Electronic Arts (EA) CAO Kelly Eric Charles Buys 5,415 Shares
Electronic Arts' Chief Accounting Officer, Eric Charles Kelly, acquired 5,415 shares on June 15, 2026.
Reviewed by automated data checks against the source filing. How we make and check alerts
Kelly Eric Charles, Chief Accounting Officer at Electronic Arts Inc. ($EA), bought 5,415 shares on June 15, 2026. The trade was reported to the SEC in a Form 4 filing.
Since the trade, $EA is down 0.1% after 1 week and up 0.2% to date (from the $203.12 close on Jun 15, 2026).
Key Points
- Eric Charles Kelly, Chief Accounting Officer of Electronic Arts Inc. (NASDAQ: EA), purchased 5,415 shares on June 15, 2026.
- Shares of EA traded near $203.12 with a market cap of $50.93 billion and a P/E ratio of 57.70.
- Insider buying included purchases by Stuart Canfield and Jacob Schatz on the same date; analysts maintain a 'hold' rating with a $202.8 target price.
Get $EA trade alerts by text
We text you when insiders, Congress or big funds trade $EA. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Electronic Arts Inc. alert may contain errors. Disclosures
Eric Charles Kelly, the Chief Accounting Officer at Electronic Arts Inc. (NASDAQ: EA), made a notable move by purchasing 5,415 shares of the company on June 15, 2026. This transaction comes as part of recent insider buying activity at the gaming giant.
Insider Buying and Selling at Electronic Arts Inc.
On June 15, 2026, Eric Charles Kelly, along with other executives, engaged in significant insider transactions. Kelly acquired 5,415 shares, while Stuart Canfield, EVP & Chief Financial Officer, bought 60,309 shares. Jacob Schatz, EVP, Global Affairs and CLO, also purchased 40,924 shares. Notably, Kelly had previously sold 3,000 shares on May 28, 2026, at an average price of $200.83.
Other Institutional Activity in Electronic Arts
Among institutional investors, BlackRock, Inc. trimmed its holdings by 443,206 shares, leaving it with 25,102,510 shares valued at approximately $5.12 billion. Meanwhile, Pentwater Capital Management LP increased its stake by 1,857,500 shares, bringing its total to 12,807,500 shares worth about $2.61 billion. Vanguard Portfolio Management LLC initiated a new position with 11,107,312 shares valued at $2.26 billion.
Electronic Arts Inc. Stock Snapshot
Shares of Electronic Arts Inc. (NASDAQ: EA) traded around $203.12. The company boasts a market capitalization of approximately $50.93 billion, with a P/E ratio of 57.70 and a forward P/E of 21.15. EA's stock has seen a 52-week low of $146.97 and a high of $204.89. The company's 50-day moving average is $202.21, and its 200-day moving average is $198.79. With a beta of 0.645, EA exhibits lower volatility compared to the broader market.
Recent Earnings
In its recent earnings report, Electronic Arts posted revenue of $7.53 billion, reflecting a growth of 11.9%. The company achieved a net margin of 11.78% and a return on equity of 13.49%. Earnings per share stood at $3.52. Investors are looking forward to the next earnings release scheduled for July 28, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
1 analysts raised price targets.
-
EPS & revenue
EPS missed estimates by 36.0%. Revenue beat estimates by 2.3%.
-
Profit surprise
EBITDA missed by 55 percent. Operating income missed by 30 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
1 target raise.
-
Earnings quality
Gross margin up 3.3 points. Operating margin up 4.9 points. Positive free cash flow.
Earnings Call Summary
EA delivered revenue of $2.1 billion in the quarter, beating expectations, driven by strong Global Football results and better-than-expected performance from Apex Legends and catalog titles. However, earnings per share came in at $0.79, well below the $2.25 consensus, due to increased marketing spending for upcoming launches including Madden NFL 26, FC 26, and especially Battlefield 6. Management expressed excitement about Battlefield 6 and the upcoming game releases, positioning the back half as the most important period of the year.
Guidance EA reaffirmed full year guidance without change. They expect Q2 net bookings between $1.8 billion and $1.9 billion, down 9 to 13 percent year over year. The company said timing shifts in sports games and deluxe edition content will weigh on Q2, but growth should return in the second half of the year.
Fine but not compelling. Acceptable results that likely do not create a meaningful forward reset.
Dividend
Electronic Arts offers a dividend rate of $0.76 per share, yielding 0.37%. The dividend payout ratio is a conservative 21.65%, providing room for potential growth in the future.
Analysts Set New Price Targets
On May 7, 2026, Citigroup maintained its 'hold' rating on EA, setting a price target of $204.00. The consensus among analysts is a 'hold' rating, with a mean target price of $202.80 based on 15 analyst opinions.
About Electronic Arts Inc.
Electronic Arts Inc., headquartered in Redwood City, California, is a leading player in the electronic gaming and multimedia industry. Founded in 1982, EA develops, markets, and publishes games for consoles, PCs, and mobile devices. The company is known for popular franchises such as EA SPORTS Madden NFL, The Sims, and Apex Legends. Under the leadership of CEO Andrew Wilson, EA employs approximately 14,600 people worldwide.
Bottom Line
Insider buying activity, including Eric Charles Kelly's recent purchase, indicates confidence among Electronic Arts' leadership. With a robust market position and a diverse gaming portfolio, EA remains a key player in the gaming industry. Investors will continue to watch for updates as the company prepares for its next earnings report on July 28, 2026.
Source: Kelly Eric Charles's Form 4 filing on $EA (Jun 15, 2026). Find the original filing: EA Form 4 filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
