ELECTRONIC ARTS INC.
At today's price, ELECTRONIC ARTS INC. (EA) is priced for today's economics sustained for ~7.5 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
EA is in the final stretch of a take-private at $210 per share in all cash (a roughly $55 billion deal led by Saudi PIF, Silver Lake, and Affinity Partners), approved by shareholders in December 2025, so the stock now trades on deal mechanics, not fundamentals. At $202.21 (as of June 27, 2026) the price sits about 4% below the $210 cash payout, making this a merger-arbitrage situation with defined upside (the spread if it closes) and downside concentrated in deal-break risk.
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995 institutional managers reported holding EA in 13F filings for the quarter ended 2026-03-31. Together they hold about 88% of the company; the top 10 hold 53%. 96 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 10.4M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (6.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
EA has cut its share count 12.6% over the past five years, spending $6.85B on repurchases. It pays a dividend, and has for 4 years running; the current rate is $0.76 a share annually. Cash returned over the past three years: $543.00M in dividends and $4.25B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at EA over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
EA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-25 | +0.9% | +9.7% |
| 2023-08-09 | -7.3% | +6.4% |
| 2023-11-08 | +3.7% | +5.3% |
| 2024-02-07 | -0.7% | -5.4% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
EA's latest 8-K filings: 2026-05-05 (items 2.02, 8.01, 9.01); 2026-02-10 (items 8.01); 2026-02-03 (items 2.02, 8.01, 9.01); 2026-01-06 (items 1.02, 2.04, 8.01); 2025-12-23 (items 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: July 3, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.