Electronic Arts Inc. (NASDAQ:EA) Shares Purchased by Skandinaviska Enskilda Banken AB Publ
Skandinaviska Enskilda Banken AB publ increased its stake in Electronic Arts (NASDAQ:EA) by 8.2% during the third quarter, now owning 292,634 shares valued at $33.87 million. Several other institutional investors also adjusted their holdings in EA. Analysts have issued a "Moderate Buy" consensus rating for the stock with an average target price of $135.54, while company insiders have sold a significant number of shares recently.
Asha Sharma named EVP and CEO, Microsoft Gaming
Satya Nadella announced Asha Sharma as the new Executive Vice President and CEO of Microsoft Gaming, succeeding Phil Spencer who is retiring after 38 years with Microsoft. Matt Booty will become EVP and Chief Content Officer. Sharma, with previous experience at Instacart and Meta, will report directly to Nadella, while Booty will report to Sharma, focusing on the company's content pipeline and platform innovation.
The $55 Billion Gaming Gambit: Electronic Arts Goes Private in the Dawn of the New Mega-LBO Era
Electronic Arts (NASDAQ: EA) is transitioning to private ownership in a $55 billion leveraged buyout, led by Saudi Arabia's Public Investment Fund and Silver Lake Partners. This marks the largest LBO in interactive entertainment history, allowing EA to operate outside public market pressures and signaling a return of "mega-LBOs." The deal highlights the increasing financialization of the gaming industry and could influence the future of other independent publishers.
Skandinaviska Enskilda Banken AB publ Lowers Position in Electronic Arts Inc. $EA
Skandinaviska Enskilda Banken AB publ has reduced its stake in Electronic Arts (NASDAQ:EA) by 19.5% in the third quarter, selling 11,205 shares and retaining 46,271 shares valued at approximately $9.34 million. While some major institutions increased their positions, company insiders have been net sellers, with executives like CEO Andrew Wilson and CFO Stuart Canfield offloading shares. Despite the reduction from one institution, total institutional ownership stands at 90.23% for the company.
VanEck’s Gaming ETF Faces Steep Early-Year Decline
The VanEck Video Gaming and eSports ETF has experienced a significant decline of 16% in early 2026 due to its concentrated exposure to major industry players and broader macroeconomic pressures on growth-oriented ETFs. Despite short-term volatility and a cautious market sentiment, the long-term investment thesis for the gaming sector remains intact, driven by AI integration and the expansion of competitive gaming. Investors are advised to consider a new analysis from February 18 to determine whether to buy or sell the ETF.
Ontario Teachers Pension Plan Board Has $3.23 Million Position in Electronic Arts Inc. $EA
The Ontario Teachers Pension Plan Board recently trimmed its holdings in Electronic Arts Inc. by 46.7%, reducing its stake to 16,011 shares valued at $3.23 million. This comes amidst varied institutional investor activity, with some increasing their positions while others, including company insiders, have sold shares. Key developments for Electronic Arts include positive sentiment from integrating AI for in-game realism, neutral sentiment regarding debt offers signaling M&A potential, and negative sentiment due to recent server outages and insider share sales.
Alberta Investment Management Corp Has $12.10 Million Stock Holdings in Electronic Arts Inc. $EA
Alberta Investment Management Corp significantly increased its stake in Electronic Arts (EA), now owning 60,000 shares valued at $12.10 million. Despite this, several EA insiders, including the CEO and CFO, recently sold shares totaling approximately $24.93 million. Analysts currently have a "Hold" rating on EA with a consensus target price of $186.95, while the company announced a quarterly dividend of $0.19.
Electronic Arts (NASDAQ:EA) CEO Andrew Wilson Sells 5,000 Shares
Electronic Arts CEO Andrew Wilson recently sold 5,000 shares of company stock for $997,500, decreasing his direct holdings by 12.87% to 33,858 shares. This sale follows similar 5,000-share transactions in January and December. The company also announced a quarterly dividend of $0.19, with the stock currently trading near $200.23, holding an average analyst rating of "Hold."
Insider Sell: Laura Miele Sells 2,500 Shares of Electronic Arts Inc (EA)
Laura Miele, President of EA Entertainment, sold 2,500 shares of Electronic Arts Inc (EA) on February 17, 2026. This transaction leaves her with 48,343 shares in the company. Electronic Arts is a leading global company in digital interactive entertainment, developing and delivering games and online services.
Electronic Arts (NASDAQ:EA) CFO Stuart Canfield Sells 1,500 Shares
Electronic Arts (NASDAQ:EA) CFO Stuart Canfield sold 1,500 shares of the company's stock on February 17, 2026, for a total of $299,850, reducing his ownership by over 20%. Following the sale, Canfield directly owns 5,897 shares valued at over $1.1 million. The company also announced a quarterly dividend of $0.19 per share, payable on March 18th to shareholders of record by February 25th.
Insider Selling: Electronic Arts (NASDAQ:EA) Insider Sells 2,500 Shares of Stock
Electronic Arts (NASDAQ:EA) insider Laura Miele sold 2,500 shares of the company's stock on February 17th, with the transaction valued at $498,825. This sale follows two other recent transactions in January and December, bringing her total sales to 7,500 shares in the last three months. The company's stock was trading at $200.23 midday, and analysts currently have a "Hold" rating on EA with a consensus target price of $186.95.
VanEck’s Gaming ETF Faces Steep Early-Year Decline
The VanEck Video Gaming and eSports ETF (US92189F1140) has experienced a significant downturn of 16.00% since the start of 2026, dropping to 15.96 AUD. This decline is attributed to its concentrated exposure to industry leaders like Tencent, NetEase, Nintendo, and Electronic Arts, whose performance and regulatory environments heavily influence the fund. Despite short-term technical weakness and macroeconomic pressures, the long-term investment case driven by AI integration and global esports expansion remains intact, with the ETF approaching oversold territory as indicated by its RSI.
CenterBook Partners LP Takes $7.98 Million Position in Electronic Arts Inc. $EA
CenterBook Partners LP reported acquiring a new position of 39,544 shares in Electronic Arts Inc. (NASDAQ:EA) during Q3, valued at approximately $7.98 million. This move is part of broader institutional investor activity in EA stock, with other hedge funds also adjusting their holdings. Analysts currently have a "Hold" consensus rating on EA shares, with an average target price of $186.95, and recent insider sales have also been disclosed.
Vanguard Group Inc. Decreases Position in Electronic Arts Inc. $EA
Vanguard Group Inc. reduced its stake in Electronic Arts (NASDAQ:EA) by 0.6% during the third quarter, selling 158,489 shares. Despite this decrease, the firm still holds over 28 million shares of the game software company. Other institutional investors made various adjustments to their positions in EA, with some increasing and others acquiring new stakes.
GTA 6 Momentum Builds: Saudi PIF Moves Take-Two Stake To Gaming Subsidiary Ahead Of 2026 Launch
Saudi Arabia's Public Investment Fund (PIF) has transferred its entire stake in Take-Two Interactive (NASDAQ: TTWO), worth over 11 million shares, to its gaming subsidiary, Savvy Games Group, ahead of the anticipated "GTA 6" launch. This strategic move highlights PIF's continued focus on the gaming sector. Despite the transfer, PIF remains a significant shareholder in Take-Two through its subsidiary, and its other major holdings include Uber, Electronic Arts, and Lucid Group.
Saudi Arabia's PIF Sells Take-Two Interactive (TTWO) Stake
Saudi Arabia's Public Investment Fund (PIF) has divested its entire stake in Take-Two Interactive Software (TTWO) as of Q4 2025, while maintaining holdings in other major tech companies. Take-Two, an interactive media powerhouse known for games like Grand Theft Auto, faces significant financial challenges including negative profitability and a distressed Altman Z-Score. The company's valuation metrics show a mixed picture, with analysts suggesting a moderate buy despite financial weaknesses and insider selling.
Saudi's Public Investment Fund dissolves stake in Take-Two Interactive
Saudi Arabia's Public Investment Fund (PIF) has divested its stake in Take-Two Interactive, a regulatory filing revealed, despite the upcoming launch of "Grand Theft Auto VI." The PIF was previously Take-Two's second-largest shareholder, holding around 11 million shares valued at nearly $3 billion. This decision comes even as Saudi Arabia, through the PIF, is actively investing in the video game sector, including a $55 billion agreement to acquire Electronic Arts last year.
Atria Investments Inc Sells 5,452 Shares of Electronic Arts Inc. $EA
Atria Investments Inc reduced its stake in Electronic Arts Inc. (NASDAQ:EA) by 32.3% during the third quarter, selling 5,452 shares and holding 11,413 shares valued at $2.302 million. Other institutional investors showed mixed activity, with some increasing their positions significantly while others like NatWest Group plc and OVERSEA CHINESE BANKING Corp Ltd initiated new stakes. Insiders, incluyendo Vijayanthimala Singh and CEO Andrew Wilson, sold a substantial number of shares, totaling 115,069 shares worth over $23 million in the last ninety days.
Hasbro has Reportedly Shut Down G.I. Joe Snake Eyes Game Makers, Atomic Arcade [Update]
Hasbro's Atomic Arcade studio, which was developing a G.I. Joe Snake Eyes game, has reportedly been shut down, according to a former programmer. Hasbro later issued a statement clarifying that the game is "not cancelled" and they are currently evaluating the path forward. This news follows a trend of recent studio shutdowns and layoffs across the gaming industry.
Eagle Rock Investment Company LLC Sells 6,809 Shares of Electronic Arts Inc. $EA
Eagle Rock Investment Company LLC reduced its stake in Electronic Arts (NASDAQ:EA) by 27.9%, selling 6,809 shares and holding 17,613 shares valued at approximately $3.55 million. Electronic Arts has declared a quarterly dividend of $0.19 per share, payable on March 18th. Insider selling has been notable, with 115,069 shares sold recently, while analysts maintain a "Hold" rating with an average price target of $186.95.
Aberdeen Group plc Sells 7,664 Shares of Electronic Arts Inc. $EA
Aberdeen Group plc reduced its stake in Electronic Arts Inc. (NASDAQ:EA) by 3.0% in the third quarter, selling 7,664 shares and retaining 249,393 shares valued at $50.24 million. Other institutional investors like Walter Public Investments Inc. and Principal Financial Group Inc. increased their holdings, while insiders including CEO Andrew Wilson and Vijayanthimala Singh sold shares. Electronic Arts also declared a quarterly dividend of $0.19 per share.
Is It Too Late To Consider Electronic Arts (EA) After Strong Multi Year Share Gains?
Electronic Arts (EA) has seen significant share gains over multiple years, with a 55.8% return over 1 year and 82.0% over 3 years, but its recent performance shows slight dips. Valuation checks, including Discounted Cash Flow and Price/Earnings ratio analyses, suggest the stock may be overvalued. The article also presents "Narratives" for investors to create their own valuation scenarios, outlining bull and bear cases for EA's future performance.
Shell Asset Management Co. Has $2.11 Million Stock Position in Electronic Arts Inc. $EA
Shell Asset Management Co. significantly reduced its stake in Electronic Arts (NASDAQ:EA) by 51.4% in Q3, selling 11,050 shares and retaining 10,447 shares worth approximately $2.11 million. Despite this, other institutional investors have either increased or initiated positions in EA. The article also notes recent insider sales, Wall Street's "Hold" consensus with a target price of $186.95, and EA's declared quarterly dividend of $0.19.
Caprock Group LLC Buys New Shares in Electronic Arts Inc. $EA
Caprock Group LLC initiated a new position in Electronic Arts (NASDAQ:EA) during Q3, acquiring 6,588 shares valued at approximately $1.33 million, bringing institutional ownership to about 90.23%. The company declared a quarterly dividend of $0.19 per share, yielding 0.4%, with an ex-dividend date of February 25th. Insider selling activities include CEO Andrew Wilson selling 5,000 shares in January, contributing to a total of 123,769 shares sold by insiders over the past 90 days.
Public Sector Pension Investment Board Grows Position in Electronic Arts Inc. $EA
The Public Sector Pension Investment Board significantly increased its stake in Electronic Arts (NASDAQ:EA) by 685.6% in the third quarter, now owning 153,283 shares valued at approximately $30.9 million. Despite this, insiders have recently sold shares worth about $24.94 million. Wall Street analysts maintain a "Hold" rating on EA, with an average target price of $186.95.
Electronic Arts Inc. $EA Shares Sold by IMA Advisory Services Inc.
IMA Advisory Services Inc. significantly reduced its stake in Electronic Arts (EA) by 96.5% during the third quarter, selling 11,178 shares and retaining only 409 shares. This comes amidst broader insider selling, with two executives selling shares in January and total insider sales reaching $24.9 million in the past 90 days. Despite institutional investors generally holding a large stake, analysts maintain a "Hold" rating with an average target price of $186.95, and EA recently declared a quarterly dividend of $0.19.
LSV Asset Management Raises Stock Holdings in Electronic Arts Inc. $EA
LSV Asset Management significantly increased its stake in Electronic Arts Inc. (NASDAQ:EA) by 265.0% during the third quarter, bringing its total holdings to 212,945 shares valued at $42.95 million. Several other hedge funds also adjusted their positions in the company. The article also details recent insider stock sales by CEO Andrew Wilson and insider Vijayanthimala Singh, as well as Electronic Arts' stock performance, dividend announcement, and recent analyst ratings.
13F report shows: Soros took long positions in Dayforce, New Gold, and others in Q4
Soros's Q4 13F report indicates new long positions in Dayforce and New Gold, alongside increased holdings in tech giants like Microsoft, TSMC, Electronic Arts, and Amazon. Conversely, Soros significantly reduced positions in Snowflake and Invesco S&P 500 Equal Weight ETF, and fully exited several holdings including Aramark and KKR. The major holdings of Soros currently include Amazon, Google A, Salesforce, TKO, and Microsoft.
Are Wall Street Analysts Bullish on Electronic Arts Stock?
Electronic Arts (EA) stock has outperformed the broader S&P 500 over the past 52 weeks, driven by strong performance from its sports franchises and stable financials. Despite positive growth projections for its upcoming fiscal year, Wall Street analysts currently hold a "Hold" consensus rating for EA, with a recent price target reduction from Citi. The mean price target suggests only a marginal premium to EA's current stock levels.
ING Groep NV Has $8.51 Million Position in Electronic Arts Inc. $EA
ING Groep NV significantly reduced its stake in Electronic Arts (NASDAQ:EA) by 93.9% in the third quarter, ending with 42,209 shares valued at $8.51 million. While ING Groep NV divested, several other institutional investors like State Street, Ameriprise, Invesco, First Trust, and Arrowstreet increased their holdings in EA. Insider selling also occurred, with executives offloading shares worth approximately $24.94 million in the last quarter, though institutional investors still own the vast majority of the stock.
Take Two Earnings Beat Highlights Mobile Growth And Recurring Franchise Power
Take-Two Interactive Software (NasdaqGS:TTWO) reported stronger-than-expected quarterly results driven by mobile gaming and recurring revenue from key franchises like NBA 2K and Grand Theft Auto. The company is also focusing on AI-driven efficiencies, direct-to-consumer channels, and continuous updates for Grand Theft Auto Online. Investors should monitor how these strategies impact financials and player engagement, especially given the company's valuation metrics.
Rhumbline Advisers Has $107.86 Million Stake in Electronic Arts Inc. $EA
Rhumbline Advisers reduced its stake in Electronic Arts (NASDAQ:EA) by 3.2% in Q3, now holding 534,746 shares valued at $107.86 million. Despite this, other hedge funds increased their positions in EA. The company also announced a quarterly dividend of $0.19 per share and has a "Hold" consensus rating from analysts with an average price target of $186.95.
Noteworthy ETF Outflows: FCOM, CMCSA, WBD, EA
The Fidelity MSCI Communication Services Index ETF (FCOM) experienced significant outflows of approximately $159.3 million, representing an 8.4% decrease week-over-week. This outflow suggests a reduction in investor demand for the ETF, potentially impacting its underlying components like Comcast Corp (CMCSA), Warner Bros Discovery Inc (WBD), and Electronic Arts, Inc. (EA).
Caisse Des Depots ET Consignations Trims Stake in Electronic Arts Inc. $EA
Caisse Des Depots ET Consignations significantly reduced its stake in Electronic Arts (NASDAQ:EA) by 62.3% in Q3, selling 17,621 shares and retaining 10,666 shares valued at $2.151 million. Despite this, several other large asset managers increased their EA holdings in Q2, bringing institutional ownership to 90.23%. The company also declared a quarterly dividend of $0.19 per share, and insiders recently sold shares totaling approximately $24.94 million.
Electronic Arts Inc. $EA Shares Sold by Envestnet Asset Management Inc.
Envestnet Asset Management Inc. reduced its stake in Electronic Arts (NASDAQ:EA) by 35.1% in the third quarter, selling 94,817 shares and now holding 175,215 shares valued at $35.34 million. Insider selling also occurred, with CEO Andrew Wilson and Vijayanthimala Singh disposing of shares worth about $24.94 million in the last quarter. Despite this, other institutional investors increased their positions, and analysts maintain a consensus "Hold" rating with an average target price of $186.95 for EA.
Are Wall Street Analysts Bullish on Electronic Arts Stock?
Electronic Arts Inc. (EA) has outperformed the broader market over the past year, driven by strong performance from its core sports franchises and stable cash flows. Analysts expect EA's EPS to grow significantly in fiscal year 2026. However, the consensus rating among analysts is "Hold," and recent price target adjustments indicate a more bearish sentiment compared to three months ago, despite a potential upside suggested by the Street-high price target.
Are Wall Street Analysts Bullish on Electronic Arts Stock?
Electronic Arts (EA) stock has outperformed the broader market over the past year, driven by strong performance from its core sports franchises and stable cash flows. Despite this, Wall Street analysts currently hold a consensus "Hold" rating on EA, with a mean price target representing only a marginal premium to its current levels. The rating configuration has become more bearish over the last three months.
Alpine Associates Management Inc. Acquires Shares of 106,000 Electronic Arts Inc. $EA
Alpine Associates Management Inc. reported acquiring a new position of 106,000 shares in Electronic Arts Inc. (NASDAQ:EA) during the third quarter, valued at approximately $21.38 million, making it their 20th largest holding. Other institutional investors also adjusted their stakes, with overall institutional ownership at 90.23%. The article also details recent analyst ratings, including a "Hold" average and an average target price of $186.95, Electronic Arts's stock performance, dividend announcement, and insider trading activities.
NetEase, Inc. (NASDAQ:NTES) Announces Dividend Increase - $1.16 Per Share
NetEase, Inc. (NASDAQ:NTES) declared a quarterly dividend of $1.16 per share, a 103.5% increase from its previous dividend, resulting in an annualized yield of 3.9%. The dividend is payable on March 27th to shareholders of record as of March 16th. Despite the significant dividend increase and healthy payout ratio of 25.9%, the company's stock experienced a 4.1% decline following the announcement.
What To Expect From Instacart's (CART) Q4 Earnings
Instacart (CART) is set to report its Q4 earnings on Thursday after the bell. Analysts expect revenue to grow by 10.1% year-on-year to $972.2 million and adjusted earnings per share of $0.95. The consumer internet segment, including Instacart, has seen share prices drop recently, with Instacart down 15.9% heading into earnings.
EA acquisition deal sparks cash offers on $750M 2031 and $750M 2051 debt
Oak-Eagle AcquireCo, Inc. has initiated cash tender offers and consent solicitations for Electronic Arts' 1.850% Senior Notes due 2031 and 2.950% Senior Notes due 2051, each with $750 million outstanding. These offers, which include a $50 early tender payment and are tied to reference U.S. Treasury yields, are conditioned on the closing of EA's proposed merger with an investor consortium involving Public Investment Fund, Silver Lake, and Affinity Partners. The tender offers aim to address EA's capital structure in anticipation of the merger, with a scheduled settlement date of March 16, 2026.
Technical Reactions to EA Trends in Macro Strategies
Stock Traders Daily provides a technical analysis of Electronic Arts Inc. (NYSE: EA), indicating neutral near and mid-term readings but a positive long-term bias. The analysis highlights key findings, institutional trading strategies tailored to different risk profiles, and AI-generated signals for support and resistance levels across multiple timeframes. The report also offers real-time trading signals and personalized alerts for subscribers.
Oak-Eagle AcquireCo, Inc. Announces Tender Offers and Consent Solicitations for Any and All of Electronic Arts Inc.'s 1.850% Senior Notes Due 2031 and 2.950% Senior Notes Due 2051
Oak-Eagle AcquireCo, Inc. has announced tender offers and consent solicitations for Electronic Arts Inc.'s 1.850% Senior Notes Due 2031 and 2.950% Senior Notes Due 2051. These actions are conditioned upon the closing of Oak-Eagle's acquisition of Electronic Arts, formed by an investor consortium including The Public Investment Fund, Silver Lake, and Affinity Partners. The offers aim to amend the indenture to remove certain restrictive covenants and events of default, with an Early Tender Deadline of February 24, 2026, and an Expiration Time of March 11, 2026.
Expedia (EXPE) To Report Earnings Tomorrow: Here Is What To Expect
Online travel agency Expedia (EXPE) is set to report earnings on Thursday after market close. Analysts expect revenue to grow 7.3% year-on-year to $3.42 billion and adjusted earnings to be $3.37 per share. The company beat revenue expectations last quarter, and analysts have reconfirmed their estimates heading into this earnings report.
Unity Software Reshapes Board With New Director Appointment
Unity Software announced the appointment of Bernard Kim, a gaming and technology veteran, to its Board of Directors, effective May 1, 2026. This change comes as founders David Helgason and Tomer Bar-Zeev resigned, and Mary Schmidt Campbell plans to retire, leading to a reduction in the board's size to nine members. The move aims to strengthen Unity's governance with deep industry expertise while streamlining its leadership structure.
Electronic Arts Hart-Scott-Rodino Act waiting period for Co-Oak-Eagle merger expired February 9, 2026
The Hart-Scott-Rodino Act waiting period for the merger between Electronic Arts and Co-Oak-Eagle expired on February 9, 2026. This development signals a progression in the merger process. The article also provides recent news headlines related to Electronic Arts, including financial results and analyst ratings.
Electronic Arts Merger Agreement Progresses
Electronic Arts (EA) announced that the HSR Act waiting period for its merger has expired as of February 9, 2026. This expiration fulfills a critical condition for the merger's closing, which is anticipated to occur by June 30, 2026, pending other necessary regulatory clearances. The announcement was made on February 10, 2026, and details were provided in an SEC filing.
HSR Act waiting period expires for Electronic Arts merger with investor consortium By Investing.com
The Hart-Scott-Rodino Antitrust Improvements Act waiting period has expired for Electronic Arts' merger with an investor consortium, fulfilling a key condition for the deal. The merger, valued at over $50 billion, involves Oak-Eagle MergerCo, Inc. becoming a wholly owned subsidiary of Oak-Eagle AcquireCo, Inc., controlled by investors including the Public Investment Fund, Silver Lake Technology Management, and A Fin Management LLC. The transaction is expected to close in the first quarter of EA's fiscal year ending March 31, 2027.
Oak-Eagle Acquireco, Inc. announces tender offers and consent solicitations for any and all of Electronic Arts Inc.'s 1.850% senior notes due 2031 and 2.950% senior notes due 2051
Oak-Eagle Acquireco, Inc. has announced tender offers and consent solicitations for all of Electronic Arts Inc.'s 1.850% senior notes due 2031 and 2.950% senior notes due 2051. This news highlights a significant corporate finance activity involving Electronic Arts' debt instruments. The announcement was published on February 10, 2026, at 07:40 am EST.
ProShare Advisors LLC Sells 68,916 Shares of Electronic Arts Inc. $EA
ProShare Advisors LLC decreased its stake in Electronic Arts (NASDAQ:EA) by 18% in the third quarter, selling 68,916 shares and now holding 314,523 shares valued at approximately $63.44 million. Company insiders also sold 123,769 shares for about $24.94 million in the last 90 days, with insiders owning only 0.24% of EA. Analysts generally hold a cautious outlook with an average price target of $186.95, below the current share price of around $200.87.
