Roth Capital Expects Stronger Earnings for Electronic Arts

Electronic Arts Inc. (NASDAQ:EA) – Research analysts at Roth Capital raised their FY2025 earnings estimates for shares of Electronic Arts in a research note issued on Wednesday, February 5th. Roth Capital analyst E. Handler now forecasts that the game software company will post earnings per share of $4.67 for the year, up from their prior forecast of $4.37. The consensus estimate for Electronic Arts’ current full-year earnings is $4.99 per share. Roth Capital also issued estimates for Electronic Arts’ Q4 2025 earnings at $0.64 EPS and FY2026 earnings at $4.92 EPS.

Several other research analysts also recently commented on the stock. JPMorgan Chase & Co. decreased their target price on shares of Electronic Arts from $155.00 to $150.00 and set a “neutral” rating on the stock in a research note on Wednesday, October 30th. Oppenheimer lowered their price objective on shares of Electronic Arts from $170.00 to $165.00 and set an “outperform” rating for the company in a research note on Tuesday, January 21st. BNP Paribas cut Electronic Arts from an “outperform” rating to a “neutral” rating and set a $125.00 target price on the stock. in a research note on Monday, January 27th. BMO Capital Markets lowered their price target on Electronic Arts from $145.00 to $142.00 and set a “market perform” rating for the company in a research report on Wednesday, February 5th. Finally, Roth Mkm cut their price objective on Electronic Arts from $158.00 to $134.00 and set a “neutral” rating on the stock in a research report on Thursday, January 23rd. Twelve research analysts have rated the stock with a hold rating and ten have given a buy rating to the stock. Based on data from MarketBeat, Electronic Arts has a consensus rating of “Hold” and an average target price of $155.24.

Electronic Arts Stock Performance

Shares of EA stock opened at $133.35 on Monday. The company has a market capitalization of $34.75 billion, a P/E ratio of 33.93, a PEG ratio of 2.74 and a beta of 0.79. Electronic Arts has a fifty-two week low of $115.21 and a fifty-two week high of $168.50. The company has a debt-to-equity ratio of 0.25, a quick ratio of 1.43 and a current ratio of 1.38. The stock has a 50 day moving average price of $142.62 and a two-hundred day moving average price of $147.26.

Electronic Arts (NASDAQ:EA) last released its quarterly earnings data on Tuesday, February 4th. The game software company reported $2.34 EPS for the quarter, missing the consensus estimate of $3.41 by ($1.07). Electronic Arts had a return on equity of 17.80% and a net margin of 14.28%.

Electronic Arts Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 19th. Stockholders of record on Wednesday, February 26th will be given a $0.19 dividend. The ex-dividend date is Wednesday, February 26th. This represents a $0.76 dividend on an annualized basis and a dividend yield of 0.57%. Electronic Arts’s dividend payout ratio is currently 19.34%.

Insider Buying and Selling

In other news, EVP Jacob J. Schatz sold 1,500 shares of the stock in a transaction that occurred on Friday, November 15th. The shares were sold at an average price of $163.30, for a total transaction of $244,950.00. Following the sale, the executive vice president now owns 23,360 shares in the company, valued at $3,814,688. This represents a 6.03 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Vijayanthimala Singh sold 1,000 shares of the business’s stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $164.45, for a total transaction of $164,450.00. Following the completion of the transaction, the insider now owns 30,216 shares of the company’s stock, valued at approximately $4,969,021.20. The trade was a 3.20 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 26,000 shares of company stock worth $3,889,585 in the last 90 days. Insiders own 0.22% of the company’s stock.

Institutional Trading of Electronic Arts

A number of institutional investors and hedge funds have recently modified their holdings of the business. Swedbank AB lifted its position in Electronic Arts by 6.3% during the fourth quarter. Swedbank AB now owns 1,607,817 shares of the game software company’s stock valued at $235,224,000 after purchasing an additional 95,190 shares during the period. Atomi Financial Group Inc. purchased a new stake in Electronic Arts during the 4th quarter valued at $217,000. Huntington National Bank lifted its holdings in shares of Electronic Arts by 983.4% during the 3rd quarter. Huntington National Bank now owns 257,902 shares of the game software company’s stock valued at $36,993,000 after buying an additional 234,098 shares during the period. Deroy & Devereaux Private Investment Counsel Inc. purchased a new position in shares of Electronic Arts in the 4th quarter worth $13,845,000. Finally, Dai ichi Life Insurance Company Ltd grew its holdings in shares of Electronic Arts by 20.8% in the third quarter. Dai ichi Life Insurance Company Ltd now owns 64,170 shares of the game software company’s stock worth $9,205,000 after acquiring an additional 11,058 shares during the period. Institutional investors own 90.23% of the company’s stock.

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.