Principal Financial Group Inc. Grows Position in Electronic Arts Inc. $EA

Principal Financial Group Inc. grew its position in Electronic Arts Inc. (NASDAQ:EA) by 35.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 390,971 shares of the game software company’s stock after acquiring an additional 102,248 shares during the quarter. Principal Financial Group Inc. owned 0.16% of Electronic Arts worth $78,859,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of EA. Salomon & Ludwin LLC increased its position in Electronic Arts by 70.1% in the second quarter. Salomon & Ludwin LLC now owns 165 shares of the game software company’s stock worth $26,000 after purchasing an additional 68 shares during the last quarter. E Fund Management Hong Kong Co. Ltd. grew its stake in shares of Electronic Arts by 131.9% in the 3rd quarter. E Fund Management Hong Kong Co. Ltd. now owns 167 shares of the game software company’s stock worth $34,000 after buying an additional 95 shares in the last quarter. MTM Investment Management LLC bought a new stake in shares of Electronic Arts in the 2nd quarter worth about $30,000. Frazier Financial Advisors LLC increased its holdings in shares of Electronic Arts by 328.9% in the 2nd quarter. Frazier Financial Advisors LLC now owns 193 shares of the game software company’s stock worth $31,000 after buying an additional 148 shares during the last quarter. Finally, NewSquare Capital LLC raised its position in shares of Electronic Arts by 67.5% during the 2nd quarter. NewSquare Capital LLC now owns 196 shares of the game software company’s stock valued at $31,000 after buying an additional 79 shares in the last quarter. 90.23% of the stock is currently owned by institutional investors.

Insider Transactions at Electronic Arts

In other Electronic Arts news, CFO Stuart Canfield sold 1,500 shares of Electronic Arts stock in a transaction on Thursday, November 20th. The shares were sold at an average price of $201.65, for a total transaction of $302,475.00. Following the sale, the chief financial officer owned 5,595 shares of the company’s stock, valued at $1,128,231.75. The trade was a 21.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Andrew Wilson sold 5,000 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $204.26, for a total transaction of $1,021,300.00. Following the sale, the chief executive officer directly owned 38,858 shares of the company’s stock, valued at $7,937,135.08. The trade was a 11.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 123,769 shares of company stock valued at $24,943,734. Insiders own 0.24% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on EA shares. Argus set a $210.00 price target on Electronic Arts in a research report on Thursday, October 30th. Benchmark reiterated a “buy” rating on shares of Electronic Arts in a report on Wednesday, October 29th. Morgan Stanley boosted their target price on Electronic Arts from $148.00 to $210.00 and gave the company an “equal weight” rating in a research report on Monday, October 20th. Zacks Research downgraded Electronic Arts from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, November 19th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Electronic Arts in a research note on Wednesday, October 8th. Four research analysts have rated the stock with a Buy rating, twenty have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $187.19.

Key Stories Impacting Electronic Arts

Here are the key news stories impacting Electronic Arts this week:

• Positive Sentiment: Net bookings and revenue beat expectations — EA reported net bookings ~ $3.046B (up ~38% YoY) and revenue above consensus, reflecting strong demand for Battlefield 6 and solid EA SPORTS FC trends. This is the main constructive takeaway for growth and franchise execution. Article Title
• Positive Sentiment: Battlefield franchise performing—company said Battlefield 6 was the best-selling shooter of 2025 and set engagement records, supporting recurring monetization potential and future live-service revenue. Article Title
• Neutral Sentiment: Earnings-per-share context — some outlets (Zacks) reported EA beat EPS estimates ($4.82 vs. $4.77 consensus), while other releases highlight different EPS metrics (see press release/GAAP vs. non?GAAP distinctions). Investors are parsing which EPS measure best reflects underlying earnings power. Article Title
• Neutral Sentiment: Strategic/hiring signals — EA is expanding EA SPORTS hiring and continues investments in sports and live services; this supports long-term growth but also implies near-term expense and execution risk. Article Title
• Negative Sentiment: Profitability/earnings wrinkle — The WSJ highlights that GAAP profit fell (reported $88M), despite higher revenue and record bookings, raising questions about margins, one?time items or accounting differences that confused the market. Article Title
• Negative Sentiment: Mixed/conflicting headlines and operational noise — some summaries and the press release contain differing EPS presentations (GAAP vs. non?GAAP) and secondary stories (game shutdown notices) that increase short-term uncertainty and selling pressure. Article Title

Electronic Arts Trading Down 1.1%

EA stock opened at $201.39 on Wednesday. Electronic Arts Inc. has a 12-month low of $120.22 and a 12-month high of $204.88. The business’s 50-day moving average is $203.87 and its 200 day moving average is $190.21. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.25. The stock has a market cap of $50.37 billion, a price-to-earnings ratio of 58.89, a PEG ratio of 2.45 and a beta of 0.74.

About Electronic Arts

Electronic Arts Inc (NASDAQ: EA) is a global interactive entertainment company headquartered in Redwood City, California. Founded in 1982 by Trip Hawkins, EA develops, publishes and distributes video games and related content for a variety of platforms, including consoles, personal computers and mobile devices. The company combines in-house development, partnerships and studio acquisitions to create and maintain a portfolio of entertainment properties and live-service experiences for players worldwide.

EA’s product lineup spans several well-known franchises and genres.