns 29,159,718 shares of the game software company’s stock valued at $3,868,620,000 after buying an additional 3,727,251 shares in the last quarter. Capital International Investors raised its position in shares of Electronic Arts by 16.4% in the 1st quarter. Capital International Investors now owns 5,901,257 shares of the game software company’s stock valued at $782,920,000 after purchasing an additional 833,492 shares during the last quarter. Ninety One UK Ltd raised its position in shares of Electronic Arts by 1.3% in the 2nd quarter. Ninety One UK Ltd now owns 4,283,539 shares of the game software company’s stock valued at $596,825,000 after purchasing an additional 53,237 shares during the last quarter. FIL Ltd raised its position in shares of Electronic Arts by 4.4% in the 4th quarter. FIL Ltd now owns 3,428,193 shares of the game software company’s stock valued at $469,011,000 after purchasing an additional 145,466 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position in shares of Electronic Arts by 496.9% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 2,511,250 shares of the game software company’s stock valued at $333,169,000 after purchasing an additional 2,090,504 shares during the last quarter. 90.23% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Andrew Wilson sold 2,500 shares of the firm’s stock in a transaction dated Thursday, July 25th. The shares were sold at an average price of $142.42, for a total value of $356,050.00. Following the transaction, the chief executive officer now owns 59,247 shares of the company’s stock, valued at approximately $8,437,957.74. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. In other Electronic Arts news, EVP Jacob J. Schatz sold 1,000 shares of the stock in a transaction dated Wednesday, May 15th. The shares were sold at an average price of $127.15, for a total transaction of $127,150.00. Following the transaction, the executive vice president now directly owns 17,426 shares in the company, valued at approximately $2,215,715.90. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Andrew Wilson sold 2,500 shares of the stock in a transaction dated Thursday, July 25th. The stock was sold at an average price of $142.42, for a total transaction of $356,050.00. Following the transaction, the chief executive officer now owns 59,247 shares in the company, valued at $8,437,957.74. The disclosure for this sale can be found here. Insiders have sold 23,239 shares of company stock valued at $3,197,469 in the last 90 days. Company insiders own 0.22% of the company’s stock.

Electronic Arts Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 18th. Investors of record on Wednesday, August 28th will be paid a $0.19 dividend. This represents a $0.76 annualized dividend and a yield of 0.50%. Electronic Arts’s dividend payout ratio is presently 16.24%.

Electronic Arts Company Profile

Electronic Arts Inc develops, markets, publishes, and distributes games, content, and services for game consoles, PCs, mobile phones, and tablets worldwide. It develops and publishes games and services across various genres, such as sports, racing, first-person shooter, action, role-playing, and simulation primarily under the Battlefield, The Sims, Apex Legends, Need for Speed, and license games from others, including FIFA, Madden NFL, UFC, and Star Wars brands.