Electronic Arts (NASDAQ:EA) Updates Q4 2025 Earnings Guidance

Electronic Arts (NASDAQ:EA) issued an update on its fourth quarter 2025 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.760-1.170 for the period, compared to the consensus EPS estimate of 1.440. The company issued revenue guidance of $1.4 billion-$1.6 billion, compared to the consensus revenue estimate of $1.7 billion. Electronic Arts also updated its FY 2025 guidance to 6.250-6.650 EPS.

Analysts Set New Price Targets

EA has been the topic of several recent research reports. StockNews.com cut shares of Electronic Arts from a “strong-buy” rating to a “buy” rating in a research note on Wednesday. BMO Capital Markets cut their price target on Electronic Arts from $145.00 to $142.00 and set a “market perform” rating for the company in a report on Wednesday. Moffett Nathanson upgraded Electronic Arts from a “neutral” rating to a “buy” rating and set a $145.00 price target on the stock in a research report on Friday, January 31st. Argus increased their price objective on shares of Electronic Arts from $161.00 to $183.00 and gave the stock a “buy” rating in a report on Thursday, November 7th. Finally, Roth Mkm dropped their price target on shares of Electronic Arts from $158.00 to $134.00 and set a “neutral” rating on the stock in a research note on Thursday, January 23rd. Twelve equities research analysts have rated the stock with a hold rating and ten have issued a buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $155.24.

Electronic Arts Stock Performance

Shares of EA stock traded up $0.32 during mid-day trading on Thursday, reaching $130.79. The stock had a trading volume of 2,452,915 shares, compared to its average volume of 4,342,386. Electronic Arts has a one year low of $115.21 and a one year high of $168.50. The firm has a market cap of $34.30 billion, a PE ratio of 33.64, a P/E/G ratio of 2.50 and a beta of 0.79. The firm’s 50 day simple moving average is $145.31 and its 200 day simple moving average is $147.54. The company has a quick ratio of 1.43, a current ratio of 1.43 and a debt-to-equity ratio of 0.25.

Electronic Arts (NASDAQ:EA) last posted its quarterly earnings results on Tuesday, February 4th. The game software company reported $2.34 earnings per share for the quarter, missing analysts’ consensus estimates of $3.41 by ($1.07). Electronic Arts had a return on equity of 18.56% and a net margin of 14.12%. On average, analysts forecast that Electronic Arts will post 5.02 EPS for the current year.

Electronic Arts Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 19th. Shareholders of record on Wednesday, February 26th will be issued a $0.19 dividend. The ex-dividend date is Wednesday, February 26th. This represents a $0.76 annualized dividend and a yield of 0.58%. Electronic Arts’s dividend payout ratio (DPR) is presently 19.34%.

Insiders Place Their Bets

In other Electronic Arts news, EVP Jacob J. Schatz sold 1,500 shares of the firm’s stock in a transaction on Friday, November 15th. The stock was sold at an average price of $163.30, for a total transaction of $244,950.00. Following the transaction, the executive vice president now directly owns 23,360 shares in the company, valued at approximately $3,814,688. This trade represents a 6.03 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Andrew Wilson sold 5,000 shares of the stock in a transaction that occurred on Wednesday, November 20th. The shares were sold at an average price of $166.47, for a total value of $832,350.00. Following the sale, the chief executive officer now directly owns 52,615 shares of the company’s stock, valued at $8,758,819.05. The trade was a 8.68 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 23,500 shares of company stock worth $3,562,510 over the last ninety days. 0.22% of the stock is currently owned by corporate insiders.

About Electronic Arts

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.