Electronic Arts
Publisher of EA Sports FC, Madden NFL, and Apex Legends; agreed in 2025 to go private.
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Profile
Electronic Arts publishes video games in two divisions: EA Sports, which holds the EA Sports FC football franchise and Madden NFL, and EA Entertainment, home to Apex Legends and The Sims; most revenue comes from live-service content and subscriptions. In September 2025 the company agreed to be taken private by a PIF-led consortium, with closing expected by mid-2026.
Electronic Arts develops and publishes video games across console, PC, and mobile platforms, organized since 2023 into two divisions: EA Sports, which holds the EA Sports FC global football franchise and Madden NFL, and EA Entertainment, which houses Apex Legends, The Sims, Battlefield, and a catalog of additional titles. The company earns most of its revenue through live-service mechanics — in-game purchases, seasonal content, and subscription tiers under the EA Play brand — layered atop full-game and mobile titles.
Founded in San Mateo, California in 1982, EA listed on NASDAQ and spent over three decades building its library primarily through studio acquisitions. In September 2025, EA signed an agreement to be acquired and taken private by a consortium led by the Public Investment Fund alongside Silver Lake and Affinity Partners, with shareholder approval secured in December 2025 and closing expected by June 30, 2026, pending regulatory clearance.
Company facts
Key statistics
Year to date +2.6% · Average volume (30d) 3.7M
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q1 FY27 | $0.82 | $0.20 | −75.7% | $1.48B | $1.99B | +33.9% | 0.00% |
| Aug 3, 2026Q1 FY27 | $0.78 | $0.20 | −74.2% | $1.46B | $1.99B | +36.4% | +0.02% |
| May 5, 2026Q4 FY26 | $2.39 | $1.50 | −37.2% | $1.98B | $1.86B | −5.7% | −0.39% |
| Feb 3, 2026Q3 FY26 | $4.72 | $4.82 | +2.1% | $2.92B | $3.05B | +4.2% | −2.26% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.90B | $1.67B | $1.84B | $1.92B | $2.11B | $1.99B | |
| Gross profit | $1.53B | $1.39B | $1.39B | $1.40B | $1.77B | $1.71B | |
| Operating income | $395.0M | $271.0M | $209.0M | $141.0M | $541.0M | $513.0M | |
| Net income | $254.0M | $201.0M | $137.0M | $88.0M | $461.0M | $397.0M | |
| Diluted EPS | $0.96 | $0.79 | $0.54 | $0.35 | $1.83 | $1.56 | |
| Gross margin | 80.6% | 83.3% | 75.5% | 73.2% | 83.9% | 86.2% | |
| Operating margin | 20.8% | 16.2% | 11.4% | 7.4% | 25.7% | 25.8% |
Fiscal years (4-quarter sums)FY22 $6.99B · FY23 $7.43B · FY24 $7.56B · FY25 $7.46B · FY26 $7.53B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jun 30, 2026Cash & short-term investments $2.40B · Total debt $1.49B · Total assets $12.58B · Shareholders' equity $7.08B
Dividends
Raised for 4 straight years — most recently to $0.19 from $0.17 in Jun 2022. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 27, 2026 | May 27 | Jun 17 | $0.19 | |
| Feb 25, 2026 | Feb 25 | Mar 18 | $0.19 | |
| Dec 3, 2025 | Dec 3 | Dec 23 | $0.19 | |
| Aug 27, 2025 | Aug 27 | Sep 17 | $0.19 | |
| May 28, 2025 | May 28 | Jun 18 | $0.19 | |
| Feb 26, 2025 | Feb 26 | Mar 19 | $0.19 | |
| Nov 27, 2024 | Nov 27 | Dec 18 | $0.19 | |
| Aug 28, 2024 | Aug 28 | Sep 18 | $0.19 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 252.38M · Float 213.72M · 84.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 25.00M | 9.91% | 13F | Aug 7, 2026 |
| Public Investment Fund | 24.81M | 9.83% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 15.57M | 6.17% | 13F | Aug 13, 2026 |
| State Street Corp | 14.05M | 5.57% | 13F | Aug 7, 2026 |
| Pentwater Capital Management LP | 13.48M | 5.34% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 15, 2026 | Laura Miele | officer: President, Enterprise Dev. | −2,500 | $207.01 |
| Jul 15, 2026 | Vijayanthimala Singh | officer: Chief People Officer | −1,200 | $206.98 |
| Jul 15, 2026 | Andrew Wilson | director, officer: Chairman & CEO | −5,000 | $207.01 |
| Jun 15, 2026 | Vijayanthimala Singh | officer: Chief People Officer | −1,200 | $203.00 |
| Jun 15, 2026 | Andrew Wilson | director, officer: Chairman & CEO | −5,000 | $203.12 |
Peers
- Take-Two Interactive
Head-to-head across sports sims, open-world, and mobile on every EA battlefield.
- Microsoft
Activision owner: Call of Duty vs Battlefield, Game Pass vs EA Play.
- Roblox
144M-DAU UGC platform dominates youth mobile time overlapping EA Sports mobile.
- Sony (ADR)
PlayStation Studios AAA rival and EA's primary console distribution platform.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Electronic Arts | $209.70 | 0.00% | $52.92B | 49.0 | 24.3 | 6.7 | +18.9% |
| Take-Two Interactive | $235.64 | +0.08% | $44.01B | — | 28.9 | 6.6 | +2.0% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Roblox | $38.60 | +0.16% | $27.52B | — | — | 4.8 | +44.1% |
| Sony (ADR) | $24.71 | −0.56% | $145.93B | — | 28.9 | 1.8 | −1.6% |
| Median | 28.6 | 28.9 | 5.7 | +9.9% |